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TickerSRXH
SectorDrug Manufacturers - General
Mkt cap$4M
EV / EBITDAN/A
PostureRestatement Risk
Composite90/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1471727

SRx HEALTH SOLUTIONS, INC.

SRXHRESTATEMENT RISKFILING INTENSITY

SRx HEALTH SOLUTIONS, INC. reads as Restatement Risk (composite 90/100); pressure / disclosure signals dominate the posture this cycle · primary market Healthcare.

Lens

Disclosed M&A capital (2023–2025)

$7M

−66%

vs $21M in 2020–2022

Disclosed transactions

N/A

−99%

1/3 active fiscal years in window

Buyer archetype

Selective Buyer

Acquisition use is visible but targeted.

Composite score

90

/100

Restatement Risk dominates · Filing Intensity

Financial snapshot
RevenueN/A
EBITDAN/A
Enterprise value$12M
EV / RevenueN/A
EV / EBITDAN/A
P/EN/A
Cash$13M
Total debt$4M
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

7/100

Companies actively deploying disclosed capital into M&A

  • $28M disclosed buyer spend

Buyer Cadence

13/100

Buyer-side companies with recent filing activity

  • Filed within 49d
  • 184 8-Ks

Target Probability

48/100

Issuers showing target-side patterns from filings

  • Control-process language
  • 5 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 5 activism filings

Pressure Watch

26/100

Issuers facing activism, governance, or control pressure

  • 5 activism filings
  • Latest activism 10y ago; heavily discounted
  • Control-process filings

Distress Watch

18/100

Issuers showing financial-distress filing patterns

  • 5 activism filings

Restatement Risk

Dominant
90/100

Issuers with accounting-integrity flags from filings

  • 1 non-reliance 8-K
  • 7 auditor changes
  • 21 NT late filings
  • Latest event 9mo ago

Capital Velocity

70/100

Issuers with the highest filing-activity intensity

  • 184 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $12M
  • 10-Q 117d ago
  • 4 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $21M · Peak count: 1

FYDisclosed buysDisclosed spendAvg ticketAudited tier
2025N/A$7MN/AN/A
2024N/AN/AN/AN/A
2023N/AN/AN/AN/A
2022N/AN/AN/AN/A
2021N/AN/AN/AN/A
20201$21M$21MN/A
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

These conditions raise substantial doubt about our ability to continue as a going concern for a period of twelve months from the date these interim condensed consolidated financial statements are issued, meaning that we may be unable to generate sufficient operating cash flows to pay our short-term obligations.

10-KFY2024

As a result of this competition, we may be unable to maintain our operations or develop them as currently proposed, on terms we consider acceptable, or at all.

10-KFY2018

We have historically incurred losses and expect to continue to generate operating losses and consume cash resources in the near term.

10-KFY2024

We expect to face additional competition from new market entrants that are selling and marketing new cannabis products and marijuana.

10-KFY2018
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Healthcare

Market spend (2023–2025)
$195B
Market spend (2020–2022)
$253.6B
Recent vs prior
−23%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

N/AEV / EBITDA

SRXH trades at a -13.3-turn discount to the Healthcare peer median of 12.9×.

EV / Revenue
N/A
Net debt / EBITDA
N/A
Peer median EV / EBITDA
12.9×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
23.4×6.7×3.1×$62.8B$18B
17.2×0.9×1.9×$449.7B$28.1B
12.9×6.0×2.6×$37.2B$26.7B
11.7×0.5×2.5×$200.4B$6.4B
9.3×1.9×2.8×$76.4B$1.3B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Healthcare. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)182025-12-05
  • 10-Q (quarterly)492026-02-13
  • 8-K (event)1842026-04-22
  • Proxy / DEF 14A92025-03-07
  • Activism (13D / DFAN / PREC)52016-02-08

Signals on file

  • critical

    Non-reliance disclosure

    2018-10-30

    1 Item 4.02 filing on file; financial-statement non-reliance.

  • elevated

    Auditor change

    2025-09-19

    7 Item 4.01 filings on file; certifying accountant change.

  • watch

    Late-filing notice

    2025-08-14

    21 NT 10-K/10-Q filings on file.

  • elevated

    Activism on file

    2016-02-08

    5 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    Recent transaction activity

  • info

    Signal

    Control-process filings

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

SRx HEALTH SOLUTIONS, INC.: Issuer Brief | SE-Cluster