Revenue segments as reported by the company.

Premiums

Products

Services

Investment and other income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Medical costs

Operating costs

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Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

UnitedHealth Group

Optum is a Health Services platform. It is a leading information and technology-enabled health services business dedicated to modernizing the system and improving the health of people and communities.

Optum

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Minnetonka, MN.

Earnings data Q1 2021

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q4 2024

UnitedHealth Group reports strong Q4 earnings and growth opportunities

UnitedHealth Group's Q4 2022 Earnings Call highlighted strong financial performance, growth initiatives, and confidence in sustainable earnings growth. The company is focused on enhancing consumer experiences, expanding value-based care, and driving growth through strategic investments and M&A priorities. Challenges include managing cost impacts from flu and respiratory issues, while opportunities lie in continued growth in key segments and strategic M&A.

UnitedHealth Group reports robust Q1 earnings, eyes growth opportunities

UnitedHealth Group's strong performance in Q1 2023 reflects growth across its segments, driven by a focus on value-based care and consumer-centric initiatives. While challenges exist with potential Medicare Advantage model changes, the company remains optimistic about sustained growth and opportunities for expansion.

UnitedHealth Group posts robust Q2 earnings, eyes tech-driven growth

UnitedHealth Group delivered strong financial performance in Q2 2023, with a focus on expanding patient care, driving cost efficiencies, and responding to changing healthcare dynamics. Challenges include margin pressures and managing investment gains unpredictability. Opportunities lie in leveraging technology for cost reduction and enhancing care capabilities post acquisitions.

UnitedHealth Group reports robust Q3 growth, eyes expansion in value-based care

UnitedHealth Group's Q3 performance showcased robust revenue growth and strengthened earnings outlook. The company's focus on value-based care, strong performance in pharmacy services, and investments in home care present opportunities for future growth. However, challenges related to wage inflation and margin impact at Optum Health require attention.

UnitedHealth Group posts strong 2023 results, eyes growth opportunities

UnitedHealth Group's 2023 performance showcased robust financial results, strategic investments in digital engagement, and a focus on improving healthcare quality and accessibility. While facing challenges in cost trends and industry dynamics, the company remains optimistic about its competitive positioning and growth prospects in 2024.

UnitedHealth Group resilient post-cyberattack, eyes growth opportunities

UnitedHealth Group navigated cyberattack impacts while maintaining outlook.
Strong response to challenges, focusing on growth and customer support.
Balanced approach to capital deployment and confidence in future opportunities.
Optimism in controlling costs and driving growth through innovation.

UnitedHealth Group reports resilient growth amidst cyberattack challenges

UnitedHealth Group's Q2 2024 performance reflects resilience and growth potential despite challenges from a cyberattack and other disruptions.
The company's strengths in customer recognition, Medicare Advantage programs, and technology innovation position it well for future success and market expansion.
While facing challenges like cyberattack impacts and medical care ratio issues, UnitedHealth Group remains focused on opportunities for growth and returning to baseline performance in 2025.

UnitedHealth Group affirms growth outlook amidst challenges, eyes 2025 strategy

UnitedHealth Group's Q3 2024 performance reflects strong revenue growth and a commitment to value-based care and innovation. Despite challenges like cyberattacks and care patterns impacting earnings outlook, the company remains focused on long-term growth objectives. UNH's strategic investments, focus on consumer experience, and capital deployment priorities signal a proactive approach to driving future growth.

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UnitedHealth Group (NYSE: UNH) recently reported its Q2 results, with revenues slightly below and earnings exceeding our expectations. The company reported revenue of $98.6 billion and adjusted earnings of $6.80 per share, compared to our estimates of $99 billion and $6.75, respectively.

Should You Pick UnitedHealth Stock At $575 After A Q2 Beat?

--(BUSINESS WIRE)--UnitedHealthcare Community Plan of Rhode Island has been selected by the State of Rhode Island to serve Medicaid members through the Medicaid Managed Care Services (MMCS) program. UnitedHealthcare has served Rhode Islanders through the MMCS program since 1993; this contract award will continue to provide access to UnitedHealthcare coverage and services through 2030. Rhode Island's MMCS program includes Rite Care, expansion, ABD populations, children in foster care and individ.

UnitedHealthcare Selected by the State of Rhode Island to Continue Serving Medicaid Members

UnitedHealth Group (UNH) reported better-than-expected second-quarter 2024 results as it breezed past the Zacks Consensus Estimate on both earnings and revenues.

UnitedHealth Rises on Q2 Earnings Beat: ETFs to Gain

As UnitedHealth Group Inc.'s stock headed toward a record high on Wednesday, the company's bonds have been selling off following the company's quarterly earnings report early Tuesday.

As UnitedHealth's stock heads toward record high, bonds are selling off and spreads are wider

UnitedHealth Group UNH reported better-than-expected second-quarter earnings on Tuesday.

UnitedHealth Analysts Boost Their Forecasts Following Upbeat Earnings

UnitedHealth Group (UNH) shares surged more than 6% on Tuesday after the health insurance giant topped Wall Street's quarterly earnings estimates and maintained its full-year profit outlook, helping to ease investors' concerns over the financial impact of a February cyberattack on one of its subsidiaries. The stock was the top gainer on the Dow Jones Industrial Average, which soared to a record high on Tuesday.

Watch These UnitedHealth Stock Price Levels After Earnings-Driven Surge

UnitedHealth Group NYSE: UNH has headwinds, but its healthcare business and operational quality offset them, setting the stock to hit new all-time highs. The primary culprit is the recent cyber attacks, which shut down a significant portion of its network and cost more than previously estimated.

Why This Healthcare Stock is a Strong Buy Despite Headwinds

Despite its size, the huge insurer managed to post 6% top-line growth. Its bottom-line increase was also quite healthy.

Why UnitedHealth Stock Rocketed Nearly 7% Higher Today

The S&P 500 and Nasdaq also scored wins Tuesday albeit with much smaller gains than the blue chip Dow.

Stock Market Today: Dow Spikes 742 Points After UnitedHealth Earnings

UnitedHealth Group's (UNH) second-quarter earnings continue to be supported by strong Optum and UnitedHealthcare business lines. Rising medical costs partially offset the positives.

UnitedHealth Group (UNH) Q2 Earnings Beat on Strong Optum Unit

The headline numbers for UnitedHealth (UNH) give insight into how the company performed in the quarter ended June 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

UnitedHealth (UNH) Reports Q2 Earnings: What Key Metrics Have to Say

UnitedHealth Group Incorporated released its Q2 2024 earnings earlier today. The stock is up >5% in early trading. Revenues came in at $98.9bn, up ~$6bn YOY, while earnings from operations were $7.9bn on a GAAP basis, and net margin stood at 4.3%. Cyberattack impact, the South American operations' sale, and Medicare Advantage business performance were all analyzed on the earnings call with analysts.

UnitedHealth: Q2 2024 Earnings Review, A Panacea For Investor's Fears

UnitedHealth Group Incorporated (NYSE:UNH ) Q2 2024 Earnings Call Transcript July 16, 2024 8:45 AM ET Company Participants Andrew Witty - CEO John Rex - President and CFO Tim Noel - CEO, UnitedHealthcare Medicare & Retirement Krista Nelson - CEO, UnitedHealthcare Community & State Amar Desai - CEO, Optum Health Roger Connor - CEO, Optum Insight Brian Thompson - CEO, UnitedHealthcare Heather Cianfrocco - CEO, Optum Conference Call Participants A.J. Rice - UBS Lisa Gill - JPMorgan Josh Raskin - Nephron Research Stephen Baxter - Wells Fargo Justin Lake - Wolfe Research Scott Fidel - Stephens Kevin Fischbeck - Bank of America Andrew Mok - Barclays Nathan Rich - Goldman Sachs Erin Wright - Morgan Stanley Lance Wilkes - Bernstein Operator Good morning, and welcome to the UnitedHealth Group's Second Quarter 2024 Earnings Conference Call.

UnitedHealth Group Incorporated (UNH) Q2 2024 Earnings Call Transcript

UnitedHealth Group stock is higher Tuesday after the insurance giant beat expectations for its second quarter. Here's what you need to know.

Is UnitedHealth Group Stock a Buy After Earnings?

Bank of America

Morgan Stanley

We hit the ground running in this morning's pre-market. Q2 earnings season for the next four weeks will bring us key performance numbers from all manner of publicly traded equities, while key economic data helps us interest-rate prognosticators keep tabs on the odds of a pending interest rate cut.

Retail Sales Came in Better Than Expected

Any investors still hoping for a July rate cut based on economic prints, we can uncross our fingers now.

Econ Reports, Q2 Earnings Take July Rate Cut Off the Table

In February, UnitedHealth Group Inc.'s Change Healthcare unit suffered a far-reaching cyberattack.

AI Opportunities, Cyber Vulnerabilities Define UnitedHealth's Latest Earnings

UnitedHealth (NYSE: UNH ) stock is trending this morning on news that the insurer expects a previous cyberattack to cost more than it had previously forecast. However, the firm's quarterly profits did come in above analysts' average estimate.

UnitedHealth Cyber Attack Set to Weigh on UNH Stock Through 2024

UnitedHealth Group (UNH) shares advanced Tuesday after the big health insurance provider posted better-than-expected profit on higher revenue from its Optum health care unit, while adding that the costs associated with a February cyberattack would be greater than previously estimated.

UnitedHealth Beats on Profit But Continues To Feel Effects of Cyberattack

The health insurance giant posts better-than-expected second-quarter earnings.

UnitedHealth Stock Rises After Earnings Beat Eases Cyberattack Concerns

UnitedHealth Group (NYSE: UNH) announced a stronger-than-anticipated second-quarter profit on Tuesday, driven by robust performance in its healthcare services division. The company also revised its cost estimates related to a cybersecurity breach at its technology unit earlier this year.

UnitedHealth Q2 profit beats expectations amid recovery from tech unit hack

UnitedHealth Group (UNH) came out with quarterly earnings of $6.80 per share, beating the Zacks Consensus Estimate of $6.65 per share. This compares to earnings of $6.14 per share a year ago.

UnitedHealth Group (UNH) Beats Q2 Earnings and Revenue Estimates

Eli Lilly

Tile Shop Holdings

Eli Lilly, UnitedHealth and Tile Shop are included in this Analyst Blog.

The Zacks Analyst Blog Eli Lilly, UnitedHealth and Tile Shop

Shares of UnitedHealth Group Inc. UNH, +0.75% rallied 2% in premarket trading Tuesday toward a seventh-straight gain, after the health insurer reported second-quarter profit and revenue that topped expectations. Net income fell to $4.22 billion, or $4.54 a share, from $5.47 billion, or $5.82 a share, in the same period a year ago.

UnitedHealth's stock set to extend long win streak after profit and revenue beat expectations

UnitedHealth Group reported a better-than-expected profit for the second quarter on Tuesday, driven by strong demand in its healthcare services unit.

News for UnitedHealth Group Stock (UNH)