Health Care·Biotechnology·$24.9B
United Therapeutics is a biotechnology company that focuses on developing innovative therapies for patients with chronic and life-threatening conditions, particularly in the area of pulmonary arterial hypertension. With a market cap of $25 billion, the company plays a crucial role in the healthcare sector, addressing significant unmet medical needs.
EPS
Earnings per share (EPS) is a key indicator of profitability and helps investors gauge the company's financial health.
Revenue
Revenue figures provide insight into the company's sales performance and market demand for its products.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
2Q
EPS Beat Rate
75%
Avg EPS Surprise
+3.02%
Avg Stock Reaction
+1.44%
In Q4-2025, United Therapeutics reported an EPS of $7.70, exceeding expectations by 13.5%. The stock reacted positively, gaining over 13% the following day.
Management Promises & Guidance
Analysts are generally optimistic about United Therapeutics' upcoming earnings, expecting solid EPS and revenue growth.
Bull Case
If the company exceeds the EPS estimate and demonstrates strong revenue growth, it could signal robust demand for its therapies, leading to a significant stock price increase.
Bear Case
Conversely, if the company misses EPS expectations or shows weaker revenue, it could raise concerns about market demand and lead to a decline in stock value.
EPS
$6.87Earnings per share (EPS) is a key indicator of profitability and helps investors gauge the company's financial health.
Revenue
$797MRevenue figures provide insight into the company's sales performance and market demand for its products.
The print will turn on these two things.
Q1
Will the EPS exceed the consensus estimate of $6.87?
A beat on EPS could reinforce investor confidence and lead to a positive stock reaction.
Q2
What are the revenue expectations compared to the consensus of $797M?
Revenue performance is critical for assessing market demand and the company's growth trajectory.
Why consensus could be wrong
The consensus may underestimate the potential for revenue growth driven by new product launches and increased market penetration.
Supporting Evidence
Recent positive trends in patient enrollment for existing therapies suggest stronger-than-expected demand.
The company's ongoing R&D efforts may yield new therapies that could significantly boost revenue.
Historical performance shows that United Therapeutics has a strong track record of beating EPS estimates.
Key Risk
If revenue growth significantly exceeds the consensus estimate, it could challenge the current market outlook.
Pre-commit to what would confirm each case.
This quarter's results will be closely watched as they could indicate the company's ability to maintain growth in a competitive biotechnology landscape.
Bull Confirmed If
An EPS of $7.00 or higher would confirm strong operational performance and investor confidence.
Bear Confirmed If
An EPS below $6.50 would raise concerns about profitability and market demand.
Implied Move
±4.2%
The options market is pricing in a moderate move for the stock around the earnings announcement.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If United Therapeutics beats expectations, history suggests the stock could rise by around 4% or more, confirming strong demand for its products.
In-Line / Cautious
If results are in line with expectations, the stock may see limited movement, but investor sentiment could shift based on management's commentary.
Miss
A miss on earnings could lead to a decline of approximately 6% or more, reflecting investor disappointment and concerns about future growth.
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PARAMOUNT SKYDANCE C Class B
May 4, 2026