“If you compare their full year expectations… even the most optimistic, at $1.50 in the fourth quarter, means they will only earn $7.22.”

Closing Bell · Closing Bell Overtime: 10/20/26

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What was described

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

Said nearby on the same subject

“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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