United Therapeutics Q4 revenue misses $15 M, EPS tops forecast at $7.70

UTHRUTHR

United Therapeutics reported fourth-quarter revenue of $790.2 million, up 7% year-over-year but $15 million below the consensus, while adjusted EPS of $7.70 topped the $7.10 forecast. Tyvaso sales rose 12% yet missed projections, triggering a 7.2% intraday stock drop despite an earlier 13% surge and analyst upgrades.

1. Q4 Financial Results

United Therapeutics delivered fourth-quarter revenue of $790.2 million, representing 7% growth year-over-year but falling $15 million short of consensus estimates above $805 million.

2. Adjusted Earnings Outperformance

The company posted adjusted earnings of $7.70 per share, surpassing the $7.10 consensus and marking a strong profitability beat.

3. Tyvaso Sales Performance

Sales of inhaled therapy Tyvaso grew 12% year-over-year yet failed to meet internal projections, contributing to investor disappointment.

4. Stock Reaction and Analyst Updates

Shares initially jumped 13% on strong guidance but later slid 7.2% after the revenue miss; analysts have since raised their price targets and earnings forecasts.

Sources

FZB