United Airlines Jumps 6% as Record Revenue Forecast Outweighs Fuel-Cost Squeeze; American Airlines Climbs 4%, Delta Rises 3%

United Airlines shares jumped 6% to $103.88 in afternoon trading after the carrier delivered a record Q4 revenue forecast that outweighed a fuel-cost squeeze, outpacing American and Delta. Analysts and investors appeared to focus on top-line momentum: United posted record operating revenue of $17.9 billion in Q3 2026 and expects Q4 2026 revenue growth to exceed 20% year over year. The quarter was pressured by a sharply higher fuel bill, but adjusted earnings per share remained within guidance. United also said it is confident it can recover fuel-cost increases with a lag, and expanded its revolving credit facility as it targets an investment-grade rating. American rose 4% to $12.57 and Delta gained 3% to $79.