CAH

Molina Healthcare, Inc. MOH is set to report its second-quarter 2026 results on July 22, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $1.37 per share on revenues of $10.9 billion. The second-quarter earnings estimate remained stable over the past 60 days. The bottom-line projection indicates a year-over-year decrease of 75%. The Zacks Consensus Estimate for quarterly revenues suggests a year-over-year decline of 4.8%. Image Source: Zacks Investment Research For the current year, the Zacks Consensus Estimate for Molina Healthcare’s revenues is pegged at $44.4 billion, implying a fall of 2.2% year over year. Also, the consensus mark for current-year EPS is pegged at $5.23 per share, indicating a 52.6% year-over-year decline. MOH missed the consensus estimate for earnings in three of the last four quarters and beat once, with the average surprise being negative 186%. Molina Healthcare, Inc price-eps-surprise | Molina Healthcare, Inc Quote Our proven model does not conclusively predict an earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that’s not the case here. MOH currently has an Earnings ESP of 0.00% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. The Zacks Consensus Estimate for MOH’s second-quarter premium revenues from Medicaid business indicates a 1.6% increase from the prior-year quarter’s reported figure, whereas our model predicts 4.5% growth. Similarly, the consensus mark for premium revenues from the Medicare unit signals a 1.2% increase from a year ago. The consensus mark for the Marketplace’s Medical Care Ratio (MCR) is pegged at 84.89% for the to-be-reported quarter, improving from 85.40% a year ago. Our model estimate for total operating expenses indicates a 0.8% year-over-year decline. However, the consensus mark for premium revenues from the Marketplace business implies a 46.4% decrease from the year-ago quarter. The consensus mark for Molina Healthcare’s total membership is pegged at 5 million, indicating a decline from 5.8 million a year ago. Meanwhile, the consensus mark for Medicare’s MCR is pegged at 93.69% for the to-be-reported quarter, deteriorating...

Intuitive Surgical, Inc. ISRG reported second-quarter 2026 adjusted earnings per share (EPS) of $2.80, which beat the Zacks Consensus Estimate of $2.48 by 12.9%. The bottom line increased 27.9% from $2.19 in the year-ago quarter. GAAP EPS was $2.28 versus $1.92 a year ago. Revenues rose 18.5% year over year to $2.89 billion and surpassed the consensus estimate of $2.81 billion by 3.1%. Growth reflected higher procedure volumes, system leasing revenues and expansion of the installed base. Worldwide da Vinci and Ion procedures increased about 16%. Recurring revenues reached $2.47 billion and represented about 85% of total quarterly revenues, highlighting the importance of procedure-driven instruments, accessories, leasing and service sales. Despite this robust quarterly performance, the stock was down 10.8% during after-hours trading on July 16, likely due to weaker sequential procedure growth. Intuitive Surgical, Inc. price-consensus-eps-surprise-chart | Intuitive Surgical, Inc. Quote ISRG’s Instruments Revenues Rise 18% Instruments and accessories revenues increased 17.7% year over year to $1.73 billion. Growth was driven by higher da Vinci and Ion procedure volumes, along with a favorable mix of da Vinci 5 and single-port procedures. Worldwide da Vinci procedure volume increased roughly 15% year over year, while Ion procedures climbed approximately 36%. U.S. da Vinci procedures rose 12%, led by general surgery, while procedures outside the United States advanced 20%. Management noted some moderation in deferrable U.S. procedures, partly reflecting patient coverage and premium dynamics. Bariatric procedures also declined in the high-single digits amid increased use of GLP-1 obesity drugs. International growth remained strong, particularly in India, Italy, Taiwan and the United Kingdom. Da Vinci instruments and accessories revenue per procedure was approximately $1,830, up from $1,800 a year earlier. Higher adoption of Force Feedback instruments and newer platforms supported the metric, while customer ordering patterns, increased cholecystectomy procedures and lower bariatric volumes limited growth. ISRG System Placements Gain on da Vinci 5 Systems revenues totaled $685 million, up 19.2% from the prior-year quarter’s level. Intuitive Surgical placed 468 da Vinci systems, an 18.5% increase from 395 systems a year ago. The total included 246 da Vinci 5 systems...

Danaher Corporation DHR is scheduled to release second-quarter 2026 results on July 21, before market open.The Zacks Consensus Estimate for revenues is pegged at $6.09 billion, which indicates an increase of 2.6% from the year-ago quarter’s figure. The consensus mark for earnings is pinned at $1.84 per share, which has increased a penny in the past seven days. The estimate indicates an increase of 2.2% from the figure reported in the year-ago quarter. The company’s bottom line surpassed the Zacks Consensus Estimate in each of the preceding four quarters, the average beat being 6.7%.Let’s see how things have shaped up for Danaher this earnings season. Strength in the bioprocessing business, driven by an increase in demand for consumables from large pharmaceutical customers in Western Europe and China, is expected to have aided the Biotechnology segment. The segment’s performance is also likely to have benefited from solid momentum in the medical filtration and research consumables business. For the second quarter, the Zacks Consensus Estimate for the segment’s total sales is pegged at $1.95 billion, indicating a 5.5% rise from the year-ago reported number.Strength in the clinical diagnostics businesses, led by growth in clinical lab and pathology diagnostics units, is expected to drive the Diagnostics segment’s results. However, softness in the molecular diagnostics business due to sluggish demand for respiratory tests is likely to have been a spoilsport. For the second quarter, the Zacks Consensus Estimate for the segment’s total sales is pegged at $2.33 billion, indicating a 0.7% rise from the year-ago reported number.Solid momentum in filtration and consumables businesses is likely to have boosted the performance of the Life Sciences segment in the quarter. For the second quarter, the Zacks Consensus Estimate for the segment’s total sales is pegged at $1.79 billion, indicating a 0.8% rise from the year-ago reported number.In June 2026, Danaher acquired Masimo Corp. for $9.9 billion. The addition of Masimo’s advanced sensor technology and AI-enabled monitoring enabled Danaher to enhance its diagnostics portfolio. The buyout is expected to have boosted DHR’s performance during the quarter.However, the escalating costs and operating expenses, due to increasing input costs and product mix changes, are likely to have weighed on DHR’s bottom line in the to-be-re...

Fractyl Health, Inc. GUTS reported positive one-year results from the randomized, sham-controlled Midpoint Cohort of its REMAIN-1 study, demonstrating that the investigational Revita duodenal mucosal resurfacing system helped patients maintain a significant portion of GLP-1-induced weight loss after discontinuing tirzepatide. Patients who underwent the Revita procedure retained up to 84% of their GLP-1-associated weight loss in a year, compared with 46% in the sham group, while the therapy continued to exhibit a favorable safety and tolerability profile. The latest data strengthen the investment case for Fractyl by supporting Revita's potential to address the growing need for durable weight maintenance following GLP-1 discontinuation, a market with limited treatment options. The encouraging findings also de-risk the company's upcoming catalysts, including top-line six-month data from the REMAIN-1 Pivotal Cohort expected in early fourth-quarter 2026 and a potential FDA De Novo marketing application submission later in the quarter, both of which could serve as important value-driving events. Shares of GUTS have surged almost 14% since the announcement yesterday. In the year-to-date period, shares of the company have lost 58.7% compared with the industry’s 1.7% decline. The S&P 500 increased 10.3% in the same time frame. The positive REMAIN-1 Midpoint Cohort results strengthen Fractyl's long-term growth prospects by reinforcing Revita's potential to become the first procedural therapy for durable weight maintenance after GLP-1 discontinuation, an emerging market with significant unmet need. As more patients discontinue GLP-1 drugs due to cost, side effects or long-term treatment burden, Revita could offer a one-time, minimally invasive alternative to preserve weight loss. The encouraging data also improve the likelihood of favorable pivotal study outcomes and regulatory progress, potentially paving the way for commercialization, broader physician adoption and a meaningful revenue opportunity if approved. GUTS currently has a market capitalization of $126.9 million. Image Source: Zacks Investment Research Beyond the encouraging efficacy findings, Revita continued to demonstrate a favorable safety profile for a year. No device or procedure-related serious adverse events were reported, while no new device-related treatment-emergent adverse events were observed bet...

Community Health Systems, Inc. CYH is set to report second-quarter 2026 results on July 22, 2026, after the closing bell. The bottom-line estimate is currently pegged at a loss of 18 cents per share on revenues of $2.9 billion. The second-quarter earnings estimate has remained unchanged over the past 60 days. The bottom-line projection indicates a year-over-year decline of 260%. The Zacks Consensus Estimate for quarterly revenues implies a year-over-year decrease of 7.5%. Image Source: Zacks Investment Research For 2026, the Zacks Consensus Estimate for Community Health's revenues is pegged at $11.56 billion, implying a 7.4% year-over-year decline. The bottom-line estimate projects a loss of 58 cents per share for 2026, calling for a 148.7% year-over-year deterioration. Community Health beat on earnings in two of the trailing four quarters and missed in the other two, delivering an average surprise of 57.6%. This performance is illustrated in the figure below. Community Health Systems, Inc. price-eps-surprise | Community Health Systems, Inc. Quote Our proven model does not conclusively predict an earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. That’s not the case here. CYH has an Earnings ESP of 0.00% and a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. The Zacks Consensus Estimate for the Number of hospitals is pegged at 59 compared with 70 in the year-ago period, indicating a 15.7% decline. Similarly, the Zacks Consensus Estimate for Licensed beds indicates a 15.3% decrease from the year-ago period’s level. The Zacks Consensus Estimate for Patient days indicates 0.2% growth from the year-ago period’s reported numbers. However, the consensus estimate for Adjusted admissions implies a 10.7% decrease from the year-ago period’s figure. The Zacks Consensus Estimate for the same-store occupancy rate is pinned at 64.7% compared with 50.8% in the year-ago period, representing a 27.4% increase. The Zacks Consensus Estimate for Average length of stay (days) is pinned at4.5 compared with 4.2 in the year-ago period, suggesting a 7.1% increase. Higher occupancy likely provided some support, but lower admissions and a reduced hospital portfolio may have we...

AngioDynamics, Inc. ANGO reported an adjusted loss per share of 7 cents for fourth-quarter fiscal 2026, wider than the year-ago quarter’s adjusted loss of 3 cents but narrower than the Zacks Consensus Estimate of a loss of 11 cents. On a pro-forma basis (excluding the divested Dialysis and BioSentry businesses, the divested PICC and Midline product portfolios and the discontinued Radiofrequency and Syntrax products), adjusted loss per share for fourth-quarter fiscal 2025 was also 7 cents, wider than the 5 cents reported in the year-ago quarter. On a pro-forma basis, the fiscal fourth-quarter GAAP loss per share was 27 cents, wider than the year-ago period’s 15 cents. Full-year fiscal 2026 adjusted loss per share was 15 cents, flat compared to the figure at the end of the fiscal 2025 period. The figure came narrower than the Zacks Consensus Estimate of a loss of 23 cents per share. On a pro-forma basis, full-year fiscal 2026 adjusted loss per share was 24 cents, narrower than 25 cents at the end of the comparable fiscal 2025 period. Revenues in the fiscal fourth quarter totaled $86.6 million, up 8% year over year both on a reported and pro forma basis. The top line beat the Zacks Consensus Estimate by 7.6%. The company continued to see strong contributions from its Med Tech (which includes the Auryon peripheral atherectomy platform, the thrombus management platform and the NanoKnife irreversible electroporation platform) and Med Device businesses during the quarter. Full-year fiscal 2026 revenues were $320.2 million, up 9.5% on a reported basis and up 9.4% on a pro forma basis from the comparable fiscal 2025 period. The figure topped the Zacks Consensus Estimate by 1.9%. Shares of this company traded flat during yesterday’s after-hours trading. In the quarter under review, U.S. net revenues totaled $73.6 million, up 9.1% year over year both on a reported and pro forma basis. This figure compares to our U.S. net revenues’ fiscal fourth-quarter projection of $69 million. International revenues came in at $13 million, up 2.7% from the year-ago quarter, both on a reported and pro forma basis. This figure compares to our fiscal fourth-quarter International revenues’ projection of $11.5 million. AngioDynamics derives revenues from two businesses — Med Tech and Med Device. Med Tech The Med Tech business’ net sales in the fiscal fourth quarter were $41.8 million, ref...

Thermo Fisher Scientific TMO is set to release second-quarter 2026 results on July 23, before the market opens. In the last reported quarter, the company posted adjusted earnings per share (EPS) of $5.44, which surpassed the Zacks Consensus Estimate by 4.62%. The company’s earnings topped estimates in each of the trailing four quarters, the average surprise being 3.69%. The Zacks Consensus Estimate for revenues is pegged at $11.68 billion, indicating an increase of 7.6% from the year-ago reported figure. The consensus mark for the company’s EPS implies a 6.5% year-over-year rise to $5.71. The estimate has dropped 1 cent in the past 30 days. The segment’s performance is expected to have benefited from continued strength in the Bioproduction business, driven by healthy demand from the pharma and biotech customers. Thermo Fisher further enhanced its Bioproduction offerings through the acquisition of Solventum’s Filtration and Separation business, adding advanced filtration technologies and industrial filtration and membrane solutions. Integration of this business is likely to have continued during the quarter. A steady cadence of product launches is also expected to have supported the Life Sciences Solutions segment. Among its newer innovations, Thermo Fisher introduced the Gibco CTS Compleo Fill and Finish System to help address manual fill and finish challenges in cell therapy manufacturing. The company also launched an integrated platform to advance scalable cell therapy manufacturing and introduced the Gibco CHOvantage GS Cell Line Development (“CLD”) Kit to help biologics developers accelerate time to clinic while maintaining regulatory confidence and commercial scalability. Thermo Fisher’s new Applied Biosystems PowerFlex Thermal Cycler is designed to help deliver enhanced flexibility, precise thermal performance and improved productivity for modern molecular biology laboratories. We expect all these developments to have positively boosted revenues in the second quarter of 2026. Per the Zacks Consensus Estimate, the Life Sciences Solutions revenues are expected to increase 9.6% year over year. The segment is likely to have continued to witness soft demand for instruments from academic and government customers in the United States and China. Tariffs and lower volumes may have also weighed on profitability. Despite this, Thermo Fisher’s strength in innovati...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Cardinal Health stock has delivered a very strong 5 year run, yet the current valuation checks lean expensive, which raises the question of how much of that strength is already reflected in the price. The share price has returned about 365.1% over 5 years, which places recent gains in the context of a long period of strong compounding. Recent news highlights growth momentum in higher margin specialty pharmaceuticals and chronic care, while competitive and regulatory pressures remain an ongoing risk for how much investors are willing to pay for that growth. Cardinal Health scores 2 of 6 on the broader valuation checks, which suggests the stock does not screen as a clear bargain overall despite its track record and current share price (see the 2 of 6 score for details). The issue now is whether Cardinal Health's current price is offering enough value after such a strong multi year run, or whether expectations have moved ahead of what the fundamentals can reasonably justify. Cardinal Health delivered 46.0% returns over the last year. See how this stacks up to the rest of the Healthcare industry. The P/E ratio is a useful way to think about what you are paying for each dollar of Cardinal Health’s earnings. Right now, Cardinal Health trades on a P/E of about 35.2x, which is higher than both the broader healthcare industry average of roughly 25.0x and the peer group average of about 27.8x. The fair P/E ratio implied by the model is around 29.2x. This blends factors such as Cardinal Health’s sector, business profile and risk into a more tailored benchmark. That is meaningfully below the current 35.2x, so the shares screen as overvalued on this framework even after recent earnings beats and optimism around specialty pharmaceuticals. Because the multiple is already ahead of both sector norms and this fair value anchor, investors are paying a premium price for each unit of current earnings. On the P/E multiple alone, Cardinal Health stock currently looks overvalued relative to both its tailored fair ratio and healthcare peers. See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St Narratives for Cardinal Health pick up where the valuation puzzle leaves off by spelling out which paths for Ca...

Elevance Health, Inc. ELV is set to report its second-quarter 2026 results on July 15, 2026, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $6.18 per shareon revenues of $48.45 billion. The second-quarter earnings estimate witnessed one downward revision and no upward revisions over the past 60 days. The bottom-line projection indicates a year-over-year decline of 30.1%. Also, the Zacks Consensus Estimate for quarterly revenues implies a year-over-year decrease of 2%. Image Source: Zacks Investment Research For 2026, the Zacks Consensus Estimate for Elevance’s revenues is pegged at $194.24 billion, implying a fall of 1.7% year over year. The consensus mark for 2026 EPS is pegged at $26.86, indicating an 11.3% year-over-year decrease. Elevance’s earnings beat the consensus estimate in three of the trailing four quarters and missed once, with the average surprise being 10.6%. This is depicted in the figure below. Elevance Health, Inc. price-eps-surprise | Elevance Health, Inc. Quote Our proven model does not conclusively predict an earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is not the case here. ELV currently has an Earnings ESP of -0.42% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. The Zacks Consensus Estimate for product revenues indicates 4.7% growth from the year-ago period’s $6.04 billion. However, the consensus estimate for premiums indicates a 3.3% decrease from the year-ago period. The consensus mark for Commercial Individual membership implies 10% fall from a year ago, while our model estimate indicates a 12.2% decline. Also, declining memberships in Medicaid (-5.8%) are likely to have kept second-quarter performance in check. However, the consensus estimate for Commercial Fee-based memberships indicates 1.9% year-over-year growth. Meanwhile, the Zacks Consensus Estimate for Carelon brand’s operating income for the second quarter indicates a 3.8% year-over-year decrease. The consensus estimate for the Health Benefits segment’s operating income for the second quarter indicates a 34.7% year-over-year plunge, making an earnings beat uncertain. The Zacks Consensus...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Cardinal Health (CAH). This company, which is in the Zacks Medical - Dental Supplies industry, shows potential for another earnings beat. This prescription drug distributor has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 11.63%. For the most recent quarter, Cardinal was expected to post earnings of $2.8 per share, but it reported $3.17 per share instead, representing a surprise of 13.21%. For the previous quarter, the consensus estimate was $2.39 per share, while it actually produced $2.63 per share, a surprise of 10.04%. For Cardinal, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Cardinal has an Earnings ESP of +1.24% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on August 11, 2026. With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not...

DUBLIN, Ohio, July 9, 2026 /PRNewswire/ -- Cardinal Health (NYSE: CAH) plans to release fourth-quarter and year-end financial results for its fiscal year 2026 on August 11, prior to the opening of trading on the New York Stock Exchange. The company will webcast a discussion of these results beginning at 8:30 a.m. Eastern. To access the webcast and corresponding slide presentation, visit Cardinal Health's Investor Relations page. No access code is required. Presentation slides and a webcast replay will be available on the Investor Relations page for 12 months. About Cardinal HealthCardinal Health is a distributor of pharmaceuticals and specialty products; a supplier of home-health and direct-to-patient products and services; an operator of nuclear pharmacies and manufacturing facilities; a provider of performance and data solutions; and a global manufacturer and distributor of medical and laboratory products. Our company's customer-centric focus drives continuous improvement and leads to innovative solutions that improve people's lives every day. Learn more about Cardinal Health at cardinalhealth.com and in our Newsroom. View original content to download multimedia:https://www.prnewswire.com/news-releases/cardinal-health-to-announce-fourth-quarter-and-year-end-results-for-fiscal-year-2026-on-august-11-302819942.html

In late June 2026, Cardinal Health, Inc. was removed from the Russell 1000 Defensive, Russell 1000 Growth-Defensive, and Russell 1000 Value-Defensive indices, even as it reported quarterly revenue of US$60.94 billion and net profit of US$399 million. At the same time, upbeat commentary from Jim Cramer and reaffirmed positive analyst views highlighted Cardinal Health’s reputation as a healthcare sector stalwart despite its index reclassifications. Next, we’ll examine how this combination of index removals and strong earnings commentary may reshape Cardinal Health’s investment narrative. Rare earth metals are the new gold rush. Find out which 31 stocks are leading the charge. To own Cardinal Health today, you need to believe in steady global demand for drug distribution and medical products, supported by efficiency gains and higher-margin specialties, while recognizing ongoing regulatory and pricing pressure as a key risk. The recent removals from Russell “defensive” indices do not appear to change that near term, but they may affect how some investors categorize the stock more than they alter its core earnings drivers. What stands out against that backdrop is the reaffirmed positive analyst sentiment, including Bank of America Securities’ Buy rating and the broader Strong Buy consensus, following Cardinal Health’s US$60.94 billion in quarterly revenue and US$399 million in net profit. This external confidence, alongside strong commentary from Jim Cramer, sits in contrast to the index cuts and keeps attention on how Cardinal’s execution in higher-value segments might offset margin pressure over time. Yet, even with that support, investors should be aware that increasing government regulation and pricing scrutiny could still... Read the full narrative on Cardinal Health (it's free!) Cardinal Health's narrative projects $314.4 billion revenue and $2.3 billion earnings by 2029. Uncover how Cardinal Health's forecasts yield a $245.27 fair value, a 3% upside to its current price. Four members of the Simply Wall St Community value Cardinal Health between US$190 and about US$488 per share, reflecting very different expectations for its future. Against that spread, the risk that tighter government regulation and pricing scrutiny could pressure margins gives you another angle to weigh as you compare those views. Explore 4 other fair value estimates on Cardinal Health -...