智通财经APP获悉，联合健康(UNH.US)公布了第四季度盈利略微超出预期，但2026年收入指引疲软。 LSEG汇编的数据，联合健康第四季度经调整后每股收益为 2.11 美元，高于分析师平均预期的 2.10 美 元。Q4营收为 1132 亿美元，尽管同比增长约 12%，但仍比华尔街预期低5.2亿美元。该公司还预测， 2026 年收入将出现下滑，这将是三十多年来收入首次年度萎缩。去年，该公司经历了剧烈下跌，目前 正努力重建投资者信心。 总体而言，联合健康2026年的总收入将超过4390亿美元，较2025年下降2%，低于分析师的预期。数据 显示，这将是联合健康集团自1989年以来首次出现年度收入下降。不过，该公司预计营业利润将至少增 长50亿美元，比去年增长超过 25%。 联合健康高管指出导致预期下滑的三大因素，包括公司第四季度的资产剥离以及计划于今年晚些时候进 行的其他剥离，例如其在英国和南美的业务。他还指出，2026年，美国会员总数将出现"相当大的"下 降，超过300万。 该公司还面临其他新的压力。周一晚些时候，美国提议明年维持对私人医疗保险计划的支付水平不变， 这一消息令几家美国医疗保险商股价大跌，联合健康 ...

Group 1 - U.S. stock index futures show mixed performance, with Nasdaq futures up 0.63% and S&P 500 futures up 0.25%, while Dow futures are down 0.44% [1] - Major European indices also display mixed results, with Germany's DAX down 0.09%, UK's FTSE 100 up 0.35%, France's CAC up 0.37%, and the Euro Stoxx 50 up 0.28% [1] - The Federal Reserve officials expect to pause interest rate cuts this week, with an unclear path for future cuts [1] Group 2 - Samsung Electronics and SK Hynix are negotiating with Apple to significantly increase the price of LPDDR memory used in iPhones, with a potential increase of up to 100% [2] Group 3 - The European Union has initiated two compliance procedures to ensure Google meets its obligations under the Digital Markets Act [3] Group 4 - Microsoft has received approval to build 15 additional data centers in Wisconsin, USA [4] Group 5 - Micron Technology is investing $24 billion to expand production in Singapore to address AI chip shortages [5] - Synopsys CEO anticipates that the price increase and shortage of memory chips will persist until 2027 [5] Group 6 - Nike is reportedly planning to lay off 775 employees to enhance profitability and accelerate automation [6] Group 7 - Alibaba has officially launched its flagship reasoning model Qwen3-Max-Thinking, which is noted for its stronger initiative and proficiency in logical reasoning [7] Group 8 - XPeng Motors' CEO expects "very strong" growth this year, with overseas sales growth potentially surpassing that of the domestic market [8] Group 9 - VinFast is collaborating with AI company Autobrains to develop autonomous driving technology [9] Group 10 - The U.S. Treasury has terminated its contract with consulting firm Booz Allen, related to the leak of tax records for Trump and Musk [10] Group 11 - UnitedHealth reported Q4 revenue of $113.215 billion, with adjusted EPS down 69.02% year-over-year to $2.11 [11] - General Motors reported Q4 revenue of $45.29 billion, with a loss of $3.31 billion; the company approved a $6 billion stock buyback plan [12] - American Airlines reported Q4 adjusted EPS of $0.16, which was below expectations, and anticipates a revenue decrease of $150 million to $200 million due to winter storms [13] - Raytheon Technologies reported a 12% year-over-year increase in Q4 sales to $24.24 billion, with adjusted EPS of $1.55, exceeding expectations [14]

UnitedHealth, Humana, CVS Dive On Flat 2027 Medicare Advantage Rates | Investor's Business DailyMUST- VIEW FOR INVESTORS: [See The Best Online Brokers For 2026]---UnitedHealth (UNH), Humana (HUM), CVS Health (CVS) and other S&P 500 health insurance stocks were pummeled overnight after the Trump administration announced a preliminary plan to keep Medicare reimbursement rates nearly flat in 2027, far below expectations. The diminished Medicare outlook for 2027 overshadowed Tuesday morning's mixed fourth-quart ...

Core Insights - UnitedHealth Group reported fourth-quarter results that met lowered Wall Street expectations, indicating a stabilization in financial performance [1] - The company provided 2026 earnings guidance that aligns with market forecasts, suggesting confidence in future growth [1] Financial Performance - The fourth-quarter results showed progress in financial metrics, although specific figures were not detailed in the summary [1] - The alignment with lowered expectations indicates a cautious but steady approach to financial management [1] Future Outlook - The 2026 earnings guidance reflects the company's strategic planning and adaptability to market conditions [1] - This guidance is seen as a positive signal for investors, reinforcing the company's commitment to growth and stability [1]

Core Viewpoint - UnitedHealth's stock has experienced a decline following a lower revenue outlook for 2026, which was compounded by disappointing Medicare Advantage rates announced by the Trump administration [1] Group 1: Company Impact - The announcement of lower revenue expectations for 2026 has negatively affected UnitedHealth's stock performance [1] - Disappointing Medicare Advantage rates are a significant factor contributing to the company's revised outlook [1] Group 2: Industry Context - The Medicare Advantage program's rates, as set by the Trump administration, have implications for the broader healthcare industry, particularly for companies reliant on these rates [1]

Group 1 - SK Hynix plans to establish a unit focusing on artificial intelligence investment [1] - The new unit is expected to be set up in the United States [1]

格隆汇1月27日｜联合健康四季度营收1132.2亿美元，预估1138.7亿美元；四季度经调整后每股收益2.11 美元，预估2.1美元。 ...

Core Insights - UnitedHealth Group reported a fourth quarter profit of $10 million despite a $1.6 billion restructuring charge impacting earnings [2][5] - The company is undergoing a financial turnaround focusing on key markets, products, and operational realignment [3][7] Financial Performance - Fourth quarter net income fell to $10 million, or $0.01 per share, down from $5.5 billion, or $5.77 per share, in the same period last year [5] - Full-year net income for 2025 was $12 billion, or $13.23 per share, compared to $14.4 billion, or $15.51 per share in 2024 [5] - The restructuring charge impacted earnings before income taxes by $2.8 billion, including $799 million related to a cyberattack and $2.5 billion in restructuring costs [6][7] Enrollment and Market Strategy - UnitedHealthcare is exiting certain markets, leading to an expected contraction of over 1.1 million in Medicare Advantage enrollment [8] - Total enrollment across all medical plans is projected to drop to 47 million this year due to market contractions in commercial risk and Medicaid businesses [8] Revenue Growth - UnitedHealth Group's total revenues for 2025 increased by $47.3 billion, or 12% year-over-year, reaching $447.6 billion [11] - Fourth quarter revenues rose to $113 billion, up from $100.8 billion in the previous year [11] - UnitedHealthcare's full-year revenues increased by 16%, or $46.7 billion, to $344.9 billion, serving 49.8 million people, an increase of 415,000 year-over-year [12] Operational Metrics - The adjusted medical care ratio for 2025 was 88.9%, up from 85.5% in 2024, with the fourth quarter ratio exceeding 91% [10] - Optum's revenues increased by 8% in the fourth quarter to $70.3 billion and by 7% for the year to $270.6 billion [12]

U.S. stock futures are presenting a mixed picture this Tuesday, January 27, 2026, as investors navigate a busy week dominated by corporate earnings reports, a crucial Federal Reserve policy meeting, and fresh geopolitical developments. While technology-focused futures show upward momentum, broader market indicators suggest a more cautious approach in premarket trading.Premarket Activity and Index FuturesAs of early Tuesday, premarket trading indicates a divergence among the major U.S. indexes. Nasdaq 100 fu ...

UnitedHealth Group Reports 2025 Results and Issues 2026 Outlook To view this information in a different format, including graphics, published on our website, click here: https://www.unitedhealthgroup.com/content/dam/UHG/PDF/investors/2025/unh-reports-2025-results-and-issues-2026- outlook.pdf. (January 27, 2026) UnitedHealth Group (NYSE: UNH) today reported full year and fourth quarter 2025 results and issued its 2026 outlook. "We confronted challenges directly and finished 2025 as a much stronger company, g ...