United Therapeutics (UTHR)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$487.61-0.54%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · UTHR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-09-04.
The screen ranks UTHR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Submit NDAs for ralinepag in PAH and nebulized Tyvaso in IPF, seek priority review, and achieve approvals to drive transformative growth.
Stated as a priority in 3 of last 3 quarters. Management submitted NDAs for ralinepag in PAH and nebulized Tyvaso in IPF by 2026-Q2, expecting potential approvals next year as transformative catalysts. Despite a 2% revenue decline year-over-year to $783.3M in 2026-Q2, these regulatory efforts align with management's stated growth strategy and represent delivering on their pipeline advancement commitments.
“We just submitted what we believe are two of the most important NDAs in rare pulmonary disease history: ralinepag tablets in PAH and Nebulized Tyvaso in IPF.”
“We extended our run of clinical success with positive results from ADVANCE OUTCOMES and TETON-1 studies and announced development plans for ralinepag DPI.”
“ADVANCE OUTCOMES study met primary endpoint; intend to submit NDA for ralinepag to FDA by second half of 2026.”
Drive growth in Tyvaso DPI revenues through increased patient starts, referrals, and commercial penetration to offset declines in nebulized Tyvaso.
Stated as a priority in 2 of last 2 quarters. Tyvaso DPI revenues grew 9% in 2026-Q1 and 4% in 2026-Q2 year-over-year, reaching record patient metrics. This growth offsets declines in nebulized Tyvaso and supports management's commitment to sustaining commercial momentum in inhaled prostacyclin therapies, indicating delivering on this operational priority.
Implement the Board-approved $2 billion share repurchase program through accelerated share repurchase agreements and open market purchases.
Stated as a priority in 2 of last 2 quarters. Management executed accelerated share repurchase agreements totaling approximately $1.5 billion in 2026-Q1 and repurchased 2.76 million shares by 2026-Q2, with $500 million remaining under the $2 billion authorization. This demonstrates delivering on the capital allocation commitment.
Progress clinical trials and launch new xeno-organ production facilities to expand supply of transplantable organs.
Stated as a priority in 2 of last 2 quarters. Management reports ongoing or planned clinical trials for organ manufacturing and plans to launch two xeno-organ production facilities in 2026. While no specific financial metrics are provided, the recurring emphasis indicates active progress consistent with stated strategic goals.
“Organ manufacturing pipeline advancing rapidly with clinical trials ongoing or planned and launch of two xeno-organ production facilities later this year.”
Continue to grow revenue through commercial execution, late-stage pipeline development, and expanding market opportunities.
Over the trailing year it converted 1.30x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 54% of the time over the next year (vs 43% for the rest of the cohort, n=3313).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated stable grew net income 46% of the time over the next year (vs 53% for the rest of the cohort, n=3872).
Not investment advice. As of 2026-09-04.
“Tyvaso DPI exited the second quarter at record levels of starts, referrals, commercial patients, and total patients.”
“Continued growth for Tyvaso DPI reflects resilience of our commercial strategy despite dynamic competitive landscape.”
“We repurchased 2,759,343 shares under 2026 ASR agreements; $500 million remains available under the $2 billion program.”
“Entered into accelerated share repurchase agreements to repurchase approximately $1.5 billion of common stock.”
“We are committed to expanding the supply of transplantable organs through practical technologies that can save lives.”