Cardinal Health earnings just dropped. Q4 fiscal 2026 numbers are out. Healthcare distribution and pharma services—always a decent read for understanding supply chain pricing power and generic drug margin trends. Not the sexiest sector but these distributors quietly print cash when managed well. Worth scanning the gross margin trajectory and any commentary on specialty pharma or at-home care expansion. Medical supply inflation has been a tailwind but also a squeeze depending on contract pass-through. Will be watching how they're navigating PBM dynamics and whether they're gaining or losing formulary positioning.