NASDAQ$UTHR

United Therapeutics Corp · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported highest quarterly revenue in history, driven by Tyvaso growth and Tyvaso DPI launch.

United Therapeutics Corporation reported a 16% year-over-year increase in total revenues for the third quarter of 2022, reaching $516.0 million compared to $444.7 million in the third quarter of 2021. Net income also increased by 47% to $239.3 million, compared to $162.7 million in the same period of the previous year.

  • Total revenues grew 16% year-over-year to $516.0 million.
  • Net income increased 47% year-over-year to $239.3 million.
  • Tyvaso became the first $1 billion annual run rate product.
  • Tyvaso DPI launch contributed to the company's growth trajectory.

Headline financials

Total Revenue

$516M

Previous: $445M+16.0%
EPS (adj)

$4.91

Previous: $4.16+18.0%
Capital Expenditures

-$99.3M

Previous: -$50.2M-97.8%
Free Cash Flow

$140M

Previous: $113M+24.4%
Net Income

$239M

Previous: $163M+47.1%
Operating Income

$314M

Previous: $229M+37.4%
Gross Profit

$479M

Previous: $417M+14.8%
Cash & Equivalents

$967M

Previous: $909M+6.4%
Total Assets

$5.78B

Previous: $5.05B+14.5%
Stock-Based Comp

-$2.4M

Previous: $24.6M-109.8%

Revenue & EPS history

United Therapeutics · Revenue · Quarterly

$516M

Q3 2022+16%vs Q3 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

United Therapeutics · $516M total across 5 segments · Q3 2022

  • Nebulized Tyvaso
    $258M+56.9%
  • Remodulin
    $114M-9.1%
  • Orenitram
    $87.5M+2.7%
  • Unituxin
    $46.1M-16.6%
  • Adcirca
    $10.7M-26.7%

Forward guidance

The company is focused on revenue growth, achieving 6,000 patients on Tyvaso by the end of 2022, and continuing clinical trials and research and development plans.

Tailwinds

  • Revenue growth prospects
  • Goal of achieving 6,000 patients on Tyvaso by the end of 2022
  • Clinical trials and other research and development plans, including the TETON studies of Tyvaso
  • ADVANCE studies of ralinepag
  • Clinical study of the CLES technology for EVLP

Headwinds

  • Risks and uncertainties described in periodic reports filed with the Securities and Exchange Commission
  • Factors that could cause actual results to differ materially from anticipated results
  • Cautionary statements and risk factors set forth in periodic reports and documents filed with the Securities and Exchange Commission
  • Most recent Annual Report on Form 10-K
  • Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K

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 Q3 2022

Historical avgQ3 2022

+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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