Cardinal Health Earnings Calls
| 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% |
| Release date | May 01, 2025 |
| EPS estimate | $2.17 |
| EPS actual | $2.35 |
| EPS Surprise | 8.29% |
| Revenue estimate | 55.391B |
| Revenue actual | 54.878B |
| Revenue Surprise | -0.93% |
| Release date | Jan 30, 2025 |
| EPS estimate | $1.74 |
| EPS actual | $1.93 |
| EPS Surprise | 10.92% |
| Revenue estimate | 55.019B |
| Revenue actual | 55.264B |
| Revenue Surprise | 0.445% |
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 | Jan 30, 2025 |
| Price on release | $128.26 |
| EPS estimate | $1.74 |
| EPS actual | $1.93 |
| EPS surprise | 10.92% |
| Date | Price |
|---|---|
| Jan 24, 2025 | $128.83 |
| Jan 27, 2025 | $130.73 |
| Jan 28, 2025 | $127.73 |
| Jan 29, 2025 | $127.76 |
| Jan 30, 2025 | $128.26 |
| Jan 31, 2025 | $123.66 |
| Feb 03, 2025 | $125.33 |
| Feb 04, 2025 | $125.17 |
| Feb 05, 2025 | $127.45 |
| 4 days before | -0.442% |
| 4 days after | -0.632% |
| On release day | -3.59% |
| Change in period | -1.07% |
| Release date | May 01, 2025 |
| Price on release | $145.53 |
| EPS estimate | $2.17 |
| EPS actual | $2.35 |
| EPS surprise | 8.29% |
| Date | Price |
|---|---|
| Apr 25, 2025 | $137.56 |
| Apr 28, 2025 | $138.24 |
| Apr 29, 2025 | $139.84 |
| Apr 30, 2025 | $141.29 |
| May 01, 2025 | $145.53 |
| May 02, 2025 | $149.53 |
| May 05, 2025 | $151.99 |
| May 06, 2025 | $151.69 |
| May 07, 2025 | $153.48 |
| 4 days before | 5.79% |
| 4 days after | 5.46% |
| On release day | 2.75% |
| Change in period | 11.57% |
| 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% |
Cardinal Health Earnings Call Transcript Summary of Q3 2025
Cardinal Health reported a strong Q3 FY25 driven by broad-based strength in Pharmaceutical & Specialty Solutions and all three growth businesses. Reported revenue was essentially flat at ~$55B, but adjusted for a large customer contract expiration revenue rose ~19% year-over-year; pharma revenue ex-contract was up ~20% (including ~7 percentage points from GLP‑1s). Management closed acquisitions (ION, GI Alliance, ADSG) that are contributing to higher‑margin mix and raised full‑year non‑GAAP EPS guidance to $8.05–$8.15 (midpoint up $0.18). Operating earnings grew 21% and EPS was $2.35 in Q3 (+13% y/y). Adjusted free cash flow is tracking to the high end of prior guidance (~$1.5B), cash was $3.3B, and $750M of share repurchases were completed YTD. GMPD (medical products) is improving via cost actions and Cardinal‑branded volume growth, but remains exposed to newly announced tariffs; management estimates roughly $200–$300M of remaining gross tariff exposure for FY26 before further mitigation, and expects to offset most through operational mitigation and price adjustments with customers. Other highlights: Theranostics (incl. Pluvicto/Illuccix) and at‑Home Solutions showed strong growth (Theranostics +30%+), integration of acquisitions is proceeding as planned, and management reiterated confidence in double‑digit non‑GAAP EPS growth for FY26 while promising more detail at Investor Day (June 12).
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