WST

It has been about a month since the last earnings report for Align Technology (ALGN). Shares have lost about 8.4% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Align Technology due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts. Align Technology reported second-quarter 2026 non-GAAP earnings of $2.64 per share, up 6.0% year over year. The figure beat the Zacks Consensus Estimate by 3.1%. Revenues increased 4.3% to $1.06 billion and topped the consensus mark by 0.4%. Clear Aligner revenues increased 8.2% year over year to $870.9 million. This growth reflected higher shipment volumes, price increases, lower net deferrals and favorable foreign exchange. These gains were partly offset by higher discounts and a mix shift toward lower-priced products and countries. Shipments to orthodontists and general practitioner dentists rose 7.8% and 6.6%, respectively. A record 89,200 doctors submitted Invisalign cases, while doctor utilization increased 3.8% year over year. International momentum was led by double-digit growth across EMEA and APAC, along with record second-quarter shipments in Latin America. Imaging Systems and CAD/CAM Services revenues declined 10.8% year over year to $185.3 million. Persistent softness in the capital equipment market and a shift toward lower-priced scanners, rentals and leasing programs weighed on reported revenues. However, scanner unit placements increased by double digits, with placements to new doctors reaching a record. The active scanner installed base grew approximately 11%, while restorative, wellness and orthodontic scans increased 16% to more than 12.4 million. Exocad revenues also posted double-digit growth. The second-quarter gross margin expanded 180 basis points year over year to 71.7%, driven by operational efficiencies, a tariff refund and higher Clear Aligner average selling prices. Non-GAAP gross margin also increased 180 basis points to 72.3%. Operating expenses rose 10.7% to $603.4 million, mainly due to a U.K. value-added tax accrual and higher employee compensation. GAAP operating margin contracted 150 basis points to 14.6%, while non-GAAP operating margin expanded 160 basis points to 22.9%. Align ended the second quarter with $1.10 billion in cash and cash equivalents, up from $1.06 billion at the end of the first quarter. Operating cash flow totaled $192.8 million, while free cash flow amounted to $157.1 million after capital expenditures of $35.7 million. The company repurchased roughly 393,400 shares for $67 million during the quarter. Management increased its 2026 repurchase commitment to $400-$500 million. ALGN had $733.3 million remaining under its existing $1 billion authorization at quarter-end. For the third quarter of 2026, Align expects worldwide revenues of $1.00-$1.02 billion. The Zacks Consensus Estimate for revenues is currently pegged at $1.01 billion, implying 1.4% growth. For 2026, management continues to expect worldwide revenue growth of 3-4%. Clear Aligner volume is now projected to increase approximately 6%, while average selling prices are expected to be flat to slightly lower year over year. The Zacks Consensus Estimate for 2026 revenues is currently pinned at $4.17 billion, projecting 3.3% growth. In the past month, investors have witnessed a downward trend in fresh estimates. Currently, Align Technology has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. However, the stock has a score of B on the value side, putting it in the second quintile 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. Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Align Technology has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. Align Technology belongs to the Zacks Medical - Dental Supplies industry. Another stock from the same industry, West Pharmaceutical Services (WST), has gained 1.9% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026. West Pharmaceutical reported revenues of $872.3 million in the last reported quarter, representing a year-over-year change of +13.8%. EPS of $2.37 for the same period compares with $1.84 a year ago. For the current quarter, West Pharmaceutical is expected to post earnings of $2.18 per share, indicating a change of +11.2% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.4% over the last 30 days. The overall direction and magnitude of estimate revisions translate into a Zacks Rank #2 (Buy) for West Pharmaceutical. Also, the stock has a VGM Score of F. 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 Align Technology, Inc. (ALGN) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Veeva Systems, Inc. VEEV reported adjusted earnings per share (EPS) of $2.35 for the second quarter of fiscal 2027, which increased 18.1% from the year-ago figure of $1.99. Adjusted EPS beat the Zacks Consensus Estimate by 5.9%. GAAP EPS in the fiscal second quarter was $1.66, up 39.5% from the year-ago period’s $1.37. VEEV’s second-quarter revenues rose 17.6% to $928 million and topped the consensus estimate by 2.7%. Growth reflected strength across subscriptions and services, while Vault CRM ended the quarter with more than 180 customers live. Shares of the company surged more than 9% in yesterday’s after-market trading. The stock gained 9.7% in the year-to-date period compared with the industry’s growth of 7.7%. The S&P 500 Index has increased 11.6% in the same time frame. Image Source: Zacks Investment Research The fiscal second-quarter revenue growth was driven by strength across Subscription services and Professional services and other revenues. Subscription services revenues increased 16.3% year over year to $766.8 million. Professional services and other revenues advanced 24.1% year over year to $161.2 million. In the quarter under review, Veeva Systems’ gross profit increased 17.2% year over year to $695.9 million. However, the gross margin contracted 30 basis points (bps) to 75%. Sales and marketing expenses increased 15.8% year over year to $126.7 million. Research and development expenses rose 15.7% year over year to $222.9 million, while general and administrative expenses declined 25.6% year over year to $71.3 million. Total operating expenses of $420.9 million increased 5.8% year over year. Operating profit totaled $275 million, up 40.4% from the prior-year quarter. The operating margin in the fiscal second quarter expanded 480 bps to 29.6%. VEEV’s Financial Position The company exited second-quarter fiscal 2027 with cash and cash equivalents and short-term investments of $7.24 billion compared with $7.31 billion at the fiscal first quarter of 2027-end. Cumulative net cash provided by operating activities at the end of the quarter was $1.37 billion compared with $1.12 billion a year ago. Veeva Systems has issued its financial outlook for the fiscal third quarter and raised its guidance for fiscal 2027. For the fiscal third quarter, the company expects total revenues in the range of $932-$935 million. Subscription revenues are projected to be approximately $782 million, while Professional services and other revenues are anticipated between $150 million and $153 million. Adjusted EPS is projected between $2.33 and $2.34. For fiscal 2027, Veeva Systems now expects revenues between $3.682 billion and $3.687 billion. Subscription revenues are projected to be approximately $3.08 billion, comprising Commercial Solutions subscription revenues of around $1.405 billion and R&D and Quality Solutions subscription revenues of approximately $1.675 billion. Professional services and other revenues are expected in the range of $602-$607 million. Adjusted EPS is now expected to be approximately $9.21. Veeva Systems Inc. price-consensus-eps-surprise-chart | Veeva Systems Inc. Quote Veeva Systems exited the second quarter of fiscal 2027 with better-than-expected results, wherein both earnings and revenues beat the Zacks Consensus Estimate. The company also raised its fiscal 2027 outlook. Strong execution across Commercial Solutions and R&D and Quality Solutions, along with continued momentum in newer growth areas, remained encouraging. Veeva Systems continued to make notable progress with Vault CRM. The platform recorded its best quarter ever, with more than 180 customers live, including five top 20 biopharmas. In August, two additional top 20 biopharmas and one large enterprise biopharma committed to Vault CRM, taking total top 20 commitments to 12 globally. A top 20 biopharma also deployed Vault CRM and Agentic Call Report across its entire U.S. field team during the quarter. The company also advanced its AI strategy. Veeva Falcon, its agentic labor platform for clinical, regulatory and safety functions, now has five early adopters and remains on track for initial go-lives this year. Veeva Systems also acquired Copli and launched Veeva Falcon MLR to automate content reviews. Vault AI added new standard agents, enhanced existing agents and introduced advanced tools for custom agent development in August. Management noted that customer interest in Falcon remains high, although product readiness and work with early adopters remain key near-term priorities. Momentum across Development Cloud and Quality Cloud also remained strong. A large enterprise biopharma selected Veeva EDC, extending its existing eTMF, CTMS and Study Startup foundation. Veeva Safety surpassed 100 customers and secured its second top 20 biopharma win for Safety Workbench. The Quality business added more than 30 customers, supported by at least 20 wins each across QualityDocs, QMS and Training. These developments underscore Veeva Systems’ continued expansion across clinical, safety and quality applications. VEEV carries a Zacks Rank #4 (Sell) at present. Some better-ranked stocks from the broader medical space are Globus Medical GMED, West Pharmaceutical WST and The Cooper Companies COO. Globus Medical, currently sporting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted EPS of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%. You can see the complete list of today’s Zacks #1 Rank stocks here. GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%. West Pharmaceutical, carrying a Zacks Rank #2 (Buy) at present, reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%. WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 17.4%. The Cooper Companies, carrying a Zacks Rank #2 at present, reported a second-quarter fiscal 2026 adjusted EPS of $1.21, which beat the Zacks Consensus Estimate by 10%. Revenues of $1.08 billion beat the Zacks Consensus Estimate by 2.6%. COO has an estimated long-term earnings growth rate of 8.3%. COO’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 5.8%. 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 Veeva Systems Inc. (VEEV) : Free Stock Analysis Report The Cooper Companies, Inc. (COO) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report Globus Medical, Inc. (GMED) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

NeuroPace, Inc. NPCE reported a second-quarter 2026 loss per share of 18 cents, compared with a loss of 30 cents in the year-ago period. The figure beat the Zacks Consensus Estimate by 5.3%. Shares of NPCE were down approximately 2.3% during after-market trading following the second-quarter results. The company’s shares have lost 2.6% in the year-to-date period compared with the industry’s decline of 5.9%. However, the broader S&P 500 Index has increased 12.5% in the same time frame. Image Source: Zacks Investment Research NeuroPace registered revenues of $22.8 million in the second quarter, up 17.1% year over year. Growth was led by the RNS System, while active prescribers, accounts and the patient pipeline reached record highs. The figure surpassed the Zacks Consensus Estimate by 0.6%. RNS System revenues totaled $22.5 million, up 21.3% year over year. The increase primarily reflected more units sold, driven by a higher number of initial implants and replacement procedures. Service revenues were $302,000, down from $937,000 a year ago. Following the DIXI Medical wind-down, NeuroPace now presents that business as discontinued operations. In the quarter under review, NeuroPace’s adjusted gross profit increased 16.1% year over year to $19 million. Adjusted gross margin contracted 60 basis points (bps) to 83.4%, primarily due to slightly higher material costs, partly offset by favorable pricing. Sales and marketing expenses increased 5.5% year over year to $12.1 million, while research and development expenses rose 0.8% to $6.9 million. General and administrative expenses decreased 17.2% year over year to $5.0 million. Adjusted operating expenses of $21.9 million increased 2.5% year over year. The adjusted operating loss narrowed to $2.8 million from $5 million in the prior-year quarter. NeuroPace ended second-quarter 2026 with total cash, cash equivalents and short-term investments of $51.7 million, compared with $53.9 million at the end of first-quarter 2026. Cumulative net cash used in operating activities at the end of second-quarter 2026 was $9.8 million compared with $9.6 million a year ago. Management raised full-year 2026 revenue guidance to $99.5-$101.5 million from $99-$101 million. The increase reflects expected service revenues of about $1 million, up from roughly $500,000 previously, while the RNS revenue growth outlook remains 21%-23%. The Zacks Consensus Estimate is pegged at $99.9 million. The adjusted gross margin is now expected to be 82%-83%, up from the previous guidance of 81.5%-82.5%. Adjusted operating expenses are projected at $90 million-$92 million, unchanged from the prior outlook and excluding approximately $10 million in stock-based compensation. The adjusted EBITDA loss is now expected in the range of $7.5 million-$8.5 million, an improvement from the previous guidance of a loss between $8.5 million and $9.5 million. NeuroPace, Inc. price-consensus-eps-surprise-chart | NeuroPace, Inc. Quote NPCE exited the second quarter of 2026 with continued momentum in its core RNS business, supported by increased adoption within the existing focal epilepsy indication. The company reached record highs in active prescribers, accounts and patient pipeline, underscoring progress in its commercial expansion efforts. Innovation remained a key focus during the quarter. NeuroPace launched ECoG Assistant, the first in its planned suite of AI-based clinical decision-support tools. The platform leverages the company’s proprietary dataset of more than 27 million intracranial EEG recordings and 35,000 patient implant years to simplify data review and support individualized therapy decisions. NeuroPace continued to advance its idiopathic generalized epilepsy opportunity. It published 18-month NAUTILUS data showing a 77% median reduction in generalized tonic-clonic seizures and is preparing for a Submission Issue Request meeting with the FDA regarding its PMA supplement. The company also cited 24-month data showing a 100% median reduction in GTC seizures among evaluable patients. Looking ahead, NeuroPace’s growth strategy centers on driving more than 20% growth in the core RNS business through prescriber expansion, higher utilization and commercial execution. Management also intends to deepen community penetration, advance AI-enabled personalized neuromodulation, prepare for potential indication expansion and maintain disciplined spending as it works toward cash flow breakeven. NPCE currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are Globus Medical GMED, West Pharmaceutical WST and The Cooper Companies COO. Globus Medical, currently sporting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted earnings per share (EPS) of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%. You can see the complete list of today’s Zacks #1 Rank stocks here. GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%. West Pharmaceutical, carrying a Zacks Rank #2 (Buy) at present, reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%. WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 17.4%. The Cooper Companies, carrying a Zacks Rank #2 at present, reported a second-quarter fiscal 2026 adjusted EPS of $1.21, which beat the Zacks Consensus Estimate by 10.00%. Revenues of $1.08 billion beat the Zacks Consensus Estimate by 2.6%. COO has an estimated long-term earnings growth rate of 8.3%. COO’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 5.8%. 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 NeuroPace, Inc. (NPCE) : Free Stock Analysis Report The Cooper Companies, Inc. (COO) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report Globus Medical, Inc. (GMED) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

RadNet, Inc. RDNT reported second-quarter 2026 adjusted earnings of 29 cents per share, down 14.7% year over year but ahead of the Zacks Consensus Estimate of 18 cents by 61.1%. GAAP EPS was 10 cents compared with 19 cents in the prior-year period. Growth was led by stronger advanced imaging volumes, recent acquisitions and Digital Health expansion. Annual recurring revenues, or ARR, in Digital Health reached $105.5 million, up 97% year over year. Revenues rose 25% to $622.7 million, topping the consensus mark by 1.4%. RadNet’s share price improvement of 8.3% so far this year has underperformed the industry’s 20.5% increase as well as the S&P 500 Index’s 13.1% gain. Image Source: Zacks Investment Research The company reports under two segments — Advanced Imaging and Digital Health. RDNT's Advanced Imaging Mix Strengthens Advanced Imaging remained a major growth engine. Aggregate MRI volume increased 21%, CT volume rose 20.9% and PET/CT volume climbed 31% from the prior-year quarter’s level. Same-center MRI, CT and PET/CT volumes advanced 10.2%, 8.6% and 8.8%, respectively. The mix also shifted toward higher-value modalities. Advanced imaging represented 29.9% of total procedural volume, up from 27.5% a year earlier. Management said prostate PSMA and brain amyloid studies accounted for more than 25% of PET/CT volume, while faster MRI scanners, extended operating hours and Tech Live remote technologists helped expand capacity. RadNet's Digital Health Momentum Builds Digital Health revenues surged 56.5% year over year to $32.4 million. AI revenues more than doubled to $16.1 million, while Enterprise Imaging revenues increased 17.3% to $16.3 million. External customers represented 63% of the segment's ARR base at quarter-end. The company closed about $21 million of total contract value in the quarter, bringing first-half bookings to roughly $37 million. Its clinical AI and enterprise imaging pipeline expanded to more than $224 million of total contract value from about $101 million at the start of 2026. Management continues to target more than $140 million of ARR by year-end. Operating income totaled $39.47 million, up 27.8% from $30.88 million in the prior-year quarter. The operating margin improved roughly 14 basis points to 6.3% from 6.2% a year earlier. Imaging Center adjusted EBITDA margin improved 17 basis points year over year to 16.1%. The favorable procedure mix and operating efficiencies aided profitability, though management continued to cite salary pressure from shortages of technologists and radiologists. Total company adjusted EBITDA reached a quarterly record of $99.66 million, up 22.7% year over year. Digital Health adjusted EBITDA was $2.5 million compared with $3.4 million a year earlier, reflecting continued commercial, service and implementation investments as well as temporary acquisition-related margin dilution. RadNet ended June with $726.3 million in cash and cash equivalents, up from $455.3 million in the first quarter. Cumulative net cash provided by operating activities at the end of the second quarter was $173.1 million compared with $55 million in the prior-year period. The company completed a June debt repricing and funded a $250 million incremental term loan. Quarter-end net debt was $616.4 million, and the net debt-to-adjusted EBITDA ratio was 1.8 times. Management plans to use its liquidity for acquisitions, organic expansion and health-system partnerships. RadNet raised its 2026 sales outlook for the Imaging Center segment but maintained the same for Digital Health. Imaging Center revenue guidance was raised to $2.37-$2.42 billion from the prior $2.355-$2.405 billion projection. Adjusted EBITDA guidance increased to $345-$358 million from $340-$353 million, while free cash flow guidance moved up to $115-$125 million from $112-$122 million. For the Digital Health segment, RadNet reiterated its 2026 guidance. Total net revenues, including intersegment revenues, are expected to be $135-$145 million, while adjusted EBITDA is projected to be in the band of $10-$12 million. RadNet received FDA clearance for its DeepHealth breast ultrasound solution, which automates lesion detection, measurements, characterization and reporting. In validation studies, the product improved breast cancer detection sensitivity by 8% and reduced radiologist interpretation time by 37%. The company plans to deploy the solution across its network by year-end, covering nearly 1 million annual breast ultrasound studies. Management also expects close to 15% of RadNet volumes to run through AI-powered automated draft-reporting solutions by year-end, rising to more than 50% by the end of the second quarter of 2027. RadNet, Inc. price-consensus-eps-surprise-chart | RadNet, Inc. Quote RadNet currently has a Zacks Rank #4 (Sell). Some better-ranked stocks from the broader medical space are West Pharmaceutical WST, The Cooper Companies COO and Cardinal Health CAH, each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. West Pharmaceutical reported second-quarter 2026 adjusted earnings per share (EPS) of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%. West Pharmaceutical has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 17.40%. The Cooper Companies reported a second-quarter fiscal 2026 adjusted EPS of $1.21, which beat the Zacks Consensus Estimate by 10.00%. Revenues of $1.08 billion beat the Zacks Consensus Estimate by 2.6%. The Cooper Companies has an estimated long-term earnings growth rate of 8.3%. COO’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 5.80%. Cardinal Health reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%. Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.27%. 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 RadNet, Inc. (RDNT) : Free Stock Analysis Report Cardinal Health, Inc. (CAH) : Free Stock Analysis Report The Cooper Companies, Inc. (COO) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Cardinal Health, Inc. CAH reported fourth-quarter fiscal 2026 adjusted earnings per share (EPS) of $2.91, beating the Zacks Consensus Estimate by 20.3%. The bottom line improved 40% year over year, aided by higher operating earnings, IEEPA tariff refunds, a lower tax rate and a reduced share count. GAAP EPS in the quarter was $1.70 compared with $1.00 in the year-ago period. Full-year fiscal 2026 adjusted EPS was $11.26, up 37% compared to the figure at the end of the fiscal 2025 period. The company reported GAAP EPS of $7.23 in fiscal 2026, compared with $6.45 in the year-ago period. For the fiscal fourth quarter, revenues were up 6% on a year-over-year basis to $63.67 billion. The top line, however, missed the Zacks Consensus Estimate by 2.9%. For full-year fiscal 2026, CAH registered revenues of $254.25 billion, up 14% compared with fiscal 2025. Shares of CAH were up 3.7% in pre-market trading. The company’s shares have climbed 15.4% in the year-to-date period compared with the industry’s 5.9% rise and the S&P 500 Index’s 13.1% gain. Image Source: Zacks Investment Research Pharmaceutical and Specialty Solutions Pharmaceutical and Specialty Solutions revenues increased 6% year over year to $58.85 billion. The improvement was driven by brand and specialty pharmaceutical sales growth from existing customers. The segment’s profit totaled $645 million, up 21% from the year-ago period’s level. The upside was primarily driven by contributions from brand and specialty products and positive generics program performance. Global Medical Products and Distribution Revenues in this segment totaled $3.13 billion, down 2% year over year. The decline primarily reflected lower distribution volumes and the recognition of expected IEEPA tariff refund repayments to customers, partially offset by Cardinal Health brand growth. The segment reported a profit of $150 million compared with $70 million in the year-ago quarter. This improvement was primarily driven by IEEPA tariff refunds. Other This segment includes three operating segments — Nuclear and Precision Health Solutions, at-Home Solutions and OptiFreight Logistics. Revenues totaled $1.72 billion, up 7% year over year, driven by growth across all three operating segments. The segment’s profit amounted to $183 million, up 14% from the year-ago level. This upside was driven by growth in OptiFreight Logistics and at-Home Solutions. Gross profit increased 16% year over year to $2.56 billion. As a percentage of revenues, the gross margin in the reported quarter was approximately 4.0%, up almost 36 basis points year over year. Distribution, selling, general and administrative expenses totaled $1.63 billion, up 10% year over year. Operating income amounted to $729 million, up 70% year over year. Adjusted operating income increased 30% year over year to $935 million. The company exited the reported quarter with cash and cash equivalents of $4.86 billion compared with $3.94 billion at the end of the third quarter of fiscal 2026. Net cash provided by operating activities totaled $5.17 billion compared with $2.39 billion in the year-ago period. Cardinal Health raised its fiscal 2027 earnings guidance. CAH expects fiscal 2027 adjusted EPS in the range of $12.40-$12.60, implying growth of 13-15% from adjusted fiscal 2026 results excluding the IEEPA tariff refund benefit. The Zacks Consensus Estimate for the same is pegged at $12.04. The company expects revenues from the Pharmaceutical and Specialty Solutions segment to grow 3-5% year over year. Segmental profit is projected to increase 8-11%. Revenues from the Global Medical Products and Distribution segment are anticipated to grow 2-4%. Segmental profit is expected to be between $200 million and $220 million. Revenues from the Other segment are likely to increase 11-13%. Segmental profit is projected to grow 15-18%. Cardinal Health, Inc. price-consensus-eps-surprise-chart | Cardinal Health, Inc. Quote Cardinal Health delivered mixed fourth-quarter fiscal 2026 results, with earnings surpassing estimates while revenues missed the same. Performance benefited from strength in Pharmaceutical and Specialty Solutions, while the company’s higher-margin growth businesses continued to expand across at-Home Solutions, Nuclear and Precision Health Solutions and OptiFreight Logistics. Cardinal Health is strengthening these growth platforms through tuck-in acquisitions of Strive Medical and AdaptHealth’s Diabetes Health business. The company launched an outbound pharmacy shipping solution at OptiFreight Logistics and continues to invest in expanding PET and theranostics capabilities within Nuclear and Precision Health Solutions. On the commercial front, CAH renewed its long-term wholesaler distribution contract with Kroger and plans to open a new Indianapolis distribution center in fiscal 2027 featuring advanced robotics and automation to increase capacity and operational flexibility. Cardinal Health also remains focused on shareholder returns, completing $1.4 billion of share repurchases in fiscal 2026 and announcing an additional $5 billion repurchase authorization. Supported by continued investments in growth and a positive earnings outlook, the company is targeting sustained expansion across its core and higher-margin businesses. Cardinal Health carries a Zacks Rank #2 (Buy) at present. Some other top-ranked stocks from the broader medical space are Globus Medical GMED, West Pharmaceutical WST and The Cooper Companies COO. Globus Medical, currently sporting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted EPS of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%. You can see the complete list of today’s Zacks #1 Rank stocks here. GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%. West Pharmaceutical, carrying a Zacks Rank #2 at present, reported second-quarter 2026 adjusted earnings per share (EPS) of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%. WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 17.4%. The Cooper Companies, carrying a Zacks Rank #2 at present, reported a second-quarter fiscal 2026 adjusted EPS of $1.21, which beat the Zacks Consensus Estimate by 10.00%. Revenues of $1.08 billion beat the Zacks Consensus Estimate by 2.6%. COO has an estimated long-term earnings growth rate of 8.3%. COO’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 5.8%. 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 Cardinal Health, Inc. (CAH) : Free Stock Analysis Report The Cooper Companies, Inc. (COO) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report Globus Medical, Inc. (GMED) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Inogen, Inc. INGN reported breakeven earnings for second-quarter 2026, compared to the year-ago period’s adjusted loss of 2 cents per share. GAAP loss per share of 14 cents, narrower than the year-ago loss of 15 cents. The figure beat the Zacks Consensus Estimate by 17.7%. Year to date, the company’s shares have lost 10% compared with the industry’s fall of 8.5%. However, the S&P 500 Index has increased 13.1% in the same time frame. Image Source: Zacks Investment Research Inogen registered revenues of $95.1 million for the second quarter of 2026, up 3% year over year. The figure beat the Zacks Consensus Estimate of $95 million by 0.3%. At constant exchange rate (CER), total revenues for the reported quarter increased 0.6% year over year. Per management, the year-over-year improvement in the top line was primarily driven by strong international demand for portable oxygen concentrators (POCs), favorable foreign exchange rates and contributions from new products. However, lower U.S. sales and U.S. rental revenues partially offset the gains. The company reports revenues under three categories — U.S. sales, international sales and U.S. rentals. U.S. sales were $42.3 million, down 2.3% year over year. Management said healthy POC volumes through home medical equipment distributors and contributions from new products were not enough to offset pressure in the direct-to-consumer channel. International sales climbed 14.8% to $41.3 million, marking the 10th consecutive quarter of double-digit international sales growth. U.S. rental revenues fell 11.8% to $11.6 million. Management expects U.S. sales to return to growth as new products gain traction and B2B customers convert patient starts to POCs, although direct-to-consumer declines are expected to persist. In the quarter under review, Inogen’s adjusted gross profit increased 4.5% from the year-ago period to $43.3 million. The adjusted gross margin improved 65 basis points to 45.6%, primarily driven by cost improvements and lower warranty expenses. Sales and marketing expenses declined 2.2% from the year-ago quarter’s figure to $24.8 million, while general and administrative expenses rose 4.8% to $17.7 million. Research and development expenses increased 12.7% year over year to $5.9 million. Adjusted operating expenses were $44.6 million, up 1.2% year over year. Adjusted operating loss totaled $1.3 million compared with the prior-year quarter’s loss of $2.6 million. Inogen exited the second quarter of 2026 with cash and cash equivalents of $87.3 million compared with $93.1 million at the end of the first quarter of 2026. The company had no debt outstanding, preserving financial flexibility for product development, commercial expansion and other growth initiatives. During the first half of 2026, INGN repurchased 1,145,150 shares for $7.5 million. Cumulative net cash used in operating activities at the end of second-quarter 2026 was $3.7 million compared with $12.4 million a year ago. Inogen has provided its revenue outlook for the third quarter of 2026 and lowered its full-year revenue guidance. For the third quarter of 2026, Inogen expects revenues to be in line with the third quarter of 2025 reported revenues of $92.4 million. The outlook reflects continued U.S. sales channel mix pressure and the timing impact of select international distributor inventory purchases. For 2026, Inogen now expects reported revenues in the range of $355-$361 million, down from the previous guidance of $366-$373 million. The revised range reflects approximately 3% growth at the midpoint from the comparable 2025 revenues. The Zacks Consensus Estimate is currently pegged at $369 million. Inogen, Inc price-consensus-eps-surprise-chart | Inogen, Inc Quote Inogen exited the second quarter of 2026 with year-over-year revenue growth, supported by continued strength in international markets and healthy demand for portable oxygen concentrators. POC unit volumes increased more than 12% year over year, while the company continued to gain traction with U.S. distributors. INGN also increased investments in its B2B sales force to capitalize on the ongoing shift toward home medical equipment providers. During the quarter, Inogen continued to expand its respiratory care portfolio. Voxi and Aurora together contributed more than 100 basis points to revenue growth, with more than 5,000 Voxi units shipped and Aurora’s customer count more than doubling sequentially. The company also launched Rove 6 in Canada, published its QuOTE oxygen therapy assessment tool and completed enrollment and last patient last visit for the Simeox H SCOPE study in China. Enrollment in the U.S. IMPACTS-200 reimbursement study also remained on track. Management remains focused on expanding Inogen’s presence across oxygen therapy, sleep therapy, airway clearance and digital health. The company estimates its combined addressable market at more than $3.4 billion and remains committed to at least one new product launch annually. Inogen is also pursuing international expansion, deeper HME relationships and continued investment in clinical evidence and product innovation to support durable top-line growth and improve profitability over time. Inogen currently has a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are West Pharmaceutical WST, The Cooper Companies COO and Cardinal Health CAH, each carrying a Zacks Rank of 2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. West Pharmaceutical reported second-quarter 2026 adjusted earnings per share (EPS) of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%. West Pharmaceutical has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 17.40%. The Cooper Companies reported a second-quarter fiscal 2026 adjusted EPS of $1.21, which beat the Zacks Consensus Estimate by 10.00%. Revenues of $1.08 billion beat the Zacks Consensus Estimate by 2.6%. The Cooper Companies has an estimated long-term earnings growth rate of 8.3%. COO’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 5.80%. Cardinal Health reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%. Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.27%. 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 Inogen, Inc (INGN) : Free Stock Analysis Report Cardinal Health, Inc. (CAH) : Free Stock Analysis Report The Cooper Companies, Inc. (COO) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

iRhythm Holdings, Inc. IRTC reported adjusted earnings per share of 58 cents in the second quarter of 2026, against an adjusted loss per share of 32 cents a year ago. The figure beat the Zacks Consensus Estimate by 5900%. GAAP loss per share for the quarter was 1 cent compared with 44 cents in the year-ago period. iRhythm registered revenues of $224.2 million in the second quarter, up 20.1% year over year. The increase was primarily driven by sustained volume demand across the customer base, reflecting continued strength in the core business and contributions from newer growth channels. The figure surpassed the Zacks Consensus Estimate by 2.2%. In the year-to-date period, the company’s shares have declined 27.9% compared with the industry’s loss of 0.8%. The broader S&P 500 Index has increased 13.1% in the same time frame. Image Source: Zacks Investment Research iRhythm derives revenues from the following sources: Contracted third-party payors, Centers for Medicare & Medicaid Services, Healthcare institutions and Non-contracted third-party payors. Contracted third-party payor revenues totaled $113.8 million in the quarter, up 16.4% year over year. Centers for Medicare & Medicaid Services revenues increased 31.6% to $58.6 million. Healthcare institutions generated revenues of $37.8 million, up 18.7% from the prior-year quarter. Non-contracted third-party payor revenues rose 11.1% to $14.1 million. In the quarter under review, iRhythm’s gross profit increased 22.8% year over year to $163.2 million. Gross margin expanded 160 basis points (bps) to 72.8%, reflecting operational efficiencies, product mix and scale benefits from higher volumes. Selling, general and administrative expenses increased 4.2% year over year to $131.7 million, while research and development expenses decreased 5.6% to $19.8 million. Adjusted operating expenses were $145.0 million, down 0.1% year over year despite continued investments in growth initiatives. The operating loss narrowed to $2.5 million from $18.7 million in the prior-year quarter. iRhythm exited second-quarter 2026 with cash and cash equivalents of $246.7 million compared with $240.1 million at the end of first-quarter 2026. Cumulative net cash provided by operating activities at the end of second-quarter 2026 was $24.9 million compared with $19.8 million a year ago. iRhythm has increased its outlook for the full year 2026. IRTC now projects full-year revenues between $880 million and $890 million, up from the prior outlook of $875 million to $885 million. The Zacks Consensus Estimate is pegged at $884.1 million. The company expects an adjusted EBITDA margin between 13% and 14%, up from 12% to 13% previously. iRhythm Holdings, Inc. price-consensus-eps-surprise-chart | iRhythm Holdings, Inc. Quote iRhythm delivered a strong second quarter, delivering solid earnings and revenue growth. The quarter reflected broad-based commercial momentum across cardiology, primary care, innovative channels and international markets. Innovative channels were the fastest-growing area, supported by value-based care, primary care and population-health partnerships. Approximately 60% of volumes now come from EHR-integrated accounts, while nearly 80 of iRhythm’s top 100 customers are integrated, helping streamline workflows and expand patient access. On the innovation front, iRhythm secured FDA clearance for its third-generation algorithm, which management expects to reduce clinical technician review time by as much as 50% and generate approximately $100 million in cumulative cost savings over five years. The company is advancing predictive arrhythmia solutions, with new commercial agreements through its Luum partnership and expanded work with Desert Oasis Healthcare. iRhythm entered into an agreement to acquire Vital Connect for approximately $287.5 million. The transaction is expected to broaden its cardiac monitoring portfolio across mobile cardiac telemetry, event monitoring, long-term continuous monitoring and short-term Holter, while creating opportunities in inpatient and hospital-to-home monitoring. Alongside continued investments in Zio MCT, primary care, international expansion and adjacent markets such as sleep diagnostics, these initiatives support iRhythm’s strategy of expanding access and evolving into a broader cardiac monitoring and intelligence platform. iRhythm currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are West Pharmaceutical WST, The Cooper Companies COO and Cardinal Health CAH, each carrying a Zacks Rank of 2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. West Pharmaceutical reported second-quarter 2026 adjusted earnings per share (EPS) of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%. West Pharmaceutical has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 17.40%. The Cooper Companies reported a second-quarter fiscal 2026 adjusted EPS of $1.21, which beat the Zacks Consensus Estimate by 10.00%. Revenues of $1.08 billion beat the Zacks Consensus Estimate by 2.6%. The Cooper Companies has an estimated long-term earnings growth rate of 8.3%. COO’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 5.80%. Cardinal Health reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%. Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.27%. 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 iRhythm Holdings, Inc. (IRTC) : Free Stock Analysis Report Cardinal Health, Inc. (CAH) : Free Stock Analysis Report The Cooper Companies, Inc. (COO) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Doximity, Inc. DOCS delivered adjusted earnings per share (EPS) of 29 cents in the first quarter of fiscal 2027, down 19.4% year over year. The figure missed the Zacks Consensus Estimate by 3.3%. GAAP EPS for the quarter was 13 cents, reflecting a downtick of 51.8% from the year-ago figure. The year-over-year decline in earnings primarily reflected higher AI-related investments and operating expenses, which pressured profitability despite revenue growth. Doximity registered revenues of $156.6 million in the fiscal first quarter, up 7.3% year over year. The figure surpassed the Zacks Consensus Estimate by 3.2%. Revenue growth was supported by solid performance across pharma and hospital customers. The company’s net revenue retention rate was 107%, while 127 customers generated more than $500,000 in trailing 12-month subscription revenues, up 7% year over year. These large customers accounted for 83% of total revenues. Shares of the company surged 73.5% during yesterday’s after-hours trading. Year to date, the stock has declined 53.3% compared with the industry’s fall of 6.4%. However, the broader S&P 500 Index has increased 12.5% in the same time frame. Image Source: Zacks Investment Research In the quarter under review, Doximity’s adjusted gross profit rose 3% year over year to $137.1 million. However, the adjusted gross margin contracted 370 basis points (bps) to 87.5%. Sales and marketing expenses increased 23.9% year over year to $45.0 million, while research and development expenses rose 43.6% to $38.5 million. General and administrative expenses increased 26.7% year over year to $15.8 million. Total operating expenses of $99.3 million rose 31.3% year over year. Management said higher-than-expected clinician AI usage drove additional compute spending, while merit increases, internal AI usage and brand marketing lifted operating costs. The adjusted operating profit totaled $72.4 million, reflecting a 7.1% decline from the prior-year quarter. The adjusted operating margin in the fiscal first quarter contracted 720 bps to 46.2%. Doximity exited first-quarter fiscal 2027 with cash and cash equivalents of $273.6 million compared with $219.2 million at the end of fiscal 2026, with no debt on its balance sheet. The company repurchased $91.6 million of common stock during the quarter, with $400.9 million remaining under its authorized repurchase program at June 30, 2026. Net cash provided by operating activities at the end of first-quarter fiscal 2027 was $42 million compared with $62.1 million a year ago. Free cash flow declined 34.1% year over year to $39.6 million. Management attributed the weaker cash generation partly to normal collection timing, including a $33.3 million increase in accounts receivable. Doximity has initiated its financial outlook for the fiscal second quarter and raised the full-year guidance for fiscal 2027. For the second quarter of fiscal 2027, Doximity expects revenues of $170 million to $171 million. The Zacks Consensus Estimate for revenues is pegged at $168 million. For fiscal 2027, the company raised its revenue guidance to $671 million-$681 million from $664 million-$676 million. The Zacks Consensus Estimate for revenues is pegged at $670.2 million. Management cited a more stable pharma budget environment, higher customer interaction velocity and a growing AI commercial pipeline as supporting the stronger outlook. Doximity, Inc. price-consensus-eps-surprise-chart | Doximity, Inc. Quote Doximity exited the first quarter of fiscal 2027 with mixed results, wherein earnings missed while revenues surpassed the Zacks Consensus Estimate. Top-line growth was supported by solid pharma and hospital demand and accelerating AI adoption. However, increased AI investments weighed on margins during the quarter. Workflow engagement remained strong, with quarterly active prescribers growing more than 30% year over year to record levels. Nearly half of these prescribers used the company’s AI tools, while AI prompt volumes increased more than 25% sequentially. Doximity Ask also emerged as the top-performing U.S.-based clinical AI model in the independent NOHARM benchmark, supported by a built-in drug reference and more than 12,000 physician PeerCheck editors. Doximity expanded its enterprise AI footprint to 165 signed health-system clients, including eight top Honor Roll hospitals, with recent wins including Northwestern, Penn Medicine and the University of Michigan. Scribe adoption continued to accelerate, with users increasing 10-fold in July. On the commercial front, AI Search, launched in late April, increased pharma customer engagement. The company onboarded its initial cohort across more than two dozen programs and is building a pipeline for the remainder of fiscal 2027 and beyond. Management expects most AI Search revenues contracted to date to be recognized in the fiscal third quarter. New AI Search contracts also contributed to the company’s raised full-year revenue outlook. Going forward, Doximity intends to increase investments in its clinical AI suite to capitalize on rising physician usage and commercial demand. Management remains focused on expanding AI Search monetization, strengthening health-system adoption and leveraging its broad physician network to drive long-term growth across pharma and workflow solutions. Doximity currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are West Pharmaceutical WST, The Cooper Companies COO and Cardinal Health CAH, each carrying a Zacks Rank of 2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. West Pharmaceutical reported second-quarter 2026 adjusted earnings per share (EPS) of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%. West Pharmaceutical has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 17.40%. The Cooper Companies reported a second-quarter fiscal 2026 adjusted EPS of $1.21, which beat the Zacks Consensus Estimate by 10.00%. Revenues of $1.08 billion beat the Zacks Consensus Estimate by 2.6%. The Cooper Companies has an estimated long-term earnings growth rate of 8.3%. COO’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 5.80%. Cardinal Health reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%. Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.27%. 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 Doximity, Inc. (DOCS) : Free Stock Analysis Report Cardinal Health, Inc. (CAH) : Free Stock Analysis Report The Cooper Companies, Inc. (COO) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

AMN Healthcare Services, Inc. AMN delivered second-quarter 2026 adjusted earnings per share (EPS) of 77 cents, up 158% year over year. The figure surpassed the Zacks Consensus Estimate by 250%. GAAP EPS for the quarter was 53 cents against a loss per share of $3.02 in the year-ago period. AMN Healthcare registered revenues of $673.2 million in the second quarter, up 2.3% year over year. The figure surpassed the Zacks Consensus Estimate by 7.6%. Results benefited from growth in travel nurse, allied and search businesses, along with labor disruption activity. Shares of AMN gained 9.3% during yesterday’s after-hours trading. Year to date, the company’s shares have rallied 95.4% against the industry’s decline of 11.2%. The S&P 500 Index has increased 12.5% 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. Nurse and Allied Solutions revenues totaled $422 million, up 11% year over year. Travel nurse staffing revenues increased 10% year over year, while Allied revenues rose 8%. Labor disruption contributed $25 million in revenues compared with $16 million in the year-ago quarter. Average travelers on assignment increased to 9,194 from 8,700 a year earlier. The Zacks Consensus Estimate was pegged at $377 million. Physician and Leadership Solutions revenues totaled $164.6 million, down 6% year over year. Locum tenens revenues were $131 million, declining 8%, while interim leadership revenues fell 3%. Physician and leadership search business revenues increased 27% year over year, driven by strength in executive search and physician permanent placement. Days filled declined to 46,974 from 51,325, while revenue per day filled increased to $2,784 from $2,777. The Zacks Consensus Estimate was pegged at $162 million. Technology and Workforce Solutions revenues totaled $86.7 million, down 15% year over year. Language Services revenues were $70 million, down 8% year over year, while vendor management systems revenues declined 20% year over year to $15 million. The Zacks Consensus Estimate was pegged at $87 million. In the quarter under review, AMN Healthcare’s gross profit increased 5% year over year to $205.9 million. Gross margin expanded 80 basis points to 30.6%, aided by reserve releases and billing true-ups related to large labor disruption events supported in prior periods. Selling, general & administrative expenses declined 4.7% year over year to $147.4 million. Operating income was $26.9 million compared with an operating loss of $123.7 million a year ago. AMN Healthcare exited the second quarter of 2026 with cash and cash equivalents of $361.8 million compared with $560.7 million at the end of the first quarter of 2026. Total debt at the end of the second quarter of 2026 was $750 million, flat sequentially. Net cash used in operating activities at the end of the second quarter 2026 was $189.9 million against net cash provided by operating activities of $78.5 million a year ago. AMN Healthcare has provided its financial outlook for the third quarter of 2026. For the third quarter of 2026, AMN expects consolidated revenues between $640 million and $655 million, representing year-over-year growth of 1-3%. The Zacks Consensus Estimate is pegged at $619.1 million. Nurse and Allied Solutions revenues are projected to increase 9-11% year over year. Physician and Leadership Solutions revenues are expected to decline 5-7% year over year, while Technology and Workforce Solutions revenues are projected to fall 11-13% year over year. Management forecasts a gross margin of 27-27.5% and an adjusted EBITDA margin of 6.5-7%. AMN Healthcare Services Inc price-consensus-eps-surprise-chart | AMN Healthcare Services Inc Quote AMN Healthcare delivered a solid second-quarter 2026 performance, supported by improving demand in travel nurse, allied, international nurse and search solutions. Travel nurse and allied volumes marked their strongest growth rates in four years. Management noted that travel nurse orders turned positive in May and accelerated through June, while Allied demand strengthened across settings and specialties. Technology and innovation remained key elements of AMN’s growth strategy. The company continued to enhance its WorkWise workforce management platform with expanded analytics and rate intelligence, while adoption of the AMN Passport app surpassed 400,000 users, up 33% year over year. Monthly active users increased more than 50%, reflecting deeper clinician engagement across AMN’s digital ecosystem. AMN expanded its capabilities through two targeted acquisitions. Jaide Health strengthens the company’s AI-enabled language access offerings across the patient journey, while the ESSENTIAL Leadership Assessment broadens its leadership advisory, evaluation and succession-planning capabilities. Management indicated that these additions should deepen client relationships and support growth in higher-value, technology-enabled workforce solutions. Commercial momentum also improved. Search revenues were supported by executive search and physician permanent placement, while new physician searches rose 40% year over year. AMN is also benefiting from higher fill rates across managed service programs, vendor-neutral platforms and third-party channels as automation, 24/7 operations and AI-enabled recruiting improve execution. However, competitive conditions continue to pressure Language Services pricing, while Locum Tenens is still undergoing a process and technology transformation aimed at improving fulfillment in third-party channels. Management is addressing these headwinds through process and technology upgrades in locums, a tiered Language Services model and greater globalization of service delivery. Looking ahead, AMN remains focused on sustainable growth through stronger execution, technology investments and selective acquisitions. AMN currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are West Pharmaceutical WST, The Cooper Companies COO and Cardinal Health CAH, each carrying a Zacks Rank of 2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. West Pharmaceutical reported second-quarter 2026 adjusted earnings per share (EPS) of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%. West Pharmaceutical has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 17.40%. The Cooper Companies reported a second-quarter fiscal 2026 adjusted EPS of $1.21, which beat the Zacks Consensus Estimate by 10.00%. Revenues of $1.08 billion beat the Zacks Consensus Estimate by 2.6%. The Cooper Companies has an estimated long-term earnings growth rate of 8.3%. COO’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 5.80%. Cardinal Health reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%. Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.27%. 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 AMN Healthcare Services Inc (AMN) : Free Stock Analysis Report Cardinal Health, Inc. (CAH) : Free Stock Analysis Report The Cooper Companies, Inc. (COO) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

DENTSPLY SIRONA Inc. XRAY reported second-quarter 2026 adjusted earnings per share (EPS) of 52 cents, down 1.6% year over year on an actual-value basis. The bottom line beat the Zacks Consensus Estimate of 36 cents by 44.4%. GAAP EPS in the quarter was 18 cents against loss per share of 22 cents in the prior-year quarter. Revenues declined 4.1% reportedly to $898 million and 6.3% at constant currency (cc). The metric, however, beat the Zacks Consensus Estimate by 1.6%. Weakness across three dental segments weighed on sales, partly offset by Wellspect Healthcare growth and a 1.8% negative impact from Byte. Shares of XRAY declined 1.9% in yesterday’s after-market trading. The stock has gained 15.2% year to date compared with the industry’s 4.8% increase. The S&P 500 Index has increased 12.7% 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 revenues totaled $239 million, down 1.5% year over year and 3.8% at constant currency. Lower CAD/CAM volumes in the Americas and unfavorable price mix in EMEA weighed on results, partly offset by double-digit APAC growth. Equipment and Instruments also faced lower Treatment Center volumes. Our projection was $218 million for the metric. Essential Dental Solutions generated $376 million in revenues, down 2.7% reportedly and 5% at cc. Our projection was $367.8 million for the metric. Orthodontic and Implant Solutions sales declined 13.2% to $197 million, reflecting an $18 million Byte headwind and lower orthodontic and implant volumes. Our projection was $211.2 million for the metric. Wellspect Healthcare was the bright spot, with revenues rising 7.1% to $86 million, supported by new product launches. Our projection was $87.8 million for the metric. Beginning first-quarter 2026, DENTSPLY SIRONA started reporting under new regional segments — 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. Americas revenues fell 10.7% as reported and 11.6% at cc. EMEA sales edged up 0.2% on a reported basis but declined 3.6% at cc. APAC revenues slipped 1% as reported and 1.2% at cc. Adjusted gross profit was $506 million compared with $523 million a year earlier. Still, adjusted gross margin improved 50 bps to 56.4%. The quarter benefited from tariff refunds, though lower volumes, unfavorable mix and tariff costs pressured gross profit. We had projected an adjusted gross margin of 53.7% for the second quarter. Selling, general and administrative expenses increased 6.4% year over year to $364 million, while research and development expenses rose 21.6% to $45 million. Adjusted operating profit totaled $142 million, reflecting a 16.5% decrease from the prior-year quarter’s level. The adjusted operating margin contracted 240 bps to 15.8%.  We had projected an adjusted operating margin of 12.8% for the second quarter. Adjusted EBITDA declined 3.3% to $190 million. Adjusted EBITDA margin expanded 20 basis points (bps) to 21.3%. XRAY ended June with $239 million in cash and cash equivalents, down from $326 million in the first quarter. Cumulative net cash provided by operating activities at the end of the second quarter of 2026 was $139 million compared with $55 million in the prior-year period. The improvement primarily reflected approximately $44 million of tariff refunds and better inventory and accounts-payable management. Free cash flow during the second quarter increased to $55 million from $16 million. During the quarter, the company repurchased 1.3 million common shares for roughly $12 million, advancing its capital-allocation efforts while maintaining its focus on working-capital improvement. DENTSPLY SIRONA has a consistent dividend-paying history, with its five-year annualized dividend growth being 9.5%. DENTSPLY SIRONA maintained its 2026 net sales outlook of $3.5 billion to $3.6 billion and adjusted EPS guidance of $1.40-$1.50. The expected benefits from tariff refunds are not included in the adjusted earnings outlook. The Zacks Consensus Estimate for sales and adjusted EPS is currently pegged at $3.58 billion and $1.42, respectively. The company continued to execute its Return-to-Growth Action Plan, focusing on strengthening distributor relationships, realigning sales teams, and reinvesting in the business. It also expanded its partnership with Medline Sinclair in Canada, marking the sixth enhancement to its distribution network announced in 2026. Additionally, John Fortson assumed the role of executive vice president and chief financial officer in July 2026. DENTSPLY SIRONA Inc. price-consensus-eps-surprise-chart | DENTSPLY SIRONA Inc. Quote DENTSPLY SIRONA currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are West Pharmaceutical WST, The Cooper Companies COO and Cardinal Health CAH, each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. West Pharmaceutical reported second-quarter 2026 adjusted earnings per share (EPS) of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%. West Pharmaceutical has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 17.40%. The Cooper Companies reported a second-quarter fiscal 2026 adjusted EPS of $1.21, which beat the Zacks Consensus Estimate by 10.00%. Revenues of $1.08 billion beat the Zacks Consensus Estimate by 2.6%. The Cooper Companies has an estimated long-term earnings growth rate of 8.3%. COO’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 5.80%. Cardinal Health reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%. Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.27%. 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 DENTSPLY SIRONA Inc. (XRAY) : Free Stock Analysis Report Cardinal Health, Inc. (CAH) : Free Stock Analysis Report The Cooper Companies, Inc. (COO) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

McKesson Corporation MCK reported first-quarter fiscal 2027 adjusted earnings per share (EPS) of $9.93, up 20% year over year. The figure beat the Zacks Consensus Estimate of $9.44 by 5.2%, driven by strong operational growth in North American Pharmaceutical and Oncology & Multispecialty, along with a lower share count. GAAP EPS was $5.15 in the first quarter of fiscal 2027, down 18% from $6.25 in the year-ago quarter. The decline primarily reflected a $293 million redemption value adjustment related to redeemable noncontrolling interests in the Medical-Surgical Solutions segment. This impact was partly offset by organic growth across the enterprise and the absence of the prior-year $189 million pre-tax bad-debt provision tied to the Rite Aid bankruptcy. Revenues rose 8% to $105.38 billion and surpassed the consensus estimate of $104.39 billion by 1%. GLP-1 medication distribution revenues increased 24% year over year to $15 billion. The top line benefited from higher prescription volumes in North American Pharmaceutical and continued strength in oncology and multispecialty. Growth in specialty products and provider solutions also supported the quarterly performance. These gains were partially offset by lower branded pharmaceutical pricing following wholesale acquisition cost reductions in January 2026 and branded-to-generic conversions. Management noted that the decline in branded pricing affected revenues but did not have a meaningful impact on operating profit. Shares of MCK gained 1.7% in after-hours trading on Aug. 5, following better-than-expected sales and EPS performance as well as raised guidance. The stock has risen 6.9% year to date compared with the industry’s 2.1% growth. The S&P 500 Index has advanced 13.2% over the same period. Image Source: Zacks Investment Research Revenues from the North American Pharmaceutical segment increased 5% year over year to $86.77 billion. Growth reflected higher prescription transaction volumes, including increased specialty product volumes, partly offset by lower contributions from branded pharmaceuticals. Adjusted segment operating profit climbed 19% to $894 million. The improvement was driven by specialty product distribution to health systems and strategic accounts, as well as the timing of new product launches. Oncology & Multispecialty revenues surged 33% to $14.22 billion, supported by growth in provider solutions and specialty distribution, including contributions from acquisition. Excluding Core Ventures, revenues increased approximately 24%. Adjusted segment operating profit jumped 41% to $405 million. Excluding Core Ventures, operating profit grew approximately 15%, aided by higher specialty distribution volumes and organic and new business growth in provider solutions. Prescription Technology Solutions revenues rose 9% to $1.57 billion, reflecting higher prescription volumes in third-party logistics and access solutions. Adjusted operating profit advanced 13% to $303 million on higher demand for access solutions, including prior authorization services. Medical-Surgical Solutions revenues increased 4% to $2.82 billion, driven by growth across alternate sites of care and higher specialty pharmaceutical volumes. Adjusted operating profit declined 20% to $195 million due to product mix and one-time administrative expenses, partly offset by contributions from the extended care channel. Adjusted gross profit increased 13% year over year to $3.68 billion. The adjusted gross margin expanded approximately 15 basis points to 3.49%, reflecting growth in North American Pharmaceutical and Oncology & Multispecialty. Adjusted operating profit rose 16% to $1.65 billion. The adjusted operating margin improved roughly 11 basis points to 1.57%, as gross profit growth outpaced the 10% increase in adjusted operating expenses. McKesson ended the quarter with $5.16 billion in cash and cash equivalents, up from $3.98 billion at the end of fiscal 2026. Total liquidity was approximately $10 billion. Cumulative net cash provided by operating activities was $6.16 billion against cumulative net cash used in operating activities of $6.09 billion in the year-earlier period. The capital expenditures totaled $152 million. This resulted in negative free cash flow of $372 million, although trailing 12-month free cash flow remained approximately $6.1 billion. The company returned $2.6 billion to shareholders, including $2.5 billion through share repurchases and $102 million in dividends. Its board also approved a 15% quarterly dividend increase to 94 cents per share. McKesson raised its fiscal 2027 adjusted earnings guidance to $44.20-$45.00 per share from the previous projection of $43.80-$44.60. The revised outlook implies growth of 13-15%. The company continues to expect revenue growth of 5-9% and operating profit growth of 9-13%. North American Pharmaceutical operating profit growth is now anticipated at the high end of the prior 5.5-9.5% range. McKesson Corporation price-consensus-eps-surprise-chart | McKesson Corporation Quote McKesson exited the first quarter of fiscal 2027 on a strong note, with both earnings and revenues surpassing estimates. The company’s performance was broad-based, led by North American Pharmaceutical, Oncology & Multispecialty and Prescription Technology Solutions. Specialty distribution remained a key growth driver, supported by higher prescription volumes, provider-solution growth and continued demand for access services. MCK’s oncology and multispecialty platform, along with its expanding biopharma services capabilities, continues to support operating momentum. The company completed the sale of an approximately 13% minority interest in Medical-Surgical Solutions to Apollo Funds for $1.25 billion. It also established a $2.25 billion secured term loan facility to support the planned separation. McKesson announced Wellverse as the future standalone company’s name. The business is expected to begin operating under the new identity in January 2027 as part of a phased transition. McKesson currently carries a Zacks Rank #2 (Buy). Some other top-ranked stocks from the broader medical space are West Pharmaceutical WST, The Cooper Companies COO and Cardinal Health CAH, each carrying a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. West Pharmaceutical reported second-quarter 2026 adjusted earnings per share (EPS) of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%. West Pharmaceutical has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 17.40%. The Cooper Companies reported a second-quarter fiscal 2026 adjusted EPS of $1.21, which beat the Zacks Consensus Estimate by 10.00%. Revenues of $1.08 billion beat the Zacks Consensus Estimate by 2.6%. The Cooper Companies has an estimated long-term earnings growth rate of 8.3%. COO’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 5.80%. Cardinal Health reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%. Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.27%. 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 McKesson Corporation (MCK) : Free Stock Analysis Report Cardinal Health, Inc. (CAH) : Free Stock Analysis Report The Cooper Companies, Inc. (COO) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

LivaNova LIVN reported adjusted earnings per share (EPS) of $1.26 for the second quarter of 2026, up 20% year over year. The figure beat the Zacks Consensus Estimate by 16.7%. GAAP EPS for the quarter was $1.93 compared with 50 cents in the year-ago period. Revenues totaled $390.6 million, up 10.8% year over year and 9.8% at constant currency. The top line surpassed the Zacks Consensus Estimate by 2.9%. Revenue growth reflected strength across all regions, driven by robust performance in Cardiopulmonary and Epilepsy businesses, as well as a one-time tariff refund benefit. Year to date, the company’s shares have gained 27% against the industry’s decline of 10.1%. The broader S&P 500 Index has increased 12.7% in the same time frame. Image Source: Zacks Investment Research LivaNova derives revenues primarily from two reportable segments — Cardiopulmonary and Neuromodulation. Cardiopulmonary Cardiopulmonary revenues were $221.6 million, up 11.2% year over year on a reported basis and up 9.9% at constant currency. Growth was led by Europe and primarily reflected higher Essenz Perfusion System sales, strong consumables demand and favorable realized pricing. Heart-lung machine revenues increased in the mid-teens, supported by higher Essenz placements and sustained favorable price premiums. Cardiopulmonary consumables revenues grew in the high single digits, driven by low-double-digit growth in oxygenators and perfusion tubing kits. This was partly offset by lower growth in autotransfusion systems and cannula. Neuromodulation Neuromodulation revenues totaled $166.9 million, reflecting growth of 10.1% year over year on a reported basis and 9.5% at constant currency. The improvement was driven by higher volumes and favorable realized pricing across all regions. Within Neuromodulation, Epilepsy revenues increased 10% year over year at constant currency. Performance benefited from improved reimbursement, expanding market access and growing clinical evidence supporting Vagus Nerve Stimulation (VNS) Therapy. Management cited reduced volume discounting, annual price increases and stronger new-patient implant activity as contributors to the segment’s growth. In the quarter under review, U.S. revenues totaled $199.4 million, up 5.8% year over year on both a reported and constant-currency basis. Europe revenues totaled $81.8 million, up 22.5% year over year on a reported basis and up 20% at constant currency. Europe was the primary growth driver for the Cardiopulmonary segment in the second quarter, supported by Essenz Perfusion System sales, strong consumables demand and favorable realized price. Rest of World revenues were $109.4 million, up 12.5% year over year on a reported basis and up 10.7% at constant currency. U.S. Epilepsy revenues rose 8%, while combined Europe and Rest of World Epilepsy revenues increased 15% year over year on a constant-currency basis. In the quarter under review, LivaNova’s gross profit increased 14.5% year over year to $273.7 million. The gross margin expanded 230 basis points (bps) to 70.1%. Adjusted gross margin improved 210 bps to 71%, aided by favorable pricing and a $6 million net refund related to previously paid IEEPA tariffs. Selling, general and administrative expenses increased 14.7% year over year to $158.1 million, reflecting planned investments in IT infrastructure. Research and development expenses rose 13.8% to $53.7 million, primarily due to higher spending on the obstructive sleep apnea program. Adjusted operating income totaled $90.8 million, up 17.3% year over year. The adjusted operating margin expanded 130 bps to 23.2%. LivaNova exited second-quarter 2026 with cash and cash equivalents of $516.6 million compared with $539.7 million at the end of first-quarter 2026. Cumulative net cash provided by operating activities at the end of second-quarter 2026 was $81.8 million compared with $86.9 million a year ago. LivaNova has raised its outlook for the full year 2026. The company expects 2026 revenue growth of 8-9% at constant currency (up from 7-8% previously). Foreign currency is projected to provide an approximately 1% tailwind. Cardiopulmonary growth is expected at 9.5-10.5% (up from 8.5-9.5% previously), while Epilepsy growth is forecast at 7-8% (up from 6-7% previously). Adjusted earnings per share are projected between $4.30 and $4.40 (up from $4.20-$4.30 previously). Adjusted operating margin guidance remains 20-21%. However, adjusted free cash flow guidance was lowered to $140-$160 million from $160-$180 million as capital spending rises to $135 million. The Zacks Consensus Estimate for revenues and adjusted EPS is pegged at $1.52 billion and $4.24, respectively. LivaNova PLC price-consensus-eps-surprise-chart | LivaNova PLC Quote LivaNova exited the second quarter of 2026 with better-than-expected earnings and revenues, supported by solid Cardiopulmonary and Epilepsy growth. Record quarterly revenues, margin expansion and raised full-year top- and bottom-line guidance were encouraging. Favorable pricing, higher Essenz placements, oxygenator demand and improved VNS Therapy momentum also supported performance. In Cardiopulmonary, the company entered a long-term agreement with Thermo Fisher Scientific to secure a critical oxygenator component. Combined with internal manufacturing improvements and a new production line expected to begin operations in the second half of 2026, the agreement should support higher oxygenator output and help address unmet demand. LivaNova continues to target a 2028 launch for its next-generation oxygenator. In Neuromodulation, improved reimbursement and CORE-VNS clinical evidence continued to support physician confidence, patient referrals and earlier adoption of VNS Therapy in Epilepsy. The limited market release of LivaNova’s cloud-based clinician portal also progressed, while its next-generation implantable pulse generator remains on track for a 2027 launch. In obstructive sleep apnea, PolySync increased the cumulative apnea-hypopnea index response rate to 84.5%, strengthening the therapy’s clinical profile. The company now expects to submit the MRI-compatible OSA system’s PMA supplement between the second half of 2026 and the first half of 2027. LivaNova currently carries a Zacks Rank #2 (Buy). Some other top-ranked stocks from the broader medical space are West Pharmaceutical WST, McKesson MCK and Cardinal Health CAH, each carrying a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here. West Pharmaceutical reported second-quarter 2026 adjusted earnings per share (EPS) of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%. West Pharmaceutical has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 17.4%. McKesson reported a first-quarter fiscal 2027 adjusted EPS of $9.93, which beat the Zacks Consensus Estimate by 5.2%. Revenues of $105.4 billion surpassed the Zacks Consensus Estimate by 0.95%. McKesson has an estimated long-term earnings growth rate of 13.7%. MCK’s earnings surpassed estimates in the trailing four quarters, the average surprise being 4.3%. Cardinal Health reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%. Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in the trailing four quarters, the average surprise being 10.3%. 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 LivaNova PLC (LIVN) : Free Stock Analysis Report Cardinal Health, Inc. (CAH) : Free Stock Analysis Report McKesson Corporation (MCK) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research