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CVS Is Reportedly Breaking Itself in Two
Reports say CVS Health is weighing a split that would unwind its landmark Aetna merger, but the structure, timeline, and who absorbs billions in debt remain unanswered questions heading into a critical earnings call.
UPS Has Paid the Same $1.64 Dividend for 7 Quarters. Should Retirees Worry?
UPS has held its dividend flat for seven straight quarters while paying out nearly 90 cents of every free cash flow dollar, a combination that puts retirees on edge and raises a question management has not fully answered.
‘Me and ChatGPT Have Become Attorneys, But That’s Scary’: Texas Mom Settling Her 6-Year-Old’s $53,000 Injury Claim Alone
A Texas mom negotiated a $53,000 injury settlement for her six-year-old daughter without a lawyer, and now a single decision at a November court hearing could shrink that payout by tens of thousands of dollars before her daughter turns 18.
Fiscal 2026 was a pivotal year for Cencora, as we expanded our MSO platform through the acquisition of OneOncology, sharpened the focus of our portfolio and delivered record results.
Mauch is framing the $65 billion distributor as an oncology services owner, with OneOncology anchoring the MSO platform on the fiscal 2026 earnings call. The payoff investors should track is whether those practice economics keep lifting margins in fiscal 2027.
Q4 2026
EPS
$4.66
est $4.57+1.9%
Revenue
$88.35B
est $87.91B+0.5%
Cencora guided fiscal 2027 adjusted EPS to $19.40 to $19.75, implying 8% to 10% growth, after a fifth straight quarterly beat. OneOncology did the heavy lifting, and the dividend was raised to $0.66 a share.
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Q3 2026
EPS
$5.71
est $6.04-5.5%
Revenue
$833M
est $781M+6.6%
Record quarterly revenue came in well ahead of estimates on 13% growth in Tyvaso DPI, yet earnings missed because a $130 million nondeductible charge for the Thymmune acquisition pushed the tax rate to 31% from 23%. The miss traces to that pipeline bill rather than demand, and management just authorized another $2.0 billion buyback.
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Q3 2026
EPS
$2.09
est $1.65+26.6%
Revenue
$108.40B
est $104.69B+3.5%
Aetna is the story: the medical benefit ratio improved to 91.3% from 92.8%, a managed-care cost trend moving the right way. Management raised full-year adjusted EPS guidance to at least $8.20 from $7.90 to $8.10.
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Q3 2026
EPS
$1.90
est $1.88+1.0%
Revenue
$2.06B
est $2.04B+1.1%
Knees, still Zimmer Biomet's biggest franchise, shrank 2.6% in constant currency, and the quarter beat anyway because hips, sports medicine and technology all grew at upper single to double-digit rates. Management raised the low end of full-year revenue growth to 4.4% and narrowed adjusted EPS guidance to $8.50 to $8.60. Diversification is carrying the company now.
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Q3 2026
EPS
$0.84
est $0.38+121.8%
Revenue
$865M
est $789M+9.7%
The earnings beat is real but borrowed: $182 million of one-time ARC token presale revenue drove it, while core reserve income fell 8%. Management left full-year guidance untouched. Keep an eye on the stock through the call.
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Home Prices Just Hit a Record, So Why Are Florida’s Retirement Towns Losing Value?
National home prices just set a record, but that headline masks a painful divergence hitting some of the most popular retirement destinations in the country. What is happening on Florida’s Gulf Coast retiree markets could reshape how thousands of homeowners plan their next finan…
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Inherit a $500,000 IRA From a Parent in Florida and Move It to Your Brokerage in California, and Sacramento Taxes Every Withdrawal at Up to 13.3%. The Heir’s State Decides, Not the Parent’s, and Here’
Where you live when you inherit a parent’s IRA matters far more than where your parent lived, and one four-word phrase to a custodian can quietly determine whether your tax bill runs into the tens of thousands or stays at zero.
Q3 2026
EPS
$1.46
est $1.21+20.8%
Revenue
$1.56B
est $1.49B+4.5%
Management raised full-year adjusted EPS guidance to $4.95 to $5.05 as AI demand for advanced materials drove all-organic volume growth, with Interconnect Solutions sales up 30% and Semiconductor Technologies up 15%. Gross margin widened to 47.8% from 45.1%, the tenth straight quarter of profitable growth since the DuPont spin.
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