Accendra Health, Inc. (ACH) is a healthcare solutions company providing products and services to healthcare providers and patients. The company (ACH)
Accendra Health, Inc. operates as a healthcare solutions company, providing products and services to healthcare providers and patients. The company focuses on medical supplies, equipment, and related services through its Products & Healthcare Services and Patient Direct segments.
Company Overview
Accendra Health, Inc. (ACH) offers comprehensive healthcare solutions, providing medical supplies and services to providers and patients. With a focus on supply chain efficiency and patient-direct care, ACH aims to optimize healthcare delivery, despite current profitability challenges and a competitive landscape.
Investment Thesis
Accendra Health, Inc. (ACH) presents a speculative investment opportunity given its current financial challenges, as reflected in its negative P/E ratio of -0.01 and a profit margin of -20.0%. However, the company's strategic focus on healthcare solutions, coupled with its established presence in the medical distribution market, offers potential for future growth. Key value drivers include optimizing operational efficiency, expanding its Patient Direct segment, and leveraging its comprehensive suite of products and services. Upcoming catalysts include potential improvements in profitability through cost reduction initiatives and strategic partnerships. Successful execution of these strategies could drive long-term value creation, although significant risks remain.
Key Highlights
- Market capitalization of $0.17 billion, indicating a relatively small-cap company.
- Negative P/E ratio of -0.01, reflecting current losses and potential undervaluation.
- Gross margin of 26.1%, suggesting moderate profitability on sales before operating expenses.
- Beta of 1.34, indicating higher volatility compared to the overall market.
- No dividend yield, meaning the company is not currently returning capital to shareholders through dividends.
Competitors
Strengths
- Comprehensive product and service offerings.
- Established relationships with healthcare providers.
- Presence in both Products & Healthcare Services and Patient Direct segments.
- Long operating history and industry experience.
Weaknesses
- Negative profit margin and P/E ratio.
- High beta indicating higher volatility.
- Dependence on third-party distributors.
- Intense competition in the medical distribution market.
Catalysts
- Ongoing: Cost reduction initiatives to improve profitability.
- Upcoming: Potential strategic partnerships to expand product offerings.
- Upcoming: Launch of new proprietary products.
- Ongoing: Expansion of the Patient Direct segment.
Risks
- Ongoing: Intense competition in the medical distribution market.
- Potential: Economic downturn affecting healthcare spending.
- Potential: Changes in healthcare regulations and reimbursement policies.
- Potential: Supply chain disruptions.
- Ongoing: Negative profit margin and P/E ratio.
Growth Opportunities
- Expansion of Patient Direct Segment: The Patient Direct segment offers significant growth potential as the demand for in-home healthcare solutions increases. By expanding its product offerings and enhancing its delivery capabilities, Accendra Health can capitalize on the growing trend of remote patient monitoring and telehealth. This could involve strategic partnerships with telehealth providers and investments in logistics infrastructure to ensure timely and efficient delivery of medical equipment and supplies. The market for home healthcare is projected to reach $367 billion by 2027, presenting a substantial opportunity for ACH.
- Strategic Partnerships and Acquisitions: Accendra Health can pursue strategic partnerships and acquisitions to expand its product portfolio and geographic reach. Collaborating with innovative healthcare technology companies can enhance its service offerings and attract new customers. Acquiring smaller players in the medical distribution market can consolidate its market position and create synergies. These initiatives can drive revenue growth and improve operational efficiency. The timeline for these partnerships and acquisitions is ongoing, with potential deals expected to be announced in the next 12-24 months.
- Optimization of Supply Chain Management: Accendra Health can further optimize its supply chain management to reduce costs and improve efficiency. Implementing advanced analytics and inventory management systems can help streamline operations and minimize waste. Negotiating favorable terms with suppliers and leveraging its scale to achieve economies of scale can also contribute to cost savings. These efforts can improve the company's gross margin and enhance its competitiveness. The timeline for these improvements is ongoing, with incremental benefits expected to be realized over the next 12-36 months.
- Focus on Proprietary Products: Developing and promoting its proprietary products can differentiate Accendra Health from its competitors and improve its profitability. By investing in research and development, the company can create innovative medical supplies and equipment that meet the evolving needs of healthcare providers and patients. These proprietary products can command higher margins and strengthen customer loyalty. The timeline for launching new proprietary products is expected to be within the next 12-24 months.
- Expansion into New Geographies: Accendra Health can expand its operations into new geographies to tap into underserved markets and diversify its revenue streams. This could involve entering emerging markets with growing healthcare spending or expanding its presence in existing markets through strategic partnerships and acquisitions. By diversifying its geographic footprint, the company can reduce its reliance on any single market and mitigate risks. The timeline for geographic expansion is expected to be within the next 24-48 months.
Opportunities
- Expansion of Patient Direct segment.
- Strategic partnerships and acquisitions.
- Optimization of supply chain management.
- Development of proprietary products.
Threats
- Economic downturn affecting healthcare spending.
- Changes in healthcare regulations and reimbursement policies.
- Increased competition from larger players.
- Supply chain disruptions.
Competitive Advantages
- Established relationships with healthcare providers and suppliers.
- Comprehensive product portfolio spanning medical supplies and equipment.
- Value-added services such as supplier management and analytics.
- Proprietary products that differentiate the company from competitors.
About
Founded in 1882 and based in Glen Allen, Virginia, Accendra Health, Inc. (ACH), formerly known as Owens & Minor, Inc., has evolved into a global healthcare solutions company. The company operates through two primary segments: Products & Healthcare Services and Patient Direct. The Products & Healthcare Services segment provides a wide array of medical and surgical supplies, including both branded and proprietary products, to healthcare providers and manufacturers. Additionally, this segment offers value-added services such as supplier management, analytics, inventory management, and clinical supply management. These services are designed to optimize supply chain efficiency and reduce costs for healthcare providers. The Patient Direct segment focuses on delivering products and services directly to patients for in-home care. This includes solutions for diabetes treatment, home respiratory therapy, and obstructive sleep apnea treatment. The segment also supplies a range of home medical equipment and patient care products, such as ostomy, wound care, urology, and incontinence supplies. ACH serves a diverse customer base, including multi-facility networks of healthcare providers, independent hospitals, surgery centers, and physicians' practices, both directly and indirectly through third-party distributors. The company changed its name to Accendra Health, Inc. in December 2025, signaling a renewed focus on its core mission of providing comprehensive healthcare solutions.
What They Do
- Provides medical and surgical supplies to healthcare providers.
- Offers products and services for in-home care and delivery.
- Supplies equipment for diabetes treatment, respiratory therapy, and sleep apnea.
- Offers supplier management and inventory management services.
- Provides analytics and clinical supply management solutions.
- Delivers patient care products, including ostomy and wound care supplies.
- Offers outsourced logistics and marketing solutions to suppliers.
Business Model
- Sells medical supplies and equipment to healthcare providers and patients.
- Generates revenue through value-added services such as supplier management and analytics.
- Provides logistics and marketing solutions to suppliers.
- Focuses on both branded and proprietary products to maximize profitability.
Industry Context
Accendra Health, Inc. operates within the medical distribution industry, a sector characterized by increasing demand for efficient supply chain solutions and patient-centric care. The market is competitive, with companies vying to provide comprehensive product portfolios and value-added services to healthcare providers and patients. Key trends include the growing adoption of telehealth and remote patient monitoring, which is driving demand for home medical equipment and supplies. Accendra Health competes with companies like ACRS, ALLO, BIOA, CABA, and CGC, all striving to capture market share in this evolving landscape.
Key Customers
- Multi-facility networks of healthcare providers.
- Independent hospitals and surgery centers.
- Physicians' practices.
- Patients requiring in-home care.
Financials
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q4 2025 | $709M | -$56M | $0.00 |
| Q3 2025 | $697M | $0 | $0.00 |
| Q2 2025 | $2.66B | $0 | $0.00 |
| Q1 2025 | $2.63B | $0 | $0.00 |
Source: Company filings
Chart & Info
Price Chart
Accendra Health, Inc. (ACH) is a healthcare solutions company providing products and services to healthcare providers and patients. The company (ACH) stock price: $2.27 (+0.06, +2.71%)
Why Bull
- •Recent insider buying suggests confidence in the company's future, indicating that key stakeholders believe in its growth potential.
- •Community sentiment has shifted positively, with many discussions highlighting the company's innovative healthcare solutions that address current market needs.
- •Analysts note the increasing demand for healthcare services, positioning Accendra Health to benefit from an expanding market as healthcare becomes more critical post-pandemic.
- •Positive feedback on social platforms emphasizes the company's commitment to improving patient outcomes, enhancing its reputation among healthcare providers.
Why Bear
- •Concerns regarding regulatory changes in the healthcare sector could impact Accendra's operations and profitability, creating uncertainty in investor sentiment.
- •Some community members express skepticism about the company's ability to scale its solutions effectively in a competitive market, raising questions about long-term viability.
- •Recent negative press about potential supply chain issues may undermine confidence in the company's ability to deliver its products reliably.
- •Market perception remains cautious due to broader economic factors affecting the healthcare industry, leading some investors to adopt a bearish stance.
Latest News
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Technical Analysis
Rationale
AI-generated technical analysis for ACH including trend direction, momentum, and pattern recognition.
What to Watch
Key support and resistance levels, volume signals, and upcoming events.
Risk Management
Position sizing, stop-loss levels, and risk-reward assessment.
Community
Discussion
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Sentiment
Community sentiment and discussion activity for ACH.
Make a Prediction
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Current price: $2.27
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ACH.
Price Targets
Median: $4.50 (+98.2% from current price)
Insider Flow (30d)
No insider trades in the last 30 days.
MoonshotScore
Score Factors
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Revenue Growth 2/100
Revenue declined -74.2% YoY, signaling shrinking demand or market headwinds.
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Gross Margin 8/100
Gross margin at 46.7% indicates good unit economics and healthy profitability per sale.
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Operating Leverage 4/100
Limited operating leverage due to slower revenue growth, keeping profit scaling constrained.
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Cash Runway 8/100
Strong cash reserves of $282M provide a solid financial cushion for growth investments and market downturns.
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R&D Intensity 5/100
R&D spending data is currently unavailable for this company.
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Insider Activity 6/100
No significant insider buying or selling recently, which is neutral for the stock outlook.
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Short Interest 10/100
Daily turnover of 1.78% indicates healthy liquidity with smooth entry/exit for investors.
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Price Momentum 3/100
Weak momentum with few bullish signals. The stock may be in a downtrend or consolidation phase.
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News Sentiment 5/100
No sentiment data available
What does this score mean?
The MoonshotScore rates ACH's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Competitors & Peers
Latest News
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Frequently Asked Questions
What does Accendra Health, Inc. do?
Accendra Health, Inc. (ACH) is a healthcare solutions company that provides a comprehensive range of medical supplies, equipment, and related services to healthcare providers and patients. The company operates through two segments: Products & Healthcare Services, which offers medical and surgical supplies and value-added services like supplier management, and Patient Direct, which provides products and services for in-home care. ACH serves a diverse customer base, including hospitals, surgery centers, and physicians' practices, aiming to optimize healthcare delivery through efficient supply chain solutions and patient-centric care.
Is ACH stock a good buy?
ACH stock presents a speculative investment opportunity. While the company faces financial challenges, as indicated by its negative P/E ratio and profit margin, its strategic focus on healthcare solutions and established presence in the medical distribution market offer potential for future growth. Investors should carefully consider the company's ability to improve profitability through cost reduction initiatives, expand its Patient Direct segment, and leverage its comprehensive suite of products and services. A high beta of 1.34 suggests higher volatility compared to the overall market.
What are the main risks for ACH?
Accendra Health, Inc. (ACH) faces several key risks. The company operates in a highly competitive market, with larger players vying for market share. Economic downturns could negatively impact healthcare spending, affecting ACH's revenue. Changes in healthcare regulations and reimbursement policies could also pose challenges. Supply chain disruptions could disrupt the company's operations and increase costs. Additionally, the company's current negative profit margin and P/E ratio indicate financial instability that requires careful monitoring.
Is ACH a good stock to buy?
Whether ACH is a good investment depends on your financial goals, risk tolerance, and investment horizon. Review the Investment Thesis, SWOT analysis, and Risk sections on this page. Always do your own research and consult a financial advisor before investing.
What is the ACH MoonshotScore?
MoonshotScore is our proprietary AI-powered rating system that evaluates stocks based on growth potential, financial health, market momentum, and risk factors. It helps investors quickly identify high-potential opportunities. Check the MoonshotScore badge on this page for the current rating.
How often is ACH data updated?
Stock prices are updated in real-time during market hours (9:30 AM - 4:00 PM ET). Company fundamentals, analyst ratings, and AI insights are refreshed daily. News is updated continuously throughout the day.
What are the growth catalysts for ACH?
Growth catalysts vary by company and may include new product launches, market expansion, earnings surprises, partnerships, or industry tailwinds. Check the Catalysts section on this page for specific drivers relevant to Accendra Health, Inc. (ACH) is a healthcare solutions company providing products and services to healthcare providers and patients. The company.
Who are ACH's main competitors?
Accendra Health, Inc. (ACH) is a healthcare solutions company providing products and services to healthcare providers and patients. The company's competitors depend on its industry and market segments. Check the Competitors section on this page for a list of direct competitors and how ACH compares.
What do analysts say about ACH?
Analyst ratings and price targets for ACH are aggregated from multiple sources. Check the Analyst Consensus tab for buy/hold/sell ratings and the current consensus price target.
What is ACH's market cap?
Market capitalization reflects the total market value of ACH's outstanding shares. Check the Key Statistics section at the top of this page for the current market cap and other key financial metrics.
How has ACH stock performed recently?
Check the Chart & Info tab for ACH's recent price action, including daily, weekly, and monthly performance charts with technical indicators.
What are the risks of investing in ACH?
Every stock carries risk. Check the Risks and Weaknesses sections on this page for ACH-specific risk factors. Consider macroeconomic conditions, industry trends, and company-specific challenges.
Are insiders buying or selling ACH?
Insider activity can signal management confidence. Check the Insider Flow tab for recent insider buys, sells, and exercise transactions for ACH.
Is ACH a good stock for beginners?
Accendra Health, Inc. (ACH) is a healthcare solutions company providing products and services to healthcare providers and patients. The company (ACH) can be suitable for beginner investors depending on several factors. Look at the MoonshotScore on this page for an overall AI-powered assessment of growth potential and risk. Beginners should also check the company's market cap (larger companies tend to be less volatile), gross margin (higher margins mean stronger business fundamentals), and cash position (healthy cash reduces bankruptcy risk). Always start with a small position size and never invest money you cannot afford to lose.
How risky is ACH for first-time investors?
Every stock carries risk, including Accendra Health, Inc. (ACH) is a healthcare solutions company providing products and services to healthcare providers and patients. The company (ACH). First-time investors should review the Risk Factors section on this page for company-specific risks. Key risk indicators include price volatility (check the chart for daily swings), insider selling activity (see Insider Flow tab), and cash runway (see MoonshotScore breakdown). A diversified portfolio with an index fund like the S&P 500 as a core holding is generally recommended before adding individual stocks like ACH.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Data provided for informational purposes only.
- Financial data based on limited information.
- Future performance is subject to market conditions and company execution.