Free NewsletterPro Login

Warning: Undefined variable $stocks in /var/www/briefs.co/htdocs/wp-content/plugins/oxygen/component-framework/components/classes/code-block.class.php(133) : eval()'d code on line 448

Warning: foreach() argument must be of type array|object, null given in /var/www/briefs.co/htdocs/wp-content/plugins/oxygen/component-framework/components/classes/code-block.class.php(133) : eval()'d code on line 448

Warning: Undefined variable $funds in /var/www/briefs.co/htdocs/wp-content/plugins/oxygen/component-framework/components/classes/code-block.class.php(133) : eval()'d code on line 472

Warning: foreach() argument must be of type array|object, null given in /var/www/briefs.co/htdocs/wp-content/plugins/oxygen/component-framework/components/classes/code-block.class.php(133) : eval()'d code on line 472
/* the link was here */

United Is Cutting Flights and Buying 120 New Planes at the Same Time

A stylized illustration of a cylindrical cup with blue arrows and lines indicating a swirling or rotational motion inside the cup.
Published Mar 22, 2026
Share:
A United jet takes off from an airport runway at sunset, with an air traffic control tower, other planes, and busy flights in the background.
Summary:
  • United will drop about 5% of its planned flights this year - mostly off-peak routes, midweek service, and red-eyes - as jet fuel costs spike from the Iran war.
  • CEO Scott Kirby is planning for oil above $100 a barrel through 2027, with a worst case near $175. At those prices, United's fuel tab jumps by $11 billion a year.
  • Demand hasn't flinched. The airline's last 10 weeks were its 10 strongest booking weeks ever, and recently booked fares are running 15% to 20% higher than before.

Shrink Now, Grow Later

The airline is pulling about 3% of flying from its weakest time slots - think Tuesday flights, Saturday departures, and overnight routes nobody loves - during the second and third quarters.

It's also trimming a point of capacity at O'Hare and keeping Tel Aviv and Dubai flights grounded. 

At the same time, United is still taking delivery of around 120 new planes this year, including 20 widebody 787s. Another 130 are on the way by early 2028.

CEO Scott Kirby told staff the airline isn't furloughing anyone or pulling back on future spending.

So then, what’s going on?

The Math That’s Mathing

Fuel is the second-biggest bill airlines pay - right behind labor. 

And right now, it's a bill that just doubled.

The cost of filling up a commercial jet has essentially doubled in under a month, driven by the Iran war's disruption of global energy flows. 

Kirby's internal planning assumes oil could climb as high as $175 a barrel, though he acknowledged it probably won't get that high.

If it did, United would be staring at $11 billion in extra fuel costs per year. 

For context, the airline made less than $5 billion in what Kirby called its best year on record last year.

Travelers that keep booking and keep paying more are offsetting these costs..

United said fares on tickets sold in the past week alone were 15% to 20% higher than where they were before the spike. 

The industry has already tacked on two rounds of price bumps - roughly $10 per leg each time - and analysts at Melius Research think another 5% to 7% is still on the table.

Airlines Are Flying Together

United isn't alone - Delta raised its first-quarter revenue outlook this week and said it can pull capacity if fuel stays high.

While plenty of airlines in Europe and Asia lock in prices ahead of time, major U.S. airlines take the hit in real time and try to make it up through pricing and discipline. 

It's riskier when demand cracks - but right now, demand is doing the opposite.

Low-fare carriers are in a tighter spot - Their business models already run on thin margins, and rising labor costs were squeezing them before fuel joined the party. 

A doubling in jet fuel is harder to absorb when your average ticket price is $79.

Disclosure

Recent News

1 2 3 … 104

Get Market Briefs delivered to your inbox every morning for free!

No fluff. No noise. No politics. Just finance news you can read in 5 minutes.

Blogs

October 16, 2026
How Boring Math Makes You Rich: The Briefs Money Spreadsheet, Explained
  • Briefs Money shows you what to do with every paycheck, and in what order: how much to spend, save, and invest, when to build an emergency fund, and which debt to pay off first.
  • The Climb to Wealth course walks you through the system step by step, and the Personal Finance Spreadsheet is where you track your own numbers.
  • Investing is one piece of building wealth. The system that gets money to your investments, and keeps it there, decides the outcome.
Read More
October 16, 2026
Common Investing Mistakes: Why a Stock Grade Is One Tool, Not the Whole Toolkit
  • The Briefs Score shows growth, income, and wealth preservation investors how well a stock fits their goal, with a separate letter grade for each one.
  • The most common mistake is treating the letter as an instruction. An A tells you a stock scores well for one goal, not that you should buy today.
  • Research works best as one input in a process you own. The grade shows how a stock stacks up. You supply the goal, the timeline, and the rules for being wrong.
Read More
October 16, 2026
How to Read a Company's Numbers Without a Finance Degree (Using Briefs Terminal)
  • Briefs Terminal lets you size up any public company in about ten minutes: what the stock costs, what it earns, how fast sales are growing, and what it pays you, all on one page.
  • It lines those numbers up against the company's closest competitors for you, so you can tell if a number is impressive or just average.
  • Below that are the income statement, balance sheet, and cash flow statement from the company's SEC filings, the latest news, and transcripts of its earnings calls.
Read More
October 16, 2026
What Type of Investor Am I? The Three Investor Archetypes, Explained
  • Briefs sorts its stock grades and monthly reports by three investor goals: growth, income, and wealth preservation. Pick yours and you know which report and which grade to read first.
  • Growth investors want stocks that beat the S&P 500. Income investors want to get paid in cash. Wealth preservation investors want stocks that hold up when the market drops.
  • The same stock can score an A- for one goal and a D- for another, so picking your goal comes before picking any stock.
Read More
October 16, 2026
How to Build a Stock Watchlist That Isn't Just Stocks You Heard About
  • A watchlist on Briefs Terminal lets you group stocks by the idea you're tracking and follow each one's price, one-day move, and 52-week high and low in one place.
  • Each list has its own name and description, so you always know why a stock is on it, and you can make as many lists as you have ideas.
  • The monthly growth, income, and wealth preservation reports under the Briefs Research tab hand you new themes to track that you didn't hear about online.
Read More
October 16, 2026
How to Choose an ETF That Matches Your Idea (Using the ETF Planning Tool)
  • The ETF planning tool takes an idea like "I want to invest in fast food companies," asks what you mean, and finds the ETFs that match, with the reasons, the holdings, and the sources.
  • Build a Plan then shows what your money could grow to in those ETFs over the years you choose, with conservative, expected, and optimistic estimates next to the S&P 500.
  • It gets you from an idea to an actual plan without researching dozens of companies one at a time.
Read More
October 16, 2026
Is This Stock a Good Buy? How to Use the Briefs Score to Tell If a Stock Fits the Way You Invest
  • The Briefs Score shows growth, income, and wealth preservation investors how well a stock fits their goal, with a separate letter grade for each one.
  • One stock can score very differently for each. Nvidia showed an A- for growth and a D- for income, because it grows fast and pays almost no dividend.
  • Seven sub scores under each grade show what earned the letter, so you can see exactly where a stock is strong or weak for your goal.
Read More
October 16, 2026
How to Tell an Asset From a Liability: The One Question to Ask Before You Buy Anything
  • The typical American household earned more in 2025 than in any year on record, yet only 30% of Americans say they could pay a surprise $1,000 bill from savings, so the problem isn't income but what the income gets spent on.
  • An asset puts money in your pocket and a liability takes money out, and the wealthy buy assets first, then let the assets pay for the fun stuff.
  • Before you buy anything, ask one question: does this put money in my pocket, or take money out of my pocket? Then you need a plan for the money you keep.
Read More
October 16, 2026
How to Build Your First $2,000 Emergency Fund and Wipe Out Every Debt Over 10%
  • Your first money goal isn't investing, it's $2,000 in its own account named Do Not Touch, built by moving 10% of every paycheck into it automatically.
  • More than a third of American adults couldn't cover a $400 surprise bill with cash or savings, according to the Federal Reserve, and that's how one bad day turns into years of credit card payments.
  • Once the $2,000 is there, attack every debt charging more than 10% interest, highest rate first, because you can't out-invest a 22% credit card so paying it off is the investment.
Read More
October 16, 2026
How to Invest Through a Crash: 3 Rules From the Worst-Timed Investor Alive
  • Meet Bunty, a fictional investor with the worst timing in history: he put $100,000 into the market in four chunks right before four crashes, never sold, and by 2025 it had grown to more than $500,000.
  • Investors who jump in and out of the market miss its best days, and missing just a handful of those days can cut your final result roughly in half.
  • The fix is ABB, Always Be Buying: you buy on a schedule through booms, crashes and scary headlines, which matches the market, and beating it takes knowing where the money is moving first.
Read More
1 2 3 … 29
Share via
Copy link