ACH Accendra Health, Inc. Common Stock
关于 Accendra Health, Inc. Common Stock 公司概况(来自维基百科)
Accendra Health is a global healthcare company. It employs over 20,000 people in 70 countries. A Fortune 500 company, it was founded in 1882 in Richmond, Virginia, where it remains headquartered. The company has distribution, production, customer service and sales facilities located across the Asia Pacific region, Europe, Latin America, and North America. President and CEO Ed Pesicka joined Owens & Minor in March 2019.
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Accendra Health is a global healthcare company. It employs over 20,000 people in 70 countries. A Fortune 500 company, it was founded in 1882 in Richmond, Virginia, where it remains headquartered. The company has distribution, production, customer service and sales facilities located across the Asia Pacific region, Europe, Latin America, and North America. President and CEO Ed Pesicka joined Owens & Minor in March 2019.
History
Owens & Minor originally opened as a pharmacy company in downtown Richmond, Virginia in 1882, inside a historic building which still stands today. The company continued this business for over half a century until, in 1954, Gil Minor, Jr. bought out Bodeker Drug Company, a smaller operation in the same industry, changing the company name to Owens, Minor & Bodeker.
In 1966, the company acquired Virginia A&J Hospital Supply, adding medical and surgical distribution to its portfolio. By 1970, OMB had opened Cardinal Drug Centers, merchandising its products to independent drug companies, stocking shops with over 25,000 items within two years. Around this time, disposable items were distributed to hospitals for various medical procedures. G. Gilmer Minor III, a direct relation to the founder, became CEO in 1984. By 1988, Owens & Minor began trading on the New York Stock Exchange under the ticker OMI. It was around this time that revenues earned the company a Fortune 500 ranking.
By 1999, the company had refocused toward medical supply chain management. Throughout the 2000s, Owens & Minor acquired various medical distributors across the United States, notably the hospital distributor McKesson Medical-Surgical Inc., a business unit of McKesson, for $152.1 million, on September 30, 2006. In 2012, it entered the European market, opening offices in Spain, France, Germany, Poland, and the Czech Republic after the acquisition of Movianto Group. In 2014, the corporation acquired ArcRoyal, a privately held medical kit company based in Dublin, Ireland.
In 2018, it acquired Halyard Health’s Surgical & Infection Prevention business for $710 million, the largest acquisition in the company’s history. Halyard is a manufacturer of sterilization wrap, facial protection products, exam gloves, protective apparel, surgical drapes and surgical gowns.
In May 2022, Owens & Minor stated that 45 percent of the items it offers are in some way supply-constrained due to the 2021–2022 global supply chain crisis. The following month, the company broke ground in Morgantown, West Virginia for a 350,000 square-foot medical supplies and logistics center, to be completed in late 2023, which will include dedicated acute care medical distribution facilities and clinical supply capabilities.
In July 2024, the company announced it had agreed to acquire medical equipment firm Rotech Healthcare for $1.36 billion. However, the companies terminated the deal in June 2025, citing regulatory hurtles. As a result, the Owens & Minor paid Rotech an $80 million termination payment.
Personnel
On March 7, 2019 Edward A. Pesicka became president and CEO, then also joined the company's Board of Directors. Pesicka was a former executive at Thermo Fisher Scientific.
Richmond, Virginia center
In the fourth quarter of 2017, Owens & Minor opened a second office and customer service center in downtown Richmond, Virginia as part of a business rebranding strategy. The corporation also continued to work from its various offices across the United States.
Movianto
In 2018, the company’s Movianto subsidiary won a contract estimated at £10.5m a year to warehouse and distribute the UK government’s stock of emergency personal protection equipment (PPE) which had previously been managed by DHL.
Following a dispute over payment of rent, Movianto gained a UK High Court injunction in March 2019 to stop Industrial North West LLP, owner of the rented industrial property, from locking the gates and thereby preventing the company from conducting its business.
In 2020, Movianto was criticised as causing delays to the distribution of the UK government’s stockpile of PPE. Following news of shortages in hospitals, the British army was sent to Movianto’s warehouse to assist in the rapid deployment of PPE, with the Department of Health and Social Care contradicting the allegation. An investigation did establish, however, that Movianto had previously stored the equipment in a smoke-damaged warehouse that was found to contain asbestos.
On January 16, 2020, Owens & Minor announced its intention to sell its European logistics business, Movianto, to EHDH Holding Group (EHDH), a privately held French company providing healthcare logistics services to European markets, with the sale completed June 18, 2020.
Divest of P&HS - Rebrand Accendra Health, Inc.
On December 31 2025, Owens & Minor, Inc. announced the completion of the sale of its Products & Healthcare Services (P&HS) segment and the Owens & Minor brand to Platinum Equity and is renaming the publicly traded parent company Accendra Health, Inc.
来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
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成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
资本效率 资产周转率、库存周转率、应收账款周转率
股息 收益率、派息率、股息历史、5年CAGR
| 除息日 | 金额 |
|---|---|
| 2021年12月14日 | $0.0030 |
| 2021年9月14日 | $0.0030 |
| 2021年6月14日 | $0.0030 |
| 2021年3月12日 | $0.0030 |
| 2020年12月14日 | $0.0030 |
| 2020年9月14日 | $0.0030 |
| 2020年6月12日 | $0.0030 |
| 2020年3月13日 | $0.0030 |
| 2019年12月13日 | $0.0030 |
| 2019年9月13日 | $0.0030 |
| 2019年6月13日 | $0.0030 |
| 2019年3月14日 | $0.0030 |
| 2018年12月14日 | $0.0750 |
| 2018年9月14日 | $0.2600 |
| 2018年6月14日 | $0.2600 |
| 2018年3月14日 | $0.2600 |
| 2017年12月14日 | $0.2580 |
| 2017年9月14日 | $0.2580 |
| 2017年6月13日 | $0.2580 |
| 2017年3月13日 | $0.2580 |
ACH 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
- 强烈买入 1 8.3%
- 买入 0 0.0%
- 持有 4 33.3%
- 卖出 6 50.0%
- 强烈卖出 1 8.3%
12个月价格目标
5 位分析师 · 2026-08-19收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年6月30日 | $-0.19 | $-0.09 | -0.10% |
| 2026年3月31日 | $-0.04 | $-0.10 | 0.06% |
| 2025年12月31日 | $0.21 | $0.22 | -0.01% |
| 2025年9月30日 | $0.25 | $0.23 | 0.02% |
| 2025年6月30日 | $0.26 | $0.28 | -0.02% |
| 2025年3月31日 | $0.23 | $0.20 | 0.03% |
同行比较(GICS 子行业) 关键指标与行业同行对比
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| ACH | — | — | — | — | — | — |
| HSIC | $8.81B | 23.3 | 4.0% | 3.0% | 12.0% | 31.1% |
| AHCO | $1.35B | -19.2 | -0.49% | -2.2% | -4.6% | — |
| MEDS | — | — | — | — | — | — |
| ZSTK | $7M | -0.1 | -0.53% | -335.6% | -319.0% | 4.6% |
| MCK | $242.30B | 22.5 | 12.4% | 1.2% | -224.3% | 3.6% |
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机构持有人 (13F) 160 家申报者 · $156.1M 总计 · 截至 2026年6月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 26 (+1 与上一季度对比) | 21 (-26 与上一季度对比) | 45 (+8 与上一季度对比) | 37 (-10 与上一季度对比) | +4.4M |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。
ETF持仓 由 33 只交易所交易基金持有
权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| DFVE · DoubleLine ETF Trust | 0.20% | 24287 NS | 2026年3月31日 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.17% | 426785 SH | 2026年8月8日 | 每日 |
| QIDX · Spinnaker ETF Series | 0.14% | 14568 NS | 2026年4月30日 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.07% | 2129351 NS | 2026年5月31日 | N-PORT |
| IWC · iShares Trust | 0.05% | 246460 SH | 2026年8月8日 | 每日 |
| GSSC · Goldman Sachs ETF Trust | 0.03% | 91432 NS | 2026年5月31日 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 62833 SH | 2026年8月8日 | 每日 |
| IWN · iShares Trust | 0.01% | 664350 SH | 2026年8月8日 | 每日 |
| DFSV · Dimensional ETF Trust | 0.01% | 262134 NS | 2026年4月30日 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 414904 SH | 2026年8月8日 | 每日 |
| RSSL · Global X Funds | 0.01% | 32667 NS | 2026年4月30日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.01% | 284509 NS | 2026年4月30日 | N-PORT |
| IWM · iShares Trust | 0.01% | 1884840 SH | 2026年8月8日 | 每日 |
| FNDB · SCHWAB STRATEGIC TRUST | 0.01% | 30368 NS | 2026年5月31日 | N-PORT |
| ITWO · ProShares Trust | 0.01% | 3549 NS | 2026年5月31日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.00% | 352311 NS | 2026年5月31日 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0.00% | 154 NS | 2026年5月31日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.00% | 151149 NS | 2026年4月30日 | N-PORT |
| UWM · ProShares Trust | 0.00% | 2775 NS | 2026年5月31日 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.00% | 93186 SH | 2026年8月8日 | 每日 |
| URTY · ProShares Trust | 0.00% | 2804 NS | 2026年5月31日 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.00% | 2504 NS | 2026年5月31日 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 2779 NS | 2026年5月31日 | N-PORT |
| HDG · ProShares Trust | 0.00% | 70 NS | 2026年5月31日 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 962 NS | 2026年4月30日 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 61272 NS | 2026年5月31日 | N-PORT |
| ITOT · iShares Trust | 0.00% | 105607 SH | 2026年8月8日 | 每日 |
| IWV · iShares Trust | 0.00% | 19827 SH | 2026年8月8日 | 每日 |
| DFAC · Dimensional ETF Trust | 0.00% | 6889 NS | 2026年4月30日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 833270 SH | 2026年8月8日 | 每日 |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 2185973 SH | 2026年8月8日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 6453 SH | 2026年8月8日 | 每日 |
| VHT · VANGUARD WORLD FUND | 0.00% | 184892 SH | 2026年8月8日 | 每日 |