UPS Invests $48 Million in Temperature-Controlled Logistics to Boost Profit Margins

BrightSpring Health Services' Home and Community Pharmacy segment expects the Inflation Reduction Act to cut its full-year 2026 revenues by approximately $200 million, even as the company holds its estimated EBITDA impact to roughly $15 million. In the second quarter, segment revenues fell 8% year over year to $540 million, with management attributing part of the decline to an approximately $50 million IRA impact during the quarter alongside the exit from certain uneconomic customers. Home and Community Pharmacy EBITDA still increased year over year in the second quarter, which management credited to operational process enhancements and the deployment of new technologies, with technology, automation and AI, Lean initiatives and procurement improvements central to that efficiency strategy. BrightSpring estimates the 2027 IRA impact on the segment will be roughly 50% of the 2026 impact, while it pursues regulatory, payer-contracting and operational measures to mitigate the pressure. Among peers, Cardinal Health has entered fiscal 2027 facing an estimated 500-basis-point Pharma revenue headwind from IRA pricing changes but expects little to no profit impact, while CVS Health reported Pharmacy & Consumer Wellness revenue pressure from regulatory price reductions even as adjusted operating income rose more than 10% year over year.