Sign in

You're signed outSign in or to get full access.

Leslie Josephs

Research Analyst at CNBC

Leslie Josephs is an Aviation and Industrials Reporter at CNBC, specializing in coverage of the airline industry, aerospace, and related transportation sectors. She reports on major companies including Delta Air Lines, United Airlines, American Airlines, Boeing, and Airbus, providing in-depth analysis on earnings, mergers, regulatory issues, and market trends without issuing formal investment recommendations or tracked performance metrics typical of equity analysts. Josephs joined CNBC in 2014 after previous roles at Reuters and Dow Jones, where she covered airlines and transportation, building a career spanning over 15 years in financial journalism. She holds a bachelor's degree in journalism from Northwestern University's Medill School of Journalism but lacks FINRA registrations or securities licenses as she operates as a reporter rather than a licensed analyst.

Leslie Josephs's questions to United Airlines Holdings (UAL) leadership

Question · Q4 2025

Leslie Josephs asked for clarification on the impact of a Caribbean airspace closure at the beginning of the year on Q1 bookings, seeking details on its measurable effect and cost. She also inquired about United's plans for cabin segmentation at the front of the plane, similar to a competitor's hints, and if stripped-down business or first-class products might be introduced.

Answer

Andrew Nocella, Executive Vice President and Chief Commercial Officer, clarified that while there has been a pullback in Caribbean demand due to the situation in Venezuela, its impact is not 'measurable in the grand scheme of things' for United, and recent trends have improved. Regarding cabin segmentation, Nocella stated that United will continue to invest in more premium products and a wider array of offerings. He hinted at a significant redesign of United.com coming soon to facilitate new product selling strategies, promising more details in Q1 or Q2.

Ask follow-up questions

Fintool

Fintool can predict United Airlines Holdings logo UAL's earnings beat/miss a week before the call

News for Covered Companies

United Airlines Posts Record $15.4B Quarter, Guides to Potential Record 2026 Earnings

United Airlines Posts Record $15.4B Quarter, Guides to Potential Record 2026 Earnings

UALJan 20