CAH

Lone Peak Global Investors reported a full exit from Thermon Group (NYSE:THR) as of its May 14, 2026, SEC filing, selling approximately 430,230 shares for an estimated $20.05 million based on quarterly average pricing. According to the SEC filing dated May 14, 2026, Lone Peak Global Investors fully liquidated its position in Thermon during the first quarter, reducing holdings by 430,230 shares. The estimated value of the shares sold was approximately $20.05 million, based on the mean unadjusted closing price for the quarter. The net position change for the stake, including price movement, was a decrease of $15.99 million. Lone Peak Global Investors sold out its Thermon position. Top holdings after the filing: NASDAQ:HSIC: $27.82 million (4.6% of AUM) NASDAQ:KDP: $27.24 million (4.5% of AUM) NYSE:UPS: $26.14 million (4.4% of AUM) NYSE:OPLN: $24.98 million (4.2% of AUM) NYSE:CAH: $24.12 million (4.0% of AUM) As of May 14, 2026, Thermon shares were priced at $68.61, up about 120% over the past year, outperforming the S&P 500’s 25% gain. Thermon Group offers engineered industrial process heating solutions, including electric and gas heating products, heat tracing systems, control and monitoring solutions, and specialty products for a range of industrial applications. The firm generates revenue through the design, manufacture, and sale of process heating equipment, complemented by engineering, installation, and maintenance services for process industries worldwide. It serves customers in chemical and petrochemical, oil and gas, power generation, rail and transit, commercial, transportation, food and beverage, pharmaceutical, mineral processing, data centers, and semiconductor sectors. Thermon Group is a leading provider of industrial process heating solutions with a global footprint and a diversified customer base across critical infrastructure sectors. The company leverages its engineering expertise and comprehensive service offerings to deliver tailored solutions that address complex thermal management needs. Its strategic focus on innovation and end-to-end project support positions Thermon as a preferred partner for process industries requiring reliability and operational efficiency. After the stock more than doubled over the past year, Lone Peak may simply be rotating capital elsewhere while Thermon trades near all-time highs — because ultimately, Thermon’s u...

Cardinal Health, Inc. (NYSE:CAH) is included among the 10 Best Stocks to Buy Now for a $1 Million Portfolio. On May 1, Baird lowered its price recommendation on Cardinal Health, Inc. (NYSE:CAH) to $248 from $257. It reiterated an Outperform rating on the shares. The firm updated its model following the company’s first-quarter results and also raised its 2027 forecast. A day earlier, on April 30, BofA lowered its price goal on Cardinal Health to $240 from $260 to reflect lower peer multiples. It kept a Buy rating on the stock. BofA said Cardinal Health reported mixed-to-positive fiscal third-quarter results and raised its fiscal 2026 EPS guidance. The firm noted that the increase was driven by below-the-line items and continued strength in the Pharma and Other segments. The firm also argued that the higher guidance could help ease investor concerns about a possible slowdown in industry growth. During the company’s fiscal Q3 2026 earnings call, CFO Aaron Alt said Cardinal Health was raising its full-year fiscal 2026 non-GAAP EPS guidance to a range of $10.70 to $10.80. Alt also stated that the company had lowered its expected full-year non-GAAP effective tax rate to about 19%, compared with its earlier outlook of 21% to 23%. In addition, Alt noted that Cardinal Health had raised and narrowed its full-year adjusted free cash flow guidance to between $3.3 billion and $3.7 billion. The prior range was $3 billion to $3.5 billion. Cardinal Health, Inc. (NYSE:CAH) is one of the three largest pharmaceutical wholesalers in the United States. The company sources and distributes branded, generic, and specialty pharmaceutical products to retail pharmacy chains, independent pharmacies, mail-order pharmacies, hospital networks, and healthcare providers. While we acknowledge the potential of CAH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 14 Best Dividend Stocks to Buy for Steady Growth and 10 Best Robinhood Stocks to Buy According to Billionaires. Disclosure: None. Follow Insider Monkey on Google News.

Rigetti Computing RGTI reported first-quarter 2026 adjusted loss per share of 4 cents, narrower than the loss per share of 8 cents in the prior-year quarter. The metric also surpassed the Zacks Consensus Estimate of earnings by 20%. GAAP loss per share in the reported quarter was 6 cents against the earnings per share of 13 cents in the prior-year quarter. Shares of this company gained nearly 8.3% in yesterday’s trading session. The company reported total revenues of $4.4 million, up 198.9% year over year. The top line surpassed the Zacks Consensus Estimate by 35.6%. Rigetti’s first-quarter 2026 revenues were driven primarily by higher sales of its on-premises Novera quantum systems and broader customer adoption across academic, government and research institutions. The commercial rollout of its 108-qubit Cepheus-1-108Q system across major cloud platforms also supported top-line growth. In the quarter under review, RGTI’s gross profit improved 211.8% year over year to $1.4 million. The gross margin expanded 130 basis points to 31.3%. Selling, general and administrative expenses increased 11.4% year over year to $7.4 million. Research and development expenses increased 29.1% year over year to $19.9 million. Total operating expenses of $27.3 million increased 23.8% year over year. Operating loss for the quarter under review totaled $25.9 million compared with $21.6 million in the prior-year quarter. RGTI exited the first quarter of 2026 with cash, cash equivalents and short-term available-for-sale investments of $418.2 million compared with $443.5 million at the end of the fourth quarter of 2025. The company ended the quarter with no debts on its balance sheet. Net cash used in operating activities at the end of the first quarter was $16.2 million compared with $13.7 million a year ago. Rigetti Computing, Inc. price-consensus-eps-surprise-chart | Rigetti Computing, Inc. Quote Rigetti exited first-quarter 2026 with strong results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate. Solid year-over-year revenue growth, driven by the rising adoption of its on-premises quantum systems and broader customer traction across academic, government and commercial markets, was encouraging. The company also benefited from the continued commercialization of its 108-qubit Cepheus-1-108Q platform and maintained a robust liquidity position. However, elev...

AMN Healthcare Services, Inc. AMN delivered adjusted earnings per share (EPS) of $2.10 in the first-quarter 2026, up 367% year over year. The figure surpassed the Zacks Consensus Estimate by 31.3%. GAAP EPS for the quarter was $1.59 against a loss per share of 3 cents in the year-ago period. AMN Healthcare registered revenues of $1.38 billion in the first quarter, up 100% year over year. The figure surpassed the Zacks Consensus Estimate by 11.9%. Shares of this company gained nearly 3.1% in yesterday’s after-hours trading. The company’s shares have rallied 44.8% in the year-to-date period against the industry’s decline of 13.1%. However, the S&P 500 Index has increased 8.5% in the same time frame. Image Source: Zacks Investment Research AMN Healthcare conducts its business via three reportable segments: Nurse and Allied Solutions, Physician and Leadership Solutions, and Technology and Workforce Solutions. In the first quarter of 2026, the Nurse and Allied Solutions segment’s revenues totaled $1.13 billion, up 173% year over year. Travel nurse staffing revenues were up 12% year over year, whereas Allied revenues increased 3% year over year. Labor disruption events contributed $722 million in revenues in the quarter. The Zacks Consensus Estimate was pegged at $984 million. The Physician and Leadership Solutions segment’s revenues totaled $163.9 million, down 6% year over year. Locum tenens revenues were $131 million in the quarter, down 7% year over year. Interim leadership revenues were down 4% year over year. Physician and leadership search businesses saw a revenue increase of 4% year over year. The Zacks Consensus Estimate was pegged at $163 million. The Technology and Workforce Solutions segment’s revenues totaled $87.1 million, down 15% year over year. Language interpretation services business revenues came in at $69 million in the quarter, down 8% year over year, while the vendor management systems business saw an 18% year-over-year revenue decline to reach $16 million. The Zacks Consensus Estimate was pegged at $85 million. In the quarter under review, AMN Healthcare’s gross profit increased 86.2% year over year to $368.8 million. The gross margin contracted 190 basis points (bps) to 26.8%. Selling, general & administrative expenses fell 47.8% year over year to $218.4 million. Operating profit totaled $117.2 million, reflecting an increase of 836.8% fro...

Inogen, Inc. INGN incurred an adjusted loss per share of 30 cents for first-quarter 2026, wider than the year-ago period’s adjusted loss of 25 cents per share. The Zacks Consensus Estimate was pinned at a loss of 24 cents per share. GAAP loss per share for the quarter was 26 cents, narrower than the year-earlier loss of 41cents. Inogen registered revenues of $85.1 million for the first quarter, up 3.4% year over year. The figure beat the Zacks Consensus Estimate by 3.3%. At constant exchange rate (CER), total revenues for the reported quarter decreased 1.2% year over year. Per management, the year-over-year uptick in the top line was primarily driven by higher demand for portable oxygen concentrators in international markets, partially offset by lower U.S. sales and U.S. rentals. Shares of this company lost 4.2% in yesterday’s after-market trading. Its shares have gained 6.9% so far this year against the industry’s 15.5% decline. The S&P 500 Index has increased 8.5% in the same time frame. Image Source: Zacks Investment Research In the fourth quarter of 2025, Inogen revised its product revenue classification to offer investors clearer insight into underlying business trends and strategic priorities. The company now reports under three categories — U.S. sales, international sales and U.S. rentals. Total sales were $68.6 million, up 3.4% from the prior-year quarter’s level. U.S. sales amounted to $34.7 million, down 4.8% year over year, while International sales improved 17.8% to $37.7 million. U.S. rental revenues for the reported quarter grossed $12.7 million, down 8% from the year-ago period’s level. In the quarter under review, Inogen’s adjusted gross profit gained 4.1% from the year-ago period to $38.1 million. The adjusted gross margin improved 30 basis points to 44.7%. Sales and marketing expenses increased 3.6% from the year-ago quarter’s figure to $24.6 million. Research and development expenses increased 26.4% year over year to $5.1 million, while general and administrative expenses increased 7.8% to $17.5 million. Adjusted operating expenses were $43 million, up 5.1% year over year. Adjusted operating loss totaled $5 million compared with the prior-year quarter’s loss of $4.4 million. Inogen exited the first quarter of 2026 with cash and cash equivalents of $93.1 million compared with $103.7 million at the end of the fourth quarter of 2025. The comp...

McKesson Corporation MCK is scheduled to report fourth-quarter fiscal 2026 results on May 7, after market close. The Zacks Consensus Estimate for sales is pegged at $101.92 billion, implying 12.2% year-over-year growth. The bottom line estimate is pinned at $11.56, suggesting growth of 14.2%. The EPS estimates have remained stable over the past seven days. The company delivered an earnings surprise of 0.32% in the last reported quarter. Its earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 3.60%. McKesson Corporation price-eps-surprise | McKesson Corporation Quote Our proven model does not conclusively predict an earnings beat for McKesson this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here, as you will see below. Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate is -0.07% for MCK. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Zacks Rank: The company carries a Zacks Rank #3 at present. McKesson is expected to have delivered another solid quarterly performance in the fiscal fourth quarter, supported by continued momentum across its oncology and multispecialty platform, strength in biopharma services, and resilient pharmaceutical distribution trends. Management highlighted broad-based demand across specialty distribution and stable utilization trends in the prior quarter, while raising full-year adjusted EPS guidance to $38.80-$39.20, implying confidence in sustained operational execution. The North American Pharmaceutical segment likely remained the primary growth engine, benefiting from higher prescription volumes, specialty product distribution strength, and continued GLP-1 demand. GLP-1 distribution revenues rose 26% year over year in the prior quarter to $14 billion, and management suggested that the category continues to expand despite variability in quarterly trends. Specialty distribution growth from health systems and retail national accounts is also expected to have supported segment profitability. Operational efficiency initiatives, including AI-enabled workflow automation and improved inventory management, likely aided margins. However, brand...

McKesson Corporation MCK reported fourth-quarter fiscal 2026 adjusted earnings per share (EPS) of $11.69, which beat the Zacks Consensus Estimate of $11.56 by 1.1%. The bottom line improved 15.5% on a year-over-year basis. The EPS growth was driven by strong operational improvement across the business, including contributions from acquisitions in the Oncology & Multispecialty segment. GAAP EPS was $13.71 compared with $10.01 in the year-ago quarter. The significant improvement in EPS was due to a pre-tax credit within the North American Pharmaceutical segment related to the Rite Aid bankruptcy. For fiscal 2026, adjusted EPS was up 18.3% to $39.11 while GAAP EPS gained 49.2% to $38.38. Revenues of $96.3 billion missed the Zacks Consensus Estimate by 5.5%. The top line gained 6% year over year, primarily driven by increased prescription volumes from retail national account customers and growth in the distribution of oncology and specialty products, including contributions from the Oncology & Multispecialty segment. These were partially offset by lower contributions from branded pharmaceuticals. Higher contributions from the Prescription Technology Solutions segment also aided the top line. For fiscal 2026, revenues amounted to $403.43 billion, gaining 12.4% year over year. Shares of MCK were down 0.4% in the after-hours trading on May 7, following mixed results. The company’s shares have lost 9.7% so far this year compared with the industry’s 10.4% decline. The S&P 500 Index has increased 8.6% in the same time frame. Image Source: Zacks Investment Research The company started reporting under new reportable segments and organizational structure, effective from the second quarter of fiscal 2026. The current reporting segments are North American Pharmaceutical, Oncology & Multispecialty, Prescription Technology Solutions and Medical-Surgical Solutions. Revenues from the North American Pharmaceutical segment totaled $79.12 billion, up 3% year over year. Per management, the upside was primarily driven by increased prescription volumes, including higher volumes from specialty products, partially offset by lower contributions from branded pharmaceuticals. The U.S. Pharmaceutical and Specialty Solutions segment reported an adjusted operating profit of $980 million, up 11% from the prior-year quarter’s level. This was due to growth in the distribution of specialty prod...

Avanos Medical, Inc. AVNS reported first-quarter 2026 adjusted earnings per share (EPS) from continuing operations of 22 cents, down 15.4% year over year. The bottom line missed the Zacks Consensus Estimate of 23 cents. GAAP EPS from continuing operations in the quarter under review was 11 cents compared with the year-ago period’s EPS of 14 cents. Revenues totaled $182.2 million in the reported quarter, up 8.8% year over year. The metric beat the Zacks Consensus Estimate by 7.6%. The top line gained from higher volume across its Specialty Nutrition Systems (SNS) segments. Shares of the company gained nearly 0.1% during after-market trading following the first-quarter results on Monday. The company’s shares have jumped 120.1% in the year-to-date period against the industry’s decline of 15.7%. The broader S&P 500 Index has increased 6.8% in the same time frame. Image Source: Zacks Investment Research Avanos generates revenues from three segments: SNS, PM&R, and Corporate and Other. The SNS segment’s revenues in the first quarter of 2026 totaled $124 million, up 22.7% year over year. This figure beat our first-quarter projection of $107 million. The segment recorded 19% volume growth, driven by continued strong demand across both our enteral feeding and neonate solutions. The Enteral feeding unit’s revenues totaled $84.6 million for the first quarter of 2026 (up 13.6% year over year), while the Neonate solutions unit’s revenues amounted to $39.4 million (up 48.1% year over year). The PM&R segment’s revenues totaled $56.3 million, up 0.2% year over year. However, the figure missed our projection of $62 million. The PM&R segment’s volume growth in Radio Frequency Ablation (RFA) was partially offset by reduced volume in surgical pain and recovery product lines. Net sales of RFA products grew 8.8% year over year to $34.5 million, reflecting momentum in RFA generator sales. Net sales in the surgical pain and recovery unit declined 11% year over year to $21.8 million. The Corporate and Other segment’s revenues totaled $1.9 million, down 81.4% year over year. In the quarter under review, Avanos’ adjusted gross profit increased 2.4% year over year to $97.3 million. The adjusted gross margin contracted 330 basis points (bps) to 53.4%. We had projected a gross margin of 54.2% for the first quarter. Selling and general expenses increased 2.6% year over year to $77.7 milli...

Clover Health Investments, Corp. CLOV delivered adjusted earnings per share (EPS) of 7 cents in first-quarter 2026, higher than the year-ago period’s level of 5 cents. The bottom line met with the Zacks Consensus Estimate. The company reported a GAAP EPS of 5 cents per share from continuing operations, compared with breakeven earnings in the year-ago period. Clover Health registered total revenues of $749.2 million, up 62.1% year over year. The figure beat the Zacks Consensus Estimate by 5.9%. The top line gained from robust Insurance revenues. Clover Health Investments, Corp. price-consensus-eps-surprise-chart | Clover Health Investments, Corp. Quote The company derives its revenues from two primary business segments: Insurance and Other income. Insurance revenues in the first quarter totaled $744.2 million, up 62.9% year over year. According to management, this growth was primarily driven by a 51.6% increase in Medicare Advantage membership, strong member retention, clinical initiatives and the impact of Clover Assistant-powered care platform. Within CLOV’s Insurance segment, the Insurance Benefit Expense Ratio (BER) was 86.5%, reflecting a year-over-year increase from 86.1% in the year-ago quarter. Insurance BER rose due to new member dilution and incremental quality investments. Other income was $5 million, down 7.8% from the prior-year level. In the quarter under review, Clover Health’s net medical claims increased 66.8% year over year to $589.6 million. Salaries and benefits expenses decreased 3.3% to $57.1 million, while general and administrative expenses rose 47.3% to $74.6 million. Total operating expenses of $721.9 million increased 55.7% on a year-over-year basis. Total operating income was $27.3 million against the prior-year quarter’s operating loss of $1.3 million. The company exited first-quarter 2026 with cash and cash equivalents of $173.3 million compared with $78.3 million at the end of 2025. Net cash provided by operating activities from continuing operations at the end of first-quarter 2026 was $107.9 million against $16.3 million of net cash used in operating activities from continuing operations in the year-ago period. Clover Health provided its revenue outlook for 2026. For 2026, total revenues are estimated to be in the range of $2.81-$2.92 billion, suggesting 49% year-over-year growth at the midpoint. The Zacks Consensus Estimate i...

DUBLIN, Ohio, May 5, 2026 /PRNewswire/ -- Cardinal Health (NYSE: CAH) announced today that its Board of Directors approved an increase to its quarterly dividend to $0.5158 per share, out of the Company's capital surplus. The dividend will be payable on July 15, 2026 to shareholders of record at the close of business on July 1, 2026. About Cardinal Health Cardinal Health is a distributor of pharmaceuticals and specialty products; a global manufacturer and distributor of medical and laboratory products; a supplier of home-health and direct-to-patient products and services; an operator of nuclear pharmacies and manufacturing facilities; and a provider of performance and data solutions. 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. Contacts Media: Erich Timmerman, [email protected] and 614.757.8231 Investors: Matt Sims, [email protected] and 614.553.3661 View original content to download multimedia:https://www.prnewswire.com/news-releases/cardinal-health-board-of-directors-approves-quarterly-dividend-302763033.html

Hinge Health Inc. HNGE reported adjusted earnings per share (EPS) of 45 cents in the first quarter of 2026, which beat the Zacks Consensus Estimate of 39 cents by 15.4%. The bottom line decreased 65.3% year over year. GAAP EPS for the quarter was 41 cents, reflecting a downtick of 68.7% from the year-ago figure. Hinge Health registered revenues of $182.3 million in the first quarter, up 47% year over year. The increase was primarily driven by the strength of its platform that automates care delivery, improves member outcomes and lowers costs. The figure surpassed the Zacks Consensus Estimate by 5.8%. LTM calculated billings reached $769.9 million, up from $507 million as of March 31, 2025. The company expanded its client base to 2,849, compared to 2,311 clients in the prior-year period. Shares of HNGE were up approximately 10.5% during yesterday’s after-market trading following the first-quarter results. The company’s shares have gained 7.1% in the year-to-date period against the industry’s loss of 19.3%. The broader S&P 500 Index has increased 6% in the same time frame. Image Source: Zacks Investment Research In the quarter under review, Hinge Health’s adjusted gross profit rose 54.8% year over year to $155.4 million. The adjusted gross margin expanded 400 basis points (bps) to 85%. Research and development expenses increased 29.1% year over year to $30.3 million, sales and marketing expenses increased 47.3% year over year to $68.8 million, and general and administrative expenses increased 36.4% year over year to $23 million. Total operating expenses of $122.2 million rose 40.3% year over year. Adjusted operating income totaled $46.2 million, up 208.7% year over year. The adjusted operating margin was 25%, up 1300 bps from the prior-year quarter’s figure. Hinge Health exited first-quarter 2026 with cash and cash equivalents of $186.7 million compared with $207.9 million at the end of fourth-quarter 2025. Cumulative net cash provided by operating activities at the end of first-quarter 2026 was $43.1 million compared with $4.9 million a year ago. Hinge Health has provided its financial outlook for the second quarter of 2026 and updated its outlook for the full year. For the second quarter, the company expects revenues in the range of $194 million-$196 million, reflecting year-over-year growth of 40% at the midpoint. The Zacks Consensus Estimate is pegged at $...

DENTSPLY SIRONA Inc. XRAY reported first-quarter 2026 adjusted earnings per share (EPS) of 27 cents, down 39% year over year. The bottom line missed the Zacks Consensus Estimate by 3.6%. GAAP loss per share in the quarter under review was 5 cents against EPS of 10 cents in the prior-year quarter. Revenues totaled $880 million in the reported quarter, up 0.1% year over year reportedly but down 6.7% at constant currency (cc). The metric beat the Zacks Consensus Estimate by 5.1%. The top line was driven by strength in Connected Technology Solutions and Wellspect Healthcare segments, partially offset by weakness in Essential Dental Solutions and Orthodontic and Implant Solutions segments. Shares of XRAY declined 0.6% in yesterday’s after-market trading. The stock has lost 0.6% year to date compared with the industry’s 7.3% decline. The S&P 500 Index has increased 6% in the same period. Image Source: Zacks Investment Research DENTSPLY SIRONA generates revenues under four segments — Connected Technology Solutions, Essential Dental Solutions, Orthodontic and Implant Solutions, and Wellspect Healthcare. Connected Technology Solutions segment’s revenues in the first quarter of 2026 totaled $246 million, up 4.4% but down 2.9% year over year on a reported and constant-currency basis, respectively. Our projection was $227.8 million for the metric. Essential Dental Solutions segment’s revenues totaled $350 million, down 0.9% year over year on a reported basis and 7.2% at cc. Our projection was $341.2 million for the metric. Orthodontic and Implant Solutions segment’s revenues amounted to $199 million, down 8.1% and 13.5% year over year on a reported basis and at cc, respectively. Our projection for the metric was $197.9 million. Wellspect Healthcare segment’s revenues totaled $85 million, up 15% and 3.4% year over year on a reported basis and at cc, respectively. Our projection was $79.2 million for the metric. Beginning first-quarter 2026, DENTSPLY SIRONA started reporting under new regional segments as follows — North and South America as Americas, Europe, the Middle East, and Africa (“EMEA”) and Asia Pacific (“APAC”). The company used to report under US, Europe and Rest of World geographic segments. Revenues from Americas were down 9.1% year over year on a reported basis and 10.7% at cc. Revenues from EMEA were up 6.9% year over year on a reported basis but down 5.6%...