UnitedHealth Group (UNH) and Intuitive Surgical (ISRG) exceeded Q1 expectations, leading to their stocks rising over 7% as of Tuesday. UnitedHealth reported Q1 sales of $111.72 billion, surpassing estimates of $109.45 billion, with EPS of $7.23 beating expectations of $6.46. Intuitive Surgical saw a 23% year-over-year increase in sales, reaching $2.77 billion, and EPS jumped 38% to $2.50, both significantly exceeding analyst estimates.
UnitedHealth raised its FY26 EPS forecast to at least $18.25, up from $17.75, while Intuitive Surgical increased its 2026 procedure growth guidance to 13.5%-15.5%. This strong performance comes amidst ongoing geopolitical tensions, as investors show confidence in the healthcare sector’s stability.
