Fully Kitchen-Sinked? UnitedHealth $UNH 2Q'25 Consensus Earnings Recap

I think it’s safe to say UNH was pricing in significantly higher structural weakness in the business than sell-side assumed. Well here you have it - take a look at the size of these FY profit outlook cuts. I will note that the EPS guidance calls for ‘at least’ $16 vs the point estimate displayed in the table: