United, Delta Stocks Fell After Record Earnings. What to Expect From American.

• United Airlines set a new revenue record in the third quarter
• United Airlines’ stock tumbled 5.6% in premarket trading
• Fourth quarter looks challenging for United due to higher fuel prices and flight cancellations to Israel
• Delta and American Airlines’ stocks were also down ahead of earnings reports
• United’s exposure to Israel is a significant factor behind its underperformance
• Analysts expect American Airlines’ impact from the Israel-Hamas conflict to be less severe
• All airlines face the risk of prolonged conflict affecting oil prices and jet fuel prices
• United, Delta, and American are well-positioned to outperform the rest of the U.S. airline industry

United Airlines set a new revenue record in the third quarter, but its stock tumbled in premarket trading due to concerns about the fourth quarter. Higher fuel prices and flight cancellations to Israel are expected to impact earnings. Delta and American Airlines also saw their stocks decline ahead of earnings reports. United’s exposure to Israel is a significant factor behind its underperformance, while analysts expect American Airlines to be less affected by the Israel-Hamas conflict. All airlines face the risk of prolonged conflict affecting oil prices and jet fuel prices. However, United, Delta, and American are well-positioned to outperform the rest of the U.S. airline industry.