CAH
NYSE · Healthcare · Medical - Distribution · US
Research · Nov 3, 2026
[CAH] Cardinal Health: Q1 Fiscal 2027 Earnings Test for Pharma Profit Beyond GLP-1
Cardinal Health grew fiscal 2026 revenue 14% to $254.2 billion and non-GAAP EPS 37% to $11.26; Q1 tests whether Pharma profit keeps outgrowing GLP-1-driven sales.
Research · Oct 13, 2026
BD Section 232 Tariff Exemption: ICU Medical, Medline, Cardinal Exposure
BD swapped a $19 billion US investment pledge for future Section 232 tariff relief, which could leave ICU Medical, Medline and Cardinal Health facing duties BD avoids.
Research · Sep 3, 2026
[CAH] Cardinal Health Thesis 2026: Pharmaceutical Distribution Earnings Guidance Raised Double Digits
Cardinal Health FY25 (Jun 30, 2025 FYE) at $222.58B revenue (-2% on customer contract expiration). NI $1.56B; EPS $6.45 (+87%). Operating income +83%. Pharma & Specialty Q4 revenue +22% ex-expiration, segment profit +11%. GMPD profit highest in years. FY26 guide raised to EPS $9.30-$9.50 (+13-15%); Pharma revenue growth +11-13% on new customer wins.