Newark Liberty International Airport, located in New Jersey, is one of the three major international airports serving the New York metropolitan area and United Airlines’ largest hub on the U.S. East Coast. However, a series of recent issues at Newark Airport have led to widespread flight delays, raising concerns on Wall Street that United Airlines may be negatively affected, with its upcoming earnings report in focus.
As the busy summer travel season ramps up, airports across the U.S. are seeing increased passenger volume. Yet Newark has been plagued by recurring problems, including air traffic control staff shortages and radar connectivity failures. These issues, combined with poor weather and temporary runway closures due to construction, have significantly disrupted flight operations. Average delays have reached up to 90 minutes, prompting a flood of complaints from travelers.
Gimme Credit analysts noted in a June 26 report that although United Airlines has cut ticket prices to capture summer travel demand, the persistent problems at Newark and a Federal Aviation Administration (FAA) order to limit flight numbers are constraining United’s capacity growth, which could hurt its operational performance.
Analysts estimate United Airlines' adjusted full-year earnings for 2025 at $8.2 billion, a decrease of about 3% compared to 2024.
According to MoneyDJ XQ Global Winner System, United Airlines shares had fallen 20.13% year-to-date as of June 26, 2025. By comparison, the U.S. Global Jets ETF (JETS.US) declined 10.73% in the same period.
United Airlines is scheduled to release its Q2 2025 earnings report in mid-July.