United Therapeutics (UTHR)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$608.49+1.19%
Close 2026-11-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
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 2026-11-04.
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 42% for the rest of the cohort, n=10089).
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.
By next year, we expect potential approvals for Nebulized Tyvaso in IPF and ralinepag tablets in PAH, two potentially transformative, multi-billion-dollar catalysts that could significantly enhance o…
Stated in 3 of 4 supplied quarters. Management reported: “By next year, we expect potential approvals for Nebulized Tyvaso in IPF and ralinepag tablets in PAH, two potentially transformative, multi-billion-dollar catalysts that could significantly enhance our growth profile.” “United Therapeutics intends to present full results from the ADVANCE OUTCOMES study at an upcoming international conference and to submit an NDA for ralinepag to the FDA by the second half of 2026.” Revenue was $832.500 million in 2026-Q3.
“By next year, we expect potential approvals for Nebulized Tyvaso in IPF and ralinepag tablets in PAH, two potentially transformative, multi-billion-dollar catalysts that could significantly enhance o…”
“Moreover, given these successes, we’re excited to announce our development plans in pulmonary hypertension and fibrosis for ralinepag DPI, which we believe has the potential to achieve once-daily dos…”
“United Therapeutics intends to present full results from the ADVANCE OUTCOMES study at an upcoming international conference and to submit an NDA for ralinepag to the FDA by the second half of 2026.”
and RESEARCH TRIANGLE PARK, N.C., October 22, 2026: United Therapeutics Corporation (Nasdaq: UTHR ), a public benefit corporation, announced today that the company’s Board of Directors has authorized…
Stated in a supplied disclosure. Management reported: “Upon completion of this additional repurchase, we will have returned $4 billion to our shareholders in approximately 2.5 years,” said Martine Rothblatt, Ph.D.” “and RESEARCH TRIANGLE PARK, N.C., October 22, 2026: United Therapeutics Corporation (Nasdaq: UTHR ), a public benefit corporation, announced today that the company’s Board of Directors has authorized a new share repurchase program for up to $2 billion of the company’s common stock, available through October 21, 2027.”
“Our record third quarter revenue performance reflects a business operating at a very high level, driven by strong commercial momentum and focused execution across our organization,” said Michael Ben…
Stated in 2 of 4 supplied quarters. Management reported: “Going forward, we are committed to further sharpening our execution with relentless drive and unwavering discipline to return to sequential quarterly revenue growth across our commercial portfolio in the near term.”” ““Our record third quarter revenue performance reflects a business operating at a very high level, driven by strong commercial momentum and focused execution across our organization,” said Michael Benkowitz , President and Chief Operating Officer of United Therapeutics.” Revenue was $832.500 million in 2026-Q3.
Moreover, our organ manufacturing pipeline continues to advance rapidly with clinical trials ongoing or being planned for liver, kidney, heart, and lung products, and the launch later this year of tw…
Stated in 1 of 4 supplied quarters. Management reported: “Moreover, our organ manufacturing pipeline continues to advance rapidly with clinical trials ongoing or being planned for liver, kidney, heart, and lung products, and the launch later this year of two xeno-organ production facilities in Minnesota and Texas.””
“Tyvaso DPI exited the second quarter at record levels of starts, referrals, commercial patients, and total patients, reflecting strong underlying demand,” said Michael Benkowitz , President and Chie…
Over the trailing year it converted 1.30x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 52% of the time over the next year (vs 44% for the rest of the cohort, n=3371).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
12 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-04.
““Our record third quarter revenue performance reflects a business operating at a very high level, driven by strong commercial momentum and focused execution across our organization,” said Michael Ben…”
“Going forward, we are committed to further sharpening our execution with relentless drive and unwavering discipline to return to sequential quarterly revenue growth across our commercial portfolio in…”
“Moreover, our organ manufacturing pipeline continues to advance rapidly with clinical trials ongoing or being planned for liver, kidney, heart, and lung products, and the launch later this year of tw…”