Equity Profile

UTHR

United Therapeutics Corporation

Health CareBiotechnology$23.6B

May6Wed

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:30 AM EDT

United Therapeutics Misses on EPS, Stock Up 4.29%

Metric	Actual	Expected	Surprise
EPS	$5.82	$6.87	-13.57%
Revenue	N/A	$797M	N/A

management commentary, guidance changes, and full analysis available with Pro.

United Therapeutics Misses on EPS, Stock Up 4.29%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$5.82	$6.87	-13.57%
Revenue	N/A	$797M	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

United Therapeutics reported earnings that fell short of expectations on EPS, which typically raises concerns among investors. However, the stock reacted positively, increasing by 4.29%. This could indicate that investors are optimistic about other aspects of the company's performance or future potential despite the EPS miss.

Company Snapshot

United Therapeutics Corporation is a biotechnology company focused on developing innovative therapies for patients with chronic and life-threatening conditions. With a market cap of $25 billion, it plays a significant role in the health care sector, particularly in treating pulmonary arterial hypertension and other serious diseases.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

$6.87

Revenue

Revenue growth is crucial for understanding the company's market performance and demand for its products.

$797M

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

Original Pre-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 the last quarter, 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

Continued investment in research and development for new therapies.
Focus on expanding market share in existing therapeutic areas.
Commitment to improving operational efficiencies.

Expectations

Wall Street Expectations

Analysts are generally optimistic about United Therapeutics' upcoming earnings, expecting it to meet or exceed EPS and revenue estimates. The company has a strong track record of beating earnings expectations.

Bull Case

If United Therapeutics can deliver an EPS above the consensus of $6.87, it may signal strong demand for its products and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses its EPS target, it could raise concerns about its growth prospects and operational challenges, potentially leading to a negative stock reaction.

Key Metrics to Watch

EPS

$6.87

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

$797M

Revenue growth is crucial for understanding the company's market performance and demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $6.87?

A beat on EPS could reinforce investor confidence in the company's growth trajectory and operational efficiency.

What are the revenue expectations for the upcoming quarter?

Revenue performance will indicate market demand for United Therapeutics' products and overall business health.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for United Therapeutics to exceed EPS expectations due to strong demand for its existing therapies.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, with a 75% success rate.

Recent positive trends in the biotechnology sector may not be fully reflected in current estimates.

Key Risk

If revenue comes in significantly below $797M, it could undermine confidence in the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus is on whether United Therapeutics can maintain its strong earnings trajectory amid competitive pressures.

Bull Confirmed If

An EPS of $7.00 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $6.50 would raise concerns about growth and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±5.84%

Historical Avg

±6.7%

Pricing rich

The options market is pricing in a potential stock movement of about 5.84%, indicating some uncertainty around the earnings report.

Options are pricing ±8.8% while UTHR has averaged ±6.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

41.2%

Calls (22K)P/C Ratio: 0.50Puts (17K)

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 about 4% to 5%, confirming strong demand and effective management.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

A miss on earnings could lead to a decline of around 6% based on historical patterns, signaling potential issues in the company's operations.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on new product launches and their expected impact on revenue.
2Any changes in guidance for the upcoming quarters.
3Insights into market demand for current therapies.
4Details on operational efficiencies and cost management strategies.
5Management's outlook on competitive pressures in the biotechnology sector.

See the full picture

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

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

May4

GRABReported

Grab Holdings Limited

RecapView

May4

GBDCReported

Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

$6.87

Revenue

Revenue growth is crucial for understanding the company's market performance and demand for its products.

$797M

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

Original Pre-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 the last quarter, 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

Continued investment in research and development for new therapies.
Focus on expanding market share in existing therapeutic areas.
Commitment to improving operational efficiencies.

Expectations

Wall Street Expectations

Bull Case

If United Therapeutics can deliver an EPS above the consensus of $6.87, it may signal strong demand for its products and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses its EPS target, it could raise concerns about its growth prospects and operational challenges, potentially leading to a negative stock reaction.

Key Metrics to Watch

EPS

$6.87

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

$797M

Revenue growth is crucial for understanding the company's market performance and demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $6.87?

A beat on EPS could reinforce investor confidence in the company's growth trajectory and operational efficiency.

What are the revenue expectations for the upcoming quarter?

Revenue performance will indicate market demand for United Therapeutics' products and overall business health.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for United Therapeutics to exceed EPS expectations due to strong demand for its existing therapies.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, with a 75% success rate.

Recent positive trends in the biotechnology sector may not be fully reflected in current estimates.

Key Risk

If revenue comes in significantly below $797M, it could undermine confidence in the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus is on whether United Therapeutics can maintain its strong earnings trajectory amid competitive pressures.

Bull Confirmed If

An EPS of $7.00 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $6.50 would raise concerns about growth and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±5.84%

Historical Avg

±6.7%

Pricing rich

The options market is pricing in a potential stock movement of about 5.84%, indicating some uncertainty around the earnings report.

Options are pricing ±8.8% while UTHR has averaged ±6.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

41.2%

Calls (22K)P/C Ratio: 0.50Puts (17K)

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 about 4% to 5%, confirming strong demand and effective management.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

A miss on earnings could lead to a decline of around 6% based on historical patterns, signaling potential issues in the company's operations.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on new product launches and their expected impact on revenue.
2Any changes in guidance for the upcoming quarters.
3Insights into market demand for current therapies.
4Details on operational efficiencies and cost management strategies.
5Management's outlook on competitive pressures in the biotechnology sector.