Analysts Estimate UnitedHealth Group (UNH) to Report a Decline in Earnings: What to Look Out for

Company Overview - UnitedHealth Group (UNH) is expected to report a year-over-year decline in earnings of 27.4%, with projected earnings of $4.94 per share for the quarter ended June 2025 [3] - The company is anticipated to generate revenues of $111.6 billion, reflecting a 12.9% increase from the previous year [3] Earnings Estimates and Revisions - The consensus EPS estimate has been revised down by 4.51% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4] - The Most Accurate Estimate for UnitedHealth is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -13.10% [12] Earnings Surprise Prediction - A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10] - UnitedHealth currently holds a Zacks Rank of 4 (Sell), making it challenging to predict an earnings beat [12] Historical Performance - In the last reported quarter, UnitedHealth was expected to post earnings of $7.27 per share but delivered $7.20, resulting in a surprise of -0.96% [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Industry Context - Centene (CNC), another player in the Zacks Medical - HMOs industry, is expected to report earnings of $0.68 per share, indicating a year-over-year decline of 71.9% [18] - Centene's revenues are projected to be $44.27 billion, up 11.1% from the previous year, but its consensus EPS estimate has been revised down by 57.3% over the last 30 days [19]