CAH
Cardinal Health·NYSE
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CAH fundamentals
Cardinal Health (CAH) released its earnings on Feb 5, 2026: revenue was 65.63B (YoY +18.76%), beat estimates; EPS was 2.63 (YoY +36.27%), beat estimates.
Revenue / YoY
65.63B
+18.76%
EPS / YoY
2.63
+36.27%
Report date
Feb 5, 2026
CAH Earnings Call Summary for Q2,2026
- Revenue Growth: 19% YoY to $66 billion, driven by specialty (>$50B FY26), GMPD (3% growth), and other businesses (34% growth).
- EPS Guidance Raise: $10.15-$10.35 (23-26% YoY growth), up from $10+ interim guidance.
- Segment Strength: Pharma segment profit up 29% to $687M; GMPD profit up 108% to $37M; other businesses profit up 52% to $179M.
- Strategic Acquisitions: Solaris Health MSO, ADS at-Home integration, and ION/GIA contributions driving growth.
- Free Cash Flow: $1.8B year-to-date, with $750M buybacks at $173/share.
- Operational Excellence: 10% improvement in product availability over 2 years, 38% operating earnings growth.
EPS
Actual | 1.62 | 1.04 | 1.51 | 1.74 | 1.53 | 0.77 | 1.29 | 1.27 | 1.45 | 1.05 | 1.2 | 1.32 | 1.74 | 1.55 | 1.73 | 1.82 | 2.08 | 1.84 | 1.88 | 1.93 | 2.35 | 2.08 | 2.55 | 2.63 | ||||||||||||||||
Forecast | 1.4326 | 0.8997 | 1.1334 | 1.4426 | 1.5543 | 1.1982 | 1.3202 | 1.2312 | 1.5237 | 1.1828 | 0.9372 | 1.1413 | 1.4868 | 1.4937 | 1.4039 | 1.5974 | 1.9534 | 1.7339 | 1.6189 | 1.7848 | 2.174 | 2.0374 | 2.182 | 2.3409 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +13.08% | +15.59% | +33.23% | +20.62% | -1.56% | -35.74% | -2.29% | +3.15% | -4.84% | -11.23% | +28.04% | +15.66% | +17.03% | +3.77% | +23.23% | +13.94% | +6.48% | +6.12% | +16.13% | +8.14% | +8.10% | +2.09% | +16.87% | +12.35% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 39.16B | 36.69B | 39.06B | 41.54B | 39.27B | 42.59B | 43.97B | 45.46B | 44.84B | 47.10B | 49.60B | 51.47B | 50.49B | 53.45B | 54.76B | 57.45B | 54.91B | 59.87B | 52.28B | 55.26B | 54.88B | 60.16B | 64.01B | 65.63B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 37.00B | 36.85B | 38.16B | 41.41B | 40.06B | 40.39B | 41.84B | 45.59B | 43.12B | 44.89B | 48.19B | 50.72B | 49.71B | 52.72B | 54.85B | 57.02B | 56.05B | 58.64B | 50.90B | 55.02B | 55.39B | 60.89B | 59.24B | 65.08B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +5.83% | -0.44% | +2.36% | +0.31% | -1.96% | +5.43% | +5.08% | -0.30% | +3.99% | +4.92% | +2.94% | +1.47% | +1.57% | +1.39% | -0.15% | +0.75% | -2.04% | +2.09% | +2.72% | +0.45% | -0.93% | -1.20% | +8.05% | +0.85% |
Earnings Call
You can ask Aime
What does Cardinal Health do and what are its main business segments?What is Cardinal Health's latest dividend and current dividend yield?Did Cardinal Health beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Cardinal Health year over year?What factors drove the changes in Cardinal Health's revenue and profit?What were the key takeaways from Cardinal Health’s earnings call?What were the key takeaways from Cardinal Health's earnings call?What is the market's earnings forecast for Cardinal Health next quarter?
