United Airlines Says It Is Unfazed by Tariffs' Potential Impact -- WSJ

Dow Jones
04-17

By Alison Sider

United Airlines doesn't expect tariffs to have a significant impact on what it pays for planes, Chief Executive Scott Kirby said.

Most of the aircraft deliveries United is waiting on will come from Boeing, and most of its new Airbus planes are being built in Alabama, though the network of suppliers that the plane makers rely on is spread throughout the world.

Rival Delta Air Lines said last week that it won't pay tariffs on any new Airbus planes coming its way and would defer any deliveries affected by new levies. Kirby said it is too soon to say how the aerospace industry could be affected.

"I think it's way too early to be panicking and declaring a crisis," Kirby said during the airline's quarterly earnings conference call. "I suspect by the time we get to the end game, aerospace is going to be recognized as a clear winning proposition for the United States and things are going to work out."

United said international travel remains a bright spot, despite declines in travel to the U.S. from Europe and Canada. United said international passenger bookings from Europe are currently down 6% from a year ago and Canadian bookings are down 9%, but demand for travel abroad from American travelers has more than compensated.

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April 16, 2025 14:20 ET (18:20 GMT)

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