Cardinal Health expects IRA pricing changes to pressure Pharma revenues while protecting profitability through compensation and durable distribution agreements.
Cardinal Health exhibits mixed growth dynamics with revenue expansion driven by acquisitions, as evidenced by 299.3% TTM growth, yet organic momentum remains volatile with quarterly swings from -4.3% to 22.4%. Profitability inflection is apparent with operatin...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has been erratic with quarterly swings from -4.3% to 22.4% over the past two years, while gross margin expanded modestly to 4.3% in 2026Q4, indicating profitability improvement amidst top-line uncertainty.
Cardinal Health is actively combating opioid misuse in America, reinforcing its role in securing the pharmaceutical supply chain.
Q4 revenue of $64 billion marked an 8.4% beat, with the strongest sequential acceleration in 7 quarters, driven by 32% growth in Specialty Solutions.
CAH's trailing P/E of 24.57 and forward P/E of 16.92 suggest potential undervaluation relative to growth prospects.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 11, 2026 | $2.91+20.2% vs $2.42 | $63.7B-2.3% vs $65.2B |
Q2 2026 Apr 30, 2026 | $3.17+13.6% vs $2.79 | $60.9B-1.9% vs $62.1B |
Q1 2026 Feb 5, 2026 | $2.63+12.4% vs $2.34 | $65.6B+0.8% vs $65.1B |
Q4 2025 Oct 30, 2025 | $2.55+17.0% vs $2.18 | $64.0B+8.1% vs $59.2B |
Cardinal Health expects IRA pricing changes to pressure Pharma revenues while protecting profitability through compensation and durable distribution agreements.
The latest trading day saw Cardinal Health (CAH) settling at $232.36, representing a -1.08% change from its previous close.
Cardinal Health, Inc. (CAH) Presents at 2026 Global Healthcare Conference Transcript
Cardinal Health, Inc. (CAH) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
Benchmark CAH against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Cardinal Health, Inc. (CAH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $222.04 | $52B | 30.71 | 299.31% | 0.67% | — | 0.93% | |
| $891.23 | $106.23B | 23.22 | 12.36% | 1.12% | — | — | |
| $87.43 | $9.96B | 26.74 | 4.03% | 2.96% | 8.38% | — | |
| $2.24 | $171.11M | -0.16 | -74.19% | -39.85% | — | — | |
| $167.53 | $5.12B | 55.84 | -8.47% | 2.7% | 8.59% | — | |
| $269.19 | $648B | 24.41 | 6.05% | 21.58% | 25.75% | — |
Cardinal Health, Inc. (CAH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Cardinal Health, Inc. (CAH) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 11, 2026·SEC
Aug 11, 2026·SEC
Aug 5, 2026·SEC
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Cardinal Health, Inc. (CAH) stock FAQ — growth, dividends, profitability & financials explained
Cardinal Health, Inc. (CAH) reported $254.25B in revenue for fiscal year 2026. This represents a 1282% increase from $18.39B in 1997.
Cardinal Health, Inc. (CAH) grew revenue by 299.3% over the past year. This is strong growth.
Yes, Cardinal Health, Inc. (CAH) is profitable, generating $1.71B in net income for fiscal year 2026 (0.7% net margin).
Yes, Cardinal Health, Inc. (CAH) pays a dividend with a yield of 0.93%. This makes it attractive for income-focused investors.
Cardinal Health, Inc. (CAH) generated $4.53B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.