PERRIGO Co plc · Brief

Next report

3 days

Nov 4 · before openconfirmedQ3 FY26

Expected move

±13.2%implied · straddle

13.7017.86

spot 15.78exp Nov 20ATM strike 15ATM straddle 2.45IV 81%

Oct 30 close

Expected move

—≥ implied

Q2 FY26—▲+23.10%—

quarterimplied−25%0+25%realized×

Q2 FY26—▲+23.10%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 4 report · confirmed

Bull2

338managers reporting a position in the latest quarterly filings13F · Jun 30 '26

4tracked funds holding PRGON-PORT · Aug 31 '26

Bear2

12.90%of revenue from the largest disclosed customer Walmart Inc.SEC filings

7 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

PRGO report session

No linked exposure.

Oct 21impliedImplied move: ±13.1% into Nov 4 earnings (Oct 21 close).Source

Oct 21report dateEarnings date confirmed: Nov 4.Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.