4 Medical Supply Stocks Poised to Gain in a Prospering Industry

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• Cardinal Health expects revenues from its Pharmaceutical segment to grow 15-17% year over year in fiscal 2026

  80% confidence

• Align Technology views DSOs as a 'force multiplier' and expects them to remain a high-growth segment into 2026

  80% confidence

• The Zacks Medical Dental Supplies industry is likely to continue its upward momentum in 2026

  80% confidence

• Align Technology's restructuring actions are expected to lift operating margins by at least 100 basis points year over year in 2026

  80% confidence

• The global medical supplies industry is expected to reach $163.5 billion by 2027, at a CAGR of 3.4% in the 2022-2027 period

  80% confidence

• West Pharmaceutical aims for organic revenue growth of 7-9% over the long-term

  80% confidence

• McKesson expects total revenues to grow 11-15% and operating profit to improve 12-16% in fiscal 2026

  80% confidence

• A significant contract manufacturing agreement is set to expire in mid-2026, representing a $40 million headwind in the second half of 2026

  80% confidence

• Cardinal Health expects adjusted EPS to be at least $10.00 for fiscal 2026

  80% confidence

• Cardinal Health expects revenues from the Medical segment to grow 2-4% in fiscal 2026

  80% confidence

• Cardinal Health expects revenues from the Other segment to grow 26-28% in fiscal 2026

  80% confidence

• The rise of oral GLP-1 therapies increases the risk of future market share shifts from injectables, which could potentially pressure the top line

  80% confidence

• The U.S. had 55.8 million people aged 65 and above in 2020

  80% confidence

• Advanced robotics and automated storage and retrieval systems are transforming logistics, cutting human intervention by nearly 75% for some companies

  80% confidence

• Although the company plans to mitigate tariff-related costs in 2026, they are likely to hurt margins this year

  80% confidence

• DSOs have demonstrated an ability to grow at double-digit rates, even in mixed economic environments

  80% confidence

• ClinCheck Live Plan can automate treatment plans in as little as 15 minutes

  80% confidence

• McKesson expects fiscal 2026 earnings per share to be in the range of $38.35-$38.85

  80% confidence

• Management indicated that the company intends to operate within its long-term model of 5-15% growth

  80% confidence

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