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← The wire · Tuesday, October 13 UnitedHealth Q3 revenue $112.7B, adjusted EPS $4.69, lifts FY26 outlook UnitedHealth beat Q3 estimates on revenue and adjusted EPS. Medical cost ratio improved to 88.4%. The company raised full-year adjusted EPS guidance to at least $20.50.
Sentiment bullish 80
Strongly bullish · 80 of 100 Impact 80
high · market-wide Confidence 95%
high confidence · 30 wires Event developing
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Q3 revenue $112.7B vs est $111.4B.
Q3 adjusted EPS $4.69 vs est $4.14.
Q3 gaap EPS $4.56.
Medical cost ratio 88.4% vs est 90.1%.
Operating cost ratio 12.8%, -70 bps YoY.
Cash from operations $5.1B. FREE ACCOUNT · NO CARD The headline and the read are open. The reasons are one free account away, on every story. One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
WHY IT MATTERS •••••••••• Market transmission and exposed assets BULL / BEAR CASE •••• / •••• Competing evidence, edited together NEWS ON PRICE ••.•% reaction Confirmation versus SPY and sector WHAT TO WATCH •• catalysts The facts that can change the read How it developed 29 wires · newest first
5:55 AM to 7:43 AM 7:43 AM UnitedHealth raises 2026 EPS guidance to at least $20.50 after Q3 medical cost improvements bullish 70 · impact 707:34 AM UnitedHealth beats Q3 estimates, raises full-year outlook bullish 80 · impact 707:02 AM UnitedHealth beats Q3 estimates, raises outlook on lower medical costs bullish 80 · impact 806:14 AM UnitedHealth Q3 revenue $112.7B, adjusted EPS $4.69, raises full-year guidance bullish 80 · impact 755:57 AM UnitedHealth Q3 revenue and adjusted EPS beat estimates, raises full-year guidance bullish 85 · impact 805:55 AM UnitedHealth Q3 revenue $112.7B, adjusted EPS $4.69, raises FY26 outlook bullish 80 · impact 805:55 AM UnitedHealth reports third-quarter EPS of $4.56 neutral 50 · impact 40Where this story sits ringed dot is this story
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5:55 AM
UnitedHealth Q3 earnings from operations $6.56B
neutral 50 · impact 40
5:55 AM UnitedHealth Q3 revenue $112.7B, operating profit rises to $6.6B bullish 80 · impact 70
5:55 AM UnitedHealth third-quarter adjusted EPS $4.69 neutral 50 · impact 60
5:55 AM UnitedHealth Optum served over 120M patients and consumers in third quarter bullish 70 · impact 40
5:55 AM UnitedHealth third-quarter operating cost ratio 12.8% neutral 50 · impact 40
5:55 AM UnitedHealthcare Served 48.3M Consumers in Third Quarter neutral 50 · impact 20 · this page
5:55 AM UnitedHealth third-quarter revenue $112.7 billion neutral 50 · impact 50
5:55 AM UnitedHealth third-quarter days: payable at 47.00 neutral 50 · impact 30
5:55 AM UnitedHealth sees full-year 2026 adjusted net earnings at least $20.50 per share bullish 70 · impact 40
5:55 AM UnitedHealth third-quarter revenue $112.7B, adjusted EPS $4.69, raises guidance bullish 80 · impact 70
5:55 AM UnitedHealth Group reports third quarter 2026 results bullish 70 · impact 60
5:55 AM UnitedHealth third-quarter net margin 3.6% neutral 50 · impact 40
5:55 AM UnitedHealth Posts $86.3B in Q3 UnitedHealthcare Revenue neutral 50 · impact 40
5:55 AM UnitedHealth 3Q cash from operations $5.1B bullish 70 · impact 40
5:55 AM UnitedHealth Q3 medical care ratio affected by $610M favorable reserve development bullish 70 · impact 60
5:55 AM UnitedHealth Medicare Advantage seniors served down 935,000 since year-end 2025 bearish 20 · impact 70
5:55 AM UnitedHealth third-quarter Optum revenue $66.9 billion neutral 50 · impact 60
5:55 AM UnitedHealth 3Q Days Claims Payable 47.0 >UNH
5:55 AM UnitedHealth Third-Quarter Revenue $112.69 Billion neutral 50 · impact 40
5:55 AM UnitedHealth beats Q3 estimates, raises full-year outlook on improving medical costs bullish 80 · impact 70
5:55 AM UnitedHealth third-quarter medical care ratio 88.4% bearish 30 · impact 60
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