United Therapeutics Corporation (UTHR) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
United Therapeutics presents a paradox: a debt-free balance sheet with $1.8B cash and 87.3% gross margins, yet revenue growth has turned negative at -1.9% in 2026Q2, signaling franchise maturity. The bull case rests on Tyvaso DPI's PH-ILD expansion and a robus...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated from 33.7% YoY in 2024Q1 to -1.9% in 2026Q2, while gross margin contracted from 89.2% to 87.3%, and operating margin fell from 52.6% to 42.2% as R&D and SG&A costs outpaced revenue.
The completion of the Phase 3 Ralinepag trial in pulmonary arterial hypertension is a key bullish driver for United Therapeutics.
The company's scheduled presentation at the 44th Annual J.P. Morgan Healthcare Conference is expected to highlight growth opportunities.
UTHR's trailing and forward P/E ratios of 17.89 and 15.15 respectively suggest the stock is reasonably valued.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $7.27+6.0% vs $6.86 | $783M-2.7% vs $805M |
Q2 2026 May 6, 2026 | $5.82-16.9% vs $7.00 | $782M-2.0% vs $797M |
Q1 2026 Feb 25, 2026 | $7.70+8.0% vs $7.13 | $790M-2.8% vs $813M |
Q4 2025 Oct 29, 2025 | $7.16+3.9% vs $6.89 | $800M-1.9% vs $815M |
United Therapeutics Corporation (UTHR) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
United Therapeutics Corporation (NASDAQ: UTHR - Get Free Report) CEO Martine Rothblatt sold 9,500 shares of the firm's stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $502.35, for a total value of $4,772,325.00. Following the completion of the transaction, the chief executive officer owned 324,443 shares in
United Therapeutics (NASDAQ: UTHR - Get Free Report) and Zenas BioPharma (NASDAQ: ZBIO - Get Free Report) are both healthcare companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, analyst recommendations, earnings, risk, profitability, valuation and institutional ownership. Volatility and Risk United Therapeutics has a beta
United Therapeutics Corporation (UTHR) Presents at 12th Annual Cantor Fitzgerald Global Healthcare Conference Transcript
Benchmark UTHR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for United Therapeutics Corporation (UTHR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $497.59 | $21.12B | 17.86 | 10.61% | 41.94% | 19.71% | — | |
| $39.71 | $3.49B | -31.02 | 3024.43% | -74.75% | -16.47% | — | |
| $15.62 | $1.54B | -2.68 | 20.13% | -81.79% | — | — | |
| $26.41 | $4.52B | 11.53 | 11.87% | 33.42% | 32.39% | — | |
| $145.07 | $9.33B | -70.77 | -89.41% | 29.4% | 12.03% | — | |
| $20.98 | $1.55B | 6.36 | 18.52% | 80.56% | 30.03% | — |
United Therapeutics Corporation (UTHR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
United Therapeutics Corporation (UTHR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 23, 2026·SEC
Jun 29, 2026·SEC
Feb 25, 2026·SEC
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United Therapeutics Corporation (UTHR) stock FAQ — growth, dividends, profitability & financials explained
United Therapeutics Corporation (UTHR) reported $3.15B in revenue for fiscal year 2025. This represents a 3154400% increase from $0.1M in 1998.
United Therapeutics Corporation (UTHR) grew revenue by 10.6% over the past year. This is steady growth.
Yes, United Therapeutics Corporation (UTHR) is profitable, generating $1.31B in net income for fiscal year 2025 (41.9% net margin).
United Therapeutics Corporation (UTHR) has a return on equity (ROE) of 19.7%. This is reasonable for most industries.
United Therapeutics Corporation (UTHR) generated $1.09B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.