Perrigo (PRGO)
NYSEHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-04
$15.83+0.83%
Close 2026-11-04 · 1-day change
NYSEHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-04
QuarterlyIQ Insights · PRGO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-11-04.
The screen ranks PRGO against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Our Three-S plan is delivering continued progress in the areas of the business within our control,” said Albert Manzone, Interim President and Chief Executive Officer.
Stated in 4 of 4 supplied quarters. Management reported: ““Our Three-S plan is delivering continued progress in the areas of the business within our control,” said Albert Manzone, Interim President and Chief Executive Officer.” ““We gained market share again in U.S. store brand OTC and in key European brands.” Revenue was $988.600 million in 2026-Q3.
““Our Three-S plan is delivering continued progress in the areas of the business within our control,” said Albert Manzone, Interim President and Chief Executive Officer.”
““We continued to execute our Three-S plan in the second quarter, strengthening areas of the business within our control, improving operational performance, streamlining our portfolio, and further red…”
“Our Three‑S plan and shift to a category‑led operating model are strengthening execution and accountability, and the momentum we are seeing in areas such as U.S. Store Brand and Women’s Health are en…”
“Our 'Three‑S plan' is delivering meaningful progress in stabilizing our business, streamlining our complexity and strengthening what is working, supported by cost savings program benefits and the imp…”
“The sale of Infant Formula is an important step in evolving Perrigo into a more focused consumer self-care company.
Stated in 3 of 4 supplied quarters. Management reported: ““The sale of Infant Formula is an important step in evolving Perrigo into a more focused consumer self-care company.” “We also took another important step in simplifying our portfolio by completing the previously announced sale of our Dermacosmetics business, and are continuing the strategic reviews of our Infant Formula and Oral Care businesses.”
““The sale of Infant Formula is an important step in evolving Perrigo into a more focused consumer self-care company.”
It is expected to enhance our margin profile, materially reduce expected future capital expenditures, and support continued deleveraging and reinvestment in the business.
Stated in 3 of 4 supplied quarters. Management reported: “• The substantial majority of the approximately $359 million of cash proceeds from the Dermacosmetics divestiture were applied toward debt reduction, reducing borrowings under the revolving credit facility and enhancing financial flexibility to support the Company's Three-S plan and long-term value creation.” “It is expected to enhance our margin profile, materially reduce expected future capital expenditures, and support continued deleveraging and reinvestment in the business.”
Second-half results are expected to benefit from the moderation of planned under absorption stemming from lower prior-year sales volumes, more favorable category comparisons, lower interest expense,…
Stated in 3 of 4 supplied quarters. Management reported: “Second-half results are expected to benefit from the moderation of planned under absorption stemming from lower prior-year sales volumes, more favorable category comparisons, lower interest expense, continued cost benefits from the Operational Enhancement Program and progress across the Company's key growth initiatives, including innovation, distribution gains and demand generation.” “Fiscal Year 2026 Outlook Highlights: • Company issues its FY2026 'All In' total net sales outlook of -5.5% to -1.5%, versus the prior year.”
Reaffirm the 2026 outlook while pursuing the stated second-half improvement and operational execution.
Over the trailing year it converted -0.07x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
19 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-04.
“We also took another important step in simplifying our portfolio by completing the previously announced sale of our Dermacosmetics business, and are continuing the strategic reviews of our Infant For…”
“We also continue to simplify and streamline the organization through disciplined portfolio actions, including the sale of our Dermacosmetics business, with proceeds expected to be used to support deb…”
“It is expected to enhance our margin profile, materially reduce expected future capital expenditures, and support continued deleveraging and reinvestment in the business.”
“• The substantial majority of the approximately $359 million of cash proceeds from the Dermacosmetics divestiture were applied toward debt reduction, reducing borrowings under the revolving credit fa…”
“We also continue to simplify and streamline the organization through disciplined portfolio actions, including the sale of our Dermacosmetics business, with proceeds expected to be used to support deb…”
“Second-half results are expected to benefit from the moderation of planned under absorption stemming from lower prior-year sales volumes, more favorable category comparisons, lower interest expense,…”
“Second-half results are expected to benefit from previously stated growth initiatives, the Operational Enhancement Program, and lapping of prior-year category consumption and manufacturing volume hea…”
“Fiscal Year 2026 Outlook Highlights: • Company issues its FY2026 'All In' total net sales outlook of -5.5% to -1.5%, versus the prior year.”