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The Air Current • Will Guisbond

Kirby: United's growth limited by JetBlue tie‑up, Boeing delivery timing and regulator stance

United Airlines CEO Scott Kirby said the carrier's long‑term growth ambitions are constrained by the availability of aircraft—particularly Boeing delivery timing—and by the government's willingness to approve consolidation tied to its partnership with JetBlue, forcing United to temper expansion plans.

2026-01-20T13:12:59.986133-08:00

CNBC

United posts record $59.1B in 2025, beats Q4 estimates; premium demand to drive 2026

2026-01-20T13:13:01.713688-08:00

One Mile at a Time

United A321neo (N14502) loses nose‑wheel tire after hard landing at Orlando; FAA review expected

2026-01-18T16:04:51.867831-08:00

AirInsight

United upsizes 787 order to 787-10s as economics favor larger Dreamliner

2026-01-19T07:48:41.926357-08:00

News Timeline

CNBC

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United posts record $59.1B in 2025, beats Q4 estimates; premium demand to drive 2026 United reported record 2025 revenue of $59.1 billion and Q4 non‑GAAP EPS of $3.10 on $15.4 billion revenue (+5% YoY), with capacity up 6.5%. Management said strong demand from high‑spending domestic, corporate and international travellers underpins an upbeat 2026 outlook and continued buybacks.

2026-01-20T13:13:01.713688-08:00

United posts record $59.1B in 2025, beats Q4 estimates; premium demand to drive 2026

The Air Current

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Kirby: United's growth limited by JetBlue tie‑up, Boeing delivery timing and regulator stance United Airlines CEO Scott Kirby said the carrier's long‑term growth ambitions are constrained by the availability of aircraft—particularly Boeing delivery timing—and by the government's willingness to approve consolidation tied to its partnership with JetBlue, forcing United to temper expansion plans.

2026-01-20T13:12:59.986133-08:00

Kirby: United's growth limited by JetBlue tie‑up, Boeing delivery timing and regulator stance

ch-aviation

Delta and United decline awarded Mexico City slots Delta Air Lines and United Airlines have declined takeoff-and-landing slots awarded at Mexico City, rejecting reassigned frequencies. Both carriers' refusals strip two major U.S. operators of newly allocated capacity at the airport and complicate route-reinstatement plans for transborder service between the U.S. and Mexico.

2026-01-20T08:55:53.726767-08:00

Delta and United decline awarded Mexico City slots

AirInsight

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United upsizes 787 order to 787-10s as economics favor larger Dreamliner United is converting outstanding 787-9 orders to larger 787-10s, a decision the carrier says is driven by rising traffic, limited airport slots and stronger economics per seat. Data indicates upsizing is a rational move to improve capacity and competitive positioning on long‑haul routes.

2026-01-19T07:48:41.926357-08:00

United upsizes 787 order to 787-10s as economics favor larger Dreamliner

One Mile at a Time

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United A321neo (N14502) loses nose‑wheel tire after hard landing at Orlando; FAA review expected A United Airlines Airbus A321neo (N14502) lost a nose‑wheel tire following a hard landing at Orlando International Airport, prompting a runway closure and temporary ground stop. No injuries were reported; the occurrence will be reviewed by the FAA and subject to a mechanical investigation.

2026-01-18T16:04:51.867831-08:00

United A321neo (N14502) loses nose‑wheel tire after hard landing at Orlando; FAA review expected

stratechery.com

Kirby: Rebuilt United’s tech stack and pursued Flighty to remake the mobile app United CEO Scott Kirby says rebuilding the airline’s technical infrastructure laid the groundwork for a broader transformation, including ambitious upgrades to the mobile passenger experience. Kirby revealed he pursued acquiring Flighty to accelerate enhancements to United’s app and customer‑facing services.

2026-01-17T16:05:44.340415-08:00

Kirby: Rebuilt United’s tech stack and pursued Flighty to remake the mobile app

Reuters

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United and American intensify battle for dominance at Chicago O'Hare Chicago O'Hare International Airport, long a crossroads of U.S. air travel, has become the frontline in an intensifying contest between United Airlines and American Airlines. The head-to-head battle for dominance at ORD is driving rapid shifts in carrier strategy, network planning and hub operations across the market.

2026-01-16T03:39:07.156348-08:00

United and American intensify battle for dominance at Chicago O'Hare

The Air Current

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United converts 56 Boeing 787-9s into 787-10s amid GE–Rolls engine dispute, 777 spares squeeze and looming A350 competition United is converting 56 Boeing 787-9s into larger 787-10s as it confronts a GE–Rolls engine fight, parts shortages for engines on its oldest 777s, and rising competitive pressure from Airbus A350s. The move is part of broader late‑decade widebody transformation options to meet ambitious growth targets.

2026-01-15T17:06:58.843459-08:00

United converts 56 Boeing 787-9s into 787-10s amid GE–Rolls engine dispute, 777 spares squeeze and looming A350 competition

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United Airlines News

Kirby: United's growth limited by JetBlue tie‑up, Boeing delivery timing and regulator stance

United posts record $59.1B in 2025, beats Q4 estimates; premium demand to drive 2026

United A321neo (N14502) loses nose‑wheel tire after hard landing at Orlando; FAA review expected

United upsizes 787 order to 787-10s as economics favor larger Dreamliner

News Timeline