United Therapeutics (UTHR)
NASDAQ:UTHR
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
7.15Last Year’s EPS
6.41Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong clinical and commercial momentum: major positive clinical readouts (ADVANCE OUTCOMES and TETON 1/2), concrete revenue figures ($782M total; $458M Tyvaso) and clear growth drivers (Tyvaso DPI adoption, ralinepag oral and inhaled programs, RALDPI moving into Phase I). Operational headwinds and several regulatory/development uncertainties were acknowledged but described as addressed or manageable. On balance, the highlights—particularly the transformative phase III results and multiple near-term regulatory milestones—substantially outweigh the quarter-specific operational issues and the normal regulatory risks associated with new-device/formulation filings.Company Guidance
Q1 2026 Revenue and Near-Term Growth Outlook
Total revenue of $782 million in Q1 2026 with Tyvaso revenue of $458 million. Company expects to return to sequential growth in the near term and targets a revenue run rate moving from $3 billion to $4 billion by the end of 2027.
Tyvaso DPI Adoption and Demand Momentum
Tyvaso DPI drove 9% year-over-year growth for the DPI format. Patient shipments have grown for five consecutive months, prescriber referral/prescription rates are approximately at pre-YUTREPIA levels, and there's increasing uptake of higher-dose DPI options (80 mcg single capsule, 96 mcg and 112 mcg combination kits).
Breakthrough ADVANCE OUTCOMES for Ralinepag
Top-line ADVANCE OUTCOMES showed a threefold reduction in disease progression versus background therapy; ralinepag met all primary endpoints with superior hazard ratios versus selexipag and durable benefit through four years. Company projects a multibillion-dollar opportunity for oral ralinepag, expects a potential mid-next-year launch on a smooth FDA timeline, and anticipates ralinepag could double the treated PAH population to over 30,000 within two years of launch.
TETON 1 & 2 Success — Tyvaso for IPF
Both TETON trials of nebulized Tyvaso in IPF were described as resounding successes, showing meaningful forced vital capacity (FVC) improvements versus existing drugs. Company plans to file a supplemental NDA by the end of the summer with the possibility of priority review; under a standard review, a launch is expected by Q2 next year.
RALDPI (Inhaled Ralinepag) Out of Stealth with Rapid Development Plan
RALDPI program activated ~6 months ago with MannKind; formulation development completed, manufacturing of tox supplies underway, positive pre-IND engagement with FDA. Company expects to enter Phase I and complete the study before year-end and believes inhaled ralinepag could be a once-daily product without release-controlling excipients.
Commercial Preparations and Long-Term Outlook
Sales force investments are being deployed mid-year to support upcoming launches (ralinepag, IPF indications). Management reiterates confidence in a durable commercial engine and expects to deliver sustained double-digit long-term growth while expanding reach in PH-ILD, PAH and IPF markets.
UTHR Earnings History
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
UTHR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $572.20 | $596.76 | +4.29% |
Feb 25, 2026 | $473.43 | $535.10 | +13.03% |
Oct 29, 2025 | $415.34 | $455.32 | +9.63% |
Jul 30, 2025 | $297.56 | $281.95 | -5.25% |
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.
FAQ
When does United Therapeutics (UTHR) report earnings?
United Therapeutics (UTHR) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is United Therapeutics (UTHR) earnings time?
United Therapeutics (UTHR) earnings time is at Aug 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UTHR EPS forecast?
UTHR EPS forecast for the fiscal quarter 2026 (Q2) is 7.15.