United Therapeutics' Q2 revenue misses estimates

United Therapeutics

30/07/2025 11:39

Overview

United Therapeutics Q2 2025 revenue grows 12% yr/yr, misses analyst expectations

Net income for Q2 rises 11% to $309.5 mln

Co authorizes $1 bln share repurchase, expiring March 2026

Outlook

Company expects continued double-digit revenue growth for Tyvaso

United Therapeutics anticipates total revenue growth well into the future

Company expects data from TETON 2 study in September 2025

Result Drivers

TYVASO DPI GROWTH - Revenue growth driven by increased quantities sold and price increase, supported by Medicare Part D redesign

NEBULIZED TYVASO SALES - Revenue increase primarily due to higher quantities sold and price adjustments

ORENITRAM PERFORMANCE - Record quarterly revenue attributed to increased quantities sold and price increase

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$798.60 mln
$804.30 mln (11 Analysts)
Q2 EPS
$6.41
Q2 Net Income
$309.50 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the pharmaceuticals peer group is "buy"

Wall Street's median 12-month price target for United Therapeutics Corp is $392.50, about 24.2% above its July 29 closing price of $297.56

Press Release: ID:nBw6sY19Ra

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)