Stock Markets January 27, 2026

United Accelerates O'Hare Schedule in Intensifying Rivalry with American Airlines

Chicago hub sees record departures as carriers vie for gates, business travelers and prime flight times

By Derek Hwang
United Accelerates O'Hare Schedule in Intensifying Rivalry with American Airlines

United Airlines announced its largest summer schedule at Chicago O'Hare, planning a record 750 daily departures as it expands nonstop service to 222 destinations in 2026. The move amplifies competition with American Airlines for gates, valuable time slots and higher-yield corporate traffic in the nation's third-largest air travel market.

Key Points

  • United will operate a record 750 daily departures from Chicago O'Hare this summer, nearly 170 more than a year earlier, and plans nonstop service to 222 destinations in 2026 (47 international, 175 U.S.).
  • O'Hare remains one of the few major U.S. airports with two full hub operators; gate access and prime time slots favor airlines with larger schedules, affecting market share and appeal to corporate travelers.
  • Industry data show O'Hare as the fastest-growing major U.S. airport for seat capacity this quarter, with first-quarter average daily departures roughly 25% higher than early 2024 and summer peaks projected above 1,300 total flights per day.

United Airlines on Tuesday rolled out what it said is the largest summer schedule in its history at Chicago O'Hare International Airport, signaling a significant escalation in its competition with American Airlines for gates and higher-fare passengers in the Chicago market.

The carrier said it expects to operate a record 750 daily departures from O'Hare this summer season, an increase of nearly 170 departures compared with the same period a year earlier. The announcement follows a recent commitment from United's chief executive, Scott Kirby, to add "as many flights as are required" to prevent American from securing additional gates at United's expense when gate reassignments occur in 2026.

O'Hare is among the few large U.S. airports where two major carriers still maintain full hub networks alongside one another. Access to gates, along with the most desirable takeoff and landing windows, generally accrues to the airlines that operate the most flights. That operational footprint affects both future growth opportunities and the ability to attract business travelers who value frequency and schedule reliability.

Chicago matters strategically to both airlines. It is the third-largest U.S. air travel market overall and ranks second for corporate traffic, making it a critical connecting point for domestic coast-to-coast itineraries as well as transatlantic and transpacific services.

"We’re going to build a schedule that our passengers want to fly," Patrick Quayle, United's senior vice president of global network planning, told reporters as the carrier outlined its expansion plans.


Details of United's expansion

United said it will offer nonstop flights from O'Hare to 222 destinations in 2026, comprised of 47 international cities and 175 U.S. cities. The carrier described the additions as a mix of routes serving business-oriented markets and leisure destinations. The growth strategy emphasizes a deeper Midwest presence across Illinois, Michigan and Wisconsin while reinforcing service in major coastal and business centers including Boston, Nashville, Los Angeles, San Francisco and Dallas.

Those moves come amid American's own efforts to rebuild and expand its presence at O'Hare after its post-pandemic flying lagged 2019 levels. Over the past year, American expanded its O'Hare network to more than 180 destinations. This week the carrier began selling tickets for new flights to Allentown, Pennsylvania; Columbia, South Carolina; and Kahului, Hawaii.


Industry capacity trends and competitive dynamics

Industry figures cited by the carriers show O'Hare leading major U.S. airports for seat-capacity growth this quarter. Average daily departures in the first quarter are about 25% higher than in early 2024, and summer peaks are projected above 1,300 total flights per day, roughly 250 more daily operations than two years ago.

Such rapid expansion in scheduled seats carries the risk of oversupply if capacity outpaces demand, which can pressure fares and margins. United argues that demand is increasing in step with its capacity additions. The airline estimates it holds about a 19-percentage-point lead over American in local market share at O'Hare and a 38-point advantage among corporate travelers, figures United says represent the widest gaps in decades.

Gate allocation remains central to competitive positioning at O'Hare and to how many and how reliably airlines can schedule flights. Cirium data show United operates roughly half of all scheduled flights at the airport, compared with about a third for American. A city-led gate reallocation late last year awarded United five additional gates while reducing American's total by four. In response, American acquired two gates from Spirit Airlines following Spirit's bankruptcy and is expected to regain additional access as it increases flying.


Financial and operational claims

United's leadership has framed the Chicago operation as a material profit center. Scott Kirby told analysts that United earned about $500 million in Chicago last year, while he said American lost a similar amount. Kirby warned those losses at American could widen to $1 billion in 2026. American has rejected Kirby's characterizations as "inconsistent" and "unsubstantiated," and the carrier says it is growing local market share and signing up more loyalty members.

United points to years of investment at O'Hare as yielding operational improvements, citing better on-time performance and fewer cancellations. The airline also said it plans to hire another 2,500 workers at the airport this year. Executives highlighted fleet and amenity upgrades, including the introduction of Airbus A321neo aircraft at the hub, expanded lounge space, and new Starlink Wi-Fi service on about one-third of flights from O'Hare.

"It’s about serving our customers," Quayle said, summarizing United's public case for the build-out.


Summary

United's announcement of a record 750 daily departures from Chicago O'Hare for the upcoming summer season and plans to serve 222 nonstop destinations in 2026 mark a major intensification of hub competition with American Airlines. The expansion underscores the centrality of gate access, schedule size and flight frequency in securing higher-yield corporate travelers and in shaping future growth at one of the nation’s busiest aviation markets.

Risks

  • Rapid capacity growth at O'Hare could create an oversupply of seats if demand does not keep pace, potentially pressuring fares and airline profitability - this affects carriers, travel agencies and corporate travel budgets.
  • Gate allocation disputes and seasonal schedule surges may increase operational strain, affecting on-time performance and reliability for passengers and airport services - impacting airport operations and airlines' customer service metrics.
  • Competing public claims over profitability and market share could heighten regulatory or local political scrutiny of gate reassignments and airport planning decisions - affecting airline strategic planning and municipal stakeholders.

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