$ESRX (Express Scripts Holding Company)

$ESRX {{ '2016-03-07T16:40:00+0000' | timeago}} • SEC

$ESRX's selling, general and administrative expense for 2015 decreased by 6.3% from last year. This decline relates primarily to $298.8MM of transaction and integration costs for 2015 compared to $614.4MM for 2014. This decrease is partially offset by $60MM related to a legal settlement for the year ended Dec. 31, 2015.

$ESRX {{ '2017-12-14T15:34:37+0000' | timeago}} • Announcement

$ESRX's enterprise value initiative is currently estimated to cost approx. $600-650MM and to deliver cumulative savings of nearly $1.2Bil by 2021. The company's 2018 full-year guidance includes an estimated contribution of $65-75MM in expense savings affecting the Core and consolidated businesses.

$ESRX {{ '2017-12-14T15:34:20+0000' | timeago}} • Announcement

For 2018, $ESRX expects adjusted diluted EPS to be $7.67-7.87, up 9-12% from the midpoint of the updated 2017 adjusted EPS guidance range. The company expects consolidated revenue to be $99-102Bil and Core revenue to be $80.5-83Bil. Total adjusted claims for the consolidated business is expected to be $1.34-1.39Bil.

$ESRX {{ '2017-12-14T15:34:05+0000' | timeago}} • Announcement

$ESRX expects full-year 2017 total adjusted claims for its Core business to be 1.15-1.17Bil, which is flat over Core 2016 total adjusted claims at the midpoint of the range. The company expects Core 2017 adjusted EBITDA guidance to be $4.91-4.97Bil, representing growth of 3% over Core 2016 adjusted EBITDA results at the midpoint of the range.

$ESRX {{ '2017-12-14T15:33:48+0000' | timeago}} • Announcement

$ESRX increased its consolidated 2017 adjusted EPS guidance range to $7.00-7.08, representing growth of 10% over 2016 adjusted EPS at the midpoint of the range. The company narrowed its consolidated 2017 adjusted EBITDA guidance from $7.35-7.47Bil to $7.37-7.45Bil, maintaining the midpoint of the range and up 2% over 2016.

$ESRX {{ '2017-11-27T17:11:32+0000' | timeago}} • Announcement

$ESRX said private equity firm Avista Capital Partners has signed a definitive agreement to acquire United BioSource (UBC), a wholly-owned subsidiary of $ESRX. UBC is a provider of pharmaceutical and patient support services, with 13 locations in the US, Europe, and Canada.

$ESRX {{ '2017-10-25T12:49:23+0000' | timeago}} • Infographic

$ESRX Express Scripts Holding Company Earnings AlphaGraphic: Q3 2017 Highlights

$ESRX {{ '2017-07-25T21:31:49+0000' | timeago}} • Infographic

$ESRX Express Scripts Earnings AlphaGraphic: Q2 2017 Highlights

$ESRX {{ '2017-07-25T20:44:55+0000' | timeago}} • Announcement

$ESRX's enterprise value initiative is currently estimated to cost approx. $600-650MM and to deliver cumulative savings of nearly $1.2Bil by 2021. This initiative is expected to help the company achieve its targeted core PBM compounded annual EBITDA growth rate from 2017-2020 of 2-4%.

$ESRX {{ '2017-07-25T20:44:37+0000' | timeago}} • Announcement

$ESRX is updating its expected 2018 retention rate for the 2017 selling season to be 94-96%, excluding the impact of the remaining Coventry business rolling off in 2017. The company believes its contract with Anthem is unlikely to be extended even though Anthem has not yet issued a formal written notice regarding the contract renewal.

$ESRX {{ '2017-07-25T20:38:07+0000' | timeago}} • Announcement

$ESRX increased its guidance for 2017 adjusted diluted EPS to a range of $6.95-7.05, representing growth of 10% over 2016 adjusted diluted EPS results at the mid-point of the range. The company expects total adjusted claims for 3Q17 to be 340-350MM. Adjusted diluted EPS in 3Q17 is estimated to be $1.88-1.92, representing growth of 8-10% over 3Q16.

$ESRX {{ '2017-07-25T20:33:37+0000' | timeago}} • Announcement

$ESRX reported an 11% increase in 2Q17 earnings. Net income was $801.8MM compared to $720.7MM in 2Q16. Diluted EPS increased 21% to $1.37 from last year. Adjusted net income grew 1% to $1Bil and adjusted diluted EPS grew 10% to $1.73 in 2Q17. Revenues of $25.3Bil were relatively flat compared to the prior-year period.

$ESRX {{ '2017-06-27T21:02:46+0000' | timeago}} • Announcement

$ESRX has appointed Kathleen M Mazzarella to its BoD, effective June 27, 2017. Since 2012, Mazzarella has served as Chairman, President and CEO of Graybar Electric Company. From December 2010 to June 2012, she had served as EVP and COO of Graybar.

$ESRX {{ '2017-05-17T20:40:06+0000' | timeago}} • Announcement

$ESRX acquired myMatrixx, a pharmacy benefit solutions provider for the workers' compensation industry. The combination of Express Scripts and myMatrixx will make enhanced pharmacy services offerings available to current and prospective workers' compensation clients. Terms of the transaction were not disclosed.

$ABC {{ '2017-05-01T12:43:49+0000' | timeago}} • Announcement

$ABC has signed a new five-year agreement to supply pharmaceuticals to $ESRX. The agreement extends through September 30, 2022. AmerisourceBergen and Express Scripts’ most recent supply deal began in October 2012 and was set to expire in September 2017. The fiscal year 2016 revenue contribution from that agreement was approx $23Bil.

$ABC {{ '2017-05-01T12:40:25+0000' | timeago}} • Announcement

$ABC signed a new 5-year agreement to supply pharmaceuticals to $ESRX. The agreement extends through Sept. 30, 2022. $ABC and $ESRX most recent supply agreement began in October 2012 and was set to expire in September 2017. The FY16 revenue contribution from that agreement was about $23Bil.

$ESRX {{ '2017-04-25T18:18:02+0000' | timeago}} • Webcast

$ESRX said that over the next three years the company is going to generate tremendous amount of cash and would plan to deploy the cash thoughtfully. The company added that the cash generation that it would be targeting would be something that is in the double digits.

$ESRX {{ '2017-04-24T21:00:37+0000' | timeago}} • Infographic

$ESRX Express Scripts Holding Company Earnings AlphaGraphics: Q1 2017 Highlights

$ESRX {{ '2017-04-24T20:45:31+0000' | timeago}} • Announcement

$ESRX said Anthem contract has generated approx $2.2Bil and $1.9Bil of adjusted EBITDA, or approx 31% and 26% of its total adjusted EBITDA in 2016 and 2015, respectively. However, $ESRX believes it is unlikely its contract with Anthem will be extended.

$ESRX {{ '2017-04-24T20:38:22+0000' | timeago}} • Announcement

$ESRX's adjusted claims during 1Q17 edged down 1% to $351.7MM. EBITDA per adjusted claim grew 4% YoY to $4.25.

$ESRX {{ '2017-04-24T20:33:07+0000' | timeago}} • Announcement

$ESRX raised its guidance for 2017 adjusted EPS from a range of $6.82-7.02 to a range of $6.90-7.04. Total adjusted claims for 2Q17 is expected to be between $343MM and $353MM. Adjusted EPS for 2Q17 is estimated to be about $1.70-1.74.

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