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Higher Fares Drive Continental, United Q3 Profit

By Jay Boehmer / October 21, 2010 / Contact Reporter
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Continental Airlines and United Airlines on Thursday reported third-quarter profits of $367 million and $473 million, respectively, though management of the merged carrier said the recovery in corporate travel is not as strong as they had hoped.

Both carriers saw double-digit percentage increases in revenue, with United's consolidated revenue per available seat mile up 18.3 percent from the same quarter last year and Continental's consolidated RASM up 19.8 percent.

United executive vice president and chief revenue officer Jim Compton would not detail the carriers' corporate-specific revenue and demand figures, but said management "saw continued improvement in corporate business versus last year" and attributed revenue improvement to higher average fares thanks to more aggressive management of closer-in bookings. "We'd like to see the volumes be even stronger," Compton said of corporate demand.

"We remain cautiously optimistic about revenue trends heading into the fourth quarter," Compton said. "We think the trends that we've experienced this year are in line with our belief that this is going to be a long, slow recovery. Early indications from our corporate accounts indicate that they agree with this characterization. We are seeing some recovery in fares, but the number of corporate travelers is still lower than we'd like it to be. However, several recent surveys indicate that corporate travel volumes will increase in 2011."

The two carriers, which closed their merger at the beginning of this month to form the new United Airlines, reported third-quarter earnings separately, but management discussed results on one earnings call Thursday.

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