United Airlines Holdings, Inc. Q4 2025: A global shortage of engines = Bullish UAL - 1.21.2026 (016)

United Airlines just delivered a "Teflon" quarter. Despite taking a $250 million hit from a government shutdown, UAL shrugged off the turbulence to post record revenue and beat earnings expectations. But the numbers are only half the story.In this episode, Susie and Miro unpack the "United Next" strategy and the aggressive (borderline personal) turf war brewing in Chicago, where CEO Scott Kirby is openly predicting billion-dollar losses for American Airlines.We also dive into the industry's strange paradox: why a global shortage of engines might actually be the best thing for United’s profit margins.From the booming demand for premium seats to the pivot of MileagePlus into a "merchandising" machine, we break down what investors need to know. ✈️📈