Reading ACH? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ACH free→Reading ACH? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ACH free→NYSEHealth CareMedical DistributionSnapshot 2026-06-16
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is strong. However, management's recent track record has been unsteady, with frequent disruptive corporate changes, and the company has a capital-unfriendly stance. The company was unprofitable over the past year, so its earnings quality can't be assessed, and risk is elevated. The sector backdrop is a headwind, and compared with sector peers, it is typical. The read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 0 valuation methods, at three horizons. Current price $3.08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Not enough valuation methods to set a 12-month read yet.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 59% of the time over the next year (vs 52% for the rest of the cohort, n=2344).
Over the trailing year it converted 0.11x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
23 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated volatile grew net income 43% of the time over the next year (vs 57% for the rest of the cohort, n=600).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.12 → $-0.09 (-170.7% / 30d). 0 raised, 5 cut, 6 covering analysts.
0 upgrades, 0 downgrades / 30d. 33% of analysts rate Buy.
1 positive, 3 negative / 30d. See F4 management tile for the event list.
Divergence: fundamentals are strong but estimates are being cut. Worth reading the recent material events.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$268.
How much price usually moves either way.
On a bad day, this stock has moved -$810.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $7,972.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: If sector revenue growth speeds up, it could help Accendra's performance. This would signal a better environment.
Confirms:Sector revenue growth increases back toward 10% or higher.
Disproves:Sector revenue growth continues to slow below 10%.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for ACH yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
by reference. New Notes Indentures and New Notes Overview The First Lien Notes issued as part of the new money issuance and delivered in exchange for the 2029 Notes tendered prior to the Early Exchange Time were issued pursuant to the Indenture, dated June 15, 2026 (the “First Lien Indenture”), by and among the Company, the guarantors named therein and Regions Bank, as trustee (in such capacity, the “First Lien Trustee”) and as collateral agent (in such capacity, the “First Lien Collateral Ag…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Health Care (broad).
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
ACH Accendra Health, Inc. | Typical Show detailsSector percentile: 61 of 100 | — | elevated |
LLY Lilly (Eli) | Above typical Show detailsSector percentile: 89 of 100 | expensive | moderate |
JNJ Johnson & Johnson | Above typical Show detailsSector percentile: 75 of 100 | expensive | low |
ABBV AbbVie | Above typical Show detailsSector percentile: 86 of 100 | fair | low |
UNH UnitedHealth Group | Above typical Show detailsSector percentile: 76 of 100 | fair | moderate |
Not investment advice. As of 2026-06-16.
via XLV
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The company is affirming its prior guidance for net revenue and adjusted EBITDA for the full year 2026.
The company aims to generate free cash flow of $90 million to $110 million for 2026.
Despite a decline in revenue, the company focuses on maintaining positive operating income.
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth in the Explanatory Note and in
Other Events. On June 10, 2026, the Company issued a press release announcing the early results of the Exchange Offers and Consent Solicitations, which is filed hereto as Exhibit 99.1 and incorporated by reference herein. Cautionary Note Regarding the Exchange Offers The Exchange Offers are subject to the satisfaction or waiver of a number of conditions. The Company reserves the right, in its sole discretion, to amend the terms of the Exchange Offers. The Exchange Offers may not be completed…
of Form 8-K. In accordance with General Instruction B.2 of Form 8-K, the information in this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liability of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such a filing.
of Form 8-K. In accordance with General Instruction B.2 of Form 8-K, the information in this Item 7.01, including Exhibit 99.1, shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liability of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended (the “ Securities Act ”), except as shall be expressly set forth by specific reference in such…