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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Cardinal Health (CAH) is 9/10.
Cardinal Health posted Q3 non-GAAP EPS of $3.17 representing 35% growth, with operating earnings up 18% despite a $184 million Navista goodwill impairment on the GAAP line. Full-year guidance was raised $0.50 at the midpoint to $10.70-$10.80, with adjusted free cash flow guidance also increased to $3.3-$3.7 billion. Specialty revenue exceeded 20% growth, and pharmaceutical distribution demand remained strong with 11% revenue growth.
Scored from Cardinal Health’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $52.28B | -4.3% | $1.70 | +3500.0% | 3.6% | 1.1% | 0.8% | $-1.74B |
| FY2025 Q2 | $55.26B | -3.8% | $1.65 | +10.0% | 3.5% | 1.0% | 0.7% | $-499M |
| FY2025 Q3 | $54.88B | +0.0% | $2.10 | +96.3% | 3.9% | 1.3% | 0.9% | $2.79B |
| FY2025 Q4 | $60.16B | +0.8% | $1.00 | +4.2% | 3.7% | 0.7% | 0.4% | $1.29B |
| FY2026 Q1 | $64.01B | +22.4% | $1.88 | +10.6% | 3.6% | 1.0% | 0.7% | $865M |
| FY2026 Q2 | $65.44B | +18.4% | $1.97 | +19.4% | 3.4% | 1.1% | 0.7% | $555M |
| FY2026 Q3 | $60.94B | +11.0% | $1.69 | -19.5% | 4.1% | 0.8% | 0.7% | $1.68B |
| FY2026 Q4 | $63.86B | +6.1% | $1.69 | +69.0% | 4.3% | 1.1% | 0.6% | $1.43B |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $205.01B | +13.0% | $0.99 | +128.8% | 3.4% | 0.4% | 0.1% | $2.36B |
| FY2024 | $226.67B | +10.6% | $3.48 | +251.5% | 3.3% | 0.6% | 0.4% | $3.25B |
| FY2025 | $222.58B | -1.8% | $6.45 | +85.3% | 3.7% | 1.0% | 0.7% |
| $1.85B |
| FY2026 | $254.25B | +14.2% | $7.23 | +12.1% | 3.8% | 1.0% | 0.7% | $4.53B |