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The investment idea related to the purchase of shares of McKesson Corporation ( MCK ), which I wrote about in December, has fully justified itself. The shares were undervalued by 10-15% in my estimation, given the financialHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every fina ...

Core Insights - Solventum (SOLV) is set to release its fourth-quarter 2025 results on February 26, with previous earnings exceeding estimates by 4.90% and a trailing four-quarter average earnings surprise of 10.42% [1][3] Financial Estimates - The Zacks Consensus Estimate for Solventum's revenues is $1.96 billion, while the consensus for earnings is $1.50 per share [2] Performance Overview - The company is expected to report strong underlying momentum in Q4 2025, following a third quarter characterized by improved commercial execution and cost initiatives, although tariffs may negatively impact results [3][9] - Management raised full-year guidance to the high end of its organic growth range of 2-3% and adjusted EPS outlook from $5.88-$6.03 to $5.98-$6.08 [3][9] Segment Performance - MedSurg, the largest segment, achieved 1.1% organic growth in Q3, with Advanced Wound Care growing by 2.7% [4] - Infection Prevention and Surgical Solutions remained flat, indicating a reversal of earlier order timing benefits, while Dental Solutions saw a notable 6.5% organic growth [5][6] - Health Information Systems (HIS) posted 5.6% organic growth, driven by revenue cycle management software and favorable consulting milestones [8] Strategic Developments - The sale of the Purification & Filtration business in September increased the company's cash position by $4 billion, which is being utilized for debt reduction and potential acquisitions [9] - The company acquired Acera Surgical to enhance its MedSurg portfolio with synthetic tissue matrices technology [9] Margin and Cost Management - Gross margin in Q3 was 55.8%, impacted by a 130-basis-point tariff effect, with expectations of further tariff pressures in Q4 [11] - The "Transform for the Future" initiative aims for $500 million in annual savings over four years, which, along with supply chain efficiencies, is expected to support margin resilience [11]

Core Insights - Cencora, Inc. (NYSE:COR) is a significant player in the healthcare distribution sector, known for its extensive network and efficient supply chain solutions, competing with major distributors like McKesson and Cardinal Health [1][6] - Wells Fargo has maintained an "Overweight" rating for Cencora, raising its price target from $405 to $429, indicating optimism about the company's future performance [1][5][6] Investment Activity - BI Asset Management Fondsmaeglerselskab A S increased its holdings in Cencora by 17.9% during the third quarter, now owning 144,287 shares valued at approximately $45 million, representing about 0.07% of Cencora's total market value [2][6] - Other investors, including Ameritas Advisory Services LLC and Simplicity Wealth LLC, have also made new investments in Cencora, with stakes valued at around $157,000 and $555,000 respectively [3][6] - Grimes and Company Inc. increased its holdings by 3.6%, now owning 1,272 shares valued at $381,000 [3] Stock Performance - Cencora's stock is currently priced at $363.27, reflecting a price change of $4.02, or a 1.119% increase, with fluctuations between a low of $358.94 and a high of $367.28 on the day [4][6] - Over the past year, the stock has reached a high of $377.54 and a low of $237.71, indicating significant volatility [4][6] - Cencora's market capitalization stands at approximately $70.67 billion, with a trading volume of 946,209 shares, highlighting the company's strong position in the industry [5]

Group 1 - Becton, Dickinson and Company (NYSE: BDX) is highlighted in Jim Cramer's game plan, showing bullish sentiment towards the company amid significant movements in the medical devices distribution space [1] - The company offers a wide range of medical supplies, diagnostic tools, and lab equipment utilized by healthcare professionals and researchers [2] - Despite the potential of BDX as an investment, certain AI stocks are considered to have greater upside potential and less downside risk [3]

Core Viewpoint - Cardinal Health, Inc. is recognized as one of the 12 unstoppable dividend stocks to buy according to analysts, reflecting strong market confidence in the company's performance and growth potential [1]. Financial Performance - Morgan Stanley raised its price target for Cardinal Health from $245 to $255, maintaining an Overweight rating, following strong second-quarter results that improved the stock's risk-reward profile [2]. - Cardinal Health raised its 2026 profit outlook after reporting quarterly results that exceeded expectations, driven by solid demand for specialty medicines, resulting in a stock price increase of over 9% [3]. - The company reported quarterly revenue of $65.63 billion, surpassing analysts' average estimate of $64.14 billion, with adjusted profit at $2.63 per share, exceeding estimates of $2.36 [6]. Industry Trends - Drug distributors, including Cardinal Health, are benefiting from increased demand for higher-margin treatments for complex conditions such as cancer and autoimmune diseases, supported by the rollout of biosimilars linked to blockbuster drugs that have lost patent protection [4]. - Companies in this sector are expanding into specialty medicines through acquisitions of cancer center operators, diversifying beyond traditional drug distribution while strengthening core operations [5]. Company Strategy - Cardinal Health's CEO Jason Hollar indicated that while GLP-1 drugs contribute to revenue, they are not expected to significantly impact earnings in the near term, with adoption remaining slow but anticipated to accelerate over time [5].

Core Insights - McKesson Corporation (MCK) reported third-quarter fiscal 2026 adjusted earnings per share (EPS) of $9.34, exceeding the Zacks Consensus Estimate of $9.31 by 0.3%, and reflecting a year-over-year improvement of 16.3% driven by strong operational growth and acquisitions in the Oncology & Multispecialty segment [1][7] Revenue Details - Revenues reached $106.16 billion, surpassing the Zacks Consensus Estimate by 0.5%, and increased by 11.4% year over year, primarily due to higher prescription volumes from retail national account customers and growth in oncology and specialty product distribution [2][7] - The North American Pharmaceutical segment generated revenues of $88.3 billion, up 9% year over year, attributed to increased prescription volumes and specialty products [5] Segmental Analysis - The Oncology & Multispecialty segment reported revenues of $13 billion, a significant increase of 37% year over year, driven by growth in provider solutions and specialty distribution, along with contributions from acquisitions [8] - The Prescription Technology Solutions segment's revenues totaled $1.5 billion, up 9% year over year, supported by increased prescription volumes in third-party logistics and technology services [9] - The Medical-Surgical Solutions segment generated revenues of $3 billion, a modest increase of 1% year over year, with adjusted operating profit down 10% due to reduced volumes in physician office settings [10] Financial Performance - Adjusted gross profit was $3.66 billion, reflecting a year-over-year increase of 9.6%, while adjusted operating income rose 13.4% to $1.81 billion, with an operating margin of 1.9%, expanding nearly 22 basis points year over year [11] - Cash and cash equivalents stood at $2.96 billion, down from $4 billion in the previous quarter, with cumulative net cash provided by operating activities amounting to $2.73 billion [12] Fiscal 2026 Guidance - McKesson raised its EPS guidance for fiscal 2026 to a range of $38.80-$39.20 from the previous $38.35-$38.85, and expects total revenue growth of 12-16%, up from the prior guidance of 11-15% [13][16] Strategic Developments - The company is progressing towards the spin-off of its Medical-Surgical Solutions business, expected to be completed by the second half of calendar 2027, and has divested its retail and distribution businesses in Norway, marking its exit from European operations [15]

Core Viewpoint - McKesson Corporation's shares have surged approximately 16 percent in morning trading, reaching $956.61, attributed to the positive impact of its recent third-quarter financial results announcement [1][2]. Group 1: Stock Performance - McKesson's shares are currently trading at $956.61, reflecting an increase of 16.27 percent or $133.76 [1]. - The stock opened at $867.97 and has peaked at $964.94 during the trading session [1]. - Over the past year, McKesson's stock has fluctuated between $570.51 and $964.94 [1]. Group 2: Financial Results - The company's third-quarter earnings rose to $1.186 billion, equating to $9.59 per share, compared to $879 million or $6.95 per share in the previous year [2].

Core Insights - McKesson reported revenue of $106.16 billion for the quarter ended December 2025, reflecting an 11.4% increase year-over-year and surpassing the Zacks Consensus Estimate of $105.66 billion by 0.47% [1] - The company's EPS for the quarter was $9.34, up from $8.03 in the same quarter last year, also exceeding the consensus EPS estimate of $9.31 by 0.35% [1] Revenue Performance - Medical-Surgical Solutions revenue was $2.99 billion, slightly below the average estimate of $3.05 billion, with a year-over-year increase of 1.4% [4] - Prescription Technology Solutions revenue matched the average estimate at $1.5 billion, showing a year-over-year growth of 9.4% [4] - Other revenue reached $335 million, exceeding the estimated $297.61 million [4] - North American Pharmaceutical revenue was $88.32 billion, slightly below the average estimate of $88.6 billion, with a year-over-year increase of 1.4% [4] - Oncology & Multispecialty revenue was $13.01 billion, surpassing the average estimate of $12.48 billion [4] Adjusted Operating Profit - Adjusted Operating Profit for Medical-Surgical Solutions was $265 million, below the estimate of $278.29 million [4] - Adjusted Operating Profit for Prescription Technology Solutions was $277 million, exceeding the average estimate of $264.4 million [4] - Adjusted Operating Profit for Oncology & Multispecialty was $366 million, above the average estimate of $353.98 million [4] - Adjusted Operating Profit for Corporate was -$156 million, better than the estimate of -$180.91 million [4] - Adjusted Operating Profit for North American Pharmaceutical was $872 million, exceeding the average estimate of $855.24 million [4] - Adjusted Operating Profit for Other was $28 million, surpassing the average estimate of $14.6 million [4] Stock Performance - McKesson's shares have returned 3% over the past month, outperforming the Zacks S&P 500 composite's return of 0.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]