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Industry top-down

Medical Distribution

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

9 companiesMedian revenue YoY: -0.1%EPS beat rate:

AI industry top-down

The medical distribution industry has recently shown mixed trends, with sales growth varying significantly across companies. While the median sales growth rate saw a slight decline, some companies, such as MCKESSON CORP and Cencora, Inc., recorded double-digit sales growth. Conversely, some companies, including ACCENDRA HEALTH INC/VA/, experienced significant sales declines. In terms of profitability, Cencora, Inc., HENRY SCHEIN INC, and Hanmi Science showed robust EPS growth, but MCKESSON CORP experienced a decline in EPS, underscoring pronounced differences across companies.

  • Overall industry revenue growth slowdown: median recorded at -0.13%
  • Some large companies maintain robust revenue growth: including MCK, COR
  • Profitability (EPS) varies by company: some growing, some declining
Where companies diverge: Widening disparity in revenue growth rates by company: -74%~+15% range · Differences in profitability trends: COR, HSIC, Hanmi Science EPS growth vs MCK EPS decrease

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
MCKMCKESSON CORPFY2026 Q3$268.23B+15.3%$15.80-3.6%
CORCencora, Inc.FY2026 Q2$156.94B+11.6%$6.18+21.9%
CAHCARDINAL HEALTH INCFY2026 Q1$52.28B-4.3%$1.70
HSICHENRY SCHEIN INCFY2026 Q1$3.17B-0.1%$0.88+22.2%
AHGAkso Health GroupFY2026 Q2$6.93M$-0.00
ACHACCENDRA HEALTH INC/VA/FY2026 Q1$673.88M-74.2%$-0.32
EDAPEDAP TMS SAFY2026 Q1$14.27M$-0.20
COSMCosmos Health Inc.FY2026 Q1$13.71M-6.0%$-0.03
008930Hanmi Science Co.,LtdFY2026 Q2₩367.86B+8.7%₩644.00+51.5%

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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