WST

AngioDynamics, Inc. ANGO reported an adjusted loss per share of 4 cents for first-quarter fiscal 2027, narrower than the year-ago quarter's adjusted loss of 10 cents. The figure also beat the consensus estimate by 60%. Revenues totaled $80.9 million, up 6.9% year over year, in line with the Zacks Consensus Estimate. Growth was primarily driven by strong Med Tech performance, particularly Auryon, AlphaVac and NanoKnife. The company also recorded a substantial improvement in gross margin. AngioDynamics continued to benefit from its strategic shift toward higher-growth Med Tech products. The business contributed approximately 49% of total revenues compared with 47% in the year-ago period. Management expects Med Tech to account for a majority of total revenues during fiscal 2027. The company recorded its eighth consecutive quarter of double-digit Med Tech revenue growth and positive adjusted EBITDA. However, shares of this company lost more than 20% during yesterday's trading. In the quarter under review, U.S. net revenues totaled $71.1 million, reflecting an improvement of 6.9% from the year-ago quarter's $66.5 million. International revenues amounted to $9.8 million, up 6.4% from the prior-year period's $9.3 million. Growing international adoption of the Auryon platform, following its CE Mark approval, supported the company's expansion efforts. AngioDynamics derives revenues from two businesses — Med Tech and Med Device. Med Tech Med Tech revenues totaled $39.9 million, increasing 13.2% from the prior-year quarter. Auryon sales reached $18.9 million, reflecting 14.7% growth and marking the platform's 21st consecutive quarter of double-digit year-over-year growth. Increasing adoption across hospitals and office-based laboratories supported performance. Mechanical Thrombectomy revenues increased 6.7% to $12 million. AlphaVac revenues climbed 37.4% to $4.5 million, while AngioVac revenues declined 5.9% to $7.5 million. Sequentially, AlphaVac and AngioVac revenues grew 6.4% and 9.1%, respectively. NanoKnife revenues jumped 29% to $8.3 million, supported by 24.1% growth in probe sales and 53.5% growth in capital sales. Management highlighted record prostate procedure volumes, reflecting increasing physician adoption. Med Device Med Device revenues reached $41 million, up 1.4% from $40.4 million in the comparable period. Management continues to view this business as a consistent source of cash generation and profitability, supporting investments in higher-growth Med Tech platforms. AngioDynamics, Inc. price-consensus-eps-surprise-chart | AngioDynamics, Inc. Quote Gross profit increased 14.8% year over year to $48 million. Gross margin expanded 410 basis points to 59.4%, primarily benefiting from favorable pricing and a greater contribution from higher-margin Med Tech products. Excluding tariff refunds, gross margin was 57.8%. Research and development expenses increased 24.3% year over year to $8 million. Sales and marketing expenses rose 6.6% year over year to $30 million, while general and administrative expenses declined 0.7% to $12.5 million. Total operating expenses increased 5.4% year over year to $55.3 million. However, operating loss narrowed year over year to $7.3 million from $10.7 million. AngioDynamics exited the first quarter of fiscal 2027 with cash of $33.9 million compared with $53.9 million at the fiscal 2026 end. The company ended the quarter with no debt on its balance sheet. Net cash used in operating activities totaled $15.3 million compared with $15.9 million in the prior-year quarter. Management expects positive operating cash flow for the full fiscal year, with the fiscal fourth quarter likely to generate the strongest cash inflows. AngioDynamics reiterated its fiscal 2027 revenue guidance of $336-$341 million, representing projected growth of 5-6.5% year over year. The Zacks Consensus Estimate is currently pegged at $338.5 million. Med Tech revenue growth is expected between 12% and 15%, while Med Device revenues are projected to remain flat. Management continues to expect gross margin of 54-55% and adjusted EBITDA between $13 million and $16 million. Adjusted loss per share is anticipated between 29 cents and 24 cents. The company expects tariff-related impacts to remain broadly comparable to fiscal 2026, excluding refunds. The adjusted loss per share is projected to be between 29 cents and 24 cents. The Zacks Consensus Estimate is currently pegged at a loss of 26 cents per share. AngioDynamics, Inc. price | AngioDynamics, Inc. Quote AngioDynamics' expanding clinical portfolio strengthens its long-term Med Tech growth opportunities. The FDA's Investigational Device Exemption approval for the RELIEF study represents a notable development for NanoKnife. The study will evaluate the technology for treating benign prostatic hyperplasia, potentially expanding its applications beyond oncology. NanoKnife reimbursement progress, including a favorable Medicare Administrative Contractor coverage decision, could support wider adoption. Meanwhile, ongoing AlphaReturn and AngioVac clinical studies, alongside Auryon's AMBITION BTK study, offer additional opportunities for expanding the company's addressable markets. The company also announced that Eric Honroth will succeed Jim Clemmer as president and CEO, effective Nov. 2, 2026. Honroth's extensive medical technology leadership experience could support the company's next phase of growth as it continues executing the Med Tech-focused strategy. ANGO currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the broader medical space are Globus Medical GMED, Veracyte VCYT and West Pharmaceutical WST. 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%. Veracyte, currently flaunting a Zacks Rank #1, reported a second-quarter 2026 adjusted EPS of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%. VCYT has an estimated earnings growth rate of 8.4% for 2026. The company's earnings beat estimates in each of the trailing four quarters, the average surprise being 41.8%. 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%. West Pharmaceutical's earnings surpassed estimates in each of the trailing four quarters, the average surprise being 17.4%. 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 AngioDynamics, Inc. (ANGO) : Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST) : Free Stock Analysis Report Globus Medical, Inc. (GMED) : Free Stock Analysis Report Veracyte, Inc. (VCYT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Exton, Pennsylvania-based West Pharmaceutical Services, Inc. (WST) designs, manufactures, and sells containment and delivery systems for injectable drugs and healthcare products. Valued at $25.7 billion by market cap, the company's technologies include the design and manufacture of packaging components, research and development of drug delivery systems, and contract laboratory services and other services. The leading manufacturer of containment and delivery systems is expected to announce its fiscal third-quarter earnings for 2026 in the near term. Ahead of the event, analysts expect WST to report a profit of $2.18 per share on a diluted basis, up 11.2% from $1.96 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports. - What a 20-Year Deal With Amazon Means for Constellation Energy Stock - Trump Says Towns That Block Data Centers Will End Up 'Backwards and Poor' and Promises 'Far Lower Taxes' to the Ones That Say Yes - Marvell Stock Investors Have 1 Date to Watch. Here's What Could Be Revealed. - Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For the full year, analysts expect WST to report EPS of $8.93, up 22.5% from $7.29 in fiscal 2025. Its EPS is expected to rise 10.9% year-over-year to $9.90 in fiscal 2027. WST stock has outperformed the S&P 500 Index's ($SPX) 15% gains over the past 52 weeks, with shares up 33.6% during this period. Similarly, it outperformed the State Street Health Care Select Sector SPDR ETF's (XLV) 16.1% returns over the same time frame. WST's outperformance was driven by its Proprietary Products portfolio, particularly high-value components for biologics and biosimilars. Growth was supported by strong participation in new biologic launches, rising demand for advanced containment solutions, and accelerated customer upgrades tied to stricter regulatory standards. GLP-1 therapies emerged as a key growth engine with broad-based demand, while operational excellence helped recover from a prior disruption and meet strong orders. The shift toward higher-value self-injection platforms and a favorable product mix is also supporting margin expansion. Analysts' consensus opinion on WST stock is bullish, with a "Strong Buy" rating overall. Out of 18 analysts covering the stock, 15 advise a "Strong Buy" rating, two suggest a "Moderate Buy," and one gives a "Hold." WST's average analyst price target is $403.70, indicating a potential upside of 10.6% from the current levels. On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

The Cooper Companies, Inc. COO reported third-quarter fiscal 2026 adjusted earnings per share (EPS) of $1.15, up 4.5% year over year. The figure beat the Zacks Consensus Estimate of $1.11 by 3.6%, aided by expense management and productivity initiatives. GAAP EPS for the quarter was $2.24, significantly up from the year-ago period’s figure of 49 cents, primarily driven by a $307.2 million discrete tax benefit following the favorable completion of a U.K. tax examination. COO’s fiscal third-quarter revenues rose 0.6% year over year to $1.066 billion but missed the Zacks Consensus Estimate of $1.099 billion by 3.0%. The quarterly revenues were up 1% year over year at the constant exchange rate (CER). U.S. CooperVision channel inventory reductions weighed on sales. MiSight remained a bright spot, delivering 20% organic growth. Shares of COO were down 15.9% in after-hours trading following the earnings call. The company’s shares have lost 22.5% in the year-to-date period against the industry’s 4.6% growth. However, the S&P 500 Index was up 11% during the same period. Image Source: Zacks Investment Research For the third quarter of fiscal 2026, CooperVision (CVI) revenues were $717.0 million, flat year over year on a reported, CER and organic basis. The segment faced pressure from proactive U.S. channel inventory reductions, which offset underlying demand and strength in several premium product categories. Category-wise, CVI derives revenues from Toric and multifocal, Sphere and others. Toric and multifocal revenues were $363.8 million, up 1% year over year and 2% at CER as well as organically. Sphere and other revenues totaled $353.2 million, declined 2% year over year on a reported basis and fell 1% at CER as well as organically. MyDay toric, MyDay multifocal and MyDay Energys each recorded double-digit growth, while MiSight maintained strong momentum. In the third quarter of fiscal 2026, CooperSurgical (CSI) revenues were $349.2 million, up 2% year over year on a reported basis as well as at CER and grew 3% organically. Category-wise, CSI derives revenues from Office and Surgical, and Fertility. Office and Surgical revenues were $208 million, up 2% on a reported and organic basis as well as at CER. Medical Devices grew 4%, driven by strength in surgical OB/GYN and specialty device portfolios, while Paragard revenues were flat. Management continued to point to genomics and adoption of the Witness automated laboratory management platform as contributors to fertility performance. Fertility revenues were $141.2 million, up 3% year over year on a reported basis, up 4% at CER with organic growth of 5%, supported by broad-based strength across products and services, new clinic wins and expansion within existing accounts. Geographically, growth was led by the Americas, while EMEA and Asia Pac remain mixed as strength across several markets was offset by macro headwinds in the Middle East and China. Within CVI, Americas revenues totaled $281.6 million, down 2% year over year on a reported basis, at CER and organically. The weakness reflected the company's decision to reduce U.S. channel inventory. Management noted that Americas revenues would have grown around 5% without the inventory actions, while underlying U.S. consumption remained at a mid-single-digit growth rate. EMEA revenues were $309.4 million, up 6% year over year on a reported basis and 5% at CER as well as organically, supported by continued strength across premium offerings. Asia Pacific revenues totaled $126 million, down 10% on a reported basis and 5% at CER and organically, with portfolio rationalization and softer conditions in certain markets weighing on performance. In the quarter under review, Cooper Companies’ adjusted gross profit declined 0.3% year over year to $711.1 million. The adjusted gross margin was 66.7%, down 60 basis points (bps) from the year-ago period, reflecting higher manufacturing costs and unfavorable foreign exchange. Selling, general and administrative expenses decreased 4.8% to $401.3 million. Research and development expenses fell 6.7% to $41.6 million. Adjusted operating costs totaled $430.4 million, reflecting a 1.5% decrease from the prior-year quarter’s level. Adjusted operating profit totaled $280.7 million, up 1.6% from the year-earlier quarter’s level. The adjusted operating margin expanded 30 bps to 26.3%, aided by productivity improvements and disciplined expense management. COO exited the third quarter of fiscal 2026 with cash and cash equivalents of $154.7 million compared with $138.8 million at the end of the second quarter of fiscal 2026. Total debt at the end of the fiscal third quarter was $2.54 billion compared with $2.46 billion at the end of the fiscal second quarter. Cooper Companies has issued its outlook for the fiscal fourth quarter and updated its guidance for fiscal 2026. For the fourth quarter of fiscal 2026, Cooper Companies expects revenues of $1.057-$1.080 billion, representing organic growth of 0-2%, and adjusted EPS of $1.05-$1.09. CVI revenues are projected at $692-$706 million, implying organic growth of negative 2% to flat, as U.S. inventory reductions continue. CSI revenues are expected at $364-$374 million, representing organic growth of 4-6%. For fiscal 2026, revenues are now forecast at $4.229-$4.252 billion, with adjusted EPS of $4.51-$4.55. The company expects CVI revenues of $2.828-$2.842 billion, representing organic growth of 1-2% and CSI revenues of $1.401-$1.410 billion, representing organic growth of 4-5%, while reaffirming its objective of more than $2.2 billion in cumulative free cash flow for fiscal 2026-2028. The Cooper Companies, Inc. price-consensus-eps-surprise-chart | The Cooper Companies, Inc. Quote Cooper Companies delivered a mixed third-quarter fiscal 2026 performance, with earnings topping expectations despite softer revenues. CooperVision’s results were hurt by proactive U.S. channel inventory reductions, although underlying consumption in the United States remained healthy at a mid-single-digit growth rate. Strength in premium products continued, with MyDay toric, multifocal and Energys posting double-digit growth, while MiSight delivered 20% organic growth. CooperSurgical remained resilient, led by growth in fertility, supported by genomics, new clinic wins and broader adoption of the Witness platform. CooperVision’s near-term growth is likely to remain pressured as management expects a similar level of U.S. channel inventory reduction in the fiscal fourth quarter. However, the company expects the majority of the destocking and legacy hydrogel portfolio rationalization to be completed by fiscal year-end, positioning the business for a healthier start to fiscal 2027. COO is also stepping up commercial investments through expanded sales coverage, marketing programs and AI-driven targeting tools. New product initiatives, including MyDay MiSight and upcoming toric and multifocal offerings, should support longer-term growth. CooperSurgical remains another key growth driver, particularly in fertility, where favorable treatment trends, growing access to IVF and strength in genomics support the outlook. Following its strategic review, the board decided to retain CooperSurgical after determining that transaction proposals did not adequately reflect the business’ long-term value. Foreign exchange headwinds, higher manufacturing costs and increased commercial investments are expected to pressure margins in the fourth quarter, while continued weakness in Asia Pacific and CooperVision destocking remain near-term concerns. COO currently has a Zacks Rank #4 (Sell). Some better-ranked stocks from the broader medical space are Veracyte VCYT, Globus Medical GMED and West Pharmaceutical WST. Veracyte, currently flaunting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted earnings per share (EPS) of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%. You can see the complete list of today’s Zacks #1 Rank stocks here. VCYT has an estimated earnings growth rate of 8.4% for 2026. The company’s earnings beat estimates in the trailing four quarters, the average surprise being 41.8%. Globus Medical, currently carrying a Zacks Rank #2 (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%. GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in the trailing four quarters, the average surprise being 27.9%. West Pharmaceutical, carrying a Zacks Rank #2 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%. 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 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 Veracyte, Inc. (VCYT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

The Cooper Companies COO is scheduled to report third-quarter fiscal 2026 results on Sept. 9, after market close. The Zacks Consensus Estimate for sales is pegged at $1.1 billion, implying 3.6% year-over-year growth. The consensus estimate for the bottom line is pinned at $1.11 per share, suggesting growth of 0.9%. The earnings per share (EPS) estimates have remained stable over the past seven days. The company delivered an earnings surprise of 10% in the last reported quarter. Its earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 5.8%. What the Zacks Model Unveils for COO Our proven model does not conclusively predict an earnings beat for The Cooper Companies this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here, as you will see below. COO’s Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Zacks Rank of COO: The company carries a Zacks Rank #4 (Sell) at present. The Cooper Companies, Inc. price-eps-surprise | The Cooper Companies, Inc. Quote The Cooper Companies’ fiscal third-quarter performance is expected to have benefited from continued strength in its CooperVision business, improving fertility trends within CooperSurgical and ongoing operational efficiency initiatives. Management maintained its fiscal 2026 adjusted EPS guidance of $4.58-$4.66 after a strong fiscal second quarter, reflecting confidence in execution despite macroeconomic headwinds in Asia Pacific. CooperVision is likely to have remained the company's primary growth driver during the to-be-reported quarter. Revenue growth is expected to have been supported by healthy demand in the Americas and EMEA, where premium daily silicone hydrogel lenses, particularly the MyDay portfolio, continued gaining traction through expanding customer partnerships and branded contract wins. Biofinity toric and multifocal lenses are also expected to have contributed meaningfully, while MyDay multifocal and Energys likely sustained strong adoption, supported by their premium positioning and broader rollout across markets. Myopia control products are expected to have remained a meaningful growth contributor. MiSight delivered 24% growth in the prior quarter, driven by strong momentum in Japan, encouraging adoption of MyDay MiSight in Europe and expanding consumer awareness campaigns during the back-to-school season. Management indicated that clinician reception remained favorable and investments in additional product launches should continue supporting long-term growth, even as increasing adoption of spectacle-based myopia control products creates some near-term competitive pressure. Within CooperSurgical, fertility trends are expected to have remained favorable as IVF market conditions continued improving across key markets. Management expects the fertility business to return to mid-single-digit growth during the second half after a stronger-than-expected prior quarter that benefited from capital equipment sales and temporary distributor restocking in the Middle East. Continued demand for genomics, consumables and Witness laboratory tracking systems, along with new clinic wins and expansion within existing accounts, is expected to have supported quarterly performance. Regionally, the Americas and EMEA are expected to have maintained healthy growth trajectories, but Asia Pacific is likely to have remained a meaningful headwind. Management had guided for another quarterly decline in the region due to persistent consumer weakness in Japan and China, continued rationalization of legacy hydrogel products and rising e-commerce activity, where The Cooper Companies has relatively lower exposure. On the profitability front, restructuring benefits, disciplined cost management and technology-driven efficiency initiatives are expected to have continued supporting operating leverage during the-to-be-reported quarter. While management projected fiscal third-quarter gross margin pressure from unfavorable foreign exchange, tariffs, freight costs and lower production tied to AI-enabled inventory optimization, the company's back-office consolidation efforts, particularly within CooperSurgical, are expected to have helped offset some of these pressures and support earnings performance. Shares of COO have lost 17.4% in the year-to-date period against the industry’s 7.3% growth. However, the S&P 500 Index has increased 12.2% in the same time frame. Image Source: Zacks Investment Research Some better-ranked stocks from the broader medical space are Globus Medical GMED, Veracyte VCYT and West Pharmaceutical WST. Globus Medical, currently carrying a Zacks Rank #2, 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%. Veracyte, currently flaunting a Zacks Rank #1, reported a second-quarter 2026 adjusted EPS of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%. VCYT has an estimated earnings growth rate of 8.4% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 41.8%. West Pharmaceutical, carrying a Zacks Rank #2 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%. 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 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 Veracyte, Inc. (VCYT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

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