UnitedHealth Beats Q1 Estimates, Nudges Up 2026 Outlook on Cost Control and AI Push
UnitedHealth Group topped Q1 2026 estimates with adjusted EPS of $7.23 on revenue of $111.72 billion and raised its 2026 adjusted earnings outlook to over $18.25 per share, while keeping revenue guidance above $439 billion. The results reflect stronger medical-cost management and ongoing cost controls, with the medical-benefit ratio improving to 83.9% year over year; the company is pursuing a turnaround plan that includes slimming membership, selling the UK Optum unit, and investing in AI to boost profitability and transparency.