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Perrigo Company plc

PRGO

Healthcare · 13.67 +0.6% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Perrigo Company plc's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Company+0.6% todayVolume comparison unavailable
Market group0 of 11 activeBeauty and Wellness · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • PRGO's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if PRGO's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Drug Manufacturers - Specialty & Generic

No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • PRGO's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements151
Verified relationships5
Evidence supporting the case
  • Credit and interest rates has repeated favorable evidence across 3 filings.
  • Pricing and mix has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Latest annual revenue changed -2.8% year over year.
  • Operating margin changed -29.0 percentage points in the latest annual period.
  • Net margin changed -29.6 percentage points in the latest annual period.
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
  • Supply chain and availability has repeated adverse evidence across 4 filings.
Questions before a position
  • EV/sales is 50% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

13.67
6m+10.8%12m-42.5%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$4.1B+1.2%$-0.52-2.6%
2022-12-31$4.5B+7.6%$-1.04+0.7%
2023-12-31$4.7B+4.6%$-0.09+0.6%
2024-12-31$4.4B-6.1%$-1.25+1.6%
2025-12-31$4.3B-2.8%$-10.29+0.8%

What management says matters

Persistent and emerging business drivers

Legal and regulatory exposuremixed · 4 filings
Contingencies Accruals As a result of the matters discussed in this Note, the Company has established a loss accrual for litigation contingencies where we believe a loss to be probable and for which an amount of loss can be reasonably estimated.
10-Q · May 6, 2026
Restructuring and cost reductionsnegative · 4 filings
The impairment was driven by recurring operating losses, regulatory uncertainty surrounding cannabinoid-based products, and limited progress on strategic initiatives, which significantly reduced the investee’s near-term prospects.
10-K · Feb 26, 2026
Supply chain and availabilitymixed · 4 filings
Translation adjustments resulting from exchange rate fluctuations are recorded in the cumulative translation account, a component of Accumulated other comprehensive income (loss) (“AOCI”).
10-Q · May 6, 2026
Credit and interest ratespositive · 3 filings
We evaluated the OBBBA provisions enacted and determined they resulted in a tax benefit of $ 21.7 million for 2025, primarily due to the increased realizability of deferred tax assets associated with interest expense carryforwards following the restoration of…
10-Q · May 6, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.4× · EV/sales 1.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

13.67+0.6% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for PRGO. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for PRGO. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind PRGO

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

TGTTarget CorporationcustomerNov 5, 2025

Recent Developments • On July 13, 2025, the Company entered into a Master Sale and Purchase Agreement with Kairos Bidco AB (“Kairos”), an investment vehicle managed by an affiliate of KKR & Co., Inc.

KAPAFiling-linked namepartnerNov 5, 2025

Recent Developments • On July 13, 2025, the Company entered into a Master Sale and Purchase Agreement with Kairos Bidco AB (“Kairos”), an investment vehicle managed by an affiliate of KKR & Co., Inc.

Depended on by

HALOHalozyme Therapeutics, Inc.competitorFeb 17, 2026

Potential competition in the U.S.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

PRGO is currently a Early Follower in the organic co-movement group Beauty and Wellness. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for PRGO; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.