DOCS
Health Information Services · Healthcare
Analyst
Bank of America
Equibles does not estimate personal net worth.
Alan Lutz is recorded as Analyst at Bank of America. Alan Lutz has spoken on 32 earnings calls and 5 other investor events across 15 companies, most recently for Envista Holdings Corp on September 17, 2026. Those appearances were for Doximity, Inc. (DOCS), Cardinal Health Inc (CAH), Cencora, Inc. (COR), Henry Schein Inc (HSIC), DENTSPLY SIRONA Inc. (XRAY) and 10 other companies. The companies whose calls Alan Lutz spoke on are classified in the Healthcare sector.
“Really impressive growth in active members in the marketplace. I saw you quoted 14,000 active members exiting the quarter.”
“I'll stick with pharma and one for Aaron. How much of the revenue softness in the pharma segment was due to the brand to generic conversion you talked about? And then how much, if any, of the EBIT acceleration in the quarter was due to generics, and how should we think about that for the rest of fiscal 27?”
“It's been great to work with you the past several years. A question either for Ed or Jonathan. And on the sleep business, in the prepared remarks, you talked about a market improvement in sleep equipment and continued strong growth in sleep supplies.”
“Really a follow-up on my question from last quarter around the return to growth action plan here. Dan, you talked about a lot of the same things that you talked about last quarter, some new distribution partners, which you executed against in the quarter.”
Bank of America
Analyst
Transcript header (unverified)
DOCS
Health Information Services · Healthcare
COR
Medical Distribution · Healthcare
HSIC
Medical Distribution · Healthcare
XRAY
Medical Instruments & Supplies · Healthcare
TDOC
Health Information Services · Healthcare
Medical Instruments & Supplies · Healthcare
Health Information Services · Healthcare
PGNY
Healthcare Plans · Healthcare
OMCL
Health Information Services · Healthcare
Health Information Services · Healthcare
Health Information Services · Healthcare
MCK
Medical Distribution · Healthcare
Medical Care Facilities · Healthcare