Cardinal Health (CAH)
NYSEHealth CareMedical - DistributionSnapshot 2026-11-05
$267.82+2.25%
Close 2026-11-05 · 1-day change
NYSEHealth CareMedical - DistributionSnapshot 2026-11-05
QuarterlyIQ Insights · CAH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 0% of the last 1 guided quarters · -74.7% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Cardinal Health Page 3 Fiscal year 2027 outlook 2 Cardinal Health is raising its fiscal year 2027 guidance for non-GAAP diluted EPS to $12.80 to $13.00, from the previous range of $12.40 to $12.60.
Stated in 8 of 8 supplied quarters. Management reported: “Cardinal Health Page 3 Fiscal year 2027 outlook 2 Cardinal Health is raising its fiscal year 2027 guidance for non-GAAP diluted EPS to $12.80 to $13.00, from the previous range of $12.40 to $12.60.” “The updated guidance reflects +17% to +19% growth 3 compared to its FY26 ex-tariff refund baseline and +14% to +15% growth from reported FY26 results.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Cardinal Health Page 3 Fiscal year 2027 outlook 2 Cardinal Health is raising its fiscal year 2027 guidance for non-GAAP diluted EPS to $12.80 to $13.00, from the previous range of $12.40 to $12.60.”
“Cardinal Health Page 3 Fiscal year 2027 outlook 2 The company released its fiscal year 2027 outlook for non-GAAP diluted EPS of +13% to +15% growth 3 ($12.40 to $12.60).”
“Cardinal Health Page 3 Fiscal year 2026 outlook 2 Cardinal Health is raising and narrowing its fiscal year 2026 guidance for non-GAAP diluted EPS attributable to Cardinal Health, Inc. to a range of $…”
“Cardinal Health Page 3 Fiscal year 2026 outlook 2 Cardinal Health is raising its fiscal year 2026 guidance for non-GAAP diluted EPS attributable to Cardinal Health, Inc. to a range of $10.15 to $10.3…”
“Cardinal Health Page 3 Fiscal year 2026 outlook 2 Cardinal Health is raising its guidance for non-GAAP diluted EPS attributable to Cardinal Health, Inc. to a range of $9.65 to $9.85 (+17% to +20% gro…”
“Cardinal Health Page 3 Fiscal year 2026 outlook 2 The company raised its fiscal year 2026 outlook for non-GAAP diluted EPS to $9.30 to $9.50 (+13% to +15% growth), a $0.20 increase from the prelimina…”
“Cardinal Health Page 3 Fiscal year 2025 outlook 2 The company raised and narrowed its fiscal 2025 guidance range for non-GAAP diluted earnings per share attributable to Cardinal Health, Inc. to $8.05…”
“Cardinal Health Page 3 Fiscal year 2025 outlook 2 The company raised its fiscal 2025 guidance range for non-GAAP diluted earnings per share attributable to Cardinal Health, Inc. to $7.85 to $8.00, fr…”
Cardinal Health Page 3 Fiscal year 2027 outlook 2 Cardinal Health is raising its fiscal year 2027 guidance for non-GAAP diluted EPS to $12.80 to $13.00, from the previous range of $12.40 to $12.60.
Stated in 8 of 8 supplied quarters. Management reported: “Cardinal Health Page 3 Fiscal year 2027 outlook 2 Cardinal Health is raising its fiscal year 2027 guidance for non-GAAP diluted EPS to $12.80 to $13.00, from the previous range of $12.40 to $12.60.” “ET to discuss fourth quarter and full year results.”
“Cardinal Health Page 3 Fiscal year 2027 outlook 2 Cardinal Health is raising its fiscal year 2027 guidance for non-GAAP diluted EPS to $12.80 to $13.00, from the previous range of $12.40 to $12.60.”
“[TABLE] Non-GAAP earnings per share | $12.40 to $12.60 || Pharmaceutical and Specialty Solutions segment: || Revenue | 3% to 5% growth || Segment profit | 8% to 11% growth || Global Medical Products…”
“This updated guidance reflects: Improved operating segment performance: • Pharmaceutical and Specialty Solutions segment profit growth of 22% to 23%, from the prior range of 20% to 22% • Other segmen…”
“This updated guidance reflects: • Pharmaceutical and Specialty Solutions segment profit growth raised and narrowed to 20% to 22%, from the prior range of 16% to 19% • Global Medical Products and Dist…”
“This updated guidance reflects increased expectations at the segment level: • Pharmaceutical and Specialty Solutions segment profit growth raised to 16% to 19%, from the prior range of 11% to 13% • O…”
“Non-GAAP earnings per share $9.30 to $9.50 Pharmaceutical and Specialty Solutions segment: Revenue 11% to 13% growth Segment profit 11% to 13% growth Global Medical Products and Distribution segment:…”
“The updated fiscal 2025 guidance reflects: • Increased outlook for Pharmaceutical and Specialty Solutions segment profit to 11.5% to 12.5% growth, from 10% to 12% growth previously • Increased outloo…”
“The company updated fiscal year 2025 guidance for Pharmaceutical and Specialty Solutions segment profit to 10% to 12% growth, from 4% to 6% growth, driven by stronger organic growth within the segmen…”
Cardinal Health Page 3 Fiscal year 2027 outlook 2 Cardinal Health is raising its fiscal year 2027 guidance for non-GAAP diluted EPS to $12.80 to $13.00, from the previous range of $12.40 to $12.60.
Stated in 6 of 8 supplied quarters. Management reported: “Cardinal Health Page 3 Fiscal year 2027 outlook 2 Cardinal Health is raising its fiscal year 2027 guidance for non-GAAP diluted EPS to $12.80 to $13.00, from the previous range of $12.40 to $12.60.” “ET to discuss fourth quarter and full year results.”
“Cardinal Health Page 3 Fiscal year 2027 outlook 2 Cardinal Health is raising its fiscal year 2027 guidance for non-GAAP diluted EPS to $12.80 to $13.00, from the previous range of $12.40 to $12.60.”
“[TABLE] Non-GAAP earnings per share | $12.40 to $12.60 || Pharmaceutical and Specialty Solutions segment: || Revenue | 3% to 5% growth || Segment profit | 8% to 11% growth || Global Medical Products…”
“This updated guidance reflects: Improved operating segment performance: • Pharmaceutical and Specialty Solutions segment profit growth of 22% to 23%, from the prior range of 20% to 22% • Other segmen…”
“The company is also raising its expectations for adjusted free cash flow to $3.0 billion to $3.5 billion, from a prior range of $2.75 billion to $3.25 billion.”
“Non-GAAP earnings per share $9.30 to $9.50 Pharmaceutical and Specialty Solutions segment: Revenue 11% to 13% growth Segment profit 11% to 13% growth Global Medical Products and Distribution segment:…”
“Cardinal Health Page 3 Fiscal year 2025 outlook 2 The company raised and narrowed its fiscal 2025 guidance range for non-GAAP diluted earnings per share attributable to Cardinal Health, Inc. to $8.05…”
ET to discuss fourth quarter and full year results.
Stated in 5 of 8 supplied quarters. Management reported: “ET to discuss fourth quarter and full year results.” “• Cardinal Health recently completed an additional $250 million accelerated share repurchase program, bringing year-to-date share repurchases in fiscal year 2026 to $1.0 billion.”
“ET to discuss fourth quarter and full year results.”
“• Cardinal Health recently completed an additional $250 million accelerated share repurchase program, bringing year-to-date share repurchases in fiscal year 2026 to $1.0 billion.”
“This updated guidance reflects: • Pharmaceutical and Specialty Solutions segment profit growth raised and narrowed to 20% to 22%, from the prior range of 16% to 19% • Global Medical Products and Dist…”
“This 230,000 square foot facility is expected to be fully operational by Fall 2027 and will feature the latest automation and technology advancements to deliver even greater efficiency, quality and s…”
“Non-GAAP earnings per share $9.30 to $9.50 Pharmaceutical and Specialty Solutions segment: Revenue 11% to 13% growth Segment profit 11% to 13% growth Global Medical Products and Distribution segment:…”
ET to discuss fourth quarter and full year results.
Stated in 3 of 8 supplied quarters. Management reported: “ET to discuss fourth quarter and full year results.” “ET to discuss first quarter results.”
“ET to discuss fourth quarter and full year results.”
“ET to discuss first quarter results.”
“The facility is equipped with leading robotics and automation technologies and is anticipated to be fully operational in the summer of 2025.”
Over the trailing year it converted 0.90x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 52% of the time over the next year (vs 44% for the rest of the cohort, n=3371).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
17 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.