8-K filing — Atkore Inc. (ATKR)
Filed: 2026-09-15 AccNo: 0001666138-26-000027 Size: 182 KB Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits
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Filed: 2026-09-15 AccNo: 0001666138-26-000027 Size: 182 KB Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits
CVS Health's Pharmacy & Consumer Wellness segment showed strong growth with operating income up 10.2% year-over-year to $1.48 billion in Q2 2026, supported by higher prescription volumes and improved margins. The company raised its 2026 operating income outlook for the segment by $220 million. CVS is expanding AI tools including Health100 and Claims Assist Manager to improve efficiency and customer service. However, reimbursement pressure, regulatory scrutiny, and insufficient Medicare Advantage payment updates remain key headwinds. With a discounted valuation (P/S of 0.29X vs. industry average 0.53X), Zacks recommends current holders maintain positions while prospective investors wait for a more favorable entry point.
BrightSpring Health Services (BTSG) reported strong Q2 2026 results with Specialty and Infusion revenue growing 30% and scripts rising 31%, driven by branded limited distribution drugs (LDDs) and expansion into rare and orphan therapies. The company added two new LDDs, bringing its portfolio to 155 programs with 12 launched in 2026. Pharmacy Solutions adjusted EBITDA increased 44% to $180 million. Peers Cigna and Humana also showed strength in specialty pharmacy segments, though with different growth drivers.
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Nike stock fell 1.21% on September 16, 2026, underperforming the S&P 500's 0.45% decline. The company has depreciated 9.59% over the past month. Upcoming Q1 earnings (October 1) are expected to show a 10.2% EPS decline year-over-year to $0.44, with revenue projected at $11.43 billion, down 2.51%. Nike holds a Zacks Rank of #4 (Sell) and trades at a Forward P/E of 21.47, above its industry average of 13.64.