NASDAQIndustrialsAirlinesSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Free cash flow at least $2.7 billion in 2026: FCF $1.61B (Q2) vs $2.7B target.
View ThesisRevenue is growing steadily — about 8% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 28% in its worst 12-month stretch.
View RiskUAL's growth depends on its ability to maintain strong revenue and cash flow. Recent earnings showed a revenue increase of 16% year over year, and the last quarter beat expectations. It trades at 14× P/E versus a peer median of 24×. This suggests that the price reflects less growth than anticipated. A specific risk is the potential for a guidance cut, which could harm credibility. Peer multiples imply a price about 36% above where it trades.
Trailing returns as of 2026-07-31. UAL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 27 analysts currently covering UAL (as of Jul 2026).
Based on 9 Wall Street analysts offering 12-month price targets for UAL in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Passenger Airlines — fair value, gap to price, and forward P/E.
Advances: Build the greatest airline in history with customer-focused growth
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $121.33
The last 12 months of price, then the range of analyst 12-month targets from today’s $121.33.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Major investment aligns with customer-focused growth objective.
Advances: Build the greatest airline in history with customer-focused growth
New seating enhances customer experience and supports growth objectives.
Threatens: Generate similar level of free cash flow in 2026 as in 2025
Tightened outlook raises concerns about future cash flow generation.
Potential merger could enhance growth and operational excellence.
Threatens: Maintain operational excellence with lowest seat cancellation rates
Route cuts may affect operational excellence and customer experience.
Threatens: Win and retain brand-loyal customers through customer experience investments
Threat to customer experience and brand loyalty.
Advances: Maintain operational excellence with lowest seat cancellation rates
New contract supports operational excellence and employee satisfaction.
Advances: Maintain operational excellence with lowest seat cancellation rates
New contract supports operational excellence and employee satisfaction.
