Cardinal Health, Inc.

New York Stock Exchange
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Very Bullish +78

Cardinal Health stock follows 14 percent fiscal revenue growth

Earnings report Financial outlook AI-generated analysis

📈 Cardinal Health fiscal 2026 revenue surged 14 percent year-over-year to reach USD 254.2 billion.

💰 GAAP diluted EPS increased 12 percent to USD 7.23, while operating cash flow jumped 116 percent to USD 5.2 billion.

🚀 Non-GAAP adjusted diluted EPS rose a robust 33 percent to USD 10.95 for the fiscal year ended June 30, 2026.

🎯 Fiscal 2027 guidance projects adjusted EPS growth of 13-15 percent, exceeding the long-range target of 12-14 percent.

💊 Specialty revenue crossed the USD 50 billion milestone for the first time in fiscal 2026.

🔬 Theranostics and PET segments experienced growth nearing 30 percent during the reporting period.

🤝 Management expects acquisitions to contribute 2-3 percent to profit growth in fiscal 2027.

📊 Analyst consensus is Moderate Buy with an average 12-month price target of USD 266.56.

💹 The current stock price of USD 220.29 sits approximately 21 percent below the average analyst price target.

🏭 Cardinal Health operates on a lean model, describing its business as running at roughly 1 percent margin.

Bullish Signals
  • Cardinal Health fiscal 2026 revenue grew 14 percent year-over-year to USD 254.2 billion, demonstrating strong top-line expansion.
  • Operating cash flow increased dramatically by 116 percent to USD 5.2 billion, indicating superior capital generation capabilities.
  • Non-GAAP adjusted diluted EPS surged 33 percent to USD 10.95, significantly outpacing GAAP earnings growth.
  • The company raised its fiscal 2027 adjusted EPS guidance to 13-15 percent, beating its own long-range target of 12-14 percent.
  • Specialty revenue passed the USD 50 billion threshold for the first time, marking a major milestone in business diversification.
  • High-growth segments like theranostics and PET are expanding rapidly with growth rates approaching 30 percent.
  • Analysts maintain a Moderate Buy consensus with an average price target of USD 266.56, implying substantial upside from current levels.
Full Analysis
Cardinal Health reported strong fiscal 2026 results, with revenue reaching USD 254.2 billion, representing a 14 percent year-over-year increase. The company also demonstrated significant improvements in profitability and cash generation, with GAAP diluted EPS rising 12 percent to USD 7.23 and operating cash flow surging 116 percent to USD 5.2 billion. Non-GAAP metrics further highlighted this strength, with adjusted diluted EPS climbing 33 percent to USD 10.95. Looking ahead, Cardinal Health provided optimistic guidance for fiscal 2027, projecting adjusted EPS growth between 13 percent and 15 percent. This outlook exceeds the company's long-range target range of 12 percent to 14 percent, driven by robust performance in its specialty segment, which surpassed USD 50 billion in revenue. The company expects acquisitions to contribute an additional 2 to 3 percent to profit growth in the coming fiscal year. Analyst sentiment remains positive, with a consensus rating of Moderate Buy and an average 12-month price target of USD 266.56, suggesting significant upside potential from the current trading price. While management emphasizes a lean operating model running at approximately 1 percent margin, the combination of strong earnings beats and elevated guidance reinforces the investment case for the healthcare distributor.