earnings
confidence high
sentiment negative
materiality 0.85
UnitedHealth Q1 adj EPS $7.20 misses; revises FY2025 guidance down to $26-$26.50 adj EPS
UNITEDHEALTH GROUP INC
2025-Q1 EPS reported
$6.85
revenue$109,575,000,000
- Q1 EPS $6.85 ($7.20 adjusted); revenues $109.6B, up $9.8B YoY.
- Medical care ratio 84.8% vs 84.3% YoY; no favorable reserve development in Q1.
- Revised FY2025 net earnings guidance $24.65-$25.15; adjusted $26-$26.50 per share.
- Cites heightened Medicare Advantage care activity and Optum Health member profile changes.
- UnitedHealthcare served 780k additional consumers YTD; Optum Health expects 650k new value-based care patients in 2025.