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United Therapeutics Corporation

United Therapeutics Corporation

NASDAQ•UTHR
CEO: Dr. Martine A. Rothblatt J.D., M.B.A., Ph.D.
セクター: Healthcare
業種: Biotechnology
上場日: 1999-06-17
United Therapeutics Corporation, a biotechnology company, engages in the development and commercialization of products to address the unmet medical needs of patients with chronic and life-threatening diseases in the United States and internationally. The company offers Tyvaso DPI, an inhaled dry powder via pre-filled and single-use cartridges; Tyvaso, an inhaled solution via ultrasonic nebulizer; Remodulin (treprostinil) injection to treat patients with pulmonary arterial hypertension (PAH) to diminish symptoms associated with exercise; Orenitram, a tablet dosage form of treprostinil, to delay disease progression and improve exercise capacity in PAH patients; and Adcirca, an oral PDE-5 inhibitor to enhance the exercise ability in PAH patients. It also markets and sells Unituxin (dinutuximab) injection, a monoclonal antibody for treating high-risk neuroblastoma; and Remunity Pump, which contains a pump and separate controller for Remodulin. In addition, the company engages in developing RemoPro and Ralinepag for the treatment of PAH; Aurora-GT, a gene therapy product to rebuild the blood vessels in the lungs; and Nebulized Tyvaso, for the treatment of idiopathic pulmonary fibrosis, as well as xenografts, which are development-stage organ products. It has licensing and collaboration agreements with DEKA Research & Development Corp. to develop a semi-disposable system for the subcutaneous delivery of treprostinil; MannKind Corporation to develop and license treprostinil inhalation powder and the Dreamboat device; and Arena Pharmaceuticals, Inc. to develop Ralinepag. The company was incorporated in 1996 and is headquartered in Silver Spring, Maryland.
連絡先情報
1000 Spring Street, Silver Spring, MD, 20910, United States
301-608-9292
www.unither.com
時価総額
$21.40B
PER (TTM)
16.3
34.6
配当利回り
--
52週高値
$519.99
52週安値
$266.98
52週レンジ
82%
順位24Top 10.8%
5.7
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$799.50M+6.76%
直近4四半期の推移

EPS

$7.73+11.54%
直近4四半期の推移

フリーCF

$351.60M+16.93%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Nine Months Revenue Growth Total revenues reached $2.39B USD for nine months ended September 30, 2025, marking a 12% increase versus prior period.
Strong Operating Cash Flow Net cash provided by operating activities totaled $1.22B USD for nine months, reflecting a substantial 23% increase year-to-date.
Diluted EPS Improvement Diluted earnings per common share were $20.17 USD for nine months, showing a 9.4% increase compared to $18.43 USD previously.
Credit Facility Zero Balance Successfully repaid all outstanding debt under the 2025 Credit Agreement during Q2 2025, resulting in zero balance as of September 30, 2025.

リスク要因

New Product Competition Threat Liquidia's Yutrepia launched, competing directly with Tyvaso DPI; Merck's Winrevair launch also pressures existing product sales.
Pricing and Reimbursement Pressure IRA implementation and payer negotiations create uncertainty regarding net prices and reimbursement levels for key treprostinil products.
Ongoing Litigation Exposure Accrued $73.3M liability related to Sandoz litigation; appeal pending before Third Circuit scheduled for November 2025.
Manufacturing Supply Chain Reliance Reliance on sole-source suppliers for critical components and complex manufacturing processes exposes inventory stability to risk.

見通し

Tyvaso IPF Label Expansion TETON 2 phase 3 study met primary endpoint for Nebulized Tyvaso in IPF; plan to seek FDA supplemental NDA by end of 2025.
Ralinepag Phase 3 Data Expected Expect topline data readout from the ADVANCE OUTCOMES phase 3 study for Ralinepag in PAH during the first half of 2026.
Xenotransplant Clinical Progress UKidney EXPAND study initiated in January 2025, aiming for initial cohort completion to support future Biologics License Application filing.
Significant Capital Expenditures Budgeted Budgeted approximately $520M in capital expenditures through 2027 for new Tyvaso DPI and DPF facility construction projects.

同業比較

売上高 (TTM)

Tenet Healthcare CorporationTHC
$20.86B
-0.6%
Genmab A/SGMAB
$14.04B
+21.0%
Quest Diagnostics IncorporatedDGX
$11.04B
+11.8%

粗利益率 (最新四半期)

Royalty Pharma plcRPRX
100.0%
+0.0pp
Genmab A/SGMAB
94.3%
-0.7pp
Incyte CorporationINCY
92.0%
+1.8pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
BIIB$27.73B21.47.3%23.6%
DGX$22.96B23.013.9%39.3%
UTHR$21.40B16.318.8%0.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
2.8%
緩やかな成長
4四半期純利益CAGR
4.0%
収益性の緩やかな改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年2月25日
|
EPS:$6.78
|
売上高:-
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年10月29日|
    売上高: $799.50M+6.8%
    |
    EPS: $7.73+11.5%
    予想を上回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年7月30日|
    売上高: $798.60M+11.7%
    |
    EPS: $6.86+9.6%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年4月30日|
    売上高: $794.40M+17.2%
    |
    EPS: $7.18+10.1%
    予想を上回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月26日|
    売上高: $2.88B+23.6%
    |
    EPS: $26.44+25.7%
    予想を上回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年10月30日|
    売上高: $748.90M+22.9%
    |
    EPS: $6.93+21.4%
    予想を上回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年7月31日|
    売上高: $714.90M+19.8%
    |
    EPS: $6.26+13.2%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月1日|
    売上高: $677.70M+33.7%
    |
    EPS: $6.52+25.4%
    予想を上回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月21日|
    売上高: $2.33B+20.2%
    |
    EPS: $21.04+31.7%
    予想を上回る