“United is basing its estimates on $4.80 a gallon for jet fuel. For some comparison here, they paid $3.90 per gallon in the third quarter.”
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Said on Closing Bell
Closing Bell · Closing Bell Overtime: 10/20/26
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modeled jet-fuel cost at $4.80 /gal versus $3.90 /gal, projecting EPS impact from $9-$11 full-year guidance down to $7.22 if Q4 hits $1.50 EPS
$4.80/gal vs $3.90/gal; full-year EPS $9-$11 → $7.22; Q4 EPS $0.50-$1.50
“United is basing its estimates on $4.80 a gallon for jet fuel. For some comparison here, they paid $3.90 per gallon in the third quarter.”
“The company's recent fiscal second quarter report showed revenue growing 18% from a year ago... management raised guidance for the full year, calling for revenue and profit growth of 15% and 14% respectively”
“The likelihood of getting measurable impact is five times less for the employee that has a lot of AI tools, but very weak strategic guidance”
“We just hit $2,000 in extra costs related to the war… that breaks down into three broadly three things… higher cost of energy… higher interest rates… military costs”
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