United Therapeutics Corporation (UTHR) AI Stock Analysis

United Therapeutics Corporation develops and commercializes therapies addressing critical medical needs for chronic and life-threatening conditions. Its commercial portfolio features Remodulin, which treats symptoms of pulmonary arterial hypertension (PAH), and Tyvaso, an inhaled prostacyclin analogue for PAH and pulmonary hypertension associated with interstitial lung disease. The company also offers Orenitram tablets for PAH. Ongoing research initiatives include Tyvaso DPI, the Remunity Pump subcutaneous delivery system, and pipeline candidates Ralinepag and Aurora-GT gene therapy. The company partners with DEKA Research & Development Corp., MannKind Corporation, and Arena Pharmaceuticals, Inc.

From FY2021 to FY2025, United Therapeutics increased annual revenue from $1.69B to $3.18B, representing a 5-year revenue CAGR of 16.5%. Revenue expanded 13.6% in FY2021, 14.9% in FY2022, 20.2% in FY2023, 23.6% in FY2024, and 10.6% in FY2025. Net income climbed from $475.8M in FY2021 to $1.33B in FY2025, pushing net margin from 28.2% to 41.9% and EPS from $13.35 to $27.90. In the trailing twelve months, revenue reached $3.15B with a 41.6% profit margin. For the latest quarter ended June 30, 2026, quarterly revenue fell 1.9% year-over-year, while quarterly earnings grew 13.4%.

As of June 30, 2026, United Therapeutics held $2.66B in cash and short-term investments, with total assets of $7.22B and shareholders' equity of $6.40B. The company maintained a current ratio of 5.73. Operating cash flow grew to $1.56B in FY2025, supporting free cash flow of $1.04B. In FY2025, capital expenditures totaled $520.5M, while share buybacks reached $1.00B. Over 5 years, the company reduced its share count by 4.2%.

United Therapeutics trades at a trailing P/E of 19.1x, below the 24.6x median of its US-listed Healthcare peers. Its forward P/E stands at 16.4x compared to the peer median of 17.3x, and its EV-to-EBITDA is 10.9x versus the peer median of 12.0x. However, its price-to-sales of 7.2x exceeds the peer median of 4.1x. The company's 1-year stock return of 23.2% outperformed the S&P 500 (SPY) return of 16.8%, and its 5-year return of 185.0% exceeded the index return of 83.0%.

Wall Street analysts maintain 8 Strong Buy, 3 Buy, 3 Hold, 0 Sell, and 1 Strong Sell ratings on the stock. The mean price target is $656.93, indicating 23.2% upside from the last close of $533.12. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $3.19B and EPS of $26.45, an EPS decline of 5.1%. For the next fiscal year, 13 analysts project revenue of $3.61B and EPS of $31.21. United Therapeutics beat EPS estimates in 3 of the last 4 quarters, with the next earnings report scheduled for November 4, 2026.

This page is an AI-written research summary of United Therapeutics Corporation (UTHR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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