Look Closer at United. The Margin Risk Is Already Set.

Labor costs are locked in. Insiders are selling. And the hiring freeze already started.

The cost base is bloated and the cushion’s gone … but yeah… $1.3B.

United Airlines just posted that sweet sounding $1.3 billion Q2 profit and raised its guidance. Headlines are running with international demand strength and a July bookings pop. But you know what I did right? I peeled back the filings, tracked the insider moves, and mapped out the workforce data…. and what you find is a completely different picture. You knew I would say that right? Talent is the new alpha afterall.

This isn’t about margins. This is much much much more intense than that.

So yes… We’re talking functional hiring freezes, backend role consolidation, and insider timing that tells you exactly when confidence started to slip.

If you want the full breakdown… what to track, what’s likely next, and what everyone else is about to miss - read the rest below.