Accendra Health, Inc. (ACH)
NYSEHealth CareMedical - DistributionSnapshot 2026-11-05
NYSEHealth CareMedical - DistributionSnapshot 2026-11-05
QuarterlyIQ Insights · ACH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -85.4% |
| Our one-year growth estimate | diamond | -2.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 82.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 3 industry peers · Company calendar date is not available
ACH — earnings miss
Dated 2026-11-05
of Form 8-K. In accordance with General Instruction B.2 of Form 8-K, the information in this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liability of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such a filing.
Why it matters: The CEO transition lands as Accendra works on cost cuts and growth plans. A clear handoff can show whether those plans stay in place.
Watch forThe named successor confirms the Sleep Center rollout, commercial agreements, and expense plans are still in place. The successor also confirms clear milestones.
Also watch forThe new CEO delays or drops a named plan, or reports a leadership gap that slows execution.
Why it matters: The 2026 outlook calls for free cash flow near breakeven, but the first half was negative $27.1M.
Watch forFull-year 2026 free cash flow is breakeven or positive, within the stated outlook.
Also watch forFull-year 2026 free cash flow is negative. This is below the stated outlook of breaking even or turning slightly positive.
Why it matters: The November 5 report can show if Accendra is on track for its 2026 targets.
Watch forQ3 results keep the company on track for 2026 revenue of $2.45B–$2.55B and adjusted EBITDA of $300M–$320M. Free cash flow is on track to break even or turn slightly positive.
Also watch forManagement cuts any 2026 target. Or Q3 results show revenue, adjusted EBITDA, or free cash flow is below the pace needed to meet its range.
Why it matters: Management named the nationwide rollout as a growth plan. It said benefits may start in late 2026 and grow in 2027.
Supportive ifThe company reports progress on its nationwide rollout. It links the program to higher revenue or lower costs in late 2026 or 2027.
Worry ifThe company reports a rollout delay. Or later results show the program brings no added revenue or lower costs.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$381 on $10,000 · ±3.8% | How much price usually moves either way. |
| Bad day | $1,180 loss on $10,000 · 11.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $9,478 loss on $10,000 · 94.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The NYSE cited market value and share price listing rules. A cure or further notice will show the status of the listing risk.
Watch forAn NYSE filing or company notice confirms compliance with both Section 802.01B market value and Section 802.01C share price rules.
Also watch forThe company reports it is still out of compliance, misses a cure deadline, or gets a delisting notice.
Why it matters: Q2 revenue and adjusted EBITDA fell from a year earlier. A better result would support the reset plan.
Watch forQ3 revenue is at least $613.2M and adjusted EBITDA is at least $60.1M, the Q2 2026 levels.
Also watch forQ3 revenue is below $613.2M or adjusted EBITDA is below $60.1M.