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United Airlines' Outlook Reflects Confidence in H2 Revenue per Available Seat Mile, UBS Says

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United Airlines' (UAL) outlook for Q3 and Q4 total revenue per available seat mile, or TRASM, likely reflects continued strong demand, UBS Securities said in a note emailed Thursday.

The company estimates Q3 and Q4 TRASM to exceed Q2's 12.1% level, UBS said, noting an implied Q3 TRASM of about 15% at mid-point as United Airlines sees demand strength through July. United Airlines' fuel assumptions also allows for upside in the coming periods, the investment firm added.

UBS also noted strong Q2 passenger revenue per available seat mile across the company's geographic distribution and solid cost control during the period despite headwinds from its labor deal with flight attendants.

UBS maintained its buy rating and $153 price target on United Airlines.

Price: $117.75, Change: $-3.22, Percent Change: -2.66%

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