US · Healthcare · Drug Manufacturers - Specialty & Generic
EPS came in at 5.71 against a street estimate of 5.85 — a miss of 2.4%.
Analysts rate United Therapeutics Corporation a buy (11 buy, 3 hold, 1 sell out of 15) with an average price target of $670.93.
MIXED Q2 revenue flat YoY at $783M, below expectations. Two pivotal clinical wins (ralinepag, nebulized Tyvaso IPF) position 2027 launches as multibillion-dollar opportunities. Current portfolio pressured by competition; management expects H2 acceleration. Q2 2026 No geographic breakdown provided in call. Analysts pressed on launch timing, market positioning vs. competitors (Jascade), and baseline patient data. Management deferred most quantitative guidance to later in 2026 pending FDA feedback and regulatory clarity, but confirmed multibillion-dollar potential and H2 acceleration expectations. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.34% |
| venBio Select Advisor LLC | 6.48% |
| Vanguard Portfolio Management, LLC | 4.48% |
| Vanguard Capital Management, LLC | 4.47% |
| State Street Corp | 4.43% |
| Renaissance Technologies Corp | 3.98% |
| Wellington Management Company LLP | 3.22% |
| Geode Capital Management, LLC | 2.32% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $832.5 million, up from $799.5 million in the third quarter of 2025. • Nine-month 2026 revenue was | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue rose 4% year over year to $832.5 million from $799.5 million. • Net income fell 24% to $258.6 million | 2026-11-04 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • United Therapeutics’ Board approved a share repurchase program authorizing purchases of up to $2.0 billion of the company’s common | 2026-10-22 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • United Therapeutics (UT) and Liquidia Technologies entered a settlement agreement on October 13, 2026, covering multiple patent, t | 2026-10-14 |
| Material agreement · Q3 2026 UNITED THERAPEUTICS CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Company entering into accelerated share repurchase (ASR) agreement worth appro | 2026-09-08 |
| Quarterly report · Q2 2026 UNITED THERAPEUTICS CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (6M 2026): $1,564.8 million vs. $1,593.0 million (6M 2025) | 2026-08-05 |
| Results announced · Q3 2026 UNITED THERAPEUTICS CORPORATION — Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total revenues Q2 2026: $783.3 million, down 2% year-over-year from $ | 2026-08-05 |
| Board / officer change · Q3 2026 UNITED THERAPEUTICS CORPORATION – FORM 8-K SUMMARY Report Date: July 22-23, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • United Therapeutics Corporatio | 2026-07-23 |
Readable in the app.
| Announcement | Date |
|---|---|
| Company authorized a $2.0 billion share repurchase program through October 21, 2027 United Therapeutics’ board approved a share repurchase program allowing the company to buy back up to $2.0 billion of its common stock during the one-year period ending October 21, 2027. The | 2026-10-22 |
| Accelerated share repurchase agreement for $477.6 million United Therapeutics Corporation announced on September 8, 2026, that it entered into an accelerated share repurchase (ASR) agreement with Citibank to buy back approximately $477.6 million of | 2026-09-08 |
| Board approves $2.0 billion share repurchase program; enters ASR agreements United Therapeutics Corporation announced a $2.0 billion share repurchase program approved on March 8, 2026, with immediate execution of $1.5 billion through two accelerated share repurchase | 2026-03-09 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.