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Sentiment · FY2026 Q4
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Allen Lutz | Bank of America | 8 (0%) |
| Eric Percher | Nephron Research | 8 (0%) |
| Erin Wright | Morgan Stanley | 8 (0%) |
| Mike Cherny | Leerink Partners | 8 (0%) |
| Elizabeth Anderson | Evercore ISI | 7 (0%) |
| George Hill | Deutsche Bank | 7 (0%) |
| Kevin Caliendo | UBS | 7 (0%) |
| Daniel Grosslight | Citigroup | 7 (0%) |
| Eric Coldwell | Robert W. Baird | 7 (0%) |
| Steve Valiquette | Mizuho Securities | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 8 (0%) |
| Evercore ISI | 2 | 8 (0%) |
| Leerink Partners | 1 | 8 (0%) |
| Morgan Stanley | 1 |
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.
Revenue Growth | Margin | Competitive Dynamics | Demand | Guidance Reliability | Trade Tariffs | M&A | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 3 | 5 | 3 | 4 | 2 | 1 | 2 | |
| 2025Q2 | 2 | 3 | 3 | 4 | 1 | 2 | 3 | |
| 2025Q3 | 3 | 2 | 2 | 2 | 2 | 9 | 5 | |
| 2025Q4 | 1 | 9 | 1 | 1 | 6 | 1 | 2 | 1 |
| 2026Q1 | 6 | 1 | 4 | 2 | 2 | 3 | 1 | |
| 2026Q2 | 5 | 1 | 5 | 1 | 2 | 1 | 2 | 2 |
| 2026Q3 | 3 | 1 | 3 | 3 | 2 | 1 | 5 | 2 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 3 | 2 | 3 | 1 | 6 | 5 | 3 |
| Margin | 5 | 3 | 2 | 9 | 1 | 1 | 1 |
| Competitive Dynamics | 3 | 3 | 2 | 1 | 4 | 5 | 3 |
| Demand | 4 | 4 | 2 | 1 | 2 | 1 | 3 |
| Guidance Reliability | 2 | 1 | 2 | 6 | 2 | 2 | 2 |
| Trade Tariffs | 1 | 2 | 9 | 1 | 1 | 1 | |
| M&A | 3 | 2 | 3 | 2 | 5 | ||
| Pricing | 2 | 5 | 1 | 1 | 2 | 2 |
| 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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| 8 (0%) |
| Nephron Research | 1 | 8 (0%) |
| UBS | 1 | 7 (0%) |
| Robert W. Baird | 1 | 7 (0%) |
| Citigroup | 1 | 7 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CAH Cardinal Health | 9 | +11.1% | |
| COR Cencora | 8 | +3.9% | |
| HSIC Henry Schein | 6 | +6.3% | |
| MCK McKesson Corporation | 8 | +6.0% |