Cardinal Health, Inc.

Cardinal Health, Inc.

CAH

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Market Cap$52.43B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Cardinal Health, Inc.Cardinal Health, Inc.33.70.91%-55%0.2-3.1

Earnings Call Q3 2026

April 30, 2026 - AI Summary

Strong Q3 Performance: Cardinal Health reported total revenue of $61 billion, an 11% increase year-over-year, with gross profit growing 18% to $2.5 billion. Non-GAAP EPS rose by 35% to $3.17, demonstrating robust operational execution and the strength of their Pharmaceutical and Specialty Solutions segment.
Raised Full-Year Guidance: The company raised its full-year non-GAAP EPS guidance to $10.70-$10.80, marking a 30-31% increase year-over-year. This adjustment reflects confidence in the company's operational strength, particularly in the Pharma segment and overall demand in their higher-margin growth businesses.
Specialty Solutions Growth: Specialty Solutions revenue is expected to exceed $50 billion, achieving over 20% growth in Q3. The integration of acquisitions, including Solaris and GI Alliance, has bolstered this segment, contributing positively to the overall performance and underscoring Cardinal Health's strategic investments in this area.

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$255.25

Target Price by Analysts

14% upsideCardinal Health Target Price DetailsTarget Price
$218.74

Current Fair Value

2.3% downside

Overvalued by 2.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$52.43 Billion
Enterprise Value$57.41 Billion
Dividend Yield$2.04 (0.91%)
Earnings per Share$6.48
Beta0.53
Outstanding Shares235,000,000

Return

Return on Equity-55.05%ROE
Return on Assets2.75%
Return on Invested Capital14.88%

Valuation & Multiples

P/E Ratio33.74P/E Ratio
PEG-159.57PEG
Price to Sales0.21Price to Sales
Price to Book Ratio-18.65Price to Book Ratio
Enterprise Value to Revenue0.23
Enterprise Value to EBIT26.25
Enterprise Value to Net Income36
Total Debt to Enterprise0.16
Debt to Equity-3.15Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$2.80
Average shareholder expectation
Revenue Estimate
$61.91 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 11, 2026
EPS Estimate
$2.41
Average shareholder expectation
Revenue Estimate
$65.22 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.8922 1.17%
Total Calls1,512,503 6.59%
Total Puts1,349,495 5.35%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %84.98% 3.22%
Total Invested$42.27B 0.93%
Investors Holding1,467 17.00%

ESG Score

No data

About Cardinal Health, Inc.

Relevant Senate Committees

Finance

This committee controls taxation, trade, and entitlement spending, particularly Medicare and Medicaid. Reimbursement policies and funding levels for these programs directly impact the financial health of Cardinal Health's customers, profoundly affecting demand and pricing in the medical supplies market.

Appropriations

This committee allocates discretionary federal spending. Its subcommittees determine the precise funding for healthcare programs (e.g., NIH, VA, Medicare/Medicaid administrative costs), which directly impacts the revenue streams of Cardinal Health's customers (hospitals, clinics) and the overall healthcare market.

Health, Education, Labor, and Pensions

This committee directly regulates the FDA, which oversees many of the medical devices and pharmaceuticals that Cardinal Health distributes. It also influences labor laws, impacting Cardinal Health's workforce, and funding for health research, affecting future product availability.