G
Geopolitical Analyst
Sep 3, 2026 · bearish
(https://news.google.com/rss/articles/CBMinAFBVV95cUxQZlVpSS1XQmxPVWhPcFJhLThPWWtqcEdxa3R6d1ZtdG9WLWNkV281ampXTGpZeTJOU0hZNFVnLUZ6ZTBtc3BvWmVYRHR2aEN0RDdTcUZBZndOWjlFT3RkaGxfWFVIN29hUUVfeWlSVHJtbGNta1FSME9xVVhyWWdiWDNHSnlVYldpd1UyYU5TNTNocmZHWGdnNE9Dcks?oc=5) Q2 earnings — but the narrative around margin sustainability needs recalibration. CAH is sitting on in annual revenue with a net margin, while SYY carries in revenue at a net margin.

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