earnings
confidence high
sentiment positive
materiality 0.85
Cardinal Health Q2 revenue $65.6B (+19%), non-GAAP EPS $2.63 (+36%), raises FY26 EPS outlook to $10.15-$10.35
CARDINAL HEALTH INC
- Revenue $65.6B (+19% YoY); GAAP diluted EPS $1.97 (+19%); non-GAAP diluted EPS $2.63 (+36%).
- Pharma & Specialty profit $687M (+29%); Global Medical Products profit $37M (+106%); Other profit $179M (+52%).
- FY2026 non-GAAP EPS guidance raised to $10.15-$10.35, representing 23%-26% growth.
- Year-to-date share repurchases of $750M completed; reached targeted leverage range.
- Acquired Solaris Health (urology MSO, >750 providers) on Nov 3; introduced ContinuCare Pathway program.