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United Airlines8-K: Inflation impact

Fuel expense up 62% or $1.8 billion in Q3 2026 amid volatile jet fuel prices

Source: Autobound Signal API · 79 signals tracked for United Airlines · updated

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What happened

United Airlines reported that fuel expense increased by $1.8 billion or 62% year-over-year in Q3 2026, with an average fuel price per gallon of $3.90, and projects Q4 fuel prices at ~$4.80. Suppliers offering fuel efficiency technologies, route optimization software, or cost hedging solutions may find increased interest.

Source

SEC EDGAROct 20, 2026

Current report (Form 8-K)

United Airlines 8-K

Filing excerpt

Q3 adjusted diluted earnings per share1 were $2.54, within guidance despite a 62% increase in fuel expense

sec.gov/Archives/edgar/data/100517/000010051726000184/ual-20261020.htmRead the full source

Other signals in this filing (3)

Extracted by Autobound

From the Signal API record
Signal
8-K: Inflation impact

What this signalsFilings often name leadership changes, deals and spending plans.

Form
8-K
Fiscal year end
10/20
Filed
Oct 20, 2026

The full record

From the Signal API record

Numbers

Dollar figure
$1.8B (increase in fuel expense compared to third-quarter 2025)
Percent
62% (increase in fuel expense)

Details

CIK
100517
Accession number
0000100517-26-000184
Timeframe
Current quarter
Filing year
2026
Why it matters
Efficiency tools needed
Signal category
Operations

Extraction

Confidence
High
Relevance
75%
Sentiment
Negative
Detected
Oct 27, 2026
signal_type
sec-8k
signal_subtype
inflationImpact

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The API returns more than this page shows

This page shows a preview. The full sec-8k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/c89d27e8-d5d7-4508-8501-a8b6aaa27fd2 returns this record as JSON. POST /v1/companies/enrich returns every signal for united.com.

{
  "signal_id": "c89d27e8-d5d7-4508-8501-a8b6aaa27fd2",
  "signal_type": "sec-8k",
  "signal_subtype": "inflationImpact",
  "detected_at": "2026-10-27T08:03:59.245+00:00",
  "company": {
    "name": "United Airlines",
    "domain": "united.com"
  },
  "data": {
    "detail": "United Airlines reported that fuel expense increased by $1.8 billion or 62% year-over-year in Q3 2026, with an average fuel price per gallon of $3.90, and projects Q4 fuel prices at ~$4.80. Suppliers offering fuel efficiency technologies, route optimization software, or cost hedging solutions may find increased interest.",
    "metrics": {
      "pct": 0.62,
      "timeframe": "current_quarter",
      "pct_context": "increase in fuel expense",
      "dollar_context": "increase in fuel expense compared to third-quarter 2025",
      "dollar_millions": 1800
    },
    "summary": "Fuel expense up 62% or $1.8 billion in Q3 2026 amid volatile jet fuel prices",
    "excerpts": "Q3 adjusted diluted earnings per share1 were $2.54, within guidance despite a 62% increase in fuel expense",
    "relevance": 0.75,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/100517/000010051726000184/ual-20261020.htm",
    "filing_date": "2026-10-20",
    "filing_year": 2026,
    "fiscal_year_end": "10/20",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "operations"
  }
}

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