United Airlines Holdings, Inc. · NASDAQ:UAL
United Airlines — United Continental Holdings — Bernstein Strategic Decisions Conference 2018
10 slides from United Airlines's conference presentation, May 30, 2018
Slide 1: Bernstein Strategic Decisions Conference
Bernstein Strategic Decisions Conference May 30, 2018 Scott Kirby President Exhibit 99.1
Slide 2: Safe Harbor Statement
Safe Harbor Statement Certain statements included in this presentation are forward-looking and thus reflect our current expectations and beliefs with respect to certain current and future events and anticipated financial and operating performance. Such forward-looking statements are and will be subj
Slide 3: Improving profitability remains top financial objective
Improving profitability remains top financial objective Primary focus areas: Strengthening and growing our domestic network Driving asset efficiency and productivity Remain committed to the long-term financial targets that we laid out on January 23rd 2018 target adjusted earnings per share previousl
Slide 4: Continuing to deliver top-tier operational performance in 2018
Continuing to deliver top-tier operational performance in 2018 D:001 Completion factor1 1 Mainline operation 2 Source: Department of Transportation for 2015-2017 and masFlight for YTD 2018 Note: YTD 2018 includes data through May 28, 2018 Relative performance rank2 3 1 3 2 3 2 1 2
Slide 5: Commercial initiatives expected to create tailwinds
Commercial initiatives expected to create tailwinds Gemini Revenue Management system forecast rollout Segmentation improvements Basic Economy Premium Plus Network optimization IAH / ORD re-banking Driving higher connectivity at our hubs Product improvements Expansion of Polaris seat – average of one
Slide 6: We are improving the customer experience in 2018
We are improving the customer experience in 2018 Connections Additional wayfinding maps throughout terminals Informative messaging for connecting customers Boarding Testing new boarding process Better communications via gate displays and customer notifications Checked Bags Improved mishandled bag pe
Slide 7: The U.S. airline industry is now generating consistent profits
The U.S. airline industry is now generating consistent profits U.S. passenger airlines Pre-tax earnings Structural changes in the business and advanced thinking regarding airline economics have led to financial stability Source: U.S DOT Form 41 Data 2000-2013 averaged ~$4B annual pre-tax loss and ne
Slide 8: Increased fuel price expected to be offset by revenue and commercial initiatives
Increased fuel price expected to be offset by revenue and commercial initiatives $7.00-$8.50 $6.50-$8.50 2018 target adjusted earnings per share, diluted1 1 Excludes special charges and the impact of mark-to-market adjustments on equity investments, the nature of which are not determinable at this t
Slide 9: Despite run-up in fuel, remain committed to our adjusted EPS guidance targets
Despite run-up in fuel, remain committed to our adjusted EPS guidance targets $11.00 - $13.00 $7.00 - $8.50 Target adjusted earnings per share, diluted1 1 Excludes special charges and the impact of mark-to-market adjustments on equity investments, the nature of which are not determinable at this tim
Slide 10: United
UNITED
United Continental Holdings — Bernstein Strategic Decisions Conference 2018 on 6ix