All articles tagged with #2026 guidance
Verizon posted strong Q4 and full-year 2025 results with its highest quarterly mobility and broadband net additions since 2019, aided by the Frontier fiber acquisition; 2026 guidance calls for continued growth, including 750k–1.0M total retail postpaid phone net additions, 2–3% service revenue growth, adjusted EPS of $4.90–$4.95, and free cash flow above $21.5B as the company pursues a strategic turnaround.
Despite a Q4 EBIT shortfall driven by weaker Optum Health margins and higher opex, Goldman Sachs maintains a Buy rating on UnitedHealth with a $421 target and says the 2026 EPS guidance of $17.75+ is on track with Street expectations. The analyst notes margin improvements in Optum (about 5.1%) and a company-wide operating margin guide of ~3.2%, amid Medicare funding pressure. The stock has fallen roughly 20% to around $282 and sits near a 52-week low, though the note emphasizes the path to margin recovery and long-term upside.
UnitedHealth beat Q4 earnings modestly ($2.11 vs. $2.10) but issued soft 2026 revenue guidance of just over $439 billion (about a 2% decline from 2025) due to divestitures, a planned U.S. membership reduction, and a roughly $6 billion revenue hit from Medicare’s new V28 coding system. The company aims a domestic-focused turnaround with higher prices, trimmed benefits, and transparency, targeting a 2026 medical benefit ratio of about 88.8% (around 50 bps wide of error), improving from 89.1% in 2025.
General Motors is set to report Q4 2025 results with analysts forecasting about $2.20 in adjusted earnings per share on roughly $45.8 billion in revenue, a slight revenue dip year over year but higher adjusted EPS. The company will take around $7.1 billion in special charges tied to its EV pullback and China restructuring, which will affect reported net income but not adjusted results. GM has reaffirmed its 2026 guidance, aiming for adjusted EBIT of $12–$13 billion, adjusted EPS of $9.75–$10.50, and adjusted automotive free cash flow of $10–$11 billion, with 2026 expected to improve on 2025. The earnings call is scheduled for 8:30 a.m. EST.
United Airlines beat Q4 2025 expectations on earnings with EPS of $3.10 on $15.40 billion in revenue (in line with forecasts), driven by higher demand for premium and non-premium tickets. The carrier projected a potential record year in 2026, guiding for $12–$14 EPS (roughly in line with the $13.16 consensus) and forecasting Q1 2026 EPS of $1.00–$1.50. Premium ticket revenue rose 9% in Q4 and 11% for the full year, supporting a bullish outlook reflected in a Strong Buy consensus from analysts and a ~$141 price target, suggesting substantial upside as demand momentum continues.