Equity Profile

UTHR

United Therapeutics Corporation

Health CareBiotechnology$23.6B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

United Therapeutics Corporation is a biotechnology company focused 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 $24 billion, it plays a significant role in the health care sector, addressing critical medical needs through its advanced treatments.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge how well the company is managing its costs and revenue growth.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its market presence and sustain its operations.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

UTHR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+0.12%

Avg Stock Reaction

+0.87%

Last Quarter Recap

In Q1 2026, United Therapeutics reported an EPS of $5.82, which was below the expected $6.73, resulting in a 13.57% negative surprise. Despite this, the stock rose by 4.29% the following day, indicating some investor optimism.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations are mixed as the company has a history of beating estimates, but recent performance has raised concerns. Investors will be closely watching for any signs of recovery in EPS and revenue growth.

Bull Case

If United Therapeutics can exceed EPS expectations and show strong revenue growth, it could signal a turnaround and boost investor confidence.

Bear Case

On the other hand, if the company misses expectations again, it could lead to further declines in stock price and investor sentiment.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given the recent EPS miss, the market will be focused on whether the company can rebound and meet or exceed expectations.

What updates can management provide on the drug pipeline and revenue growth?

Insights into the pipeline's progress and revenue trends will be crucial for assessing future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a recovery in EPS given the company's strong historical performance and recent pipeline advancements.

Supporting Evidence

Despite a recent EPS miss, the stock still rose, indicating underlying investor confidence.

The options market is pricing in a significant move, suggesting that investors expect volatility and potential positive surprises.

Key Risk

If the EPS comes in above $6.50, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether United Therapeutics can overcome recent performance issues and deliver strong results this quarter.

Bull Confirmed If

An EPS of $6.50 or better would confirm the bull case, indicating a strong recovery.

Bear Confirmed If

An EPS below $5.50 would confirm the bear case, suggesting ongoing struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±13.2%

Historical Avg

±6.7%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±13.2% while UTHR has averaged ±6.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

25.0%

Calls (5K)P/C Ratio: 1.00Puts (200)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$84.9M

147,285 sh

4 insiders

Net

$84.9M

Net selling

Most Active Insiders· 148 open-market trades

Chairperson & CEOROTHBLATT MARTINE A
$54.8M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If United Therapeutics beats expectations, history suggests the stock could rise by around 3.01%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further clarity.

Miss

If the company misses expectations, history suggests a potential decline of about 2.71%, which could raise concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any specific guidance on revenue growth for the upcoming quarters.
2Updates on the status of key drugs in the pipeline.
3Management's commentary on cost management and operational efficiency.
4Insights into market demand for their therapies.
5Any strategic partnerships or collaborations that may enhance growth.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge how well the company is managing its costs and revenue growth.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its market presence and sustain its operations.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

UTHR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+0.12%

Avg Stock Reaction

+0.87%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If United Therapeutics can exceed EPS expectations and show strong revenue growth, it could signal a turnaround and boost investor confidence.

Bear Case

On the other hand, if the company misses expectations again, it could lead to further declines in stock price and investor sentiment.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given the recent EPS miss, the market will be focused on whether the company can rebound and meet or exceed expectations.

What updates can management provide on the drug pipeline and revenue growth?

Insights into the pipeline's progress and revenue trends will be crucial for assessing future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a recovery in EPS given the company's strong historical performance and recent pipeline advancements.

Supporting Evidence

Despite a recent EPS miss, the stock still rose, indicating underlying investor confidence.

The options market is pricing in a significant move, suggesting that investors expect volatility and potential positive surprises.

Key Risk

If the EPS comes in above $6.50, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether United Therapeutics can overcome recent performance issues and deliver strong results this quarter.

Bull Confirmed If

An EPS of $6.50 or better would confirm the bull case, indicating a strong recovery.

Bear Confirmed If

An EPS below $5.50 would confirm the bear case, suggesting ongoing struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±13.2%

Historical Avg

±6.7%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±13.2% while UTHR has averaged ±6.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

25.0%

Calls (5K)P/C Ratio: 1.00Puts (200)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$84.9M

147,285 sh

4 insiders

Net

$84.9M

Net selling

Most Active Insiders· 148 open-market trades

Chairperson & CEOROTHBLATT MARTINE A
$54.8M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If United Therapeutics beats expectations, history suggests the stock could rise by around 3.01%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further clarity.

Miss

If the company misses expectations, history suggests a potential decline of about 2.71%, which could raise concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any specific guidance on revenue growth for the upcoming quarters.
2Updates on the status of key drugs in the pipeline.
3Management's commentary on cost management and operational efficiency.
4Insights into market demand for their therapies.
5Any strategic partnerships or collaborations that may enhance growth.