Scale pharmaceutical wholesalers that buy drugs from manufacturers and distribute them to retail pharmacies, health systems, specialty providers, physician practices, and other healthcare sites. Revenue is extremely large because drug cost passes through the distributor income statement, while operating margin is typically only about 1-2%. The investment case is driven by logistics density, custom
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| HSIC | Henry Schein, Inc. | Non-GAAP diluted EPS | FY2026-Q2 | +15.5% | -10.6% |
| CAH | Cardinal Health, Inc. | Pharmaceutical and Specialty Solutions | FY2026-Q4 | +6.2% | -0.4% |
| MCK | McKesson Corporation | Medical-Surgical Solutions Revenue | FY2027-Q1 | +4.4% | +2.5% |
| SYY | Sysco Corporation | Diluted earnings per share adjusted for Certain Items (Non-GAAP) | FY2026-Q4 | +3.4% | +6.5% |
| COR | Cencora, Inc. | U.S. Healthcare Solutions | FY2026-Q3 | +3.8% | +7.3% |
| MDLN | Medline Inc. | Adjusted EBITDA | FY2026-Q1 |
A side-by-side appears only when three or more companies report the same metric under their own definition. Nothing is translated from one company's segment into another's.