Group 1: Earnings Performance - Cardinal Health reported quarterly earnings of $2.08 per share, exceeding the Zacks Consensus Estimate of $2.03 per share, and up from $1.84 per share a year ago, representing an earnings surprise of +2.46% [1] - The company posted revenues of $60.16 billion for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.84%, but up from $59.87 billion year-over-year [2] Group 2: Stock Performance and Outlook - Cardinal shares have increased by approximately 33.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.4% [3] - The current consensus EPS estimate for the upcoming quarter is $2.17 on revenues of $57.99 billion, and for the current fiscal year, it is $9.21 on revenues of $248.27 billion [7] Group 3: Industry Context - The Medical - Dental Supplies industry, to which Cardinal belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Pro-Dex, Inc., another company in the same industry, is expected to report quarterly earnings of $0.47 per share, reflecting a year-over-year change of +2.2% [9]

Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system simplifies the process of finding promising growth stocks by analyzing a company's real growth prospects beyond traditional metrics [2] - Cencora (COR) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive as it indicates strong future prospects [4] - Cencora has a historical EPS growth rate of 14.5%, with projected EPS growth of 15.3% this year, surpassing the industry average of 14.5% [5] Group 3: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, allowing them to fund new projects without relying on external financing [6] - Cencora's year-over-year cash flow growth is 12.9%, significantly higher than the industry average of -1.1% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 14.1%, compared to the industry average of 8% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements, making them an important consideration for investors [8] - Cencora's current-year earnings estimates have been revised upward, with the Zacks Consensus Estimate increasing by 0.9% over the past month [8] Group 5: Overall Positioning - Cencora has achieved a Growth Score of A and a Zacks Rank of 2 due to positive earnings estimate revisions, positioning it well for potential outperformance [10]

While McKesson has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and ...

Company Performance - Teladoc reported a quarterly loss of $0.19 per share, better than the Zacks Consensus Estimate of a loss of $0.27, and an improvement from a loss of $0.28 per share a year ago, representing an earnings surprise of +29.63% [1] - The company posted revenues of $631.9 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.77%, although this is a decrease from year-ago revenues of $642.44 million [2] - Over the last four quarters, Teladoc has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Outlook - Teladoc shares have underperformed the market, losing about 9.8% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The current consensus EPS estimate for the coming quarter is -$0.21 on revenues of $627.2 million, and for the current fiscal year, it is -$1.21 on revenues of $2.51 billion [7] Industry Context - The Medical Services industry, to which Teladoc belongs, is currently in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% of industries [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry outlook can materially impact stock performance [5][8]