Cardinal Health (CAH)
NYSEHealth CareMedical DistributionSnapshot 2026-07-07
$239.69+0.91%
Close 2026-07-07 · 1-day change
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Track CAH free→Intact: The reason to own it still holds.
Cardinal Health grows revenue about 11-19% yearly. EPS guidance rose from $9.4 to $10.75. Free cash flow guidance increased to $3.5 billion. The company has strong profit margins and solid cash flow.
EPS growth may slow if demand weakens. Free cash flow could fall short if costs rise. Competition or regulatory changes could pressure margins.
The price is about 6% below our fair value near $254. Analysts expect about 14% revenue growth. Our view aligns with the Street on growth but sees slightly better value.
Breaks if: EPS guidance falls below $9.4 next fiscal year
Cardinal Health aims to increase its fiscal year 2026 EPS guidance.
Stated in 4 of last 4 quarters. EPS guidance increased from $9.30-$9.50 to $10.70-$10.80. Revenue grew from $64.0B in 2026-Q1 to $65.6B in 2026-Q2. The trajectory shows delivering on EPS growth.
Standing thesis, reviewed periodically — not a price target or advice.
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 is raising and narrowing its fiscal year 2026 guidance for non-GAAP diluted EPS to $10.70 to $10.80.”
“Cardinal Health is raising its fiscal year 2026 guidance for non-GAAP diluted EPS to a range of $10.15 to $10.35.”
“Fiscal year 2026 non-GAAP EPS guidance raised to $9.30 to $9.50.”
“Fiscal year 2025 non-GAAP EPS guidance raised and narrowed to $8.05 to $8.15.”
Breaks if: Free cash flow guidance falls below $3.25 billion next fiscal year
Cardinal Health is focused on improving its free cash flow for fiscal year 2026.
Stated in 2 of last 2 quarters. Free cash flow guidance increased from $3.0-$3.5 billion to $3.3-$3.7 billion. Cash from operating activities rose from $973M in 2026-Q1 to $1.659B in 2026-Q2, indicating progress.
“Improved free cash flow: Adjusted free cash flow raised and narrowed to $3.3 billion to $3.7 billion.”
“The company is also raising its expectations for adjusted free cash flow to $3.0 billion to $3.5 billion.”
Breaks if: YoY revenue growth falls below 7% next year