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United Airlines10-Q: Capex increase

UAL commits to massive fleet expansion with firm orders for hundreds of Boeing and Airbus aircraft.

What happened

United has firm commitments for hundreds of new aircraft from Boeing and Airbus scheduled for delivery through 2034, driving a $0.3B YoY increase in capital expenditures. This massive fleet modernization program creates needs for financing, maintenance systems, and operational support.

Source

SEC EDGARJul 16, 2026

Quarterly report (Form 10-Q)

United Airlines 10-Q

Filing excerpt

As of June 30, 2026, United had firm commitments to purchase aircraft from The Boeing Company ("Boeing") and Airbus S.A.S. ("Airbus") as presented in the table below:

sec.gov/Archives/edgar/data/100517/000010051726000139/ual-20260630.htmRead the full source

Other signals in this filing (6)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Capex increase

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

Fiscal year end
06/30
Filed
Jul 16, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$300M (Increase in cash flows used in investing activities compared to prior year period, primarily due to aircraft purchases.)

Details

CIK
100517
Accession number
0000100517-26-000139
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Vendors

  • Boeing
  • Airbus

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Jul 21, 2026
signal_type
sec-10q
signal_subtype
capexIncrease

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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/1e27dd4b-33db-43d7-b276-787f8309a6bb returns this record as JSON. POST /v1/companies/enrich returns every signal for united.com.

{
  "signal_id": "1e27dd4b-33db-43d7-b276-787f8309a6bb",
  "signal_type": "sec-10q",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-07-21T07:03:18.34+00:00",
  "company": {
    "name": "United Airlines",
    "domain": "united.com"
  },
  "data": {
    "detail": "United has firm commitments for hundreds of new aircraft from Boeing and Airbus scheduled for delivery through 2034, driving a $0.3B YoY increase in capital expenditures. This massive fleet modernization program creates needs for financing, maintenance systems, and operational support.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Increase in cash flows used in investing activities compared to prior year period, primarily due to aircraft purchases.",
      "dollar_millions": 300
    },
    "summary": "UAL commits to massive fleet expansion with firm orders for hundreds of Boeing and Airbus aircraft.",
    "excerpts": "As of June 30, 2026, United had firm commitments to purchase aircraft from The Boeing Company (\"Boeing\") and Airbus S.A.S. (\"Airbus\") as presented in the table below:",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/100517/000010051726000139/ual-20260630.htm",
    "filing_date": "2026-07-16",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "vendors_mentioned": [
      "Boeing",
      "Airbus"
    ]
  }
}

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