Intelligence Feed event · Equity · 2026-10-06

    United Airlines drops 2.23% following a 2.51% downward revision in consensus EPS

    Question

    United Airlines drops 2.23% following a 2.51% downward revision in consensus EPS

    Direct answer

    United Airlines fell 2.23% to $110.00 on October 5, underperforming broad market benchmarks. The drop follows negative estimate momentum across sell-side models over the past 30 days. Consensus earnings per share projections were trimmed by 2.51% over the past month. Despite the revision, the airline is expected to post Q3 earnings of $3.03 per share, representing 8.99% growth over the prior-year period.

    Original publisher
    Market Ontology
    Evidence through
    2026-10-06
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “United Airlines drops 2.23% following a 2.51% downward revision in consensus EPS”, revision 1, evidence through 2026-10-06. https://marketontology.com/market-events/2026-10-06/united-airlines-drops-2-23-following-a-2-51-downward-revision-in-consensus-eps-591eb4

    EQUITY
    United Airlines drops 2.23% following a 2.51% downward revision in consensus EPS
    United Airlines fell 2.23% to $110.00 on October 5, underperforming broad market benchmarks. The drop follows negative estimate momentum across sell-side models over the past 30 days. Consensus earnings per share projections were trimmed by 2.51% over the past month. Despite the revision, the airline is expected to post Q3 earnings of $3.03 per share, representing 8.99% growth over the prior-year period.
    UALJETS
    Impact
    68
    OCT 6
    SIG
    86%
    UALJETS
    United Airlines drops 2.23% following a 2.51% downward revision in consensus EPS
    United Airlines fell 2.23% to $110.00 on October 5, underperforming broad market benchmarks. The drop follows negative estimate momentum across sell-side models over the past 30 days. Consensus earnings per share projections were trimmed by 2.51% over the past month. Despite the revision, the airline is expected to post Q3 earnings of $3.03 per share, representing 8.99% growth over the prior-year period.
    → A 2.51% downward revision in 30-day consensus EPS expectations reduces UAL's forward earnings multiple, pushing shares down to $110.00 despite projected 8.99% YoY earnings growth.
    Impact
    United Airlines fell 2.23% to $110.00 on October 5, underperforming broad market benchmarks. The drop follows negative estimate momentum across sell-side models over the past 30 days. Consensus earnings per share projections were trimmed by 2.51% over the past month. Despite the revision, the airline is expected to post Q3 earnings of $3.03 per share, representing 8.99% growth over the prior-year period.
    Affected
    UALJETS
    Transmission
    A 2.51% downward revision in 30-day consensus EPS expectations reduces UAL's forward earnings multiple, pushing shares down to $110.00 despite projected 8.99% YoY earnings growth.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    UALearnings multiple compression from downward consensus revisionsDown1-5dUAL declined 2.23% to $110.00 as 30-day consensus EPS fell 2.51%.
    JETSairline passenger unit revenue revisions across legacy network carriersDown1-4wUAL estimate adjustments weigh on broader passenger airline sentiment.

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    UALDownagreed111.87 2026-10-06-1.52%-7.72%Pending
    JETSDownagreed28.10 2026-10-06-1.53%-4.63%Pending

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    No verifiable public source recorded for this card.

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