$UNH UnitedHealth Q2 Earnings
- Adj. EPS $6.38, est. $4.89
- EPS $6.04 vs. $3.74 y/y
- Rev. $112.03B, est. $110.67B
- UnitedHealthcare segment rev. $86.02B, est. $84.91B
- Optum rev. $65.7B, est. $65.1B
- Medical care ratio 86.7%, est. 88.4%
- Oper cost ratio 12.7%, est. 12.5%
- Total enrollments 48.53M, est. 48.87M
- Sees FY adj. EPS $19.50 to $20, saw above $18.25
- Sees FY EPS $18.45 to $18.95, saw above $17.35
- Targets at least $5B in buybacks in 2026