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 boosts FY2026 outlook to $10+ EPS amid relentless execution across segments.
- Raised FY2026 non-GAAP EPS guidance to ≥$10.00 from $9.65-$9.85, fueled by outperformance in all five segments including surging specialty pharma revenues past $50B.
- Launched innovative ContinuCare™ Pathway program via at-Home Solutions, streamlining diabetes supply management and boosting patient access post-Advanced Diabetes Supply integration.
- Mastered IRA Medicare Drug Price Negotiation changes by Jan 1, securing compensation for its pivotal pharma delivery role while onboarding 30+ new specialty therapies at Sonexus.
Cardinal Health boosts FY2026 outlook to $10+ EPS amid relentless execution across segments.
- Raised FY2026 non-GAAP EPS guidance to ≥$10.00 from $9.65-$9.85, fueled by outperformance in all five segments including surging specialty pharma revenues past $50B.
- Launched innovative ContinuCare™ Pathway program via at-Home Solutions, streamlining diabetes supply management and boosting patient access post-Advanced Diabetes Supply integration.
- Mastered IRA Medicare Drug Price Negotiation changes by Jan 1, securing compensation for its pivotal pharma delivery role while onboarding 30+ new specialty therapies at Sonexus.
When is the next earnings date for Cardinal Health, Inc. (CAH)?
Cardinal Health's next earnings date is February 5, 2026, covering the second quarter of fiscal year 2026. The company confirmed this date in its recent update during the J.P. Morgan Healthcare Conference, with further details to be provided on the earnings call. This aligns with analyst estimates and the firm's historical quarterly reporting pattern.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Cardinal Health's stock with a target price of $220.6, indicating potential growth.
Financial Health
Cardinal Health has steady revenue and cash flow, but its profit margins are relatively low.
Dividend
Cardinal Health's low dividend yield of 0.95% indicates limited returns from dividends. If you invested $1000 you would be paid $9.50 a year in dividends (based on the last 12 months).
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Explore BasketWhy 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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