UnitedHealth Q3 Earnings Preview: The company is expected to see a rise in profit and revenue
UnitedHealth (NYSE:UNH) is scheduled to announce Q3 earnings results on Tuesday, October 15th, before market open.
Analysts estimate a profit of $7.03 per share (+7.2% Y/Y) on revenue of $99.28B (+7.5% Y/Y).
According to Morgan Stanley, “Into 3Q, we are looking for incremental detail on MA Star results (expected imminently, expectations already low), current utilization trends + EOY expectations (we est. MLR ~in line, setting tone for the group), and high-level ’25 EPS relative to Cons, consistent with prior years’ approach.”
Over the last 2 years, UNH has beaten EPS estimates 88% of the time and has beaten revenue estimates 88% of the time.
Over the last 3 months, EPS estimates have seen 3 upward revisions and 18 downward. Revenue estimates have seen 8 upward revisions and 7 downward.
SA analyst Pearl Gray Equity and Research says, “We expect sustained gross income from a favorable insurance pricing environment. However, claims remain unpredictable. Lower interest rates, tight credit spreads, and compressed SOFRs provide an enhanced asset-liability outlook.”
UNH is rated as a Hold on SA Quant Ratings system.
The stock is up about 16% in the last 12 months.