Group 1 - Cardinal Health, Inc. (NYSE:CAH) is recognized as one of the 15 Best Stocks to Buy for the Long Term [1] - Barclays initiated coverage on Cardinal Health with an Overweight rating and a price target of $243, expressing optimism particularly about drug distributors within the US healthcare technology and distribution space [2] - The stock has increased nearly 68% since the beginning of 2025, reflecting the company's transformation towards higher-margin areas, especially in specialty pharmaceuticals and managed services [3] Group 2 - In fiscal Q1 2026, Cardinal Health's revenue from the Pharmaceutical and Specialty Solutions segment rose 23% to $59.2 billion, driven by strong brand and specialty drug sales [3] - Total revenue for the quarter reached $64 billion, marking a 22% increase from the previous year, and the company completed the acquisition of Solaris Health, enhancing its scale in the urology sector [4] - Cardinal Health is one of the largest healthcare services and products companies in the US, supplying pharmaceuticals and medical equipment to a diverse range of providers [5]

Financial Performance & Guidance - NN's Q1 2025 net sales were $105.7 million, flat year-over-year on a pro forma basis, but down $15.5 million as reported[14, 40] - Adjusted EBITDA for Q1 2025 was $10.6 million, with an adjusted EBITDA margin of 10.0%, reconfirming FY 2025 guidance of $53-$63 million[14] - The company is lowering its 2025 net sales guidance to $430-$460 million due to GDP uncertainties, but reiterating adjusted EBITDA guidance of $53-$63 million and new business awards guidance of $60-$70 million[12] - NN initiates 2025 guidance for free cash flow at $14 to $16 million[12] Business Transformation & New Business - NN is launching 120 new programs in 2025, expected to add approximately $55 million in peak annual sales[11] - The company's new business program has secured $160 million of new business from January 2023 to May YTD 2025[16, 18, 21] - NN Europe achieved $6.7 million in new wins in Q1 2025, with an estimated total program value of over $50 million[25] - The company's working capital has been reduced by 20%, or $21.6 million, over the last two years, from $106.4 million in Q1 2023 to $84.8 million in Q1 2025[37, 38] Cost Reduction & Operational Efficiency - NN has reduced its global staff by 16%, or 525 people, over two years, with further reductions planned for 2025[29, 33] - The company is implementing a $6.5 million payroll reduction plan in 2025[33] - NN is advancing its organic transition into non-auto areas by leveraging $340 million of installed assets and investing $10-$14 million additional cash capex per year[12]