NASDAQ$UTHR

United Therapeutics Corp · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported record revenue for a sixth straight quarter, driven by increasing demand for innovative products.

United Therapeutics reported a strong third quarter in 2024, with total revenues growing by 23% year-over-year to $748.9 million. The company achieved a $3 billion annual revenue run rate and saw significant growth in Tyvaso revenues. They are anticipating clinical data reads and regulatory events to further propel growth.

  • Total revenues increased by 23% year-over-year to $748.9 million.
  • Net income rose by 16% to $309.1 million.
  • Tyvaso revenues grew by 33% to $433.8 million.
  • The company is progressing with clinical studies and regulatory filings for future growth.

Headline financials

Total Revenue

$749M

Previous: $609M+22.9%
EPS

$6.39

Previous: $5.38+18.8%
Income tax expense

$79.5M

No prior period
Research and development

$104M

No prior period
SG&A expense

$219M

No prior period
Share-based compensation

$41.7M

No prior period
Basic shares outstanding

44.6M

No prior period
Diluted shares outstanding

48.4M

No prior period
Capital Expenditures

-$160M

Previous: -$152M-5.3%
Free Cash Flow

$149M

Previous: $116M+28.8%
Net Income

$309M

Previous: $268M+15.5%
Operating Income

$343M

Previous: $327M+4.9%
Gross Profit

$666M

Previous: $539M+23.5%
Cash & Equivalents

$1.55B

Previous: $1.11B+40.3%
Total Assets

$7.12B

Previous: $7.02B+1.4%
Stock-Based Comp

$41.7M

Previous: $21.1M+97.6%

Revenue & EPS history

United Therapeutics · Revenue · Quarterly

$749M

Q3 2024+22.9%vs Q3 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

United Therapeutics · $609M total across 6 segments · Q3 2023

  • Nebulized Tyvaso
    $326M+26.4%
  • Remodulin
    $131M+15.0%
  • Orenitram
    $92M+5.1%
  • Unituxin
    $51.3M+11.3%
  • Adcirca
    $7.3M-31.8%
  • Other
    $1.9M

Forward guidance

United Therapeutics anticipates a multi-year cascade of clinical data reads and regulatory events that should continue to propel growth through the balance of the decade and beyond.

Tailwinds

  • Data expected for the TETON studies in idiopathic pulmonary fibrosis.
  • Data expected for ADVANCE OUTCOMES in pulmonary arterial hypertension.
  • Data from the miroliverELAP phase 1 study now underway for acute liver failure.
  • Potential launch of the UKidney human clinical program.
  • Filing of an investigational new drug application for UKidney is expected shortly.

Headwinds

  • Forward-looking statements are subject to risks and uncertainties.
  • Actual results could differ materially from anticipated results.
  • The amount ultimately payable in litigation with Sandoz Inc., if any, could be higher or lower than the current accrual.
  • Share-based compensation expense increased due to a greater number of awards remaining outstanding.
  • The company's future performance is subject to the risks described in its periodic reports filed with the Securities and Exchange Commission.

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 2024

Historical avgQ3 2024

+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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