Architect of Alpha
Long-Term Stock Investor
United Airlines is showing that even a supposedly uninvestable airline can produce powerful earnings growth. Despite razor-thin margins, fuel, labor, debt and cyclical demand, Q1 FY26 revenue rose 11% to $14.6 billion, operating income 64% to $997 million, net income 81% to $699 million and diluted EPS 84% to $2.14. The quarter earns an A grade. x.comÂ
United Airlines' weak Q4 earnings outlook is driven by its higher fuel-price assumption, supporting the case for buying through temporary fuel pressure. United guided to $0.50-$1.50 in EPS using $4.80 per gallon; its disclosure says consensus assumes $4.35, a difference worth about $1.00 in quarterly EPS. x.comÂ
United Airlines has a particularly strong bullish setup because its largest daily buy volume since the summer all-time-high rally follows accumulation and inefficient selling throughout a 30% decline. It does not get much better than this: the stock is retesting eight-year resistance as support after breaking out. x.comÂ
United Airlines is dead money as the Iran war drives up its fuel bill. The Kobeissi Letter reports United's fuel costs rose by $340 million in the first quarter of 2026. x.comÂ
Delta's Q3 results support a bullish view despite fuel pressure: the airline absorbed $500M in higher fuel expenses while revenue rose 32.9% year over year to $20.2B and beat estimates by $1.28B, although adjusted EPS of $1.72 missed by $0.04. x.comÂ
American, United, Southwest and Frontier are heading into peak summer travel with strong demand and some of the hottest chart bases. The World Cup adds another travel tailwind, and lower fuel costs could boost margins. x.comÂ
United Airlines is a stock to avoid in October. Oil is at an all-time high, flights are getting canceled and refunds are stacking up. x.comÂ
Airlines' fuel-driven fare hikes are finally cracking consumer demand. TSA checkpoint traffic is firmly negative year over year, while the airline ETF is breaking down. x.comÂ
Airline stocks are a no-brainer long as Delta Air Lines lifts off its 10-month EMA on the monthly chart despite oil and rate pressures. x.comÂ
United Airlines and Delta Air Lines are probably near a peak, as hedge-fund pay and expectations sit at a cyclical high. The average hedge-fund vacation ranged from the South of France to the Amalfi Coast, a sign worth shorting. American Airlines is left out as a budget carrier. x.com x.comÂ
Delta Air Lines looks extremely bullish because its pullback has been inefficient after a near-decade resistance level flipped into support on its largest buy volume since the COVID low. A $2 billion buy day was the largest since last summer, and the quarterly and monthly charts still show that heavy buying. x.comÂ
