The earnings call reflected strong business growth in areas like Medicare Advantage and Optum Rx, but was overshadowed by challenges including unexpected increases in care activity and issues with Medicare member profiles, leading to a lowered earnings outlook.
Company Guidance
During the UnitedHealth Group First Quarter 2025 Earnings Conference Call, CEO Andrew Witty provided guidance on several key metrics. The company revised its adjusted earnings per share outlook for the year to a range of $26 to $26.50, citing unusual performance issues primarily due to increased care activity and changes in member profiles in its Medicare businesses. UnitedHealthcare's Medicare Advantage business experienced a care activity increase that was twice the rate anticipated, particularly in physician and outpatient services. Despite these challenges, UnitedHealthcare is on track to serve an additional 800,000 people in Medicare Advantage, and Optum Health aims to add 650,000 net new patients to value-based care arrangements. The company's consolidated revenue outlook remains at $450 billion to $455 billion, with expected revenue increases in UnitedHealthcare and Optum Rx offsetting a reduced outlook for Optum Health. The full-year medical care ratio is projected at 87.5% plus or minus 50 basis points, reflecting higher utilization across senior populations. UnitedHealth Group remains committed to addressing these issues and returning to its long-term earnings per share growth target of 13% to 16%.
UnitedHealthcare Medicare Advantage Growth
UnitedHealthcare's Medicare Advantage business is on pace to serve an additional 800,000 people this year.
Optum Health Value-Based Care Expansion
Optum Health is on track to add 650,000 net new patients to value-based care arrangements.
Optum Rx Strong Performance
Optum Rx is experiencing a strong selling season with new wins and high retention of long-term customers, underscoring the value PBMs play in reducing drug prices.
Increased Digital Engagement
UnitedHealth Group's new tools have led to a more than 40% increase in digital engagement among senior members.
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UnitedHealth (UNH) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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UNH Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 17, 2025
$585.04
$454.11
-22.38%
Jan 16, 2025
$541.11
$508.42
-6.04%
Oct 15, 2024
$600.52
$551.81
-8.11%
Jul 16, 2024
$509.41
$542.52
+6.50%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does UnitedHealth (UNH) report earnings?
UnitedHealth (UNH) is schdueled to report earning on Apr 17, 2025, TBA Not Confirmed.
What is UnitedHealth (UNH) earnings time?
UnitedHealth (UNH) earnings time is at Apr 17, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.