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Cardinal Health Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $2.79 |
| EPS actual | $3.17 |
| EPS Surprise | 13.62% |
| Revenue estimate | 62.098B |
| Revenue actual | 60.94B |
| Revenue Surprise | -1.87% |
| Release date | Feb 05, 2026 |
| EPS estimate | $2.34 |
| EPS actual | $2.63 |
| EPS Surprise | 12.39% |
| Revenue estimate | 65.079B |
| Revenue actual | 65.627B |
| Revenue Surprise | 0.84% |
| Release date | Oct 30, 2025 |
| EPS estimate | $2.18 |
| EPS actual | $2.55 |
| EPS Surprise | 16.97% |
| Revenue estimate | 59.237B |
| Revenue actual | 64.009B |
| Revenue Surprise | 8.05% |
| Release date | Aug 12, 2025 |
| EPS estimate | $2.04 |
| EPS actual | $2.08 |
| EPS Surprise | 1.96% |
| Revenue estimate | 60.892B |
| Revenue actual | 60.159B |
| Revenue Surprise | -1.20% |
Last 4 Quarters for Cardinal Health
Below you can see how CAH performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 12, 2025 |
| Price on release | $146.30 |
| EPS estimate | $2.04 |
| EPS actual | $2.08 |
| EPS surprise | 1.96% |
| Date | Price |
|---|---|
| Aug 06, 2025 | $156.60 |
| Aug 07, 2025 | $153.41 |
| Aug 08, 2025 | $157.41 |
| Aug 11, 2025 | $157.66 |
| Aug 12, 2025 | $146.30 |
| Aug 13, 2025 | $148.12 |
| Aug 14, 2025 | $150.22 |
| Aug 15, 2025 | $149.61 |
| Aug 18, 2025 | $149.73 |
| 4 days before | -6.58% |
| 4 days after | 2.34% |
| On release day | 1.24% |
| Change in period | -4.39% |
| Release date | Oct 30, 2025 |
| Price on release | $189.84 |
| EPS estimate | $2.18 |
| EPS actual | $2.55 |
| EPS surprise | 16.97% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $161.89 |
| Oct 27, 2025 | $163.80 |
| Oct 28, 2025 | $162.79 |
| Oct 29, 2025 | $164.47 |
| Oct 30, 2025 | $189.84 |
| Oct 31, 2025 | $190.77 |
| Nov 03, 2025 | $190.22 |
| Nov 04, 2025 | $195.34 |
| Nov 05, 2025 | $196.79 |
| 4 days before | 17.26% |
| 4 days after | 3.66% |
| On release day | 0.490% |
| Change in period | 21.56% |
| Release date | Feb 05, 2026 |
| Price on release | $227.18 |
| EPS estimate | $2.34 |
| EPS actual | $2.63 |
| EPS surprise | 12.39% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $214.88 |
| Feb 02, 2026 | $218.93 |
| Feb 03, 2026 | $218.00 |
| Feb 04, 2026 | $206.85 |
| Feb 05, 2026 | $227.18 |
| Feb 06, 2026 | $226.32 |
| Feb 09, 2026 | $225.76 |
| Feb 10, 2026 | $220.27 |
| Feb 11, 2026 | $224.25 |
| 4 days before | 5.72% |
| 4 days after | -1.29% |
| On release day | -0.379% |
| Change in period | 4.36% |
| Release date | Apr 30, 2026 |
| Price on release | $192.88 |
| EPS estimate | $2.79 |
| EPS actual | $3.17 |
| EPS surprise | 13.62% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $199.85 |
| Apr 27, 2026 | $202.34 |
| Apr 28, 2026 | $205.62 |
| Apr 29, 2026 | $202.82 |
| Apr 30, 2026 | $192.88 |
| May 01, 2026 | $195.24 |
| May 04, 2026 | $197.06 |
| May 05, 2026 | $197.00 |
| May 06, 2026 | $191.49 |
| 4 days before | -3.49% |
| 4 days after | -0.721% |
| On release day | 1.22% |
| Change in period | -4.18% |
Cardinal Health Earnings Call Transcript Summary of Q1 2026
Cardinal Health reported a strong start to FY26 with broad-based double-digit profit growth across all five operating segments. Q1 highlights: revenue grew 22% to $64.0 billion, gross profit rose 22% to $2.3 billion, operating earnings increased 37%, and EPS was $2.55 (up 36%). Pharmaceutical & Specialty Solutions led performance (Pharma revenue +23%; Pharma segment profit +26%) helped by GLP-1 sales (~6 percentage points of revenue growth), MSO contributions, BioPharma momentum, and inorganic additions (ION, GIA). GMPD showed modest revenue growth (+2%) and margin improvement but expects a Q2 tariff headwind; management reiterated full-year GMPD guidance (at least $140M segment profit). “Other” businesses (at-Home/ADS integration, Nuclear & Precision Health Solutions, OptiFreight) accelerated with revenue +38% and segment profit +60%, notable theranostics growth (>30%) and early ADS synergies. Balance sheet and cash flow: $1.3B adjusted free cash flow in Q1, $4.6B cash balance, $500M bond maturity retired, $500M returned to shareholders (dividends + $375M accelerated repurchase), and half of $750M baseline repurchases completed. Management expects Solaris Health (largest urology MSO, ~750 providers) to close shortly and will further scale the Specialty Alliance; Solaris adds incremental profit to FY26 guidance (about 3 percentage points of Pharma profit growth in FY26). Management raised FY26 guidance: EPS to $9.65–$9.85 (now ~17–20% growth) and adjusted free cash flow to $3.0–$3.5 billion; Pharma revenue guidance increased to 15–17% and Pharma segment profit to 16–19% (M&A expected to add ~8 pts to Pharma profit growth). Headwinds/risks: near-term tariff step-up in Q2 impacting GMPD, higher interest/financing costs (~+$50M to prior guide due to Solaris financing), and regulatory/policy uncertainty. Management emphasized disciplined execution, investments in distribution/automation (new DCs and capacity increases), continued focus on core operations and service levels, and the long-term secular tailwinds for specialty, biosimilars, home care, and theranostics.
