Prestige Consumer Healthcare (PBH)
Market Price (9/6/2026): $52.275 | Market Cap: $2.5 BilSector: Health Care | Industry: Pharmaceuticals
Prestige Consumer Healthcare (PBH)
Market Price (9/6/2026): $52.275Market Cap: $2.5 BilSector: Health CareIndustry: Pharmaceuticals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.9%, FCF Yield is 9.5% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 26% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 23%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 21% Low stock price volatilityVol 12M is 31% Megatrend and thematic driversMegatrends include Health & Wellness Trends. Themes include Over-the-Counter (OTC) Healthcare, and Personal Hygiene & Self-Care. | Weak multi-year price returns2Y Excs Rtn is -67%, 3Y Excs Rtn is -83% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 80% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.4%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.7% Key risksPBH key risks include [1] supply chain vulnerability due to its reliance on third-party manufacturers, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.9%, FCF Yield is 9.5% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 26% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 23%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 21% |
| Low stock price volatilityVol 12M is 31% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends. Themes include Over-the-Counter (OTC) Healthcare, and Personal Hygiene & Self-Care. |
| Weak multi-year price returns2Y Excs Rtn is -67%, 3Y Excs Rtn is -83% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 80% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.4%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.7% |
| Key risksPBH key risks include [1] supply chain vulnerability due to its reliance on third-party manufacturers, Show more. |
Qualitative Assessment
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Updated on 9/1/2026
Prestige Consumer Healthcare (PBH) stock has gained about 10% since 5/31/2026 because of the following key factors:
1. Strategic Acquisitions Bolstered Portfolio and Growth Outlook.
Prestige Consumer Healthcare significantly expanded its product offerings and revenue base through two key acquisitions. The company completed the acquisition of the Breathe Right® brand on June 15, 2026, a deal valued at approximately $1.045 billion, positioning Breathe Right as Prestige's largest brand. This was followed by the closure of the approximately $150 million cash acquisition of LaCorium Health on July 1, 2026, adding a business that generated around $40 million in trailing-12-month revenue. These additions were cited as primary drivers for the company's raised fiscal 2027 guidance.
2. Fiscal Q1 2027 Earnings Exceeded Expectations and Boosted Full-Year Guidance.
The company reported strong financial results for its fiscal Q1 2027, which ended June 30, 2026, surpassing analyst estimates. Prestige Consumer Healthcare achieved revenue of $265.7 million, marking a 6.5% year-over-year increase and exceeding the consensus estimate of $253.02 million. Adjusted diluted earnings per share (EPS) reached $0.98, outperforming the consensus estimate of $0.89 by $0.09. Following these strong results, management raised its fiscal 2027 outlook, projecting revenue between $1.29 billion and $1.315 billion and adjusted diluted EPS of $4.55 to $4.65.
Show more
Prestige Consumer Healthcare (PBH) stock has gained about 10% since 5/31/2026 because of the following key factors:
1. Strategic Acquisitions Bolstered Portfolio and Growth Outlook.
Prestige Consumer Healthcare significantly expanded its product offerings and revenue base through two key acquisitions. The company completed the acquisition of the Breathe Right® brand on June 15, 2026, a deal valued at approximately $1.045 billion, positioning Breathe Right as Prestige's largest brand. This was followed by the closure of the approximately $150 million cash acquisition of LaCorium Health on July 1, 2026, adding a business that generated around $40 million in trailing-12-month revenue. These additions were cited as primary drivers for the company's raised fiscal 2027 guidance.
2. Fiscal Q1 2027 Earnings Exceeded Expectations and Boosted Full-Year Guidance.
The company reported strong financial results for its fiscal Q1 2027, which ended June 30, 2026, surpassing analyst estimates. Prestige Consumer Healthcare achieved revenue of $265.7 million, marking a 6.5% year-over-year increase and exceeding the consensus estimate of $253.02 million. Adjusted diluted earnings per share (EPS) reached $0.98, outperforming the consensus estimate of $0.89 by $0.09. Following these strong results, management raised its fiscal 2027 outlook, projecting revenue between $1.29 billion and $1.315 billion and adjusted diluted EPS of $4.55 to $4.65.
Show more
Updated on 9/1/2026
Prestige Consumer Healthcare (PBH) stock has gained about 10% since 5/31/2026 because of the following key factors:
1. Strategic Acquisitions Bolstered Portfolio and Growth Outlook.
Prestige Consumer Healthcare significantly expanded its product offerings and revenue base through two key acquisitions. The company completed the acquisition of the Breathe Right® brand on June 15, 2026, a deal valued at approximately $1.045 billion, positioning Breathe Right as Prestige's largest brand. This was followed by the closure of the approximately $150 million cash acquisition of LaCorium Health on July 1, 2026, adding a business that generated around $40 million in trailing-12-month revenue. These additions were cited as primary drivers for the company's raised fiscal 2027 guidance.
2. Fiscal Q1 2027 Earnings Exceeded Expectations and Boosted Full-Year Guidance.
The company reported strong financial results for its fiscal Q1 2027, which ended June 30, 2026, surpassing analyst estimates. Prestige Consumer Healthcare achieved revenue of $265.7 million, marking a 6.5% year-over-year increase and exceeding the consensus estimate of $253.02 million. Adjusted diluted earnings per share (EPS) reached $0.98, outperforming the consensus estimate of $0.89 by $0.09. Following these strong results, management raised its fiscal 2027 outlook, projecting revenue between $1.29 billion and $1.315 billion and adjusted diluted EPS of $4.55 to $4.65.
3. Strong Free Cash Flow Generation and Proactive Debt Management.
Prestige Consumer Healthcare demonstrated robust financial health with adjusted free cash flow of $83.7 million in fiscal Q1 2027, a notable increase from $78.2 million in the prior year's comparable period. The company also raised its fiscal 2027 adjusted free cash flow guidance to at least $270 million. Furthermore, on July 15, 2026, the company refinanced $400 million of senior notes by issuing new 6.25% notes due in 2034, replacing existing 5.125% notes due in 2028. This strategic move extended the company's closest debt maturity to 2031, enhancing financial flexibility.
4. Significant Institutional Investment Indicated Increased Confidence.
During the period, Bank of New York Mellon Corp acquired a new stake in Prestige Consumer Healthcare, purchasing 325,275 shares valued at approximately $15.38 million in fiscal Q2 2027. This substantial institutional investment suggests growing confidence in the company's prospects and performance.
Show less
Prestige Consumer Healthcare (PBH) stock has gained about 10% since 5/31/2026 because of the following key factors:
1. Strategic Acquisitions Bolstered Portfolio and Growth Outlook.
Prestige Consumer Healthcare significantly expanded its product offerings and revenue base through two key acquisitions. The company completed the acquisition of the Breathe Right® brand on June 15, 2026, a deal valued at approximately $1.045 billion, positioning Breathe Right as Prestige's largest brand. This was followed by the closure of the approximately $150 million cash acquisition of LaCorium Health on July 1, 2026, adding a business that generated around $40 million in trailing-12-month revenue. These additions were cited as primary drivers for the company's raised fiscal 2027 guidance.
2. Fiscal Q1 2027 Earnings Exceeded Expectations and Boosted Full-Year Guidance.
The company reported strong financial results for its fiscal Q1 2027, which ended June 30, 2026, surpassing analyst estimates. Prestige Consumer Healthcare achieved revenue of $265.7 million, marking a 6.5% year-over-year increase and exceeding the consensus estimate of $253.02 million. Adjusted diluted earnings per share (EPS) reached $0.98, outperforming the consensus estimate of $0.89 by $0.09. Following these strong results, management raised its fiscal 2027 outlook, projecting revenue between $1.29 billion and $1.315 billion and adjusted diluted EPS of $4.55 to $4.65.
3. Strong Free Cash Flow Generation and Proactive Debt Management.
Prestige Consumer Healthcare demonstrated robust financial health with adjusted free cash flow of $83.7 million in fiscal Q1 2027, a notable increase from $78.2 million in the prior year's comparable period. The company also raised its fiscal 2027 adjusted free cash flow guidance to at least $270 million. Furthermore, on July 15, 2026, the company refinanced $400 million of senior notes by issuing new 6.25% notes due in 2034, replacing existing 5.125% notes due in 2028. This strategic move extended the company's closest debt maturity to 2031, enhancing financial flexibility.
4. Significant Institutional Investment Indicated Increased Confidence.
During the period, Bank of New York Mellon Corp acquired a new stake in Prestige Consumer Healthcare, purchasing 325,275 shares valued at approximately $15.38 million in fiscal Q2 2027. This substantial institutional investment suggests growing confidence in the company's prospects and performance.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 10.0% change in PBH stock from 5/31/2026 to 9/5/2026 was primarily driven by a 21.7% change in the company's P/E Multiple.| (LTM values as of) | 5312026 | 9052026 | Change |
|---|---|---|---|
| Stock Price ($) | 47.53 | 52.26 | 10.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,089 | 1,105 | 1.5% |
| Net Income Margin (%) | 17.5% | 15.6% | -10.9% |
| P/E Multiple | 11.9 | 14.4 | 21.7% |
| Shares Outstanding (Mil) | 47 | 47 | 0.0% |
| Cumulative Contribution | 10.0% |
Market Drivers
5/31/2026 to 9/5/2026| Return | Correlation | |
|---|---|---|
| PBH | 10.0% | |
| Market (SPY) | 1.8% | -30.2% |
| Sector (XLV) | 14.7% | 46.9% |
Fundamental Drivers
The -24.6% change in PBH stock from 2/28/2026 to 9/5/2026 was primarily driven by a -19.0% change in the company's P/E Multiple.| (LTM values as of) | 2282026 | 9052026 | Change |
|---|---|---|---|
| Stock Price ($) | 69.30 | 52.26 | -24.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,104 | 1,105 | 0.1% |
| Net Income Margin (%) | 16.9% | 15.6% | -7.9% |
| P/E Multiple | 17.8 | 14.4 | -19.0% |
| Shares Outstanding (Mil) | 48 | 47 | 0.9% |
| Cumulative Contribution | -24.6% |
Market Drivers
2/28/2026 to 9/5/2026| Return | Correlation | |
|---|---|---|
| PBH | -24.6% | |
| Market (SPY) | 12.6% | -8.4% |
| Sector (XLV) | 7.5% | 35.0% |
Fundamental Drivers
The -23.2% change in PBH stock from 8/31/2025 to 9/5/2026 was primarily driven by a -18.1% change in the company's Net Income Margin (%).| (LTM values as of) | 8312025 | 9052026 | Change |
|---|---|---|---|
| Stock Price ($) | 68.04 | 52.26 | -23.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,120 | 1,105 | -1.4% |
| Net Income Margin (%) | 19.0% | 15.6% | -18.1% |
| P/E Multiple | 15.8 | 14.4 | -8.8% |
| Shares Outstanding (Mil) | 49 | 47 | 4.2% |
| Cumulative Contribution | -23.2% |
Market Drivers
8/31/2025 to 9/5/2026| Return | Correlation | |
|---|---|---|
| PBH | -23.2% | |
| Market (SPY) | 20.4% | -2.3% |
| Sector (XLV) | 26.4% | 35.4% |
Fundamental Drivers
The -10.4% change in PBH stock from 8/31/2023 to 9/5/2026 was primarily driven by a -12.6% change in the company's P/S Multiple.| (LTM values as of) | 8312023 | 9052026 | Change |
|---|---|---|---|
| Stock Price ($) | 58.33 | 52.26 | -10.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,130 | 1,105 | -2.2% |
| P/S Multiple | 2.6 | 2.2 | -12.6% |
| Shares Outstanding (Mil) | 50 | 47 | 4.9% |
| Cumulative Contribution | -10.4% |
Market Drivers
8/31/2023 to 9/5/2026| Return | Correlation | |
|---|---|---|
| PBH | -10.4% | |
| Market (SPY) | 77.1% | 20.6% |
| Sector (XLV) | 34.7% | 33.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PBH Return | 74% | 3% | -2% | 28% | -21% | -15% | 51% |
| Peers Return | 16% | -12% | -1% | 2% | -28% | 23% | -9% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| PBH Win Rate | 75% | 67% | 50% | 67% | 33% | 56% | |
| Peers Win Rate | 52% | 44% | 48% | 57% | 25% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 56% | |
Max Drawdowns [4] | |||||||
| PBH Max Drawdown | -13% | -21% | -17% | -17% | -35% | -35% | |
| Peers Max Drawdown | -19% | -30% | -20% | -16% | -40% | -22% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: KVUE, PRGO, CHD, EPC, PG.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/4/2026 (YTD)
How Low Can It Go
| Event | PBH | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -11.3% | -9.5% |
| % Gain to Breakeven | 12.7% | 10.5% |
| Time to Breakeven | 153 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -19.6% | -24.5% |
| % Gain to Breakeven | 24.4% | 32.4% |
| Time to Breakeven | 56 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -30.4% | -33.7% |
| % Gain to Breakeven | 43.7% | 50.9% |
| Time to Breakeven | 65 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -27.4% | -19.2% |
| % Gain to Breakeven | 37.7% | 23.8% |
| Time to Breakeven | 329 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -14.1% | -12.2% |
| % Gain to Breakeven | 16.4% | 13.9% |
| Time to Breakeven | 55 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -11.9% | -6.8% |
| % Gain to Breakeven | 13.5% | 7.3% |
| Time to Breakeven | 17 days | 15 days |
In The Past
Prestige Consumer Healthcare's stock fell -7.4% during the 2025 US Tariff Shock. Such a loss loss requires a 8.0% gain to breakeven.
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| Event | PBH | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -30.4% | -33.7% |
| % Gain to Breakeven | 43.7% | 50.9% |
| Time to Breakeven | 65 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -27.4% | -19.2% |
| % Gain to Breakeven | 37.7% | 23.8% |
| Time to Breakeven | 329 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -37.7% | -17.9% |
| % Gain to Breakeven | 60.6% | 21.8% |
| Time to Breakeven | 122 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -26.9% | -15.4% |
| % Gain to Breakeven | 36.7% | 18.2% |
| Time to Breakeven | 91 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -47.8% | -53.4% |
| % Gain to Breakeven | 91.4% | 114.4% |
| Time to Breakeven | 155 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -21.5% | -8.6% |
| % Gain to Breakeven | 27.5% | 9.5% |
| Time to Breakeven | 1383 days | 47 days |
In The Past
Prestige Consumer Healthcare's stock fell -7.4% during the 2025 US Tariff Shock. Such a loss loss requires a 8.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Prestige Consumer Healthcare (PBH)
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Prestige Consumer Healthcare Inc. (PBH) is a global developer, manufacturer, marketer, and distributor of a broad portfolio of over-the-counter (OTC) health and personal care products. The company operates across two primary segments: North American OTC Healthcare and International OTC Healthcare, indicating its significant presence in both domestic and international markets for consumer health solutions.
PBH's product offerings encompass a wide array of well-known brands addressing common health and personal care needs. Key products include BC/Goody's for pain relief, Chloraseptic for sore throats, Clear Eyes for eye redness, and Compound W for wart removal. Its portfolio also features Boudreaux's Butt Paste for baby care, Monistat for vaginal anti-fungal treatment, Summer's Eve for feminine hygiene, Dramamine for motion sickness, and TheraTears for dry eye relief, among others, catering to a diverse range of consumer health concerns.
The company primarily serves general consumers who purchase these essential health and personal care items. Prestige Consumer Healthcare distributes its products through an extensive network of retail channels, including mass merchandisers, drug stores, food stores, dollar stores, convenience stores, and club stores. Additionally, it has a robust presence in e-commerce channels, ensuring its products are widely accessible to consumers seeking everyday health and wellness solutions.
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- Johnson & Johnson for everyday over-the-counter health and personal care products.
- Procter & Gamble for a portfolio of common non-prescription remedies.
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- BC/Goody's: Analgesic powders for pain relief.
- Boudreaux's Butt Paste: Baby ointments for diaper rash relief.
- Chloraseptic: Liquids and lozenges for sore throat relief.
- Clear Eyes: Eye drops for redness relief.
- Compound W: Products for wart removal.
- DenTek: Products for oral care.
- Debrox: Ear drops for ear wax removal.
- Dramamine: Medication for motion sickness relief.
- Fleet: Adult enemas and suppositories for constipation relief.
- Gaviscon: Remedies for upset stomach, heartburn, and indigestion.
- Luden's: Cough drops for cough and sore throat relief.
- Monistat: Vaginal anti-fungal treatments.
- Nix: Treatments for lice and other parasites.
- Summer's Eve: Products for feminine hygiene.
- TheraTears: Eye drops for dry eye relief.
- Fess: Nasal saline sprays and washes for nasal congestion relief.
- Hydralyte: Oral rehydration products.
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Prestige Consumer Healthcare (PBH) sells its products primarily to other companies, specifically a wide range of retailers. These retailers then sell the products to individual consumers.
Based on the company's distribution channels, its major customers include large national and international retail chains across various categories:
- Walmart Inc. (Symbol: WMT) - Represents mass merchandisers and club stores (Sam's Club).
- CVS Health Corporation (Symbol: CVS) - Represents drug stores.
- Walgreens Boots Alliance, Inc. (Symbol: WBA) - Represents drug stores.
- Amazon.com, Inc. (Symbol: AMZN) - Represents e-commerce channels.
- Target Corporation (Symbol: TGT) - Represents mass merchandisers.
- The Kroger Co. (Symbol: KR) - Represents food/grocery stores.
- Costco Wholesale Corporation (Symbol: COST) - Represents club stores.
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Ron Lombardi, President & CEO
Ron Lombardi was named President and CEO in June 2015, having previously served as Chief Financial Officer for the company since December 2010. He possesses extensive financial management experience, including expertise in acquisitions and divestitures, debt and equity structuring, and building financial infrastructure. Lombardi served as CFO for Waterbury International Holdings, a private equity-owned firm. Prior to that, he held positions of increasing financial responsibility at Cannondale Sports Group/Dorel Recreation and Leisure, including CFO and then Chief Operating Officer. His background also includes leadership roles in finance at publicly traded companies Gerber Scientific and Emerson Electric. He is a licensed CPA and holds a B.S. from Springfield College and an MBA from American International College.
Christine Sacco, Chief Financial Officer and Chief Operating Officer
Christine Sacco was appointed Chief Financial Officer in September 2016 and expanded her responsibilities to include Chief Operating Officer in January 2025. She joined Prestige Consumer Healthcare from Boulder Brands, where she served as Chief Financial Officer for four years, following roles as Chief Accounting Officer and Controller. Earlier in her career, she held various financial leadership positions at Alpharma, Inc., a global specialty pharma company, where her last role was Vice President, Treasurer. Her expertise encompasses corporate finance, treasury, investor relations, strategic planning, operations, and M&A. Sacco began her career in the Audit and Assurance group at Ernst & Young and is a Certified Public Accountant, holding a B.S. in accounting from St. Thomas Aquinas College.
William P'Pool, Senior Vice President, General Counsel and Corporate Secretary
William "Bill" P'Pool was appointed as Senior Vice President, General Counsel, and Corporate Secretary in November 2016. His background includes prior legal roles at Yum! Brands and GrafTech International. He also has experience in M&A, compliance, government affairs, corporate security, and EHS. P'Pool earned a BS in business from Murray State University and a JD from the University of Kentucky.
Adel Mekhail, Executive Vice President, Marketing & Sales
Adel Mekhail serves as the Executive Vice President, Marketing & Sales. Additional background details were not readily available in the search results.
Jeff Zerillo, Executive Vice President, Operations
Jeff Zerillo is the Executive Vice President, Operations. He is also referred to as Senior Vice President - Operations. Additional background details were not readily available in the search results.
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Prestige Consumer Healthcare (PBH) faces several key risks to its business operations and financial performance:
- Supply Chain Challenges and Operational Constraints: The company is exposed to significant vulnerabilities within its supply chain, including a reliance on third-party manufacturers and a lack of long-term contracts with some key suppliers. This can lead to increased costs for raw materials, packaging, labor, and transportation, as well as production disruptions, which have negatively impacted sales for specific brands such as Clear Eyes.
- Economic Uncertainty and Intense Competition: The current economic climate, characterized by high inflation, fluctuating interest rates, and geopolitical tensions, poses a threat to PBH through increased operational costs and potential shifts in consumer purchasing behavior. Furthermore, the over-the-counter (OTC) healthcare market is highly competitive, requiring continuous innovation and adaptation to maintain market share. Tariffs are also projected to create headwinds for the company.
- Customer Concentration and Evolving Retail Landscape: Prestige Consumer Healthcare generates a significant portion of its revenue from a few major customers, including Walmart and Amazon. Any changes in the purchasing strategies of these key retailers could materially impact sales. The ongoing shift towards online commerce and delivery-based shopping also presents a risk to PBH's traditional business model, which historically has relied on securing substantial shelf space for its brands in physical stores.
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Prestige Consumer Healthcare Inc. (PBH) operates in various over-the-counter (OTC) healthcare and personal care markets. The addressable market sizes for their main products or services are as follows:
- Analgesic Powders (e.g., BC/Goody's): The global over-the-counter analgesic market was valued at approximately USD 29.8 billion in 2024 and is projected to reach around USD 44.1 billion by 2034. North America led this market, generating approximately USD 13.0 billion in revenue in 2024. Other estimates for the global market size include USD 31.89 billion in 2025, rising to USD 45.77 billion by 2035.
- Antacids (e.g., Gaviscon): The global antacids market was valued at approximately USD 7.2 billion in 2024 and is projected to reach USD 9.7 billion by 2033. Another source estimates the global market at USD 7.73 billion in 2024, expected to reach USD 9.9871 billion by 2030. The U.S. antacids market was valued at USD 3.85 billion in 2024 and is projected to reach around USD 5.64 billion by 2034.
- Sore Throat Liquids and Lozenges / Cough Drops (e.g., Chloraseptic, Luden's): The global cold, cough, and sore throat remedies market was estimated at USD 41.22 billion in 2023 and is expected to reach USD 56.17 billion by 2032. Another estimate places the global market at USD 14,250.75 million (approximately USD 14.25 billion) in 2024, projected to reach USD 22,235.40 million (approximately USD 22.24 billion) by 2032. North America held a significant share, accounting for 38% of the global market in 2023.
- Eye Redness Relief / Dry Eye Relief (e.g., Clear Eyes, TheraTears): The U.S. eye care market size was estimated at USD 27.3 billion in 2024 and is expected to grow to USD 41.23 billion by 2030. The U.S. vision care industry market was valued at approximately USD 24.35 billion in 2022 and is projected to grow to USD 33.40 billion by 2028.
- Oral Care (e.g., DenTek): The global oral care market size was approximately USD 47.3 billion in 2024 and is anticipated to reach around USD 80.8 billion by 2034. North America held the largest revenue share in the global oral care market in 2025.
- Vaginal Anti-fungal (e.g., Monistat): The global vaginal antifungals market was valued at US$ 1,133.6 million (approximately USD 1.13 billion) in 2025 and is forecasted to expand to US$ 1,375.3 million (approximately USD 1.38 billion) by 2032. Another source estimates the market at USD 1.2 billion in 2025, projected to reach USD 1.9 billion by 2035.
- Lice/Parasite Treatments (e.g., Nix): The global lice treatment market was valued at USD 975.8 million in 2022 and is expected to grow to USD 1.65 billion by 2031. The U.S. lice treatment market size was valued at USD 0.32 billion in 2024 and is expected to reach USD 0.50 billion by 2032.
- Feminine Hygiene (e.g., Summer's Eve): The global feminine hygiene products market was approximately USD 48.96 billion in 2025 and is predicted to increase to around USD 101.80 billion by 2035. Another estimate for the global market is US$ 34.1 billion in 2025, reaching US$ 51.9 billion in 2032. Specifically for feminine hygiene wash, the global market was estimated at USD 9.25 billion in 2024, projected to grow to USD 15.7 billion by 2034. North America's feminine hygiene wash market generated approximately USD 2.4 billion in revenue in 2024.
For Boudreaux's Butt Paste (baby ointments), Compound W (wart removals), Debrox (ear wax removals), Dramamine (motion sickness relief), Fleet (adult enemas/suppositories), Fess (nasal saline spray and washes), and Hydralyte (oral rehydration products), specific addressable market sizes were not readily available in the provided search results, and thus are returned as null.
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Prestige Consumer Healthcare Inc. (PBH) is anticipated to drive future revenue growth over the next 2-3 years through several strategic initiatives and market dynamics:
* **Expansion of International OTC Healthcare Segment:** The company has consistently reported strong growth in its International OTC Healthcare segment, with notable performance from brands like Hydralyte, particularly in Australia. This international expansion is expected to continue contributing to overall revenue growth.
* **Growth in E-commerce Channels:** Prestige Consumer Healthcare has made long-term investments in e-commerce, which has resulted in impressive double-digit growth in online consumption. E-commerce is now a significant contributor to total sales, and the company expects this trend to continue.
* **Strategic Acquisitions and Supply Chain Optimization:** The company's strategy involves acquiring and nurturing established over-the-counter (OTC) brands. A key recent example is the acquisition of Pillar5 Pharma, their eye care supplier, which is expected to enhance their eye care business, improve production control, and resolve past supply chain challenges, particularly for the Clear Eyes brand. This integration aims to ensure consistent supply and enable further marketing efforts.
* **Category-Specific Growth in North America:** Despite some headwinds in certain categories, Prestige Consumer Healthcare has identified strong growth drivers within its North American OTC Healthcare segment, particularly in Ear & Eye Care, Gastrointestinal (GI) products (such as Dramamine and Fleet), and dermatological categories. The company anticipates continued improvements in the Clear Eyes supply chain and a recovery in the analgesics category.
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Share Repurchases
- In fiscal year 2025, Prestige Consumer Healthcare repurchased approximately 0.7 million shares for about $51.5 million.
- Under a buyback announced on May 14, 2024, the company completed the repurchase of 3,064,806 shares for a total of US$207 million.
- For the first nine months of fiscal year 2026 (ending December 31, 2025), share repurchases exceeded $150 million.
Outbound Investments
- On July 1, 2021, Prestige Consumer Healthcare completed the acquisition of TheraTears and other over-the-counter consumer brands from Akorn Operating Company LLC for US$230 million in cash.
- The company acquired Pillar5 Pharma, its primary Clear Eyes supplier, for approximately $100 million, with the transaction closing in the third quarter of fiscal year 2026. This acquisition was aimed at securing long-term supply stability and facilitating capacity expansion for ophthalmic products.
Capital Expenditures
- For fiscal year 2026, the company is investing in a new high-speed line at Pillar5, which is expected to commence production in the third quarter of fiscal year 2026, to expand capacity for multi-dose sterile over-the-counter ophthalmic products.
Peer Outperformance in Pharmaceuticals
PBH has outperformed 58% of its 62 Pharmaceuticals peers over 5Y. Among the peers that beat it are VTRS and BMY. Pharmaceuticals ranks 7th of 10 industries in Health Care by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Pharmaceuticals constituents that PBH has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
41%
of 74 industry peers · -19.7% return
3Y
43%
of 69 industry peers · -9.7% return
5Y
58%
of 62 industry peers · -9.1% return
Pharmaceuticals peers with revenue growth within 4pp of PBH's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| PBH | Prestige Consumer Healthcare | -0.7% | 14.4x | -19.7% | -9.7% | -9.1% | — |
| VTRS | Viatris | -1.8% | -47.8x | 66.5% | 89.2% | 39.9% | +49pp |
| BMY | Bristol-Myers Squibb | 2.9% | 14.7x | 48.6% | 29.0% | 25.0% | +34pp |
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Health Care sector, ranked by 5Y. Pharmaceuticals is PBH's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Health Care Distributors | 7 | 14.0% | 94.3% | 127.8% | CAH 414% · MCK 351% · COR 179% |
| Managed Health Care | 8 | 32.5% | 0.9% | 3.3% | OSCR 77% · HQY 48% · ELV 16% |
| Health Care Services | 20 | 19.7% | 53.1% | -1.5% | HIMS 238% · RDNT 134% · DGX 68% |
| Health Care Facilities | 24 | -1.0% | 7.5% | -19.0% | THC 249% · NHC 244% · ENSG 108% |
| Health Care Equipment | 50 | -4.5% | -4.9% | -24.0% | POCI 10775% · UFPT 318% · GKOS 200% |
| Health Care Supplies | 12 | 27.9% | -14.2% | -35.5% | LNTH 272% · HAE 59% · MMSI 23% |
| Pharmaceuticals ← | 63 | -1.5% | 1.9% | -36.4% | LQDA 2406% · INDV 1148% · ETON 1022% |
| Life Sciences Tools & Services | 109 | 1.6% | -27.8% | -73.9% | SNWV 1688% · MEDP 203% · AXGN 178% |
| Biotechnology | 363 | 5.6% | -26.4% | -76.8% | BRTX 73900% · DNTH 1558% · CELZ 1486% |
| Health Care Technology | 20 | -24.5% | -57.0% | -78.6% | SPOK 68% · HSTM -2% · VEEV -13% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
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Peer Comparisons
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Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 40.56 |
| Mkt Cap | 12.9 |
| Rev LTM | 5,187 |
| Op Inc LTM | 689 |
| FCF LTM | 675 |
| FCF 3Y Avg | 597 |
| CFO LTM | 755 |
| CFO 3Y Avg | 710 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 2.2% |
| Rev Chg 3Y Avg | 0.1% |
| Rev Chg Q | 1.7% |
| QoQ Delta Rev Chg LTM | 0.4% |
| Op Inc Chg LTM | -10.1% |
| Op Inc Chg 3Y Avg | 2.1% |
| Op Mgn LTM | 18.3% |
| Op Mgn 3Y Avg | 17.8% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 17.7% |
| CFO/Rev 3Y Avg | 16.5% |
| FCF/Rev LTM | 14.9% |
| FCF/Rev 3Y Avg | 13.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 12.9 |
| P/S | 2.3 |
| P/Op Inc | 11.2 |
| P/EBIT | 14.8 |
| P/E | 17.8 |
| P/CFO | 13.2 |
| Total Yield | 5.7% |
| Dividend Yield | 2.6% |
| FCF Yield 3Y Avg | 5.1% |
| D/E | 0.5 |
| Net D/E | 0.4 |
Segment Financials
Revenue by Segment| $ Mil | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| North American over-the-counter (OTC) Healthcare | 917 | 964 | 962 | 978 | 971 |
| International over-the-counter (OTC) Healthcare | 175 | 178 | 167 | 154 | 119 |
| Intersegment revenues | -4 | -4 | -4 | -4 | -3 |
| Total | 1,089 | 1,138 | 1,125 | 1,128 | 1,087 |
| $ Mil | 2026 | 2025 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|
| North American over-the-counter (OTC) Healthcare | 380 | 402 | 310 | 260 | |
| International over-the-counter (OTC) Healthcare | 67 | 77 | 25 | 27 | |
| Other operating expenses | -137 | -142 | |||
| Adjustment | -96 | -99 | -62 | ||
| Household Cleaning | 21 | 19 | 21 | ||
| Over-the-Counter Healthcare | 230 | ||||
| Total | 309 | 337 | 260 | 208 | 189 |
| $ Mil | 2024 |
|---|---|
| North American over-the-counter (OTC) Healthcare | 2,728 |
| International over-the-counter (OTC) Healthcare | 121 |
| Total | 2,848 |
Price Behavior
Price Behavior
| Market Price | $52.26 | |
| Market Cap ($ Bil) | 2.5 | |
| First Trading Date | 02/10/2005 | |
| Distance from 52W High | -25.6% | |
| 50 Days | 200 Days | |
| DMA Price | $51.14 | $56.94 |
| DMA Trend | down | up |
| Distance from DMA | 2.2% | -8.2% |
| 3M | 1YR | |
| Volatility | 34.7% | 31.1% |
| Downside Capture | -98.78 | -9.75 |
| Upside Capture | -31.82 | -32.98 |
| Correlation (SPY) | -31.2% | -2.5% |
PBH Betas & Captures as of 8/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.42 | -0.40 | -0.79 | -0.22 | -0.04 | 0.38 |
| Up Beta | 0.65 | -1.15 | -1.44 | -0.21 | 0.07 | 0.36 |
| Down Beta | 2.03 | 0.44 | -0.34 | 0.00 | 0.20 | 0.39 |
| Up Capture | 32% | 1% | -42% | -40% | -18% | 9% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 13 | 25 | 36 | 63 | 127 | 389 |
| Down Capture | -28% | -78% | -117% | 2% | -1% | 70% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 8 | 17 | 27 | 63 | 123 | 356 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PBH | |
|---|---|---|---|---|
| PBH | -21.8% | 31.1% | -0.77 | - |
| Sector ETF (XLV) | 26.5% | 16.0% | 1.28 | 35.5% |
| Equity (SPY) | 19.7% | 12.8% | 1.13 | -2.3% |
| Gold (GLD) | 24.6% | 29.2% | 0.75 | -6.8% |
| Commodities (DBC) | 43.8% | 20.3% | 1.67 | -21.7% |
| Real Estate (VNQ) | 9.1% | 13.6% | 0.39 | 26.5% |
| Bitcoin (BTCUSD) | -28.1% | 43.8% | -0.63 | -1.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PBH | |
|---|---|---|---|---|
| PBH | -1.3% | 26.7% | -0.06 | - |
| Sector ETF (XLV) | 6.6% | 15.1% | 0.25 | 36.6% |
| Equity (SPY) | 12.8% | 17.2% | 0.57 | 26.3% |
| Gold (GLD) | 19.1% | 18.8% | 0.82 | -1.3% |
| Commodities (DBC) | 10.7% | 19.5% | 0.43 | -2.9% |
| Real Estate (VNQ) | 1.7% | 18.9% | -0.01 | 32.8% |
| Bitcoin (BTCUSD) | 10.2% | 52.6% | 0.38 | 9.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PBH | |
|---|---|---|---|---|
| PBH | 1.1% | 29.7% | 0.09 | - |
| Sector ETF (XLV) | 10.8% | 16.7% | 0.53 | 41.8% |
| Equity (SPY) | 15.3% | 17.9% | 0.72 | 37.3% |
| Gold (GLD) | 12.4% | 16.3% | 0.62 | 1.4% |
| Commodities (DBC) | 7.9% | 18.1% | 0.35 | 9.0% |
| Real Estate (VNQ) | 4.8% | 20.7% | 0.19 | 35.7% |
| Bitcoin (BTCUSD) | 63.7% | 66.2% | 1.03 | 7.0% |
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Returns Analyses
Earnings Returns History
Updated 9/6/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/6/2026 | 2.7% | -1.3% | -0.8% |
| 5/13/2026 | -11.3% | -8.9% | -7.7% |
| 2/5/2026 | -2.2% | -1.6% | 0.2% |
| 11/6/2025 | 2.6% | 1.1% | 0.8% |
| 8/7/2025 | -10.0% | -11.6% | -13.5% |
| 5/8/2025 | 6.9% | 4.9% | 4.5% |
| 2/6/2025 | 14.8% | 10.7% | 17.0% |
| 11/7/2024 | 3.2% | 6.0% | 8.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 15 | 13 | 14 |
| # Negative | 9 | 11 | 10 |
| Median Positive | 2.7% | 4.9% | 7.8% |
| Median Negative | -2.2% | -3.2% | -8.3% |
| Max Positive | 14.8% | 13.8% | 17.7% |
| Max Negative | -11.3% | -11.6% | -13.9% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/6/2026 | 2.7% | -1.3% | -0.8% |
| 5/13/2026 | -11.3% | -8.9% | -7.7% |
| 2/5/2026 | -2.2% | -1.6% | 0.2% |
| 11/6/2025 | 2.6% | 1.1% | 0.8% |
| 8/7/2025 | -10.0% | -11.6% | -13.5% |
| 5/8/2025 | 6.9% | 4.9% | 4.5% |
| 2/6/2025 | 14.8% | 10.7% | 17.0% |
| 11/7/2024 | 3.2% | 6.0% | 8.6% |
| 8/8/2024 | -1.5% | -0.6% | 9.5% |
| 5/14/2024 | -7.0% | -9.0% | -9.3% |
| 2/8/2024 | 9.4% | 7.6% | 17.2% |
| 11/2/2023 | -0.6% | -0.8% | -1.5% |
| 8/3/2023 | 0.9% | -1.3% | -11.5% |
| 5/4/2023 | 1.3% | -4.1% | -4.5% |
| 2/2/2023 | -8.8% | -8.2% | -8.9% |
| 11/3/2022 | 0.6% | 3.7% | 17.7% |
| 8/4/2022 | -1.0% | -3.2% | -13.9% |
| 5/5/2022 | 2.3% | 4.9% | 5.3% |
| 2/3/2022 | 5.0% | 2.3% | 1.1% |
| 11/4/2021 | 0.4% | 1.1% | -6.0% |
| 8/5/2021 | 6.2% | 13.8% | 8.7% |
| 5/6/2021 | 6.2% | 5.1% | 12.8% |
| 2/4/2021 | 1.9% | 7.6% | 6.3% |
| 11/5/2020 | -1.7% | 2.8% | 6.9% |
| SUMMARY STATS | |||
| # Positive | 15 | 13 | 14 |
| # Negative | 9 | 11 | 10 |
| Median Positive | 2.7% | 4.9% | 7.8% |
| Median Negative | -2.2% | -3.2% | -8.3% |
| Max Positive | 14.8% | 13.8% | 17.7% |
| Max Negative | -11.3% | -11.6% | -13.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/14/2026 | 10-K |
| 12/31/2025 | 02/05/2026 | 10-Q |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-K |
| 12/31/2024 | 02/06/2025 | 10-Q |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-K |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-K |
| 12/31/2022 | 02/02/2023 | 10-Q |
| 09/30/2022 | 11/03/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/14/2026 | 10-K |
| 12/31/2025 | 02/05/2026 | 10-Q |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-K |
| 12/31/2024 | 02/06/2025 | 10-Q |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-K |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-K |
| 12/31/2022 | 02/02/2023 | 10-Q |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-K |
| 12/31/2021 | 02/03/2022 | 10-Q |
| 09/30/2021 | 11/04/2021 | 10-Q |
| 06/30/2021 | 08/05/2021 | 10-Q |
| 03/31/2021 | 05/07/2021 | 10-K |
| 12/31/2020 | 02/04/2021 | 10-Q |
| 09/30/2020 | 11/05/2020 | 10-Q |
| 06/30/2020 | 08/06/2020 | 10-Q |
| 03/31/2020 | 05/08/2020 | 10-K |
| 12/31/2019 | 02/06/2020 | 10-Q |
| 09/30/2019 | 10/31/2019 | 10-Q |
Recent Forward Guidance
Updated 8/14/2026Latest: Q1 2027 Earnings Reported 8/6/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Adjusted Diluted E.P.S. | Reported | 4.55 | 4.6 | 4.65 | 3.0% | Raised | Guidance: 4.46 for 2027 | |
| 2027 Revenue | Reported | 1.29 Bil | 1.30 Bil | 1.31 Bil | 17.3% | Raised | Guidance: 1.11 Bil for 2027 | |
| 2027 Organic Revenue Growth | Reported | 1.0% | 2.0% | 3.0% | 0 | Affirmed | Guidance: 2.0% for 2027 | |
| 2027 Adjusted Free Cash Flow | Reported | 270.00 Mil | 8.0% | Raised | Guidance: 250.00 Mil for 2027 | |||
Prior: Q4 2026 Earnings Reported 5/13/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Adjusted Diluted E.P.S. | Reported | 4.42 | 4.46 | 4.51 | -1.7% | Lower New | Guidance: 4.54 for 2026 | |
| 2027 Revenue | Reported | 1.10 Bil | 1.11 Bil | 1.12 Bil | 1.0% | Higher New | Guidance: 1.10 Bil for 2026 | |
| 2027 Organic Revenue Growth | Reported | 1.0% | 2.0% | 3.0% | 5.0% | Higher New | Guidance: -3.0% for 2026 | |
| 2027 Free Cash Flow | Reported | 250.00 Mil | 2.0% | Higher New | Guidance: 245.00 Mil for 2026 | |||
Q3 2026 Earnings Reported 2/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted Diluted E.P.S. | Reported | 4.54 | -0.4% | Lowered | Guidance: 4.56 for 2026 | |||
| 2026 Revenue | Reported | 1.10 Bil | -0.7% | Lowered | Guidance: 1.11 Bil for 2026 | |||
| 2026 Organic Revenue Growth | Reported | -3.0% | -0.8% | Lowered | Guidance: -2.25% for 2026 | |||
| 2026 Free Cash Flow | Reported | 245.00 Mil | 0 | Affirmed | Guidance: 245.00 Mil for 2026 | |||
Q2 2026 Earnings Reported 11/6/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted Diluted E.P.S. | Reported | 4.54 | 4.56 | 4.58 | 0.4% | Raised | Guidance: 4.54 for 2026 | |
| 2026 Revenue | Reported | 1.10 Bil | 1.11 Bil | 1.11 Bil | 0 | Affirmed | Guidance: 1.11 Bil for 2026 | |
| 2026 Organic Revenue Growth | Reported | -3.0% | -2.25% | -1.5% | 0 | Affirmed | Guidance: -2.25% for 2026 | |
| 2026 Free Cash Flow | Reported | 245.00 Mil | 0 | Affirmed | Guidance: 245.00 Mil for 2026 | |||
Insider Activity
Updated 8/5/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 5122026 | 52.28 | 351 | 18,350 | 2,185,827 | Form |
| 2 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 5112026 | 54.36 | 305 | 16,580 | 2,291,872 | Form |
| 3 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 5072026 | 54.99 | 1,207 | 66,373 | 2,354,672 | Form |
| 4 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 5062026 | 55.32 | 346 | 19,141 | 2,452,557 | Form |
| 5 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 2132026 | 65.93 | 1,000 | 65,930 | 2,706,295 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 5122026 | 52.28 | 351 | 18,350 | 2,185,827 | Form |
| 2 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 5112026 | 54.36 | 305 | 16,580 | 2,291,872 | Form |
| 3 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 5072026 | 54.99 | 1,207 | 66,373 | 2,354,672 | Form |
| 4 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 5062026 | 55.32 | 346 | 19,141 | 2,452,557 | Form |
| 5 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 2132026 | 65.93 | 1,000 | 65,930 | 2,706,295 | Form |
| 6 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 12022025 | 60.00 | 281 | 16,860 | 2,522,880 | Form |
| 7 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 12022025 | 60.00 | 719 | 43,140 | 2,539,740 | Form |
| 8 | Byom, John E | Direct | Sell | 11262025 | 59.35 | 3,000 | 178,050 | 3,062,104 | Form |
Industry Resources
| Health Care Resources |
| U.S. National Library of Medicine |
| ClinicalTrials.gov |
| Modern Healthcare |
| Healthcare Dive |
| Fierce Healthcare |
| Health Affairs |
| Health Data Management |
| FDA Tracker |
| Pharmaceuticals Resources |
| Fierce Pharma |
| Pharm Exec |
| Endpoints News |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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Core Cache Last Updated: 9/5/2026