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Stock Movers: UnitedHealth, UPS, Whirlpool Earnings & Outlook Concerns

Bloomberg PodcastsJuly 29, 20254 min759 views
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UnitedHealth's Downbeat Outlook

  • πŸ“‰ UnitedHealth (UNH) shares fell nearly 5% premarket due to a downbeat outlook and profit that missed estimates.
  • ⚠️ The company reissued its adjusted profit forecast for 2025, which fell short of Wall Street's expectations.
  • πŸ“Š The health insurer's guidance range for its annual revenue also missed the average analyst estimate, signaling concerns for bulls.

UPS Withholds Guidance Amid Uncertainty

  • πŸ“¦ UPS shares declined about 4% as the parcel carrier withheld full-year revenue and operating profit guidance.
  • 🌍 The company cited current macroeconomic uncertainty as the reason for its lack of visibility.
  • πŸ’° Despite expecting $3.5 billion in expense reductions from its turnaround plan, investors were not impressed.

Whirlpool Slashes Profit Outlook

  • 🏠 Whirlpool (WHR) shares dropped approximately 17% after cutting its 2025 profit outlook.
  • πŸ‡ΊπŸ‡Έ The expected boost from manufacturing appliances in the US has not materialized as anticipated.
  • πŸ“ˆ Foreign rivals' imports into the US during the second quarter to avoid higher tariffs are impacting earnings.

Stellantis and Tariffs Impact

  • πŸš— Stellantis, an Italian carmaker, saw its ADRs down 2.9% due to warnings that tariffs will take a $1.5 billion toll on earnings.
  • πŸ“‰ The company is anticipating cuts to its margins and profit outlooks as a result of these trade policies.

Baker Hughes Acquisition News

  • 🀝 In M&A news, Baker Hughes is attempting to acquire Chart Industries.
  • πŸ“ˆ Chart Industries shares surged nearly 17% on the news of the potential acquisition, despite not actually making charts.
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What’s Discussed

UnitedHealthUPSWhirlpoolStellantisBaker HughesChart IndustriesStock MoversEarningsProfit OutlookGuidanceMacroeconomic UncertaintyTariffsMerger Arbitrage
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