Cardinal Health, Inc.

Cardinal Health, Inc.

Cardinal Health, Inc. (CAH) is a major US healthcare services and products company, with a market capitalisation near $37.7 billion. It operates large-scale pharmaceutical distribution and supplies medical-surgical products to hospitals, pharmacies and clinics, while also developing higher‑margin device and services offerings. Investors should know the business combines high-volume, low-margin distribution with targeted growth in medical products, so operational efficiency, inventory management and contract terms are key profit levers. The company faces sector-specific risks including reimbursement pressure, hospital budget cycles, regulatory scrutiny and strong competition from peers. Recent strategic emphasis has been on margin improvement, specialty products and supply-chain resilience, though execution and healthcare demand trends will matter. This is general educational information, not personalised advice; values can rise or fall and past performance is no guarantee of future results. Consider how exposure to healthcare distribution fits your risk tolerance and investment horizon before acting.

Why It's Moving

Cardinal Health, Inc.

Cardinal Health Crushes Q2 Earnings and Lifts 2026 Guidance, Powering Shares Higher Amid Market Turmoil

Cardinal Health stunned the market with blockbuster Q2 results on February 5, reporting revenue that soared 19% to $65.6 billion and non-GAAP EPS of $2.63, smashing estimates. The pharma giant raised its full-year fiscal 2026 EPS outlook to $10.15-$10.35, signaling robust momentum across all segments as shares jumped 8% to $228 despite broader S&P 500 weakness.
Sentiment:
🐃Bullish
  • Revenue beat topped $64.79 billion consensus by nearly $1 billion, fueled by double-digit profit growth in every operating segment, underscoring execution strength.
  • Non-GAAP operating earnings rocketed 38% to $877 million with cash flow flipping to a $686 million inflow, boosting confidence in sustained expansion.
  • CEO Jason Hollar highlighted 'ongoing momentum' driving the guidance hike, including Pharma segment profit outlook to 20-22% and key acquisitions like Solaris Health.

When is the next earnings date for Cardinal Health, Inc. (CAH)?

Cardinal Health's most recent Q2 fiscal 2026 earnings were reported on February 5, 2026. The next earnings date, covering Q3 fiscal 2026, is scheduled for approximately April 30, 2026, consistent with the company's historical quarterly pattern. Investors should monitor official announcements for any adjustments to this timeline.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying Cardinal Health's stock, which has potential for growth in value.

Average

Financial Health

Cardinal Health is generating substantial revenue and cash flow, but its profit margins are relatively low.

Below Average

Dividend

Cardinal Health's low dividend yield of 0.9% suggests limited income potential for investors. If you invested $1000, you would be paid $9 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring CAH

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Pharmaceutical Policy Shift Explained | Pricing Models

The Trump administration's recent drug pricing agreements with major pharmaceutical companies like AstraZeneca and Pfizer aim to lower U.S. drug costs by tying them to international prices. This creates a potential investment opportunity in pharmaceutical firms with strong domestic production and those in the healthcare supply chain that can adapt to the new pricing landscape.

Published: October 12, 2025

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Domestic Pharma Tariffs: What's Next for Investors

Domestic Pharma Tariffs: What's Next for Investors

The U.S. government has imposed a 100% tariff on pharmaceuticals from companies lacking domestic manufacturing, aiming to reshore production. This policy creates a significant advantage for U.S.-based pharmaceutical companies and their supply chains, which are poised for growth as reliance on imports decreases.

Published: September 26, 2025

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Walgreens Restructuring Explained: Investment Shifts

Walgreens Restructuring Explained: Investment Shifts

Following its acquisition by Sycamore Partners, Walgreens has gone private and split into five companies. This theme explores the investment opportunities created by the newly independent healthcare and retail entities.

Published: September 2, 2025

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Walgreens' Restructuring: A New Healthcare Landscape

Walgreens' Restructuring: A New Healthcare Landscape

Following its $10 billion acquisition by Sycamore Partners, Walgreens is going private and splitting into five separate companies. This major restructuring of a key industry player could create significant opportunities for competitors and specialized healthcare service providers to capture market share.

Published: August 29, 2025

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Navigating U.S. Drug Price Reforms

Navigating U.S. Drug Price Reforms

The White House is demanding major pharmaceutical companies slash U.S. drug prices, creating significant market volatility and threatening industry profits. This creates a potential opening for companies that offer cost-saving alternatives, such as generic drug makers and healthcare service providers.

Published: August 5, 2025

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Why You’ll Want to Watch This Stock

📈

Scale & Distribution

A wide distribution network underpins revenue through volume, but margins are typically thin so operational efficiency is essential.

Higher‑Margin Push

Growth in medical devices and services aims to lift margins, though execution risk and competitor response are important considerations.

🌍

Regulation & Cycles

Reimbursement trends, hospital spending cycles and regulatory changes can materially affect performance, and returns may vary over time.

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