United Airlines Earnings Spurs Stock Surge: Who Could Benefit From Demand Resurgence？

$United Airlines (UAL.US)$, headquartered in Chicago, released its first-quarter earnings report on Tuesday evening, leading to a surge in its stock price by more than 17% on Wednesday. The entire airline industry followed suit, with $American Airlines (AAL.US)$ rising 2.3% and $Delta Air Lines (DAL.US)$ climbing 3%.

The company reported a first-quarter loss of $124 million, primarily due to the three-week grounding of its $Boeing (BA.US)$ 737 Max 9 fleet following an incident in early January where a cabin door detached mid-flight on an Alaska Airlines 737 Max 9 aircraft. Nevertheless, United Airlines announced on Wednesday that it has reached a confidential agreement with Boeing regarding compensation for the grounding and delays of the Max jet.

Additionally, other airlines are slated to announce their financial results in the coming weeks, whichcould offer additional insights into the aviation industry's performance and broader economic trends. Keep an eye out for $American Airlines (AAL.US)$ and $Southwest Airlines (LUV.US)$, both set to release their earnings on April 25, $JetBlue Airways (JBLU.US)$ on April 23, and $Spirit Airlines (SAVE.US)$ on May 6.

$Delta Air Lines (DAL.US)$ is one of the major airlines of the United States and a legacy carrier headquartered in Atlanta, Georgia. The United States' oldest operating airline and the seventh-oldest operating worldwide, Delta along with its subsidiaries and regional affiliates, including Delta Connection, operates over 5,400 flights daily and serves 325 destinations in 52 countries on six continents.

$United Airlines (UAL.US)$ is a major American airline headquartered at the Willis Tower in Chicago, Illinois. United operates an extensive domestic and international route network across the United States and all six inhabited continents primarily out of its eight hubs, with Chicago–O'Hare having the largest number of daily flights and Denver carrying the most passengers in 2023. Regional service is operated by independent carriers under the brand name United Express.

$Uber Technologies (UBER.US)$ is an American multinational transportation company that provides ride-hailing services, courier services, food delivery, and freight transport. It is headquartered in San Francisco, California, and operates in approximately 70 countries and 10,500 cities worldwide. It is the largest ridesharing company worldwide with over 150 million monthly active users and 6 million active drivers and couriers. It facilitates an average of 28 million trips per day and has facilitated 47 billion trips since its inception in 2010.

$Marriott International (MAR.US)$ is an American multinational company that operates, franchises, and licenses lodging brands that include hotel, residential, and timeshare properties. Marriott International owns over 30 hotel and timeshare brands with 8,785 locations and 1,597,380 rooms across its network. Marriott International is headquartered in Bethesda, Maryland.

$Hilton Worldwide (HLT.US)$ is an American multinational hospitality company that manages and franchises a broad portfolio of hotels, resorts, and timeshare properties. Hilton is headquartered in Tysons, Virginia, United States. As of December 31, 2023, the company's portfolio includes 7,530 properties (including timeshare properties) with 1,182,937 rooms in 118 countries and territories. Hilton has 22 brands across different market segments.

$Royal Caribbean (RCL.US)$, formerly known as Royal Caribbean Cruises Ltd., is a global cruise holding company incorporated in Liberia and based in Miami, Florida. It is the world's second-largest cruise line operator, after Carnival Corporation & plc. As of March 2024, Royal Caribbean Group fully owns three cruise lines: Royal Caribbean International, Celebrity Cruises, and Silversea Cruises with 65 ships in the current fleet and 5 ships on order until 2028. They also hold a 50% stake in TUI Cruises and Hapag-Lloyd Cruises.

$Carnival (CCL.US)$ is a British-American cruise operator with a combined fleet of over ninety vessels across nine cruise line brands and one joint venture with China State Shipbuilding Corporation (CSSC). It's the world's largest leisure travel company with 87 ships sailing under 9 brands including Princess. Carnival Cruise Line is the company's biggest brand with 22 ships, operating 1,500 voyages annually, calling on ports from Cozumel to Ketchikan.