The insurer lifted its 2026 adjusted earnings outlook to $19.50-$20 per share after stronger-than-expected Q2 results.
UnitedHealth Group reported second-quarter adjusted earnings of $6.38 per share, surpassing Wall Street expectations of $4.90. Revenue reached $112.03 billion, above the $110.85 billion consensus estimate.
The company raised its 2026 adjusted earnings forecast to $19.50-$20 per share from a prior outlook of over $18.25. Full-year revenue guidance remains above $439 billion, though the CFO suggested potential upside. Medical costs stayed elevated but were managed through AI-driven efficiency efforts.
UnitedHealth attributed the beat to cost controls, restructuring, and exiting unprofitable contracts, while investing $1.5 billion in AI to streamline operations.