Mar 31

United Therapeutics Q1 2025 Earnings Report

United Therapeutics reported strong first-quarter results with record revenue and solid profitability.

Key Takeaways

The company delivered a strong Q1 2025, achieving record revenues of $794.4 million, driven by growth in Tyvaso DPI and expanded market presence in pulmonary hypertension treatments.

Revenue reached a record $794.4M, led by Tyvaso product growth.

Net income rose to $322.2M despite higher R&D and SG&A expenses.

Tyvaso DPI sales surged 33% YoY, driven by strong patient uptake.

Cash and investments totaled over $5B, supporting future innovation.

Total Revenue
$794M
Previous year: $678M
+17.2%
EPS
$7.18
Previous year: $6.17
+16.4%
Income Tax Expense
$101M
Previous year: $92M
+10.1%
R&D Expense
$149M
Previous year: $104M
+43.1%
SG&A Expense
$170M
Previous year: $144M
+17.8%
Gross Profit
$702M
Previous year: $605M
+16.1%
Cash and Equivalents
$5.03B
Previous year: $4.2B
+19.8%
Free Cash Flow
$386M
Previous year: $338M
+14.2%
Total Assets
$7.74B
Previous year: $6.5B
+19.2%

United Therapeutics

United Therapeutics

United Therapeutics Revenue by Segment

United Therapeutics Revenue by Geographic Location

Forward Guidance

United Therapeutics expects continued momentum in pulmonary hypertension products and key clinical milestones ahead.

Positive Outlook

  • Continued commercial growth in Tyvaso and Orenitram
  • Expected readout of TETON 2 trial in IPF
  • First-in-human UKidney study planned
  • IND filings for UHeart and UThymoKidney products anticipated
  • Strong cash position to support R&D investments

Challenges Ahead

  • Increased R&D and SG&A costs impacting margins
  • Rising gross-to-net deductions
  • Fluctuations in international Tyvaso demand
  • Net unrealized losses on equity securities
  • Higher income tax rate compared to prior year

Revenue & Expenses

Visualization of income flow from segment revenue to net income