Tuesday’s earnings gauntlet delivered a clean sweep for the bulls. Combined with Trump’s overnight extension of the U-S–Iran ceasefire, the tape is green for the first time in three sessions.
UnitedHealth Group (UNH)
UnitedHealth Group reported first-quarter 2026 results:
- EPS: $7.23 vs. $6.76 consensus (+7%)
- Revenue: $111.7 billion
- Earnings from operations: $9.0 billion
- Full-year guidance raised to above $18.25 per share (from “above $17.00”)
The medical cost ratio — the single line Wall Street was watching — came in at 83.9 percent, comfortably below the 85 percent threshold that had been flagged as a red flag. UNH opened up 6 percent.
GE Aerospace (GE)
GE Aerospace topped the Street on strong air travel demand:
- EPS (adj): $1.86 vs. $1.60 estimate (+16%)
- Sales: +30 percent YoY
- Iran-linked route commentary was limited — no material pull-through hit flagged yet
GE opened up 4.2 percent.
RTX Corporation (RTX)
RTX beat on both lines and raised full-year guidance:
- EPS (adj): $1.78 vs. $1.52 estimate
- Full-year adjusted sales and EPS outlook raised
- Q1 defense awards were strong, with management noting Middle East escalation as a demand tailwind
3M (MMM)
3M delivered mixed-to-positive results:
- Q1 EPS slightly above estimates
- Revenue modestly missed
- Full-year guidance reaffirmed — industrial demand holding up, tariff absorption manageable
Market Reaction
Pre-market:
- S&P 500 futures +0.5%
- Nasdaq 100 futures +0.7%
- Brent crude -2.1% to $101
- Gold off record, down to $4,820/oz
Morgan Stanley’s prime desk now says Monday’s de-grossing looks like a one-day event rather than the start of a broader unwind. Attention turns to Tesla’s after-bell print Tuesday.
Follow Vibes Uncut Media for continuing coverage of Q1 earnings season.
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