Company facts
- Industry
- Air Transportation, Scheduled
- Headquarters
- Chicago, Illinois
- Most recent report
- 10-Q, filed Oct 21, 2026
- Incorporated
- Delaware
- Filings on record
- 1,014+ filings
- On EDGAR
- CIK 100517
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 38
News 8 of 209
- 8-K Quarterly results Oct 20, 2026
- 8-K Quarterly results Jul 15, 2026
- 8-K Shareholder vote results May 22, 2026
- 8-K Current report on a material event Apr 27, 2026
- 8-K Quarterly results Apr 21, 2026
- 8-K Significant contract Feb 6, 2026
- 8-K Significant contract Feb 2, 2026
- 8-K Quarterly results Jan 20, 2026
Prospectuses and Registrations 8 of 35
- S-3ASR Automatic shelf registration Oct 21, 2026
- 424B2 Prospectus supplement for an offering Feb 5, 2026
- FWP Free writing prospectus Feb 3, 2026
- 424B3 Prospectus supplement for an offering Feb 3, 2026
- 424B2 Prospectus supplement for an offering Jan 28, 2026
- FWP Free writing prospectus Jan 27, 2026
- 424B3 Prospectus supplement for an offering Jan 26, 2026
- S-8 Registration statement for an employee plan May 31, 2024
Proxies 8 of 23
- DEFA14A Extra proxy material Apr 7, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 7, 2026
- DEFA14A Extra proxy material Apr 10, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 10, 2025
- DEFR14A Apr 23, 2024
- DEFA14A Extra proxy material Apr 12, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 12, 2024
- PRE 14A Preliminary proxy statement Apr 2, 2024
Ownership 8 of 681
- 4 Insider reported a trade Nov 6, 2026
- 144 Notice of a proposed sale of restricted stock Nov 6, 2026
- 4 Insider reported a trade Nov 3, 2026
- 144 Notice of a proposed sale of restricted stock Oct 30, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Oct 2, 2026
Other 8 of 28
- ARS Annual report sent to shareholders Apr 7, 2026
- ARS Annual report sent to shareholders Apr 10, 2025
- 8-A12B/A Registration of a security for exchange listing, amended Apr 23, 2024
- ARS Annual report sent to shareholders Apr 12, 2024
- 8-A12B/A Registration of a security for exchange listing, amended Dec 4, 2023
- ARS Annual report sent to shareholders Apr 13, 2023
- UPLOAD Comment letter from SEC staff Nov 22, 2022
- CORRESP Reply to SEC staff Nov 14, 2022
What to read: Sep 2026 10-Q
SECSift found 3 of 11 sections worth reading, with 0 positive, 11 notable, and 1 negative flags.
Financial Statements (Item 1)
Notes reveal major debt refinancing, large one-time gains, and labor cash outflow.Notable- Share repurchases slowed dramatically: $27M in nine months 2026 vs $612M in nine months 2025.
- Equity method investments total $335M including 22% of Republic Airways and 40% of CommuteAir.
- United borrowed $4.6B in aircraft loans and issued $2.0B in unsecured notes during nine months 2026.
- One-time $740M ratification payment to flight attendants paid Sep 15, 2026.
- Pre-tax gains of $1.1B from aircraft sale-leasebacks in nine months 2026.
Management's Discussion (Item 2)
Full MD&A with detailed financials, operating stats, liquidity, and fleet commitments.Notable- After quarter-end, upsized revolver from $3.0B to $5.0B and extended maturity to October 2031.
- Firm commitments for 504 aircraft from Boeing and Airbus through 2034, with delivery timing uncertain.
- Repurchased only $27M of stock in first nine months of 2026, none in Q3, signaling capital preservation.
Other Information (Item 5)
New $5B revolver upsized from $3B, secured by route authorities and slots.
What changed: Sep 2026 vs. Jun 2026
About 6% of UAL's Sep 2026 10-Q is new information. 12 paragraphs were added, 115 changed, and 13 removed. Below are the most important lines SECSift identified.
New
Changed
- Current filing covers three and nine months ended September 30, 2026, with net income up 8.5% to $1,029M.
- Equity method investments increased to $335 million from $325 million; CommuteAir aircraft decreased to 46 from 53.
- Pension contributions rose to $259 million for nine months from $9 million for six months, largely in Q3.
- Amendment No. 11 to A350-900 Purchase Agreement (July 31, 2026) replaced prior Amendment No. 8 to A320 Family Purchase Agreement (May 27, 2026).
- Firm aircraft commitments decreased: 787 from 146 to 142; 737 MAX 9 from 63 to 42; A321neo from 111 to 108; A321XLR from 49 to 48.
- Fitch revised UAL's credit outlook from stable to positive in July 2026.
- Geopolitical risk now includes 'other regions' beyond the Middle East and describes conflicts as 'ongoing'.
- Supplemental Agreement No. 17 (August 28, 2026) replaced prior Supplemental Agreement No. 16 (April 30, 2026) with Boeing.
Removed
- Removed disclosure of $375 million undrawn financing commitments from Q2 2026.
- CFO Michael Leskinen's Rule 10b5-1 trading plan for up to 30,000 shares adopted April 30, 2026 is no longer reported.
- Prior filing had no credit facility disclosure; it only reported a Rule 10b5-1 trading plan by CFO Michael Leskinen.
- Two prior exhibits removed: Amendment No. 8 to A320 Purchase Agreement and Supplemental Agreement No. 16 to Boeing Purchase Agreement.
Everything here comes from United Airlines Holdings, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 21, 2026, from the 10-Q for Sep 2026.