United Therapeutics (UTHR) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $7.27
- Estimate
- $6.86
- Surprise
- +6.0%
- Revenue (period 2026-06-30)
- $783.3M
- Score at report (before → after)
- 5.2 → 5.2/10
Revenue source: xbrl.
How the report landed
United Therapeutics (UTHR) beat the $6.86 estimate with diluted EPS of $7.27 — a clear 6.0% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.2/10) to Sell at 5.2/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates UTHR Hold at 5.2/10.
3 of the last 4 quarters beat the estimate; this quarter's +6.0% surprise compares with a +1.9% four-quarter average. Next scheduled report: 2026-10-28.
What supports the rating
- V7 quality resilience bonus: +0.2 (Q=7.2 in RISK_OFF)
- Sector modifier (Healthcare): +0.5
What argues against it
- Concentration risk — Product: Tyvaso DPI and Nebulized Tyvaso (59.0%)
- Concentration risk — Customer: Accredo and CVS Specialty
- Weak growth
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $497.11
- Price target
- $577.97
- Stop
- $467.95
- Upside to target
- +16.3%
- Reward-to-risk
- 2.8:1
At 17.8× trailing and 16.6× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-09-14 — shown for context, not personalized investment advice.
UTHR at TrendMatrix's latest read
Healthcare earnings trade on pipeline and payer dynamics as much as the quarter itself; a beat or miss is weighed against trial and reimbursement news.
- Industry
- Drug Manufacturers - Specialty & Generic
- Market cap
- $21.32B
- P/E (fwd)
- 16.6
- P/E (ttm)
- 17.8
- 52-week range
- $396.12–$609.35
- Off 52-week high
- 18.4%
- RSI (14)
- 41
- Volume vs avg
- 1.11×
- Score today
- 5.2/10