Compared to Estimates, United Therapeutics (UTHR) Q4 Earnings: A Look at Key Metrics

Core Insights - United Therapeutics reported revenue of $790.2 million for the quarter ended December 2025, reflecting a 7.4% increase year-over-year, but fell short of the Zacks Consensus Estimate by 1.88% [1] - The company's EPS was $7.70, up from $6.19 in the same quarter last year, exceeding the consensus estimate of $6.78 by 13.5% [1] Revenue Breakdown - Revenues from the Rest-of-World segment were $37.4 million, surpassing the estimated $28.71 million, marking a 23.8% increase year-over-year [4] - U.S. revenues totaled $752.8 million, slightly below the estimated $753.92 million, with a year-over-year growth of 6.7% [4] - Remodulin in the U.S. generated $104.3 million, underperforming the estimate of $112 million, representing a year-over-year decline of 4.8% [4] - Tyvaso in the U.S. reported revenues of $457.2 million, slightly below the estimate of $464.91 million, with a year-over-year increase of 11.6% [4] - Adcirca revenues were $7.8 million, exceeding the estimate of $4.62 million, showing a significant year-over-year increase of 66% [4] - Orenitram generated $121.2 million, closely matching the estimate of $121.24 million, with a year-over-year growth of 12.4% [4] - Other products brought in $6.6 million, surpassing the average estimate of $5.1 million, reflecting a 20% year-over-year increase [4] - Unituxin revenues were $62.3 million, exceeding the estimate of $51.29 million, but showing a year-over-year decline of 7.7% [4] - Nebulized Tyvaso reported $125.7 million, below the estimate of $144.35 million, with a year-over-year decline of 11.9% [4] - Tyvaso DPI revenues were $338.6 million, exceeding the estimate of $313.3 million, marking a 23.9% increase year-over-year [4] Stock Performance - United Therapeutics shares have returned -0.7% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]