Wednesday Sector Highlights: Rental, Leasing & Royalty, Airlines
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 05 2025
0mins
Should l Buy UAL?
Source: NASDAQ.COM
Airline Stock Performance: Airline shares have shown relative strength, increasing by approximately 2.1% overall, with Allegiant Travel leading the gains at about 19% and United Airlines Holdings up by 5.4% on Wednesday.
Market Sector Leaders: The video highlights the top-performing sectors on Wednesday, including rental, leasing, royalty, and airlines.
Author's Perspective: The views expressed in the article are solely those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
Date of Report: The information pertains to market activity on Wednesday.
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Analyst Views on UAL
Wall Street analysts forecast UAL stock price to rise
16 Analyst Rating
15 Buy
1 Hold
0 Sell
Strong Buy
Current: 109.300
Low
115.00
Averages
139.07
High
156.00
Current: 109.300
Low
115.00
Averages
139.07
High
156.00
About UAL
United Airlines Holdings, Inc. is a holding company. The Company transports people and cargo throughout North America and to destinations in Asia, Europe, Africa, the Pacific, the Middle East and Latin America. The Company, through United Airlines, Inc., and its regional carriers, operates across six continents, with hubs at Chicago O'Hare International Airport (ORD), Denver International Airport (DEN), George Bush Intercontinental Airport (IAH), Los Angeles International Airport (LAX), Newark Liberty International Airport (EWR), San Francisco International Airport (SFO), Washington Dulles International Airport (IAD) and A.B. Won Pat International Airport (GUM). Its hub and spoke system allow it to transport passengers between a large number of destinations with frequent services. The Company has contractual relationships with various regional carriers to provide regional aircraft service branded as United Express. It provides freight and mail transportation services (Air Cargo).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
United Airlines Selects GE GEnx Engines for Boeing 787
- Large Order Size: United Airlines has selected 300 GEnx engines to power its new Boeing 787 Dreamliners, bringing its GEnx-powered fleet to over 200 aircraft, solidifying its position as the largest GEnx operator globally.
- Long-Term Partnership: GE Aerospace's relationship with United Airlines dates back to 1968, and this deal further deepens their collaboration, showcasing GE's technological prowess and market influence in the aerospace engine sector.
- Significant Technical Advantages: The GEnx engine features advanced materials and cutting-edge technologies, delivering greater durability and reliability, with a 99.98% dispatch rate that meets airlines' demands for high-performance engines.
- Impressive Future Deliveries: This order brings GE Aerospace's future GEnx deliveries to nearly 1,800 engines plus spares, indicating strong demand and growth potential in the global aviation market.
See More
United Airlines Selects GE GEnx Engines for 787 Dreamliners
- Large Order Size: United Airlines has selected 300 GEnx engines for its new Boeing 787 Dreamliners, increasing its fleet of GEnx-powered 787s to over 200, thereby strengthening its competitive position in the global market.
- World's Largest Operator: This agreement positions United Airlines as the largest operator of GEnx engines globally, highlighting the decades-long partnership between GE Aerospace and United, which is expected to drive future business growth for both parties.
- Significant Technical Advantages: The GEnx engine features advanced materials and cutting-edge technologies that provide greater durability and reliability, with a 99.98% dispatch rate, giving it a significant competitive edge in the aviation market to meet customer demands for high performance.
- Substantial Future Deliveries: This order brings GE Aerospace's future GEnx engine deliveries to nearly 1,800 engines, plus spares, further enhancing GE's leadership position in the aircraft engine market and is expected to generate substantial revenue growth for the company.
See More
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- United Airlines Engine Selection: United Airlines has chosen 300 GE9X engines for its Boeing 787 Dreamliner fleet.
- Significance of the Deal: This selection marks a significant step in United's efforts to enhance its aircraft performance and efficiency.
See More
BlackRock Acquires 8.1% Stake in Archer Aviation
- Investor Confidence Boost: BlackRock's acquisition of an 8.1% stake in Archer Aviation for $366 million, despite the company missing production targets since its 2021 debut and delivering only one test aircraft, may indicate confidence in its future potential.
- Market Outlook: Archer's Midnight eVTOL is expected to replace helicopters for short-range flights, with capabilities of flying 100 miles on a single charge and reaching speeds of 150 mph; if it secures FAA approval and scales production, analysts project revenues could reach $32 million by 2026.
- Backlog Situation: As of the end of 2025, Archer has a non-committal backlog of $6 billion with approximately 1,200 aircraft orders, showing strong market demand for eVTOLs, although collaboration with major investor Stellantis is progressing slower than anticipated.
- Industry Competition and Challenges: While Archer has potential in the eVTOL market, its market cap of $4.96 billion reflects a valuation of 155 times this year's sales, and it has yet to break even, facing risks of production issues and delayed approvals in the future.
See More
American Airlines Faces Union Protests and Leadership Pressure
- Union Protests Escalate: The flight attendants' union at American Airlines plans to hold a protest outside the company's headquarters, demanding new leadership, reflecting employee dissatisfaction with CEO Robert Isom, particularly as the company lags behind competitors in profitability and punctuality.
- Profit Expectations Improve: Isom mentioned in a video that the company anticipates a significant profit increase this year, with adjusted earnings per share potentially reaching $2.70, a substantial rise from last year's $0.36, indicating efforts to enhance financial performance.
- Schedule and Service Enhancements: American Airlines is adjusting its schedules, particularly at Dallas-Fort Worth International Airport, to improve flight punctuality, although its current 73.7% on-time rate ranks it low in the industry, highlighting the urgency to enhance customer experience.
- Employee Morale Declines: The decline in profits has led to a smaller profit-sharing pool for employees, causing disappointment among staff, with the union stating that the airline needs stronger accountability and decisive action to maintain competitiveness.
See More
American Airlines Flight Attendants Plan Picket Amid Leadership Concerns
- Employee Protest: American Airlines flight attendants are set to picket at the corporate headquarters in Fort Worth, Texas, to exert pressure on CEO Robert Isom amid concerns over lagging profitability compared to rivals, indicating significant employee dissatisfaction with leadership.
- Profit Expectations vs. Employee Confidence: Despite Isom's assertion in a video that the airline expects a substantial profit increase this year, with adjusted earnings per share potentially reaching $2.70, employee frustration remains high regarding the company's reliability and financial performance, particularly following difficulties in recovery from major winter storms.
- Union Vote of No Confidence: The Association of Professional Flight Attendants issued a vote of no confidence in Isom, marking the first such action by the union, which underscores strong employee discontent with leadership, especially as the airline trails Delta and United in profitability and punctuality.
- Future Development Strategy: In a meeting with about 6,000 managers, Isom emphasized the airline's goals for the next 100 years, and despite facing employee protests and profit pressures, he remains committed to enhancing market competitiveness through upgraded cabin facilities and expanded airport lounges.
See More
United Airlines Selects GE GEnx Engines for Boeing 787
- Large Order Size: United Airlines has selected 300 GEnx engines to power its new Boeing 787 Dreamliners, bringing its GEnx-powered fleet to over 200 aircraft, solidifying its position as the largest GEnx operator globally.
- Long-Term Partnership: GE Aerospace's relationship with United Airlines dates back to 1968, and this deal further deepens their collaboration, showcasing GE's technological prowess and market influence in the aerospace engine sector.
- Significant Technical Advantages: The GEnx engine features advanced materials and cutting-edge technologies, delivering greater durability and reliability, with a 99.98% dispatch rate that meets airlines' demands for high-performance engines.
- Impressive Future Deliveries: This order brings GE Aerospace's future GEnx deliveries to nearly 1,800 engines plus spares, indicating strong demand and growth potential in the global aviation market.
See More
United Airlines Selects GE GEnx Engines for 787 Dreamliners
- Large Order Size: United Airlines has selected 300 GEnx engines for its new Boeing 787 Dreamliners, increasing its fleet of GEnx-powered 787s to over 200, thereby strengthening its competitive position in the global market.
- World's Largest Operator: This agreement positions United Airlines as the largest operator of GEnx engines globally, highlighting the decades-long partnership between GE Aerospace and United, which is expected to drive future business growth for both parties.
- Significant Technical Advantages: The GEnx engine features advanced materials and cutting-edge technologies that provide greater durability and reliability, with a 99.98% dispatch rate, giving it a significant competitive edge in the aviation market to meet customer demands for high performance.
- Substantial Future Deliveries: This order brings GE Aerospace's future GEnx engine deliveries to nearly 1,800 engines, plus spares, further enhancing GE's leadership position in the aircraft engine market and is expected to generate substantial revenue growth for the company.
See More
United Airlines Chooses 300 GE GenX Engines for Boeing 787 Dreamliners
- United Airlines Engine Selection: United Airlines has chosen 300 GE9X engines for its Boeing 787 Dreamliner fleet.
- Significance of the Deal: This selection marks a significant step in United's efforts to enhance its aircraft performance and efficiency.
See More
BlackRock Acquires 8.1% Stake in Archer Aviation
- Investor Confidence Boost: BlackRock's acquisition of an 8.1% stake in Archer Aviation for $366 million, despite the company missing production targets since its 2021 debut and delivering only one test aircraft, may indicate confidence in its future potential.
- Market Outlook: Archer's Midnight eVTOL is expected to replace helicopters for short-range flights, with capabilities of flying 100 miles on a single charge and reaching speeds of 150 mph; if it secures FAA approval and scales production, analysts project revenues could reach $32 million by 2026.
- Backlog Situation: As of the end of 2025, Archer has a non-committal backlog of $6 billion with approximately 1,200 aircraft orders, showing strong market demand for eVTOLs, although collaboration with major investor Stellantis is progressing slower than anticipated.
- Industry Competition and Challenges: While Archer has potential in the eVTOL market, its market cap of $4.96 billion reflects a valuation of 155 times this year's sales, and it has yet to break even, facing risks of production issues and delayed approvals in the future.
See More
American Airlines Faces Union Protests and Leadership Pressure
- Union Protests Escalate: The flight attendants' union at American Airlines plans to hold a protest outside the company's headquarters, demanding new leadership, reflecting employee dissatisfaction with CEO Robert Isom, particularly as the company lags behind competitors in profitability and punctuality.
- Profit Expectations Improve: Isom mentioned in a video that the company anticipates a significant profit increase this year, with adjusted earnings per share potentially reaching $2.70, a substantial rise from last year's $0.36, indicating efforts to enhance financial performance.
- Schedule and Service Enhancements: American Airlines is adjusting its schedules, particularly at Dallas-Fort Worth International Airport, to improve flight punctuality, although its current 73.7% on-time rate ranks it low in the industry, highlighting the urgency to enhance customer experience.
- Employee Morale Declines: The decline in profits has led to a smaller profit-sharing pool for employees, causing disappointment among staff, with the union stating that the airline needs stronger accountability and decisive action to maintain competitiveness.
See More
American Airlines Flight Attendants Plan Picket Amid Leadership Concerns
- Employee Protest: American Airlines flight attendants are set to picket at the corporate headquarters in Fort Worth, Texas, to exert pressure on CEO Robert Isom amid concerns over lagging profitability compared to rivals, indicating significant employee dissatisfaction with leadership.
- Profit Expectations vs. Employee Confidence: Despite Isom's assertion in a video that the airline expects a substantial profit increase this year, with adjusted earnings per share potentially reaching $2.70, employee frustration remains high regarding the company's reliability and financial performance, particularly following difficulties in recovery from major winter storms.
- Union Vote of No Confidence: The Association of Professional Flight Attendants issued a vote of no confidence in Isom, marking the first such action by the union, which underscores strong employee discontent with leadership, especially as the airline trails Delta and United in profitability and punctuality.
- Future Development Strategy: In a meeting with about 6,000 managers, Isom emphasized the airline's goals for the next 100 years, and despite facing employee protests and profit pressures, he remains committed to enhancing market competitiveness through upgraded cabin facilities and expanded airport lounges.
See More
