United Airlines (NASDAQ:UAL) climbed 6% to $103.88 in afternoon trading as investors focused on a record revenue outlook rather than a sharp rise in fuel costs that weighed on quarterly profit. The carrier reported record operating revenue of $17.9 billion for Q3 2026 and forecast Q4 2026 top-line growth above 20% year over year. Management said it is highly confident of recovering the full fuel cost increase, though with a lag, as fares have only partly caught up with jet fuel prices. American Airlines rose 4% and Delta 3%, while the U.S. Global Jets ETF gained 2%.
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