For the quarter ended March 2025, UnitedHealth Group (UNH) reported revenue of $109.58 billion, up 9.8% over the same period last year. EPS came in at $7.20, compared to $6.91 in the year-ago quarter.
The reported revenue represents a surprise of -1.40% over the Zacks Consensus Estimate of $111.13 billion. With the consensus EPS estimate being $7.27, the EPS surprise was -0.96%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how UnitedHealth performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Operating Statistics - Medical Care Ratio: 84.8% versus 85.9% estimated by nine analysts on average.
- UnitedHealthcare Customer Profile - People Served - Commercial - Domestic- Risk-based: 8.41 million compared to the 9 million average estimate based on five analysts.
- UnitedHealthcare Customer Profile - People Served - Commercial - Domestic- Fee-based: 21.59 million versus the five-analyst average estimate of 21.46 million.
- UnitedHealthcare Customer Profile - People Served - Total Community and Senior: 20.13 million compared to the 20.16 million average estimate based on five analysts.
- Revenues- Investment and other income: $1.03 billion compared to the $1.06 billion average estimate based on 10 analysts. The reported number represents a change of +2.2% year over year.
- Revenues- Products: $13.04 billion versus the 10-analyst average estimate of $13.33 billion. The reported number represents a year-over-year change of +9.5%.
- Revenues- Services: $8.97 billion compared to the $9.76 billion average estimate based on 10 analysts. The reported number represents a change of +1% year over year.
- Revenues- Premiums: $86.53 billion versus the 10-analyst average estimate of $86.94 billion. The reported number represents a year-over-year change of +11%.
- Revenues- Optum Insight: $4.63 billion versus $5.11 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +2.8% change.
- Revenues- Optum Rx: $35.13 billion versus $34.11 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +13.9% change.
- Revenues- Optum Health: $25.31 billion compared to the $28.97 billion average estimate based on six analysts. The reported number represents a change of -5.3% year over year.
- Revenues- UnitedHealthcare- Total: $84.62 billion versus the six-analyst average estimate of $83.20 billion. The reported number represents a year-over-year change of +12.3%.
View all Key Company Metrics for UnitedHealth here>>>
Shares of UnitedHealth have returned +16.3% over the past month versus the Zacks S&P 500 composite's -6.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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UnitedHealth Group Incorporated (UNH): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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