DGX

It has been about a month since the last earnings report for DaVita HealthCare (DVA). Shares have lost about 4.9% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is DaVita HealthCare due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers. DaVita Inc. (DVA) delivered adjusted earnings per share from continuing operations of $4.02 in the second quarter of 2026, up 36.3% year over year. The figure surpassed the Zacks Consensus Estimate by 0.3%. GAAP earnings per share from continuing operations for the quarter was also $4.02, reflecting an uptick of 55.8% year over year. Revenues of $3.55 billion in the second quarter increased 5.2% year over year. The figure topped the Zacks Consensus Estimate by 0.6%. RPT in the second quarter of 2026 was $415.9, up 2.8% year over year, but down 0.4% sequentially. Per management, the sequential decline reflected a lower commercial mix from declining Affordable Care Act enrollment and lower sequential revenue contribution from phosphate binders. DaVita generates revenues via two sources — Dialysis patient service revenues and Other revenues. The dialysis patient service revenues were $3.37 billion, up 4.9% year over year. Other revenues were $187.7 million, up 8.7% from the year-ago quarter’s figure. Per management, the total U.S. dialysis treatments for the second quarter were 7,226,600 or 92,649 per day, on average. This represents a per-day increase of 1.09% on a sequential basis. Normalized non-acquired treatment increased 0.3% year over year in the second quarter of 2026. As of June 30, 2026, DaVita provided dialysis services to around 298,500 patients at 3,266 outpatient dialysis centers, of which 2,671 were U.S. centers while 595 were located across 14 other countries. As of June 30, 2026, DVA had approximately 64,900 patients in risk-based integrated care arrangements in its Integrated Kidney Care business, representing $5.8 billion in annualized medical spend. The company also had an additional 5,700 patients in other integrated care arrangements. In the quarter under review, DaVita’s gross profit increased 3.9% year over year to $1.16 billion. However, the gross margin contracted 38 basis points (bps) to 32.7%. General & administrative expenses climbed 2.6% year over year to $423.5 million. Adjusted operating profit totaled $738.6 million, reflecting a 4.7% increase from the prior-year quarter’s level. Adjusted operating margin in the second quarter contracted 8 bps to 20.8%. DaVita exited second-quarter 2026 with cash and cash equivalents and short-term investments of $688.9 million compared with $666.5 million at the end of the first quarter of 2026. Total debt (including the current portion) at the end of second-quarter 2026 was $10.78 billion compared with $10.63 billion at the end of the first quarter of 2026. Cumulative net cash provided by operating activities at the end of second-quarter 2026 was $810.9 million compared with $504.2 million a year ago.During the three months ended June 30, 2026, DVA repurchased 2.2 million shares for $348 million. Subsequent to June 30, through Aug. 4, 2026, the company has repurchased 0.2 million shares of its common stock for $37 million. DaVita has revised its outlook for 2026. For 2026, DVA continues to expect RPT to reflect growth of 1%-2%, while treatment volume is expected to be near the top end of the company’s previous guidance range of 25 to 50 bps. Adjusted earnings per share from continuing operations for the full year remains expected in the range of $14.10-$15.20. The Zacks Consensus Estimate is currently pegged at $15.07. In the past month, investors have witnessed a downward trend in estimates revision. The consensus estimate has shifted -12.69% due to these changes. Currently, DaVita HealthCare has a great Growth Score of A, though it is lagging a lot on the Momentum Score front with an F. However, the stock was allocated a score of A on the value side, putting it in the top quintile for value investors. Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of this revision indicates a downward shift. Notably, DaVita HealthCare has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. DaVita HealthCare is part of the Zacks Medical - Outpatient and Home Healthcare industry. Over the past month, Quest Diagnostics (DGX), a stock from the same industry, has gained 2.1%. The company reported its results for the quarter ended June 2026 more than a month ago. Quest Diagnostics reported revenues of $3.04 billion in the last reported quarter, representing a year-over-year change of +10.2%. EPS of $3.12 for the same period compares with $2.62 a year ago. Quest Diagnostics is expected to post earnings of $2.85 per share for the current quarter, representing a year-over-year change of +9.6%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.1%. Quest Diagnostics has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of B. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report DaVita Inc. (DVA) : Free Stock Analysis Report Quest Diagnostics Incorporated (DGX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

A month has gone by since the last earnings report for Chemed (CHE). Shares have added about 1.7% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Chemed due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers. Chemed Corporation reported second-quarter 2026 adjusted earnings per share of $6.06, up 41.9% year over year. The figure surpassed the Zacks Consensus Estimate by 9.2%. The company’s GAAP earnings per share were $5.13, up 43.7% from last year’s reported figure. Revenues in the reported quarter totaled $673.3 million, up 8.8% from the year-ago quarter’s figure. The metric topped the Zacks Consensus Estimate by 1.9%. For 2026, the company now expects rVITAS revenue-growth guidance excluding Medicare Cap, to increase 8.25-9.25% (earlier 6.5-7.5%). The Zacks Consensus Estimate for total revenues is pegged at $2.67 billion, which indicates a 7.4% year-over-year improvement. Adjusted EPS for the year is now expected to be in the band of $25.00-$25.75 (previously $24.00-$24.75). The Zacks Consensus Estimate for the metric is pegged at $25.00. Analysts were quiet during the last two month period as none of them issued any earnings estimate revisions. The consensus estimate has shifted 6.27% due to these changes. At this time, Chemed has a nice Growth Score of B, though it is lagging a bit on the Momentum Score front with a C. Following the exact same course, the stock has a score of C on the value side, putting it in the middle 20% for this investment strategy. Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in. Chemed has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. Chemed is part of the Zacks Medical - Outpatient and Home Healthcare industry. Over the past month, Quest Diagnostics (DGX), a stock from the same industry, has gained 4.2%. The company reported its results for the quarter ended June 2026 more than a month ago. Quest Diagnostics reported revenues of $3.04 billion in the last reported quarter, representing a year-over-year change of +10.2%. EPS of $3.12 for the same period compares with $2.62 a year ago. For the current quarter, Quest Diagnostics is expected to post earnings of $2.85 per share, indicating a change of +9.6% from the year-ago quarter. The Zacks Consensus Estimate has changed +1.1% over the last 30 days. Quest Diagnostics has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of B. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Chemed Corporation (CHE) : Free Stock Analysis Report Quest Diagnostics Incorporated (DGX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Haemonetics Corporation HAE posted first-quarter fiscal 2027 adjusted earnings of $1.14 per share, up 3.6% year over year. The figure beat the Zacks Consensus Estimate by 6.5%. On a GAAP basis, earnings per share were 72 cents compared with 70 cents in the prior-year quarter. Revenues increased 5.6% year over year to $339.4 million and beat the Zacks Consensus Estimate by 3.5%. Organic revenues rose 5.9%, with Plasma delivering particularly strong 8.2% organic growth. Following the earnings announcement, HAE’s shares rose 0.4% last Friday. Apheresis revenues totaled $191.3 million, up 5.3% on a reported basis and 6.0% organically. Plasma revenues increased 7.2% to $155.5 million, while organic growth reached 8.2%, supported by share gains, strong collection trends and the Persona PLUS rollout. Management said U.S. customer collections rose in the high-single to low-double digits. Persona PLUS adoption was ahead of schedule, with early adopters achieving yield improvements of more than 5% versus earlier Persona offerings. Other Apheresis revenues declined 2.4% to $35.8 million, reflecting portfolio optimization and order timing. MedSurg revenues rose 6.0% to $148.1 million, with organic growth of 5.9%. Blood Management Technologies revenues advanced 8.6% to $88.1 million and 8.1% organically, benefiting from double-digit growth in Hemostasis and Transfusion Management, partly offset by slower Cell Salvage capital upgrades. Interventional Technologies revenues increased 2.5% to $59.9 million and 2.8% organically. Vascular Closure grew in the low double digits, aided by improving procedure trends, stronger commercial execution and broader use of the VASCADE MVP XL system. Management also cited growing adoption across large-bore venous closure procedures. In the first quarter of fiscal 2027, gross profit increased 5.5% year over year to $202.8 million. Gross margin remained flat at 59.8% as cost of goods sold rose 5.8% to $136.6 million. Selling, general and administrative expenses increased 7.4% to $118.9 million, while research and development expenses declined 0.4% to $16.2 million. Total operating expenses rose 5.0% to $145.3 million. Operating income increased 6.7% to $57.5 million from $53.9 million in the prior-year quarter, while operating margin expanded 10 basis points to 16.9%. Cash flow from operating activities reached $52.3 million, up $34.9 million from the prior-year quarter’s level. Free cash flow climbed to $39.1 million from $2.5 million, aided by favorable working-capital movements and lower non-cash equipment transfers, partly offset by higher capital expenditures. Haemonetics ended the quarter with $223.4 million in cash and cash equivalents and total debt of about $1.17 billion. During the quarter, the company repaid $50 million on its revolving credit facility and repaid another $50 million after quarter-end, reducing the outstanding revolver balance to $200 million. Haemonetics Corporation price-consensus-eps-surprise-chart | Haemonetics Corporation Quote Management raised fiscal 2027 reported revenue growth guidance to 5-8% from 4-7%. Organic revenue growth is now projected to be 4-7%, up from the prior 3-6% guidance, while the expected impact from the 53rd week remains roughly 2%. The Zacks Consensus Estimate for fiscal 2027 revenues is pegged at $1.41 billion. Adjusted earnings per share are expected to grow in line with revenues. The Zacks Consensus Estimate is pegged at $5.28. Haemonetics ended the fiscal first quarter with both earnings and revenues surpassing estimates. Broad-based growth across the company’s core platforms supported the quarterly performance. HAE’s operating margin expansion looks encouraging. With a strengthened competitive position and focus on disciplined execution, it has momentum for fiscal 2027 and beyond. Additionally, the raised full-year guidance bodes well for the company. Haemonetics currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are Intuitive Surgical ISRG, Quest Diagnostics DGX and Medpace MEDP. Intuitive Surgical, carrying a Zacks Rank #2 (Buy) at present, reported second-quarter 2026 adjusted EPS of $2.80, which surpassed the Zacks Consensus Estimate by 12.9%. Revenues of $2.89 billion beat the Zacks Consensus Estimate by 3.1%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. ISRG has an earnings yield of 3.1% compared to the industry’s negative 3% yield. The company beat earnings estimates in each of the trailing four quarters, the average surprise being 16.53%. Quest Diagnostics, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $3.12, which outpaced the Zacks Consensus Estimate by 11%. Revenues of $3.04 billion topped the Zacks Consensus Estimate by 2.1%. DGX has an earnings yield of 4.7%, almost in line with the industry’s yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 5.77%. Medpace, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $4.25, which beat the Zacks Consensus Estimate by 4.17%. Revenues of $707.3 million outperformed the consensus mark by 1.12%. MEDP has a historical five-year earnings growth rate of 30.5% compared with the industry’s 5.6% growth. In the trailing four quarters, the company delivered an average earnings beat of 10.16%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Haemonetics Corporation (HAE) : Free Stock Analysis Report Quest Diagnostics Incorporated (DGX) : Free Stock Analysis Report Intuitive Surgical, Inc. (ISRG) : Free Stock Analysis Report Medpace Holdings, Inc. (MEDP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

National Vision Holdings, Inc. EYE posted second-quarter 2026 adjusted earnings of 25 cents per share, up 38.9% year over year. The bottom line beat the Zacks Consensus Estimate by 47.1%. Quarterly net revenues rose 2.5% year over year to $498.81 million and beat the consensus mark by 1.4%. Growth reflected higher average ticket and continued strength in managed care, while adjusted comparable store sales increased 2.2%. Following the earnings announcement, EYE shares lost 7.9% yesterday. Comparable store sales increased 3.4% in the quarter. Revenues also benefited from a positive 0.8% impact tied to the timing of unearned revenues, while lower self-pay customer traffic partly offset gains from ticket and managed care. America’s Best comparable sales rose 2.5%, while Eyeglass World’s increased 0.4%. Military comparable sales declined 2.9%, while Fred Meyer’s fell 7.4%. EYE opened nine America's Best stores and closed two, ending the quarter with 1,281 stores, up 3.3% overall. On a consolidated basis, gross profit in the second quarter increased 1.5% year over year to $290.4 million, supported by higher revenues of $498.8 million. Gross margin was 58.2%, down roughly 58 bps from the prior-year quarter’s level, as costs applicable to revenues rose 4.0% to $208.4 million. SG&A expenses declined 1.5% year over year to $243.4 million. Operating income climbed 29.5% to $21.3 million, translating into an operating margin of 4.3%, which expanded roughly 89 bps year over year. National Vision ended the quarter with $36.0 million in cash. Total debt was $237.7 million, while no borrowings were outstanding under its $300 million first-lien revolving credit facility, excluding $6.7 million of letters of credit. During the quarter, the company repurchased about 1.2 million shares for $20.0 million, leaving $30.0 million under its authorization. For the first six months of 2026, net cash provided by operating activities was $69.8 million versus $86.5 million a year earlier. Purchases of property and equipment totaled $39.8 million compared with $32.1 million in the prior-year period. National Vision Holdings, Inc. price-consensus-eps-surprise-chart | National Vision Holdings, Inc. Quote EYE narrowed its adjusted comparable store sales growth outlook to 3.0-5.0% from 3.0-6.0%. Net revenues are now projected to be $2.037-$2.076 billion (previously $2.033-$2.091 billion). The Zacks Consensus Estimate for the metric is currently pegged at $2.06 billion. The company also lifted the lower end of its adjusted diluted earnings guidance of $0.94-$1.09 (previously $0.85-$1.09). The Zacks Consensus Estimate is currently pegged at 94 cents. National Vision ended the second quarter of 2026 with better-than-expected earnings and revenues. Also, operating margin expansion looks promising. The company remained disciplined in pursuing growth, with an intentional shift toward a healthier customer base, improved product mix and a better customer experience. It also completed its website replatform, moving to a unified commerce foundation designed to connect the exam, prescription and retail journey at scale. Additionally, EYE’s gross margin contraction looks discouraging. National Vision currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are Intuitive Surgical ISRG, Quest Diagnostics DGX and Medpace MEDP. Intuitive Surgical, carrying a Zacks Rank #2 (Buy) at present, reported second-quarter 2026 adjusted EPS of $2.80, which surpassed the Zacks Consensus Estimate by 12.9%. Revenues of $2.89 billion beat the Zacks Consensus Estimate by 3.1%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. ISRG has an earnings yield of 3.1% compared to the industry’s negative 3% yield. The company beat earnings estimates in each of the trailing four quarters, the average surprise being 16.53%. Quest Diagnostics, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $3.12, which outpaced the Zacks Consensus Estimate by 11%. Revenues of $3.04 billion topped the Zacks Consensus Estimate by 2.1%. DGX has an earnings yield of 4.7%, almost in line with the industry’s yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 5.77%. Medpace, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $4.25, which beat the Zacks Consensus Estimate by 4.17%. Revenues of $707.3 million outperformed the consensus mark by 1.12%. MEDP has a historical five-year earnings growth rate of 30.5% compared with the industry’s 5.6% growth. In the trailing four quarters, the company delivered an average earnings beat of 10.16%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report National Vision Holdings, Inc. (EYE) : Free Stock Analysis Report Quest Diagnostics Incorporated (DGX) : Free Stock Analysis Report Intuitive Surgical, Inc. (ISRG) : Free Stock Analysis Report Medpace Holdings, Inc. (MEDP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Bio-Techne Corporation TECH reported adjusted earnings per share of 52 cents for the fourth quarter of fiscal 2026, which dropped 1.9% year over year and came in line with the Zacks Consensus Estimate. The quarter's adjustments eliminated the impact of certain items, including amortization of intangibles and Wilson Wolf intangible assets, acquisition-related expenses, certain litigation charges, stock-based compensation, restructuring and restructuring-related costs, and investment-related losses, among others. GAAP EPS was 35 cents compared to a loss of 11 cents in the prior-year quarter. For the full year, adjusted EPS of $1.93 increased 0.5% from the fiscal 2025 adjusted figure and surpassed the consensus mark by 1%. In the fiscal fourth quarter, net sales came in at $321.2 million, up 1% year over year on a reported basis and 3% on an organic basis. The figure surpassed the Zacks Consensus Estimate by 1.26%. Full-year revenues were $1.22 billion, remaining flat from fiscal 2025 on both a reported and organic basis. Foreign currency had a favorable impact of 2%, while a business held for sale had an unfavorable impact of 2%. The metric came 0.8% above the consensus mark. Following the announcement, TECH shares edged up 0.1% to close yesterday’s session at $72.23. Within Protein Sciences, Bio-Techne recorded revenues of $231.2 million, up 2% year over year from $226.5 million. Organic revenues increased 1%, while foreign currency had a favorable impact of 1%. Bio-Techne Corp price-consensus-eps-surprise-chart | Bio-Techne Corp Quote Within Diagnostics and Spatial Biology, revenues were $90.1 million, roughly flat from $89.7 million in the prior-year quarter. Organic revenues increased 8%, while the held-for-sale business had an unfavorable impact of 8%. Bio-Techne’s gross profit increased 6.3% year over year to $211.4 million. The gross margin expanded 310 basis points (bps) to 65.8% as the cost of sales declined 7.1% to $109.8 million. Adjusted gross margin, however, contracted 80 basis points (bps) to 69.2%. Selling, general and administrative expenses declined 42.4% to $113.2 million. Research and development expenses totaled $23.9 million, down 8.0% year over year. Total operating expenses fell 38.4% to $137.1 million from $222.7 million in the prior-year quarter. The company generated operating income of $74.3 million in the fiscal fourth quarter compared to an operating loss of $23.9 million in the year-ago quarter. Bio-Techne exited fiscal 2026 with cash and equivalents of $264.7 million compared with $162.2 million at the end of fiscal 2025. Long-term debt obligations totaled $200 million compared with $346 million at the end of the prior fiscal year. Cumulative net cash provided by operating activities was $292.1 million at the end of fiscal 2026 compared with $287.6 million a year ago. On June 25, 2026, Bio-Techne entered into an agreement to be acquired by Merck KGaA, Darmstadt, Germany, for $73 per share in cash, representing a total enterprise value of approximately $11.3 billion. Management said it continues to make progress toward completing the transaction and expects the combination to create opportunities for the company’s customers and employees. In light of the announced deal, Bio-Techne is no longer holding investor conference calls for quarterly results. Bio-Techne exited the fourth quarter of fiscal 2026 with in-line earnings, while revenues surpassed estimates. Protein Sciences posted modest growth, supported by underlying organic gains, though unfavorable volume and product mix pressured segment profitability. Diagnostics and Spatial Biology delivered stronger organic growth and improved profitability, helped by favorable volume trends, ongoing profitability initiatives and the Exosome Diagnostics divestiture. Meanwhile, the contraction in adjusted gross margin during the quarter is discouraging. Bio-Techne currently carries a Zacks Rank #4 (Sell). Some better-ranked stocks from the broader medical space are Labcorp Holdings LH, Quest Diagnostics DGX and Medpace MEDP. Labcorp, carrying a Zacks Rank #2 (Buy), reported second-quarter 2026 adjusted EPS of $4.99, which surpassed the Zacks Consensus Estimate by 4.18%. Revenues of $3.73 billion beat the Zacks Consensus Estimate by 0.36%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. LH has an earnings yield of 5.9% compared with the industry’s 4.1% yield. The company's earnings beat estimates in each of the trailing four quarters, the average surprise being 3.09%. Quest Diagnostics, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $3.12, exceeding the Zacks Consensus Estimate by 11%. Revenues of $3.04 billion topped the Zacks Consensus Estimate by 2.1%. DGX has an earnings yield of 4.7%, almost in line with the industry’s yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 5.77%. Medpace, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $4.25, exceeding the Zacks Consensus Estimate by 4.17%. Revenues of $707.3 million outperformed the consensus mark by 1.12%. MEDP has a historical five-year earnings growth rate of 30.5% compared with the industry’s 5.6% growth. In the trailing four quarters, the company delivered an average earnings beat of 10.16%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Labcorp Holdings Inc. (LH) : Free Stock Analysis Report Quest Diagnostics Incorporated (DGX) : Free Stock Analysis Report Bio-Techne Corp (TECH) : Free Stock Analysis Report Medpace Holdings, Inc. (MEDP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Hims & Hers Health, Inc. HIMS reported quarterly adjusted loss per share of 10 cents in second-quarter 2026, against the year-ago period’s adjusted earnings per share (EPS) of 17 cents. The metric was wider than the Zacks Consensus Estimate of loss per share of 7 cents. GAAP loss per share for the quarter was 37 cents against the year-ago period’s EPS of 17 cents. Hims & Hers registered revenues of $753.2 million in the second quarter, up 38.2% year over year. The figure surpassed the Zacks Consensus Estimate by 9.1%. Solid revenues from both geographic segments drove the top line. Shares of this company lost nearly 6.8% in today’s pre-market trading. In the second quarter of 2026, revenues in the United States increased 15.7% year over year to $621.8 million. Rest of the World revenues grossed $131.4 million, up from the year-ago quarter’s $7.5 million. During the reported quarter, subscribers were 2.9 million, up 18.5% year over year. Monthly online revenue per average subscriber increased 21.1% year over year to $92 in the second quarter. Per management, the uptick was primarily driven by changes in product mix, including uptake of HIMS’ weight loss offerings. Hims & Hers Health, Inc. price-consensus-eps-surprise-chart | Hims & Hers Health, Inc. Quote In the second quarter of 2026, Hims & Hers’ gross profit increased 15.5% year over year to $480.8 million. However, the gross margin contracted 1256 basis points to 63.8%. Marketing expenses increased 20.4% year over year to $262.2 million, while technology and development expenses jumped 45.1% year over year to $54.9 million. General and administrative expenses surged 145.8% year over year to $165.4 million, while operations and support expenses increased 43.6% year over year to $95.5 million. Operating expenses of $577.9 million increased 48.4% year over year. Operating loss totaled $97.2 million against the year-ago quarter’s operating profit of $26.7 million. Hims & Hers exited second-quarter 2026 with cash and cash equivalents and short-term investments of $841 million compared with $750.9 million at the end of first-quarter 2026. Cumulative net cash provided by operating activities at the end of second-quarter 2026 was $53.4 million compared with $89.9 million a year ago. Hims & Hers has provided its revenue outlook for the third quarter and raised the same for 2026. The company projects revenues for the third quarter of 2026 in the range of $880 million to $900 million, reflecting an uptick of 47%-50% year over year. The Zacks Consensus Estimate is pegged at $778.6 million. For the full year, HIMS now projects revenues in the range of $3.1 billion to $3.3 billion (representing growth of 32%-41% from 2025 levels), up from the prior outlook of $2.8 billion to $3 billion (representing growth of 19%-28% from 2025 levels). The Zacks Consensus Estimate is pegged at $2.91 billion. Hims & Hers exited the second quarter of 2026 with better-than-expected revenues. The company recorded robust improvement in the top line and geographic revenues in the quarter. The increase in subscribers and monthly online revenue per average subscriber during the quarter was encouraging. Per management, HIMS’ geographic results were strengthened by the close of the Eucalyptus acquisition in June. Management expects its domestic business to continue accelerating through the second half of the year. The company is optimistic about the combination of this momentum with the meaningful efficiencies being generated from Hims & Hers’ investments in AI and technology. These raise our optimism about the stock. However, Hims & Hers’ wider-than-expected loss per share and dismal bottom-line results in the quarter were disappointing. The contraction of the gross margin during the quarter does not bode well for the stock. Hims & Hers currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks in the broader medical space that have announced quarterly results are BrightSpring Health Services, Inc. BTSG, Quest Diagnostics Incorporated DGX and Avantor, Inc. AVTR. BrightSpring, sporting a Zacks Rank of 1 (Strong Buy), reported second-quarter 2026 adjusted EPS of 45 cents, beating the Zacks Consensus Estimate by 21.6%. Revenues of $3.87 billion outpaced the consensus mark by 6.1%. You can see the complete list of today’s Zacks #1 Rank stocks here. BrightSpring has a long-term estimated growth rate of 46%. BTSG’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 16.1%. Quest Diagnostics reported second-quarter 2026 adjusted EPS of $3.12, beating the Zacks Consensus Estimate by 11%. Revenues of $3.04 billion surpassed the Zacks Consensus Estimate by 2.2%. It currently carries a Zacks Rank #2 (Buy). Quest Diagnostics has a long-term estimated growth rate of 9.7%. DGX’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 5.8%. Avantor reported second-quarter 2026 adjusted EPS of 21 cents, beating the Zacks Consensus Estimate by 10.5%. Revenues of $1.69 billion surpassed the Zacks Consensus Estimate by 4.2%. It currently carries a Zacks Rank #2. Avantor has a long-term estimated growth rate of 1.6%. AVTR’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 4.3%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Hims & Hers Health, Inc. (HIMS) : Free Stock Analysis Report Quest Diagnostics Incorporated (DGX) : Free Stock Analysis Report Avantor, Inc. (AVTR) : Free Stock Analysis Report BrightSpring Health Services, Inc. (BTSG) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). 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Alcon Inc. ALC delivered second-quarter 2026 core earnings per share (EPS) of 84 cents, up 10.5% year over year. The figure beat the Zacks Consensus Estimate by 9.09%. The company reports core results based on non-IFRS (International Financial Reporting Standards) measures. In the second quarter, EPS was nil compared with 35 cents in the year-ago quarter. Net sales of $2.78 billion rose 8% and topped the consensus estimate by 0.58%. Following the announcement, ALC's stock price rose 3.2% during the after-market trading session yesterday. Alcon’s Surgical sales amounted to $1.57 billion, up 8% year over year on a reported basis and 7% at constant currency. Within this, Implantables net sales increased 1% at constant currency to $466 million, primarily driven by strong performance of PanOptix Pro, partially offset by lower sales in surgical glaucoma and competitive pressures. Consumables net sales rose 5% at constant currency to $825 million, driven by procedural growth and price increases despite continued softness in the cataract market. Equipment/Other net sales jumped 25% at constant currency to $279 million, led by recent equipment launches, including the Unity platform. Alcon price-consensus-eps-surprise-chart | Alcon Quote Within Vision Care, total sales came to $1.21 billion, up 8% year over year on a reported basis and 7% at constant currency. Contact Lenses net sales rose 5% to $726 million, reflecting product innovation and price increases, partially offset by declines in legacy products. Ocular Health sales increased 12% at constant currency to $486 million, primarily led by Alcon’s portfolio of dry-eye products, including Tryptyr and Systane. The cost of net sales in the second quarter was $1.13 billion, down 5.5% year over year. Gross profit rose 20.7% to $1.68 billion. The gross margin expanded 630 basis points (bps) to 60.2%. SG&A expenses increased 10.8% year over year, while R&D expenses surged 170.6%, largely reflecting the PowerVision-related impairment charge. The operating margin contracted 920 bps in the second quarter to 0.4%. Alcon exited the second quarter of 2026 with cash and cash equivalents of $1.36 billion compared with $1.58 billion at March-end. The cumulative net cash flow from operating activities at the end of the second quarter was $928 million compared with $889 million in the year-ago period. Free cash flow totaled $693 million compared with $681 million a year ago. Alcon maintained its 2026 constant-currency net sales growth outlook of 5%-7%. The Zacks Consensus Estimate for 2026 revenues is pegged at $11.08 billion, up 7.3% from the 2025 levels. The company lifted core diluted EPS growth guidance to 12%-15% from the previous 10%-13% range. The consensus mark for the company’s 2026 earnings stands at $3.50 per share, indicating 14% growth. Alcon ended the second quarter of 2026 with both earnings and revenues surpassing their respective estimates. Both top and bottom lines improved on a year-over-year basis. Equipment/Other sales benefited from recent launches, including the Unity platform, while Ocular Health growth was driven by the dry-eye portfolio, including Tryptyr and Systane. The raised EPS guidance for the year is also encouraging. However, Implantables continued to face competitive pressures, while softness in the cataract procedure market remained a headwind. Alcon currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are Labcorp Holdings LH, Quest Diagnostics DGX and Medpace MEDP. Labcorp, carrying a Zacks Rank #2 (Buy), reported second-quarter 2026 adjusted EPS of $4.99, which surpassed the Zacks Consensus Estimate by 4.18%. Revenues of $3.73 billion beat the Zacks Consensus Estimate by 0.36%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. LH has an earnings yield of 5.9% compared with the industry’s 4.1% yield. The company's earnings beat estimates in each of the trailing four quarters, the average surprise being 3.09%. Quest Diagnostics, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $3.12, exceeding the Zacks Consensus Estimate by 11%. Revenues of $3.04 billion topped the Zacks Consensus Estimate by 2.1%. DGX has an earnings yield of 4.7%, almost in line with the industry’s yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 5.77%. Medpace, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $4.25, exceeding the Zacks Consensus Estimate by 4.17%. Revenues of $707.3 million outperformed the consensus mark by 1.12%. MEDP has a historical five-year earnings growth rate of 30.5% compared with the industry’s 5.6% growth. In the trailing four quarters, the company delivered an average earnings beat of 10.16%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Alcon (ALC) : Free Stock Analysis Report Labcorp Holdings Inc. (LH) : Free Stock Analysis Report Quest Diagnostics Incorporated (DGX) : Free Stock Analysis Report Medpace Holdings, Inc. (MEDP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Insulet Corporation PODD reported second-quarter 2026 adjusted earnings per share (EPS) of $1.66, up 41.5% year over year. The bottom line beat the Zacks Consensus Estimate by 15.28%. GAAP EPS came in at $1.37 compared with the year-ago quarter’s figure of 32 cents. Revenues of $801.7 million rose 23.5% and surpassed the consensus mark by 1.89%, reflecting broad-based Omnipod demand and favorable price mix. Following the announcement on Aug. 5, PODD shares have dropped nearly 20% to end the session at $133.26. Total Omnipod revenues advanced 24.6% to $795.9 million. U.S. Omnipod revenues increased 20.1% year over year to $544.1 million. Management cited continued demand across type 1 and type 2 customers, with more than 40% of U.S. new customer starts coming from people with type 2 diabetes. Insulet Corporation price-consensus-eps-surprise-chart | Insulet Corporation Quote International Omnipod revenues climbed 35.5% to $251.8 million, or 32.9% at constant currency. Growth was driven primarily by volume and continued favorable price, and mix realization. Omnipod 5 also became the top insulin pump for new users in Australia, while the company recently launched in Spain. Adjusted gross margin reached 72.9%, up 320 basis points (bps) year over year. The improvement reflected manufacturing productivity gains at the Acton and Malaysia facilities, positive pricing and higher volumes. Adjusted operating margin expanded 140 bps to 19.3%. Research and development expenses rose 20% to $88.1 million, while selling, general and administrative expenses increased 33.8% to $344.8 million, reflecting investments in the U.S. sales force, customer support and market development. Insulet exited the second quarter of 2026 with cash and cash equivalents of $534.9 million compared with $480.4 million at March-end. Cumulative net cash provided by operating activities at the end of the second quarter was $202.2 million compared with $260.3 million in the year-ago period. Insulet now expects 2026 total company revenue growth of 20%-22% at constant currency, down from the prior 21%-23% range. Total Omnipod growth is projected at 21%-23% (previously, 22%-24%), while Drug Delivery revenues are expected to decline around 40% compared with the earlier expectation of a roughly 50% drop. The Zacks Consensus Estimate for the company’s 2026 revenues is pegged at $3.28 billion, up 21% from the 2025 levels. Adjusted EPS is now projected to grow at least 30%, up from the prior expectation of more than 25%. The Zacks Consensus Estimate for the same stands at $6.51, up 5%. For the third quarter, total company revenues are expected to increase 17.5%-19.5% at constant currency. Total Omnipod growth is projected at 18%-20%, while Drug Delivery is expected to be approximately 20% year over year. The Zacks Consensus Estimate for revenues and EPS is pegged at $835.4 million and $1.59, respectively. Insulet delivered better-than-expected earnings and revenues in the second quarter of 2026. The company witnessed strong demand for Omnipod across both the U.S. and international markets, along with a benefit from favorable price mix. Global new customer starts increased both sequentially and year over year, resulting in the second highest quarter ever. The expansion of adjusted gross and operating margins is also encouraging. Lower-than-expected retention and utilization among type 2 customers prompted Insulet to lower its full-year U.S. Omnipod and total revenue growth outlook. Insulet currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are Labcorp Holdings LH, Quest Diagnostics DGX and Medpace MEDP. Labcorp, carrying a Zacks Rank #2 (Buy), reported second-quarter 2026 adjusted EPS of $4.99, which surpassed the Zacks Consensus Estimate by 4.18%. Revenues of $3.73 billion beat the Zacks Consensus Estimate by 0.36%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. LH has an earnings yield of 5.9% compared with the industry’s 4.1% yield. The company's earnings beat estimates in each of the trailing four quarters, the average surprise being 3.09%. Quest Diagnostics, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $3.12, exceeding the Zacks Consensus Estimate by 11%. Revenues of $3.04 billion topped the Zacks Consensus Estimate by 2.1%. DGX has an earnings yield of 4.7%, almost in line with the industry’s yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 5.77%. Medpace, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $4.25, exceeding the Zacks Consensus Estimate by 4.17%. Revenues of $707.3 million outperformed the consensus mark by 1.12%. MEDP has an historical five-year earnings growth rate of 30.5% compared with the industry’s 5.6% growth. In the trailing four quarters, the company delivered an average earnings beat of 10.16%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Insulet Corporation (PODD) : Free Stock Analysis Report Labcorp Holdings Inc. (LH) : Free Stock Analysis Report Quest Diagnostics Incorporated (DGX) : Free Stock Analysis Report Medpace Holdings, Inc. (MEDP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Prestige Consumer Healthcare Inc. PBH posted first-quarter fiscal 2027 adjusted earnings per share (EPS) of 98 cents, which jumped 3.2% year over year and topped the Zacks Consensus Estimate by 10.11%. Revenues of $265.71 million improved 6.5% and beat the consensus mark by 6.18%. Following the announcement yesterday, PBH shares rose 0.5% in the after-market session. North American OTC Healthcare revenues increased 6.4% year over year to $226.2 million. The gain reflected strong organic sales growth in Gastrointestinal, Dermatological and Cough, Cold & Allergy, along with contribution from the newly created Wellness, Sleep & Other category. Management highlighted continued strength in Dramamine and Fleet, while Compound W drove Dermatological growth. Prestige Consumer Healthcare Inc. price-consensus-eps-surprise-chart | Prestige Consumer Healthcare Inc. Quote International OTC Healthcare revenues increased 6.9% to $39.5 million, aided by a $1.4 million contribution from the acquired Breathe Right brand. On an organic basis, International revenues declined 2.1%. Management said positive consumption trends were offset by distributor order timing and continues to expect the segment to return to its long-term organic revenue growth target of 5% or more for fiscal 2027. Adjusted gross margin was 55%, down 120 basis points (bps) year over year. Management attributed the year-over-year pressure mainly to higher transportation costs and mix, while noting that the margin was roughly flat sequentially and in line with expectations. During the quarter, advertising and marketing expenses declined 0.8% to $34.7 million, while general and administrative expenses increased 52.2% to $43.3 million. Adjusted operating income totaled approximately $81.0 million, up 5.3% year over year. The adjusted operating margin contracted about 30 bps to 30.5% from 30.8% a year ago. Prestige Consumer exited the fiscal first quarter of 2027 with cash and cash equivalents of $89.1 million compared with $63.9 million at the end of fiscal 2026. Net cash provided by operating activities totaled $70.8 million, down from $79.0 million in the prior-year period. Prestige raised fiscal 2027 revenue guidance to $1.290-$1.315 million (previously $1.100-$1.121 million). The increase entirely reflects the Breathe Right and LaCorium acquisitions, while organic revenue growth guidance remains unchanged at 1%-3%. The Zacks Consensus Estimate for revenues is currently pegged at $1.10 billion. Adjusted earnings guidance increased to $4.55-$4.65 from the earlier $4.42-$4.51 range. The Zacks Consensus Estimate was pegged at $4.45 for the metric. For the fiscal second quarter, management expects revenues of $328-$331 million and adjusted earnings of $1.06-$1.08 per share. The consensus mark for second-quarter top and bottom lines stands at $276.41 million and $1.06, respectively. The Breathe Right portfolio acquisition closed in June and is expected to generate about $200 million in annual revenues. Management said the major integration milestones are largely complete, with the business operating through Prestige’s systems and warehouse network. LaCorium Health closed in July and is expected to contribute about $40 million in annualized revenues. Prestige plans to integrate the Australian therapeutic skin care business over the balance of fiscal 2027 and expects future opportunities from distributor optimization, sales integration and other operating efficiencies. Prestige Consumer exited the fiscal first quarter with both earnings and revenues beating estimates. Performance reflected broad-based strength across the portfolio, wherein Gastrointestinal and Dermatological brands led growth, while TheraTears and Debrox helped offset continued Clear Eyes supply variability. The newly closed acquisitions of LaCorium Health and the Breathe Right portfolio bring distinct advantages that are expected to help enhance its business for the long term. Prestige Consumer is also investing in its Pillar5 sterile ophthalmic facility to strengthen supply quality and expand capacity. However, the contraction of adjusted gross and operating margins in the quarter is discouraging. Prestige Consumer currently carries a Zacks Rank #4 (Sell). Some better-ranked stocks from the broader medical space are Labcorp Holdings LH, Quest Diagnostics DGX and Medpace MEDP. Labcorp, carrying a Zacks Rank #2 (Buy), reported second-quarter 2026 adjusted EPS of $4.99, which surpassed the Zacks Consensus Estimate by 4.18%. Revenues of $3.73 billion beat the Zacks Consensus Estimate by 0.36%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. LH has an earnings yield of 5.9% compared with the industry’s 4.1% yield. The company's earnings beat estimates in each of the trailing four quarters, the average surprise being 3.09%. Quest Diagnostics, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $3.12, exceeding the Zacks Consensus Estimate by 11%. Revenues of $3.04 billion topped the Zacks Consensus Estimate by 2.1%. DGX has an earnings yield of 4.7%, almost in line with the industry’s yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 5.77%. Medpace, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $4.25, exceeding the Zacks Consensus Estimate by 4.17%. Revenues of $707.3 million outperformed the consensus mark by 1.12%. MEDP has an historical five-year earnings growth rate of 30.5% compared with the industry’s 5.6% growth. In the trailing four quarters, the company delivered an average earnings beat of 10.16%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Prestige Consumer Healthcare Inc. (PBH) : Free Stock Analysis Report Labcorp Holdings Inc. (LH) : Free Stock Analysis Report Quest Diagnostics Incorporated (DGX) : Free Stock Analysis Report Medpace Holdings, Inc. (MEDP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Resmed Inc. RMD reported fourth-quarter fiscal 2026 adjusted earnings of $2.95 per share, which rose 16% year over year and outpaced the Zacks Consensus Estimate by 1.72%. For the full year, the adjusted EPS of $11.17 topped the Zacks Consensus Estimate by 0.3%. The metric increased 17% from the fiscal 2025 adjusted figure. Fiscal fourth-quarter revenues rose 9% to $1.46 billion and beat the consensus mark by 0.17%. Full-year revenues were $5.65 billion, a 10.9% improvement on a reported basis from fiscal 2025 (up 8% on a constant currency basis). The metric came in line with the Zacks Consensus Estimate. Following the announcement yesterday, RMD shares dropped 2.8% in the after-market session. Total revenues improved 9% (up 8% at CER) from the prior-year period’s level to $1.29 billion. Within this business, Total Devices revenues were $750 million, up 8% (7% at CER). This includes an increase of 6% year over year in the Americas to $459 million and a jump of 12% (9% at CER) in the Rest of World to $291 million. ResMed Inc. price-consensus-eps-surprise-chart | ResMed Inc. Quote Total Masks and other revenues were $542 million, up 11% (10% at CER). This includes a rise of 10% year over year in the Americas to $394 million and 16% growth (12% at CER) in the Rest of World to $148 million. Revenues in this segment increased 3% year over year (up 2% at CER) to $172 million. Growth from MEDIFOX DAN and Brightree was partially offset by declines in MatrixCare. In the fiscal fourth quarter, the company’s cost of sales (excluding amortization of acquired intangibles and the Astral field safety notification expenses) totaled $552.2 million, up 6.2% year over year. Adjusted gross margin was 62.3%, reflecting an expansion of 90 basis points (bps), as supply-chain productivity and efficiency gains more than offset inflation. Selling, general and administrative expenses increased 9.6% year over year to $290.7 million. Research and development expenses jumped 22.3% to $105.7 million, primarily due to investments in next-generation devices and masks and AI-driven patient workflow solutions. The adjusted operating profit was $515 million in the quarter, up 8% from the year-ago quarter’s level. The adjusted operating margin contracted 10 bps year over year to 35.2%. Resmed exited the fourth quarter of fiscal 2026 with cash and cash equivalents of $1.47 billion compared with $1.21 billion at the end of fiscal 2025. The cumulative net cash provided by operating activities for fiscal 2026 was $1.81 billion compared with $1.75 billion in the year-ago period. The company paid out $87.1 million in dividends in the fiscal fourth quarter and also repurchased approximately 972,000 shares for consideration of $200 million as part of its ongoing capital management. For fiscal 2027, Resmed expects core constant-currency revenue growth of 5% to 7%. The outlook includes an approximately 130 bps, or $75 million, headwind from suspended Astral sales.  Reported revenues are projected between $5.75 billion and $5.85 billion. The Zacks Consensus Estimate for full-year revenues is currently pegged at $6.03 billion. Adjusted EPS is expected between $12.00 and $12.25, implying reported growth of about 7% to 10%. Excluding roughly 30 cents of dilution from the MatrixCare divestiture and 20 cents from Noctrix, core earnings growth is projected at 12% to 14%. The Zacks Consensus Estimate for full-year earnings currently stands at $12.02 per share. Resmed closed fiscal 2026 on a strong note, with both earnings and revenues beating respective estimates. Performance reflected sustained demand across sleep devices, masks, accessories and software solutions, along with continued productivity gains. The company also benefited from growth in MEDIFOX DAN and Brightree offerings. Resmed continued the global rollout of the AirSense 11 platform and expanded its portfolio of novel fabric-based masks, including the AirTouch N30i and AirTouch F30i. However, weakness in MatrixCare and lower life-support device revenues remained as headwinds. The company completed the acquisition of Noctrix Health, expanding its clinical sleep health portfolio into an adjacent area of significant unmet need — the treatment of Restless Legs Syndrome. Resmed also partnered with ??URA to expand access to sleep health education and pathways to care. Resmed currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are Labcorp Holdings LH, Quest Diagnostics DGX and Medpace MEDP. Labcorp, carrying a Zacks Rank #2 (Buy), reported second-quarter 2026 adjusted EPS of $4.99, which surpassed the Zacks Consensus Estimate by 4.18%. Revenues of $3.73 billion beat the Zacks Consensus Estimate by 0.36%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. LH has an earnings yield of 5.9% compared with the industry’s 4.1% yield. The company's earnings beat estimates in each of the trailing four quarters, the average surprise being 3.09%. Quest Diagnostics, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $3.12, exceeding the Zacks Consensus Estimate by 11%. Revenues of $3.04 billion topped the Zacks Consensus Estimate by 2.1%. DGX has an earnings yield of 4.7%, almost in line with the industry’s yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 5.77%. Medpace, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $4.25, surpassing the Zacks Consensus Estimate by 4.17%. Revenues of $707.3 million outperformed the consensus mark by 1.12%. MEDP has an historical five-year earnings growth rate of 30.5% compared with the industry’s 5.6% growth. In the trailing four quarters, the company delivered an average earnings beat of 10.16%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ResMed Inc. (RMD) : Free Stock Analysis Report Labcorp Holdings Inc. (LH) : Free Stock Analysis Report Quest Diagnostics Incorporated (DGX) : Free Stock Analysis Report Medpace Holdings, Inc. (MEDP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Becton, Dickinson and Company BDX, popularly known as BD, delivered adjusted earnings per share (EPS) of $3.23 in the third quarter of fiscal 2026, up 4.9% year over year. The figure topped the Zacks Consensus Estimate by 2.9%. The adjustments include expenses related to purchase accounting adjustments and restructuring costs, among others. GAAP EPS for the quarter was $1.64, up 4.5% year over year. BD registered revenues of $4.98 billion in the fiscal third quarter, up 5.4% year over year on a reported basis. The figure surpassed the Zacks Consensus Estimate by 1.8%. At constant exchange rate (CER), revenues climbed 4.4% year over year. Robust performances by all the segments drove the top-line improvement. Shares of this company gained nearly 1.8% in today’s pre-market trading. Effective Oct. 1, 2025, BD reorganized its organizational units into five distinct, separately-managed segments, which are based on the nature of its product and service offerings. However, subsequent to the spin-off of BDX's former Biosciences and Diagnostic Solutions business and the combination of the business with Waters, the Life Sciences segment was eliminated, leaving the company with four distinct, separately-managed segments. In the quarter under review, the Medical Essentials segment reported revenues of $1.68 billion, up 4.5% and 3.2% from the year-ago quarter on a reported basis and at CER, respectively. Revenues in the Connected Care segment totaled $1.22 billion, up 4.9% year over year on a reported basis and 4.4% at CER. BioPharma Systems segment generated revenues of $670 million, up 6.6% year over year on a reported basis and 5.2% at CER. BD Interventional segment generated revenues of $1.41 billion, up 6.4% from the year-ago quarter on a reported basis and 5.5% at CER. In the third quarter of fiscal 2026, revenues in the United States improved 6.9% year over year to $3.08 billion. International revenues grossed $1.90 billion, up 3.2% from the year-ago quarter on a reported basis and 0.6% at CER. Becton, Dickinson and Company price-consensus-eps-surprise-chart | Becton, Dickinson and Company Quote In the quarter under review, BD’s gross profit increased 3.6% year over year to $2.32 billion. However, the gross margin contracted 83 basis points (bps) to 46.5%. Selling and administrative expenses increased 8.4% year over year to $1.26 billion. Research and development expenses increased 12.2% year over year to $258 million. Adjusted operating expenses of $1.52 billion rose 9% year over year. Adjusted operating profit totaled $796 million, reflecting a 5.5% decrease from the year-ago quarter. The adjusted operating margin in the fiscal third quarter contracted 184 bps to 15.9%. BD exited third-quarter fiscal 2026 with cash and cash equivalents and short-term investments of $709 million compared with $816 million at the fiscal second-quarter end. Total debt (including current debt obligations) at the end of the fiscal third quarter was $16.81 billion compared with $17.28 billion at the fiscal second-quarter end. Cumulative net cash provided by continuing operating activities at the end of third-quarter fiscal 2026 was $2.10 billion compared with $1.58 billion a year ago. Meanwhile, BD has a consistent dividend-paying history, with its five-year annualized dividend growth being 5.32%. BD has revised guidance for fiscal 2026 for New BD. BD continues to project its full fiscal year revenues to grow above low single-digit on a reported basis, while it continues to expect them to grow at low single-digit at CER. For the full fiscal year, adjusted EPS is now anticipated to be in the range of $12.62-$12.72, narrowed from the prior outlook of $12.52-$12.72. The Zacks Consensus Estimate is pegged at $12.53. BD exited the third quarter of fiscal 2026 with better-than-expected results and solid top- and bottom-line results. Robust performances by all segments and both geographic regions were encouraging. Apart from these, there were a few other developments during the recent period. BDX was awarded a Vizient Innovative Technology contract for the BD CentroVena One Insertion System. The company launched the Elyra Thulium Fiber Laser System, thus expanding its kidney stone care portfolio. BD also announced a collaboration with Brazil-based pharmaceutical company, EMS, to expand access to GLP-1 therapies through a semaglutide launch utilizing BD's Vystra Injection Pen platform to support consistent, reliable self-injection for patients with obesity and type 2 diabetes. These raise our optimism about the stock. However, the contraction of both margins does not bode well. BDX currently carries a Zacks Rank #4 (Sell). Some better-ranked stocks in the broader medical space that have announced quarterly results are BrightSpring Health Services, Inc. BTSG, Quest Diagnostics Incorporated DGX and Avantor, Inc. AVTR. BrightSpring, sporting a Zacks Rank of 1 (Strong Buy), reported second-quarter 2026 adjusted EPS of 45 cents, beating the Zacks Consensus Estimate by 21.6%. Revenues of $3.87 billion outpaced the consensus mark by 6.1%. You can see the complete list of today’s Zacks #1 Rank stocks here. BrightSpring has a long-term estimated growth rate of 46%. BTSG’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 16.1%. Quest Diagnostics reported second-quarter 2026 adjusted EPS of $3.12, beating the Zacks Consensus Estimate by 11%. Revenues of $3.04 billion surpassed the Zacks Consensus Estimate by 2.2%. It currently carries a Zacks Rank #2 (Buy). Quest Diagnostics has a long-term estimated growth rate of 9.7%. DGX’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 5.8%. Avantor reported second-quarter 2026 adjusted EPS of 21 cents, beating the Zacks Consensus Estimate by 10.5%. Revenues of $1.69 billion surpassed the Zacks Consensus Estimate by 4.2%. It currently carries a Zacks Rank #2. Avantor has a long-term estimated growth rate of 1.6%. AVTR’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 4.3%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Becton, Dickinson and Company (BDX) : Free Stock Analysis Report Quest Diagnostics Incorporated (DGX) : Free Stock Analysis Report Avantor, Inc. (AVTR) : Free Stock Analysis Report BrightSpring Health Services, Inc. (BTSG) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research