Revenue segments as reported by the company.

Premiums

Products

Services

Investment and other income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Medical costs

Operating costs

Depreciation and amortization

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

UnitedHealth Group

Optum is a Health Services platform. It is a leading information and technology-enabled health services business dedicated to modernizing the system and improving the health of people and communities.

Optum

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Minnetonka, MN.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

UnitedHealth Group reports strong Q4 earnings and growth opportunities

UnitedHealth Group's Q4 2022 Earnings Call highlighted strong financial performance, growth initiatives, and confidence in sustainable earnings growth. The company is focused on enhancing consumer experiences, expanding value-based care, and driving growth through strategic investments and M&A priorities. Challenges include managing cost impacts from flu and respiratory issues, while opportunities lie in continued growth in key segments and strategic M&A.

UnitedHealth Group reports robust Q1 earnings, eyes growth opportunities

UnitedHealth Group's strong performance in Q1 2023 reflects growth across its segments, driven by a focus on value-based care and consumer-centric initiatives. While challenges exist with potential Medicare Advantage model changes, the company remains optimistic about sustained growth and opportunities for expansion.

UnitedHealth Group posts robust Q2 earnings, eyes tech-driven growth

UnitedHealth Group delivered strong financial performance in Q2 2023, with a focus on expanding patient care, driving cost efficiencies, and responding to changing healthcare dynamics. Challenges include margin pressures and managing investment gains unpredictability. Opportunities lie in leveraging technology for cost reduction and enhancing care capabilities post acquisitions.

UnitedHealth Group reports robust Q3 growth, eyes expansion in value-based care

UnitedHealth Group's Q3 performance showcased robust revenue growth and strengthened earnings outlook. The company's focus on value-based care, strong performance in pharmacy services, and investments in home care present opportunities for future growth. However, challenges related to wage inflation and margin impact at Optum Health require attention.

UnitedHealth Group posts strong 2023 results, eyes growth opportunities

UnitedHealth Group's 2023 performance showcased robust financial results, strategic investments in digital engagement, and a focus on improving healthcare quality and accessibility. While facing challenges in cost trends and industry dynamics, the company remains optimistic about its competitive positioning and growth prospects in 2024.

UnitedHealth Group resilient post-cyberattack, eyes growth opportunities

UnitedHealth Group navigated cyberattack impacts while maintaining outlook.
Strong response to challenges, focusing on growth and customer support.
Balanced approach to capital deployment and confidence in future opportunities.
Optimism in controlling costs and driving growth through innovation.

UnitedHealth Group reports resilient growth amidst cyberattack challenges

UnitedHealth Group's Q2 2024 performance reflects resilience and growth potential despite challenges from a cyberattack and other disruptions.
The company's strengths in customer recognition, Medicare Advantage programs, and technology innovation position it well for future success and market expansion.
While facing challenges like cyberattack impacts and medical care ratio issues, UnitedHealth Group remains focused on opportunities for growth and returning to baseline performance in 2025.

UnitedHealth Group affirms growth outlook amidst challenges, eyes 2025 strategy

UnitedHealth Group's Q3 2024 performance reflects strong revenue growth and a commitment to value-based care and innovation. Despite challenges like cyberattacks and care patterns impacting earnings outlook, the company remains focused on long-term growth objectives. UNH's strategic investments, focus on consumer experience, and capital deployment priorities signal a proactive approach to driving future growth.

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Cost of revenue

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SG&A

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EBITDA

Net income

Earnings per share

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Cash & equivalents

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Non-current assets

Net PPE

Intangibles

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Short term debt

Income tax payable

Non-current liabilities

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

Cash from operations

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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https://thirdpointlimited.com/wp-content/uploads/2021/10/Third-Point-Q3-2021-Investor-Letter-TPIL.pdf   Related Articles (UNH) Where UnitedHealth Group Stands With Analysts Why UnitedHealth Shares Are Rising Weekly Earnings Preview- The Banks Are Coming Analyst Ratings For UnitedHealth Group Health Care Sector Appears to Be a Drag on Positive UnitedHealth Earnings Friday's Market Minute: Beats Relieve Markets View Comments and Join the Discussion! View the discussion thread.

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MINNETONKA, Minn.--(BUSINESS WIRE)--UnitedHealthcare® today announced its 2022 Individual and Family plans, which feature affordable coverage, new benefits, and a simplified enrollment and member service experience. Consumers can begin enrolling by visiting UHCExchange.com during the open enrollment period, Nov. 1, 2021, through Jan. 15, 2022 in most states. “The need for affordable and accessible health care coverage continues to be important, especially due to the far-reaching impacts of COVI

2022 Individual and Family Plans From UnitedHealthcare Are Available on the Health Insurance Marketplaces in 18 States Offering New, Affordable Benefits

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UnitedHealth (UNH) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

What Makes UnitedHealth (UNH) a New Buy Stock

Is (UNH) Outperforming Other Medical Stocks This Year?

Is UnitedHealth Group (UNH) Outperforming Other Medical Stocks This Year?

UnitedHealth Group's third-quarter results and valuation could make it a buy depending on your investing goals.

Should You Buy This Mega-Cap Health Insurer Now?

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Shares of healthcare providers and insurers, including UnitedHealth Group Inc (NYSE: UNH) are trading higher in sympathy with Anthem, which gained after reporting better-than-expected third-quarter results and raising FY21 guidance. Anthem reported quarterly earnings of $6.79 per share which beat the analyst consensus estimate of $6.39 by 6.3%.

Why UnitedHealth Shares Are Rising

GREENSBORO, N.C.--(BUSINESS WIRE)--UnitedHealthcare and UWH of North Carolina, an affiliated medical practice of Unified Women's Healthcare, today announced an initiative using the group prenatal care model, CenteringPregnancy, to improve outcomes and reduce racial and social disparities among mothers in North Carolina by providing access to quality maternal care. With $175,000 in support from UnitedHealthcare, the collaboration with UWH of North Carolina will launch the CenteringPregnancy init

UnitedHealthcare and UWH of North Carolina to Address Maternal Health Needs With Group Prenatal Care Initiative

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MINNETONKA, Minn.--(BUSINESS WIRE)--UnitedHealthcare, a UnitedHealth Group (NYSE: UNH) company, has awarded $500,000 in grants to community-based organizations in Missouri to expand access to care, support maternal and child health and address the social determinants of health for individuals and underserved communities. "We're honored to be supporting local organizations that offer essential resources to address social and economic factors that have a profound impact on people's health," said

UnitedHealthcare Community Plan of Missouri Awards $500,000 to Address Health Equity

MINNETONKA, Minn.--(BUSINESS WIRE)--UnitedHealthcare, a UnitedHealth Group (NYSE: UNH) company, announced the launch of NavigateNOW, a virtual-first health plan that offers an integrated approach to provide care both virtually and in-person. Through this new health plan, eligible UnitedHealthcare members will be able to receive various types of care, including wellness, routine, chronic condition management, urgent and behavioral health services, wherever they are. Starting this year for select

UnitedHealthcare to Launch New Virtual-First Health Plan to Help People Access a Dedicated Care Team 24/7 and Obtain Quality Care at a Lower Cost

The last time we checked in on UnitedHealth Group Inc (NYSE:UNH), the blue-chip concern was eyeing a bounce off the 80-day moving average.

UnitedHealth Stock Could Soon See More Record Highs

UnitedHealth (UNH) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

UnitedHealth (UNH) Soars to 52-Week High, Time to Cash Out?

Stock futures were pointing to a higher open even before Goldman Sachs (NYSE: GS) reported better than expected earnings. Goldman rose 2.25% before the open helping to lead another group of financial stocks that have kicked off a strong earnings season.

Health Care Sector Appears to Be a Drag on Positive UnitedHealth Earnings

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UnitedHealth Group and Walgreens each reported fiscal growth and ongoing strategic expansions of their respective connected healthcare ecosystems during quarterly earnings calls on Thursday (Oct. 14). For UnitedHealth Group (UHC), Q3 2021 revenues of $72.3 billion are up 11.1% year over year to reach $7.2 billion, in what the company called “balanced, double-digit growth at […]

UnitedHealth, Walgreens Play to Digital Strengths in Latest Earnings

On Thursday, UnitedHealth Group Inc. (NYSE:UNH) shares advanced nearly 5% after announcing its most recent quarterly results. The company reported its fiscal third-quarter, 2021 revenue and earnings before markets opened, beating analyst expectations.UNH also boosted its guidance for the full-year earnings, with the median in line with Street expectations.

UnitedHealth stock price forecast for Q4 after boosting full-year EPS guidance

UnitedHealth Group Incorporated (UNH) Q3 2021 Results - Earnings Call Transcript

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Initial Jobless Claims Hit Fresh Post-Covid Low

While jobless claims are hitting fresh post-Covid lows, PPI curbs a bit and Q3 earnings beats abound.

All Good Things: PPI, Jobless Claims, Q3 Earnings

UnitedHealth (UNH) delivered earnings and revenue surprises of 2.49% and 1.12%, respectively, for the quarter ended September 2021. Do the numbers hold clues to what lies ahead for the stock?

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UnitedHealth (UNH) Beats on Q3 Earnings & Revenues, Ups View

News for UnitedHealth Group Stock (UNH)