Invest Shift 株式投資ブログ


ユナイテッドヘルス(UNH)2018Q2決算 好決算




・発表日 2018/7/17 プレマーケット
・売上 $56.09B +12.1% コンセンサス予想と一致
・non-GAAP EPS $3.14 +28% コンセンサス予想より+$0.10
・GAAP EPS $2.98
・GAAP net income $3.01B
・2018FYの予想non-GAAP EPSは$12.50〜$12.75($12.40〜$12.65から上方修正

・決算発表後の株価 終値で-2.60%
・2018FYコンセンサス予想PER 250.29/12.62=19.83
・2019FYコンセンサス予想PER 250.29/14.26=17.55



Now, looking ahead, the differentiated value we deliver to customers positions us to sustain growth into 2019 and beyond. Digital health is a UnitedHealth Group growth pillar, like pharmacy care services. Rally, part of Optum, has emerged as a market-leading comprehensive consumer digital health platform, fully implemented and operating at scale, with multi-payer capabilities. Rally is our digital front door for the consumer.

Rally helps people easily select the best health benefits plans for their families, assess their health, pursue wellness and, when care is needed, engage effectively with the health care system. Rally has now surpassed $1 billion in cumulative incentives paid to consumers, standing apart in an early stage digital health marketplace. Consumers earned these incentives for taking real actions to improve their health, like receiving biometric screenings, working to stop smoking, or selecting a primary care physician, to just name three of many.

By moving to digital coaching from legacy telephonic models, Rally triples the number of individuals engaging in our programs, while creating much higher consumer engagement intensity and loyalty. As a result, our customers are avoiding millions of dollars in downstream medical costs. Already one-third of our wellness coaching customers have moved to this new approach and more than 90% of their coaching engagements are digital, compared to an entirely analog experience only one year ago.


UnitedHealthcareの売上は$45.8B +12.4%、利益は$2.4B +6.6%でした。


Employer & Individualの売上は$13.7B +5.7%でした。
Medicare & Retirementの売上は$18.85B +12.6%でした。
Community & Stateの売上は$10.74B +17%でした。
Globalの売上は$2.53B +33.5%でした。

Optumの売上は$24.72B +9%、利益は$1.84B +21.5%でした。


OptumHealth(医療介護)の売上は$5.94B +15.9%でした。
OptumInsight(ヘルスデータ解析、電子カルテ)の売上は$2.18B +9.6%でした。
OptumRx(薬剤給付管理サービス)の売上は$16.94B +6.9%でした。 




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