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

For the quarter ended December 2025, United Therapeutics (UTHR) reported revenue of $790.2 million, up 7.4% over the same period last year. EPS came in at $7.70, compared to $6.19 in the year-ago quarter.

The reported revenue represents a surprise of -1.88% over the Zacks Consensus Estimate of $805.31 million. With the consensus EPS estimate being $6.78, the EPS surprise was +13.5%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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 United Therapeutics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Rest-of-World: $37.4 million versus $28.71 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +23.8% change.
• Revenues- United States: $752.8 million versus $753.92 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.7% change.
• Revenues- Remodulin- U.S.: $104.3 million versus the two-analyst average estimate of $112 million.
• Revenues- Tyvaso- U.S.: $457.2 million versus $464.91 million estimated by two analysts on average.
• Revenues- Adcirca: $7.8 million versus the five-analyst average estimate of $4.62 million. The reported number represents a year-over-year change of +66%.
• Revenues- Orenitram: $121.2 million versus the five-analyst average estimate of $121.24 million. The reported number represents a year-over-year change of +12.4%.
• Revenues- Other products: $6.6 million compared to the $5.1 million average estimate based on four analysts. The reported number represents a change of +20% year over year.
• Revenues- Remodulin: $128 million versus the four-analyst average estimate of $131.46 million. The reported number represents a year-over-year change of -4.8%.
• Revenues- Tyvaso: $464.3 million compared to the $488.25 million average estimate based on four analysts. The reported number represents a change of +11.6% year over year.
• Revenues- Unituxin: $62.3 million versus the four-analyst average estimate of $51.29 million. The reported number represents a year-over-year change of -7.7%.
• Revenues- Nebulized Tyvaso: $125.7 million versus the two-analyst average estimate of $144.35 million. The reported number represents a year-over-year change of -11.9%.
• Revenues- Tyvaso DPI: $338.6 million versus $313.3 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +23.9% change.

View all Key Company Metrics for United Therapeutics here>>>

Shares of United Therapeutics have returned -0.7% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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