NASDAQ$UTHR

United Therapeutics Corp · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported double-digit revenue growth and the highest quarterly revenue ever.

United Therapeutics reported a 28% year-over-year increase in total revenues, reaching $596.5 million, driven by strong performance from Tyvaso and Orenitram. The company's net income also saw a significant increase of 123% to $259.2 million.

  • Total revenues grew 28% year-over-year to $596.5 million.
  • Net income increased by 123% to $259.2 million.
  • Tyvaso and Orenitram continue to drive revenue performance with record revenues.
  • Tyvaso DPI feedback has been overwhelmingly positive, revolutionizing pulmonary hypertension management.

Headline financials

Total Revenue

$597M

Previous: $467M+27.8%
EPS (adj)

$5.24

Previous: $2.41+117.4%
Capital Expenditures

-$86M

Previous: -$30.5M-182.0%
Free Cash Flow

$173M

Previous: $85.5M+102.6%
Net Income

$259M

Previous: $116M+123.4%
Operating Income

$313M

Previous: $202M+55.3%
Gross Profit

$532M

Previous: $437M+21.8%
Cash & Equivalents

$1.07B

Previous: $795M+34.2%
Total Assets

$6.68B

Previous: $5.54B+20.5%
Stock-Based Comp

$13.8M

Previous: $65.5M-78.9%

Revenue & EPS history

United Therapeutics · Revenue · Quarterly

$597M

Q2 2023+27.8%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

United Therapeutics · $597M total across 6 segments · Q2 2023

  • Nebulized Tyvaso
    $319M+58.7%
  • Remodulin
    $127M-3.6%
  • Orenitram
    $95.1M+20.4%
  • Unituxin
    $44.3M-0.4%
  • Adcirca
    $7.5M-27.9%
  • Other
    $3.5M

Forward guidance

United Therapeutics anticipates continued revenue growth, expecting to reach a $4 billion annual revenue run rate by mid-decade. They also project further revenue increases through potential launches of Tyvaso in pulmonary fibrosis and ralinepag in pulmonary arterial hypertension, as well as the potential for transplantable organs in the next decade.

Tailwinds

  • Expect to reach a $4 billion annual revenue run rate by mid-decade.
  • Potential launch of Tyvaso in pulmonary fibrosis.
  • Potential launch of ralinepag in pulmonary arterial hypertension.
  • Potential for an unlimited supply of tolerable, transplantable organs in the next decade.
  • Continued strong revenue performance for Tyvaso and Orenitram.

Headwinds

  • Risks and uncertainties described in periodic reports filed with the SEC.
  • Factors that could cause actual results to differ materially from anticipated results.
  • Cautionary statements and risk factors set forth in periodic reports.
  • No obligation to update or revise the information in the press release.
  • Fluctuations in specialty pharmacy inventory levels as production schedules are adjusted and capacity is expanded.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+0.6%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+1.1%

Avg return

30 days after

57%

39 / 68 earnings

Positive

+16.2%

Q3 2022

Best reaction

-13.0%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.3%-0.4%-4.0%
Q4 2025+13.1%+8.5%+10.4%
Q3 2025+9.7%+5.6%+17.0%
Q1 2025+0.8%-0.7%+6.0%
Q4 2024-10.8%-13.3%-14.1%
Q3 2024+6.0%+6.8%+5.0%
Q2 2024-2.9%-3.5%+7.7%
Q1 2024+10.2%+11.2%+17.4%
Q4 2023+1.6%+4.4%+11.1%
Q3 2023+2.4%+2.4%+8.0%
Q2 2023-3.4%-1.0%-5.0%
Q1 2023-5.7%-8.0%-5.1%
Q4 2022-2.7%-3.3%-13.8%
Q3 2022+16.2%+16.8%+22.0%
Q2 2022-1.5%-2.7%-0.8%
Q1 2022+4.1%-0.6%+27.2%
Q4 2021-13.0%-14.0%-9.5%
Q3 2021+4.8%+5.1%-3.2%
Q2 2021+13.7%+15.0%+16.7%
Q1 2021-1.7%-2.8%-9.9%
Q4 2020-2.1%-0.6%-0.7%
Q3 2020+5.6%+8.6%+9.8%
Q2 2020+0.3%+2.9%-6.3%
Q1 2020-0.2%+2.0%+7.5%
Q4 2019-10.7%-8.0%-19.1%
Q3 2019+3.3%+3.6%+6.1%
Q2 2019+4.5%-0.5%+3.8%
Q1 2019-1.3%-1.9%-18.1%
Q4 2018+3.6%-1.5%-3.8%
Q3 2018-6.2%-6.2%-3.7%
Q2 2018+0.3%+0.7%+0.1%
Q1 2018-8.3%-8.3%-4.2%
Q4 2017-12.9%-14.1%-20.4%
Q3 2017+0.2%+0.8%+5.1%
Q2 2017-2.3%-2.6%-2.2%
Q1 2017-1.0%+1.0%-2.2%
Q4 2016-12.2%-9.2%-16.6%
Q3 2016+4.5%+6.0%+19.0%
Q2 2016+6.9%+11.2%+7.6%
Q1 2016-10.6%
Q4 2015-4.2%
Q3 2015+8.8%
Q2 2015+0.8%
Q1 2015-4.4%
Q4 2014+2.3%
Q3 2014-1.9%
Q2 2014+2.7%
Q1 2014+12.4%
Q4 2013-4.1%
Q3 2013+3.8%
Q2 2013+2.7%
Q1 2013-1.6%
Q4 2012+2.7%
Q3 2012+2.9%
Q2 2012+8.3%
Q1 2012+0.8%
Q4 2011-0.9%
Q3 2011+8.0%
Q2 2011+5.0%
Q1 2010-5.3%
Q1 2011+0.8%
Q4 2008+1.8%
Q4 2010+1.8%
Q3 2009+8.0%
Q3 2010+8.0%
Q4 2009-8.2%
Q2 2010-8.2%
Q2 2009-8.2%

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