Accendra Health Inc (ACH) AI Stock Analysis
ACH AI stock analysis summary
AI ResearchAccendra Health Inc, formerly known as Owens & Minor, Inc., provides healthcare products and services for in-home care, diabetes management, and respiratory therapy. In FY2025, revenue contracted 74.2% to $2.76B, resulting in a net loss of -$1.10B. As of June 30, 2026, the company carried net debt of $1.77B against $7.7M in cash.
- Market cap
- $18.1M
- Revenue (TTM)
- $2.65B
- P/E
- — fwd 6.9x
- 1Y return
- -94.8% S&P 500 16.8%
- Avg. target
- $1.26 426.0% vs last close
Bull case
- The consensus analyst price target of $1.26 represents a 426.0% premium over the last closing price of $0.24.
- Accendra Health trades at a forward P/E of 6.9x and EV/EBITDA of 6.9x, below the US-listed Healthcare peer medians of 17.3x and 12.0x.
- Gross margin increased to 46.7% in FY2025, up from 20.7% in FY2024 and 15.5% in FY2021.
Bear case
- The balance sheet carries $1.78B in total debt against $7.7M in cash, leaving shareholders' equity at -$550.9M as of June 30, 2026.
- Free cash flow dropped to -$303.1M in FY2025 as operating cash flow turned negative at -$101.8M.
- The stock price fell 94.8% over the past year and trades 89.8% below its 200-day moving average.
What Accendra Health does
Accendra Health, Inc., together with its subsidiaries, operates as a healthcare solutions company in the United States. Founded in 1882 and based in Glen Allen, Virginia, the company was formerly known as Owens & Minor, Inc. until changing its name in December 2025. It offers products and services for in-home care and delivery for diabetes treatment, home respiratory therapy including home oxygen and non-invasive ventilation, and obstructive sleep apnea treatments like CPAP and BiPAP devices. It also supplies home medical equipment and patient care product lines such as ostomy, wound care, negative pressure wound therapy, urology, and incontinence products to patients and home health agencies.
Growth and profitability
Annual revenue rose from $9.79B in FY2021 to $10.70B in FY2024 before falling 74.2% to $2.76B in FY2025, resulting in a 5-year revenue CAGR of -20.1% from FY2020. Gross margin expanded from 15.5% in FY2021 to 46.7% in FY2025, and operating margin reached 8.0% in FY2025 after declining to -1.9% in FY2024. Net income shifted from $221.6M in FY2021 to -$1.10B in FY2025, while EPS was $0.95. For the trailing twelve months ending June 30, 2026, revenue totaled $2.65B with quarterly revenue falling 10.1% year-over-year, an operating margin of -1.5%, and an EPS of -$1.44.
Balance sheet and cash flow
As of June 30, 2026, Accendra Health held $7.7M in cash and short-term investments alongside $1.78B in total debt, resulting in net debt of $1.77B. Total assets stood at $2.11B, while shareholders' equity was -$550.9M and the current ratio was 0.41. In FY2025, operating cash flow was -$101.8M and free cash flow was -$303.1M. Cash deployment during FY2025 included $201.3M in capital expenditures and $10.2M dedicated to share buybacks.
Valuation and performance
Accendra Health has a market capitalization of $18.1M and an enterprise value of $1.83B. The stock trades at a forward P/E of 6.9x, compared to a median of 17.3x for its US-listed Healthcare peers. Its EV/EBITDA multiple is 6.9x against the peer median of 12.0x, while price-to-sales stands at 0.0x versus 4.1x for peers. Over the past year, ACH shares fell 94.8% and are down 91.4% year-to-date, trailing the S&P 500 (SPY) 1-year gain of 16.8%. Over 5 years, ACH declined 99.3% versus an 83.0% gain for the benchmark.
What analysts expect
Wall Street coverage includes 3 Hold and 2 Sell ratings, with 0 Buy ratings. The mean price target is $1.26, compared to the October 16, 2026 closing price of $0.24. For the fiscal year ending December 31, 2026, consensus estimates project an EPS of -$0.06 on revenue of $2.49B. For the following fiscal year, 5 analysts project an EPS of $0.09 on $2.56B in revenue. Accendra Health beat EPS estimates in 2 of the past 4 quarters, with the next earnings announcement scheduled for October 29, 2026.
Key risks and what to watch
- A current ratio of 0.41 and cash reserves of $7.7M signal tight liquidity relative to $1.78B in total debt obligations.
- Negative shareholders' equity of -$550.9M highlights significant balance sheet leverage.
- Trailing twelve-month operating margins remain negative at -1.5%, accompanied by a 10.1% year-over-year decline in latest-quarter revenue.
- Short interest stands at 13.5% of float, reflecting elevated market skepticism.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this ACH AI stock analysis
This page is an AI-written research summary of Accendra Health Inc (ACH). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: ACH income statement, ACH balance sheet, ACH key metrics, ACH analyst forecast, ACH chart. See the ACH stock overview for the latest quote and news.
ACH AI stock analysis FAQ
What is Accendra Health's core business focus?
Accendra Health provides home medical equipment and services in the United States, focusing on diabetes care, home oxygen and respiratory therapies, sleep apnea equipment, and wound care supplies.
What was Accendra Health's financial performance in FY2025?
In FY2025, Accendra Health reported $2.76B in revenue, which was a 74.2% decrease from FY2024, alongside a net loss of -$1.10B.
How much debt does Accendra Health carry?
As of June 30, 2026, the company held $1.78B in total debt and $7.7M in cash and short-term investments, resulting in net debt of $1.77B.
When does Accendra Health report its next earnings?
Accendra Health's next earnings date is scheduled for October 29, 2026.