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United Airlines10-Q: Supply chain disruption

UAL faces aircraft delivery delays from Boeing and Airbus, impacting fleet and capacity plans.

What happened

United's expected aircraft delivery schedule has been adjusted due to supplier delays, creating uncertainty in its capacity planning and fleet modernization strategy. This pressure to maintain operational readiness could create needs for solutions in predictive maintenance, logistics optimization, and asset management for its existing fleet.

Source

SEC EDGARJul 16, 2026

Quarterly report (Form 10-Q)

United Airlines 10-Q

Filing excerpt

Expected aircraft deliveries reflect adjustments communicated by Boeing and Airbus or estimated by United. However, aircraft deliveries are subject to a number of variables... and we cannot guarantee delivery of any particular aircraft at any specific time notwithstanding firm purchase commitments.

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: Supply chain disruption

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

Details

CIK
100517
Accession number
0000100517-26-000139
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Vendors

  • Boeing
  • Airbus
  • Chase

Extraction

Confidence
High
Relevance
85%
Sentiment
Negative
Detected
Jul 21, 2026
signal_type
sec-10q
signal_subtype
supplyChainDisruption

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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/d70ff254-b9ed-427e-aa31-472732d20ed6 returns this record as JSON. POST /v1/companies/enrich returns every signal for united.com.

{
  "signal_id": "d70ff254-b9ed-427e-aa31-472732d20ed6",
  "signal_type": "sec-10q",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-07-21T07:03:18.377+00:00",
  "company": {
    "name": "United Airlines",
    "domain": "united.com"
  },
  "data": {
    "detail": "United's expected aircraft delivery schedule has been adjusted due to supplier delays, creating uncertainty in its capacity planning and fleet modernization strategy. This pressure to maintain operational readiness could create needs for solutions in predictive maintenance, logistics optimization, and asset management for its existing fleet.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "UAL faces aircraft delivery delays from Boeing and Airbus, impacting fleet and capacity plans.",
    "excerpts": "Expected aircraft deliveries reflect adjustments communicated by Boeing and Airbus or estimated by United. However, aircraft deliveries are subject to a number of variables... and we cannot guarantee delivery of any particular aircraft at any specific time notwithstanding firm purchase commitments.",
    "relevance": 0.85,
    "sentiment": "negative",
    "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": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "vendors_mentioned": [
      "Boeing",
      "Airbus",
      "Chase"
    ]
  }
}

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