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Cardinal Health, Inc.(CAH)Earnings, Financials & Key Ratios
CAH•NYSE
$239.71
37.2× P/E·Price updated Jul 7, 2026
AboutCardinal Health, Inc. operates as an integrated healthcare services and products company in the United States, Canada, Europe, Asia, and internationally. It provides customized solutions for hospitals, healthcare systems, pharmacies, ambulatory surgery centers, clinical laboratories, physician offices, and patients in the home. The company operates in two segments, Pharmaceutical and Medical. The Pharmaceutical segment distributes branded and generic pharmaceutical, specialty pharmaceutical, and over-the-counter healthcare and consumer products. The segment also provides services to pharmaceutical manufacturers and healthcare providers for specialty pharmaceutical products; operates nuclear pharmacies and radiopharmaceutical manufacturing facilities; repackages generic pharmaceuticals and over-the-counter healthcare products; and offers medication therapy management and patient outcomes services to hospitals, other healthcare providers, and payers, as well as provides pharmacy management services to hospitals. The Medical segment manufactures, sources, and distributes Cardinal Health branded medical, surgical, and laboratory products and devices that include exam and surgical gloves; needles, syringe, and sharps disposals; compressions; incontinences; nutritional delivery products; wound care products; single-use surgical drapes, gowns, and apparels; fluid suction and collection systems; urology products; operating room supply products; and electrode product lines. The segment also distributes a range of national brand products, including medical, surgical, and laboratory products; provides supply chain services and solutions to hospitals, ambulatory surgery centers, clinical laboratories, and other healthcare providers; and assembles and sells sterile, and non-sterile procedure kits. The company was incorporated in 1979 and is headquartered in Dublin, Ohio.Show more
- Revenue$222.58B-1.9%
- EBITDA$3.06B+56.9%
- Net Income$1.56B+83.2%
- EPS (Diluted)6.45+87.0%
- Gross Margin3.67%+12.3%
- EBITDA Margin1.38%+59.9%
- Operating Margin1.02%+86.5%
- Net Margin0.7%+86.7%
CAH Price & Volume
Cardinal Health, Inc. (CAH) stock price & volume — 10-year historical chart
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Acquisition Driven Growth Masks Structural Margin Constraints
Investment Thesis • Updated 2026Q3
VerdictNegative
Growth:Mixed
Profitability:Strained
Financial:Strained
Cash Flow:Mixed
Primary Risk:Margin compression and leverage
Key Thesis Takeaways
- Cardinal Health faces a challenging fundamental outlook characterized by persistent margin compression and a reliance on inorganic growth to offset core distribution volatility.
- While the company has scaled revenue to $60.9 billion as of 2026Q3, the inability to leverage SG&A expenses, which remain fixed at $1.5 billion per quarter, suggests limited profitability upside.
- Investors should remain cautious regarding the company's long-term solvency given the negative equity position of $2.8 billion and the aggressive expansion of goodwill to $13.7 billion.
Verdict Logic
the company's reliance on debt-funded acquisitions to drive growth, coupled with a razor-thin current ratio of 0.91, presents significant risks to long-term shareholder value.
CAH Growth Metrics
Cardinal Health, Inc. (CAH) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years8.06%
5 Years7.8%
3 Years7.07%
TTM12.8%
Profit CAGR
10 Years2.54%
5 Years-
3 Years-
TTM0.06%
EPS CAGR
10 Years5.95%
5 Years-
3 Years-
TTM2.03%
Return on Capital
10 Years5.7%
5 Years7.51%
3 Years12.92%
Last Year19.19%
CAH Recent Earnings
Cardinal Health, Inc. (CAH) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$3.17+13.6%
$2.79
Rev
$60.9B-1.9%
$62.1B
Q1 2026
Feb 5, 2026Metric
Actual
Est
EPS
$2.63+12.4%
$2.34
Rev
$65.6B+0.8%
$65.1B
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$2.55+17.0%
$2.18
Rev
$64.0B+8.1%
$59.2B
Q3 2025
Aug 12, 2025Metric
Actual
Est
EPS
$2.08+2.0%
$2.04
Rev
$60.2B-1.2%
$60.9B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $3.17vs $2.79+13.6% | $60.9Bvs $62.1B-1.9% |
| Q1 2026 | Feb 5, 2026 | $2.63vs $2.34+12.4% | $65.6Bvs $65.1B+0.8% |
| Q4 2025 | Oct 30, 2025 | $2.55vs $2.18+17.0% | $64.0Bvs $59.2B+8.1% |
| Q3 2025 | Aug 12, 2025 | $2.08vs $2.04+2.0% | $60.2Bvs $60.9B-1.2% |
Based on last 12 quarters of dataView full earnings history →
Latest CAH News
Recent stock market news and headlines for Cardinal Health, Inc. (CAH)
Seeking Alpha·4 days ago
Cardinal Health: Why This Essential Healthcare Distributor Deserves A Buy RatingCardinal Health receives a Buy rating, supported by defensive business fundamentals, strong adjusted EPS growth, and strategic expansion into specialty healthcare. CAH's Q3FY26 showed 11% revenue growth and 35% adjusted EPS growth, though GAAP results were pressured by higher costs and special items. Valuation is at a premium with a Forward P/E of 21.64x, justified by improving profitability and cash flow, but future upside depends on sustained margin gains.
Zacks Investment Research·4 days ago
Why Cardinal Health (CAH) is a Top Value Stock for the Long-TermWondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Zacks Investment Research·5 days ago
Why Cardinal Health (CAH) is a Top Momentum Stock for the Long-TermThe Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Zacks Investment Research·6 days ago
Are Investors Undervaluing Cardinal Health (CAH) Right Now?Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Peers Comparison
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 |
|---|---|---|---|---|---|---|---|
| $239.71 | $56.41B | 37.16 | -1.87% | 0.7% | — | 0.85% | |
| $807.33 | $97.04B | 21.04 | 12.36% | 1.18% | — | — | |
| $86.84 | $9.89B | 26.56 | 4.03% | 2.95% | 8.14% | — | |
| $2.24 | $171.11M | -0.16 | -74.19% | -39.85% | — | — | |
| $179.42 | $5.48B | 59.81 | -8.47% | 3.23% | 7.53% | — | |
| $267.24 | $643.31B | 24.23 | 6.05% | 21.83% | 26.26% | — |
Compare CAH vs Peers
Cardinal Health, Inc. (CAH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CAH SEC Filings & Documents
Cardinal Health, Inc. (CAH) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 30, 2026·SEC
Material company update
Mar 23, 2026·SEC
Material company update
Mar 5, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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CAH Frequently Asked Questions
Cardinal Health, Inc. (CAH) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Cardinal Health, Inc.'s revenue?
Cardinal Health, Inc. (CAH) reported $250.55B in revenue for fiscal year 2025. This represents a 2610% increase from $9.25B in 1996.
How fast is Cardinal Health, Inc. growing?
Cardinal Health, Inc. (CAH) saw revenue decline by 1.9% over the past year.
Is CAH profitable?
Yes, Cardinal Health, Inc. (CAH) is profitable, generating $1.56B in net income for fiscal year 2025 (0.7% net margin).
Dividend & Returns
Does CAH pay dividends?
Yes, Cardinal Health, Inc. (CAH) pays a dividend with a yield of 0.85%. This makes it attractive for income-focused investors.
What is Cardinal Health, Inc.'s free cash flow?
Cardinal Health, Inc. (CAH) generated $4.39B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.