We recently published 10 Stocks with Outstanding Gains; 9 on Record Highs. Cardinal Health Inc. (NYSE:CAH) is one of the best-performing stocks on Thursday. Cardinal Health propelled to a new 52-week high on Thursday, as investors snapped up shares after posting an impressive earnings performance and raising its growth outlook for fiscal year 2026. At intra-day trade, Cardinal Health Inc. (NYSE:CAH) soared to its highest price of $195.15 before paring gains to finish the day just up by 15.43 percent at $ ...

Cardinal Health is charting the next chapter in pharmaceutical logistics with a major investment in modernizing and expanding its distribution network. Designed to improve efficiency, enhance customer responsiveness, and create safer, more supportive workplaces, these upgrades signal a new era in how pharmaceuticals and wellness products move through the supply chain. At the center of this effort are two major projects: the newly opened Consumer Health Logistics Center in Groveport, Ohio, and a flagship p ...

Cardinal Health Inc.’s (NYSE:CAH) stock surged on Thursday as the healthcare services company reported upbeat first-quarter 2026 earnings, with adjusted earnings of $2.55 per share, beating the consensus of $2.18.Sales increased 22% year over year to $64.01 billion, surpassing the consensus estimate of $59.19 billion. Adjusted operating earnings increased 37% to $857 million.Revenue for the Pharmaceutical and Specialty Solutions segment increased 23% to $59.2 billion, driven by growth in brand and specialty ...

Courtesy of Cardinal Health Cardinal Health (NYSE: CAH) delivered a commanding first quarter for fiscal 2026, beating both earnings and revenue expectations by wide margins while raising full-year guidance. The stock climbed 1% in early trading as investors digested results that extend a perfect eight-quarter beat streak. A Quarter of Broad Execution Non-GAAP earnings per share came in at $2.55, crushing the $2.21 consensus by 16%. Revenue hit $64.0B, topping estimates of $59.79B by 7%. What matters here ...

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Key Takeaways CAH's Q1 EPS rose 35.6% to $2.55, topping estimates, with revenues up 22% to $64B.CAH's Pharmaceutical profit grew 26%, while Medical segment profit jumped from $8M to $46M.CAH raised 2026 EPS view to $9.65-$9.85, reflecting solid momentum and diversified growth.Cardinal Health, Inc. (CAH) reported first-quarter fiscal 2026 adjusted earnings per share (EPS) of $2.55, which beat the Zacks Consensus Estimate of $2.21 by 15.4%. The bottom line also improved 35.6% year over year.GAAP EPS in the qu ...

U.S. stocks were mixed, with the Dow Jones index gaining around 200 points on Thursday.Shares of Cardinal Health, Inc. (NYSE:CAH) rose sharply during Thursday's session after the company reported better-than-expected first-quarter financial results and raised its FY25 adjusted EPS guidance above estimates.Cardinal Health reported quarterly earnings of $2.55 per share which beat the analyst consensus estimate of $2.18 per share. The company reported quarterly sales of $64.009 billion which beat the analyst c ...

财务数据和关键指标变化 - 第一季度总营收增长22%至640亿美元，主要由药品业务强劲需求驱动 [10] - 第一季度毛利润增长22%至23亿美元，超过SG&A 14%的增幅（SG&A增至15亿美元）[10] - 第一季度营业利润增长37%，每股收益（EPS）增长36%至2.55美元 [9][11] - 调整后自由现金流在第一季度达到13亿美元，全年指引上调至30-35亿美元 [16][17] - 全年EPS指引上调0.35美元至9.65-9.85美元，相当于17%-20%的增长 [17] - 第一季度有效税率为21.9%，较上年同期改善约100个基点 [11] 各条业务线数据和关键指标变化 - 药品与专业解决方案部门第一季度营收增长23%至590亿美元，部门利润增长26%至6.67亿美元 [11][12] - 药品营收增长中约6个百分点来自GLP-1药物销售 [12] - 仿制药项目表现积极，同店仿制药单位增长高于长期预期 [12] - GMPD部门第一季度营收增长2%至32亿美元，利润增加3800万美元至4600万美元 [13][14] - GMPD部门自有品牌产品组合在美国市场营收增长超过6% [13][14] - "其他"业务部门（包括家庭解决方案、核能与精准健康解决方案、OptiFreight物流）第一季度营收增长38%至16亿美元，部门利润增长60%至1.66亿美元 [15] - 核能与精准健康解决方案中诊疗药物（theranostics）营收增长超过30% [15][27] - OptiFreight物流第一季度营收增长超过20% [15] 公司战略和发展方向和行业竞争 - 公司通过收购Solaris Health（拥有超过750家供应商的全美最大泌尿科MSO）加速专业领域扩张 [6][24] - 专业联盟（Specialty Alliance）多专科MSO平台将服务于约3000家专业供应商，覆盖32个州 [24] - 公司正投资1.5亿美元在未来三年扩展PET网络至11个关键市场，并建立诊疗药物先进中心 [28] - 在药品分销网络方面进行战略性投资，新建消费者健康物流中心和印第安纳波利斯旗舰前向配送中心，增加20%总网络容量 [23] - 公司专注于其在自身免疫、泌尿科和肿瘤学这三个高优先级领域的MSO平台 [24] - 生物制药解决方案业务预计在2026财年增长超过30% [25][26] - 家庭解决方案业务对ADS的整合进展顺利，大部分ADS量已转入公司网络 [28] 管理层对经营环境和未来前景的评论 - 药品需求环境强劲，涵盖品牌药、专业药、仿制药和消费者健康领域 [12] - 行业趋势有利，包括美国人口老龄化、药品创新以及品牌药专利到期后仿制药和生物类似药的增长 [34][35] - 公司对政策变化持观望态度，认为其目标是确保美国人获得可负担的创新医疗，这可能对行业和公司中性或积极 [46][47] - 公司预计上半年利润增长将强于下半年，主要因70亿美元的新客户营收主要集中在上半年 [19][40] - 关税对GMPD业务产生轻微净逆风，预计第二季度关税成本将上升 [14][20] 其他重要信息 - 第一季度资本配置包括投资约1.1亿美元于业务增长，偿还5亿美元债券到期，以及通过股息（约1.25亿美元）和加速股票回购（3.75亿美元）向股东返还5亿美元 [16] - 全年资本支出指引从约6亿美元上调至6-6.5亿美元，用于投资专业联盟平台 [21] - 摊薄后加权平均股数展望下调至约2.38亿股 [21] - 公司预计并购将为药品部门利润增长贡献约8个百分点，其中Solaris Health贡献约3个百分点 [19][39] 问答环节所有提问和回答 问题: 关于药品和专业解决方案部门的增长势头和预期，以及Solaris交易在指引中的体现 [33] - 回答：增长由广泛积极的行业利用趋势和公司特定业绩共同驱动 [34] 专业业务表现高于历史水平，特别是在自身免疫、泌尿科、肿瘤学领域以及生物制药解决方案 [38] MSO平台贡献了约8个百分点的增长，仿制药量超出预期 [38] 全年药品部门利润增长指引为16%-19%，其中并购贡献8个百分点，Solaris Health贡献约3个百分点 [39][41] 预计上半年增长强于下半年，主要受新客户营收推动 [40] 问题: 关于Rite Aid业务转移是否已计入预期，以及政策变化带来的机遇 [44] - 回答：Rite Aid的业务量转移是增长的因素之一，但非主要驱动力 [46] 政策变化方面，公司支持确保可负担医疗接入的目标，这可能通过提高可及性和可负担性来驱动利用率的提升，对公司中性或积极 [46][47] 问题: 关于药品部门增长中公司可控因素与市场强劲因素的区分 [51] - 回答：公司专注于可控因素，如通过投资提升服务能力、质量和安全性来满足需求 [53] 公司预期市场需求保持强劲，但并非近期那样的超常水平，目标是将此转化为卓越的客户服务和财务增长 [53][55] 问题: 关于全年增长节奏的可持续性，以及专业业务中面向提供者（Part B）与药房（Part D）业务的差异 [58] - 回答：公司对指引和势头充满信心，但指出下半年将同比计入GIA和ION收购，且增长节奏受新客户和收购时间影响 [59] 专业业务优势广泛，公司不准备进一步细分 [60] 问题: 关于"其他"业务部门第一季度的强劲表现及全年预期 [63] - 回答："其他"部门38%的营收增长和60%的利润增长由收购ADS和各项核心业务强劲表现共同驱动 [65] 家庭解决方案、核能与精准健康、OptiFreight均实现强劲双位数利润增长 [65][67] ADS整合顺利，协同效应提前实现 [65] 问题: 关于GMPD部门自有品牌产品超过6%增长的动力和未来跑道 [71] - 回答：增长主要由临床差异化产品驱动，如压迫疗法、心电图、外科套件、注射器等，公司将继续在此领域投资 [72] 问题: 关于仿制药同店单位增长的动力，是否包含生物类似药 [75] - 回答：增长主要由销量驱动，反映了强劲的市场需求 [76] 未来几年品牌药专利到期带来的新仿制药上市也是因素之一 [77] 问题: 关于华盛顿政策对生物类似药发展的潜在影响 [80] - 回答：生物类似药已被视为行业和公司的长期顺风 [81] 新政策可能通过改善可及性和可负担性带来机会，但具体影响尚需时间评估 [82] 问题: 关于MSO收购中分销业务整合的时间表和进展 [86] - 回答：ION和GIA的分销业务整合按计划进行，并已计入当前指引 [87] Solaris的分销业务尚未关闭，因此未计入当前指引，但预计本财年晚些时候有机会 [87] 问题: 关于竞争对手业务剥离是否为GMPD带来机遇 [90] - 回答：公司持续投资于GMPD的服务和绩效，致力于成为客户的首选供应商，竞争格局变化可能带来机会，但公司专注于提升自身表现 [91] 问题: 关于MSO资产中药费支出的趋势 [94] - 回答：专业增长广泛，MSO收入流多样化，药费支出约占三分之一 [95] 公司优先关注自身免疫、泌尿科和肿瘤学领域，这些领域有强劲的潜在增长 [95]

Cardinal Health (NYSE:CAH) Q1 2026 Earnings Call October 30, 2025 08:30 AM ET Company ParticipantsKevin Caliendo - Managing DirectorMatt Sims - VP of Investor RelationsEric Coldwell - Managing DirectorElizabeth Anderson - Senior Managing DirectorJason Hollar - CEOAaron Alt - CFOConference Call ParticipantsGeorge Hill - Managing Director and Equity Research AnalystAllen Lutz - Senior Equity Research AnalystSteven Valiquette - Managing Director and Healthcare Technology and Distribution Equity Research Analys ...

Cardinal Health (NYSE:CAH) Q1 2026 Earnings Call October 30, 2025 08:30 AM ET Speaker3Hello and welcome to the first quarter fiscal year 2026 Cardinal Health, Inc. Earnings Conference Call. My name is Sergey and I will be your coordinator for today's event. Throughout today's recorded presentation, all participants will be in a listen-only mode. Later, we will conduct a question and answer session. You may register for questions at any time by pressing one on your telephone keypad. I would now like to hand ...