UnitedHealth Group (UNH) and Intuitive Surgical (ISRG) reported strong Q1 earnings on Tuesday, both exceeding analyst expectations. UnitedHealth’s sales reached $111.72 billion, surpassing estimates of $109.45 billion, while Intuitive Surgical reported $2.77 billion in sales, a 23% year-over-year increase, comfortably exceeding the expected $2.6 billion. Both companies saw stock prices rise more than 7% following the announcements, indicating strong investor confidence.
UnitedHealth’s Q1 EPS was reported at $7.23, exceeding expectations of $6.46, and its medical cost ratio improved to 83.9%. Intuitive Surgical’s Q1 EPS surged to $2.50, beating forecasts of $2.08. Additionally, both companies raised their earnings guidance for the future; UnitedHealth now expects FY26 EPS to be at least $18.25, while Intuitive Surgical updated its procedure growth guidance to 13.5%-15.5% for 2026.
