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Cardinal Health: Quiet Transformation, Clear Buy
Seeking Alpha· 2025-11-06 00:45
作者背景 - 作者为具备ACCA资格的专业人士 拥有伊斯坦布尔大学审计与会计硕士学位以及Coursera数据分析证书 [1] - 作者在伊斯坦布尔一家领先的物业管理公司担任数据科学家和财务分析师超过两年 负责制定预算 设定目标并应用数据驱动见解以最大化盈利能力 [1] - 作者专长领域涵盖财务建模 市场分析和投资研究 包括股票和加密货币的实践经验 [1] 披露声明 - 作者声明在提及的任何公司中均无股票 期权或类似衍生品头寸 且在接下来72小时内无计划建立任何此类头寸 [2] - 文章内容代表作者个人观点 作者除Seeking Alpha外未就本文获得任何补偿 与文章中提及的任何公司均无业务关系 [2] - Seeking Alpha披露声明指出 其分析师为第三方作者 包括可能未经任何机构或监管机构许可或认证的专业投资者和个人投资者 [3]
Increasing medication access: Charitable clinics and pharmacies to receive share in $1.6 million in Equity Rx grants from Cardinal Health Foundation
Globenewswire· 2025-11-05 22:00
ALEXANDRIA, Virginia, and DUBLIN, Ohio, Nov. 05, 2025 (GLOBE NEWSWIRE) -- The National Association of Free & Charitable Clinics (NAFC), with funding from the Cardinal Health Foundation, today announced nine Equity Rx grantees to help the uninsured and underinsured access their prescription medications. The grantees, free and charitable clinics and pharmacies across seven states, will significantly expand the Equity Rx program, an initiative that was created in Ohio through a partnership of the Cardinal Heal ...
Cardinal Health completes acquisition of Solaris Health
Prnewswire· 2025-11-03 21:30
Accessibility StatementSkip Navigation more press release views with Request a Demo Also from this source Cardinal Health launches a new all-in-one solution for deep vein thrombosis and pulmonary embolism prevention Cardinal Health has announced the international launch of its Kendall SCD SmartFlowâ"¢ Compression System, the next generation of the Kendallâ"¢... Adds the country's leading urology MSO with over 750 providers to Cardinal Health's leading multi-specialty MSO platform, The Specialty Alliance an ...
Cardinal Health CEO says Obamacare subsidies extension under review 'every single day'
Youtube· 2025-11-03 11:01
Here, Cardinal Health CEO Jason Holler joins us live. Sir, thank you for being here in a Fox Business exclusive. You distribute drugs to what 90% of US hospitals, 29,000ies worldwide.That's a lot of patients who depend on you. How closely are you watching this battle over the extension of the Obamacare subsidies. >> Uh, yeah, of course.It's it's something that we look at every single day as well as the broader policy potential changes that are out there. And and I I think at the highest levels, what's what' ...
Cardinal Health (CAH) “Is Now Value-Added,” Says Jim Cramer
Yahoo Finance· 2025-11-02 03:30
We recently published 10 Stocks on Jim Cramer’s Radar. Cardinal Health, Inc. (NYSE:CAH) is one of the stocks Jim Cramer recently discussed. In a show where Cramer spent most of the time discussing Meta and cloud computing, healthcare products and services provider Cardinal Health, Inc. (NYSE:CAH) was a nice shift. Even though the CNBC TV host last mentioned the firm in August, he hasn’t changed his mind about it. He continues to have faith in CEO Jason Hollar and discussed how Cardinal Health, Inc. (NYSE: ...
Cardinal Health (CAH) Hits New 52-Week High on Earnings, Optimistic Outlook
Yahoo Finance· 2025-10-31 22:03
公司股价表现 - 公司股价在周四交易中创下52周新高 盘中最高触及19515美元 最终收盘报18984美元 单日涨幅达1543% [1][2] - 公司股票被列为近期表现最佳的股票之一 10只涨幅突出的股票中有9只创下历史新高 [1] 公司财务业绩 - 公司第一财季 attributable net income 同比增长8% 从去年同期的416亿美元增长至450亿美元 [2] - 公司第一财季 营收同比大幅增长22% 从去年同期的520亿美元跃升至640亿美元 [2] 公司管理层评论与展望 - 公司CEO对2026财年强劲的开局表示满意 认为出色的第一季度业绩为未来发展奠定了坚实基础 [3] - 基于第一季度的强劲表现以及对Solaris Health收购的预期贡献 公司决定上调2026财年业绩指引 [3][4] 公司未来业绩指引 - 公司上调2026财年 non-GAAP attributable diluted earnings per share 指引 新指引范围为965美元至985美元 较此前930美元至950美元的范围提高了035美元 [4] - 公司预计2026财年 non-GAAP attributable diluted earnings per share 增长率在17%至20%之间 [4] - 公司对Solaris Health的收购预计将在11月初完成 [4]
Why Cardinal Health Stock Triumphed on Thursday
Yahoo Finance· 2025-10-31 06:40
公司股价表现 - 公司股价在周四大幅上涨超过15% [1] - 公司股价表现远超基准标普500指数 后者当日下跌1% [1] 财务业绩表现 - 2026财年第一季度收入同比增长22%至640亿美元 [2] - 非GAAP净利润同比飙升37%至8.57亿美元 折合每股收益2.55美元 [2] - 当季所有五个运营部门均实现增长 [3] - 其中最大的制药和专业解决方案部门收入同比增长23%至超过590亿美元 [3] 业绩与预期对比 - 公司实际收入远超分析师普遍预期的略高于590亿美元 [3] - 公司实际非GAAP每股收益远超分析师普遍预期的2.19美元 [3] 业绩指引更新 - 公司连续第二次上调2026财年全年业绩指引 [4] - 预计调整后每股收益为9.65美元至9.85美元 预期同比增长至少17% 此前指引为9.30美元至9.50美元 [4] - 预计调整后自由现金流为30亿美元至35亿美元 此前指引为27.5亿美元至32.5亿美元 [4]
Cardinal Health brings modernization and automation to the pharmaceutical supply chain
Yahoo Finance· 2025-10-31 02:42
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 Rallies As Strong Start To 2026 Fuels Higher Earnings Guidance
Benzinga· 2025-10-31 00:22
核心财务业绩 - 2026财年第一季度调整后每股收益为2.55美元,超出市场一致预期的2.18美元 [1] - 第一季度销售额同比增长22%至640.1亿美元,超出市场一致预期的591.9亿美元 [1] - 第一季度调整后营业利润增长37%至8.57亿美元 [1] - 公司股价在业绩公布后大幅上涨16.55%至191.68美元 [5] 各业务板块表现 - 制药与专业解决方案部门收入增长23%至592亿美元,增长动力来自现有及新客户的品牌和专业药品销售 [2] - 全球医疗产品与分销部门第一季度收入增长2%至32亿美元,主要得益于现有客户的销量增长 [2] 2026财年业绩指引 - 公司将2026财年调整后每股收益指引从9.30-9.50美元上调至9.65-9.85美元,高于市场预期的9.43美元 [4] - 指引上调0.35美元反映了公司强劲的第一季度业绩以及收购Solaris Health的预期贡献 [4] - 制药与专业解决方案部门的利润增长指引从11%-13%上调至16%-19% [4] - 公司调整后自由现金流指引从27.5-32.5亿美元上调至30-35亿美元 [5] 资本回报行动 - 公司在2026财年第一季度启动了规模为3.75亿美元的加速股票回购计划 [2] 管理层评论 - 首席执行官Jason Hollar表示,出色的第一季度业绩为财年奠定了坚实基础,因此公司上调了2026财年展望 [3]
Cardinal Health Surges After Reporting Strong Q1 Financial Results
Yahoo Finance· 2025-10-30 23:33
财务业绩概览 - 2026财年第一季度非GAAP每股收益为255美元,远超市场预期的221美元,超出幅度达16% [2] - 第一季度营收达640亿美元,超出市场预期的5979亿美元,超出幅度为7% [2] - 非GAAP营业利润增长37%至857亿美元,GAAP营业利润增长18%至668亿美元 [3] - 营业利润增长速度快于营收增长,显示利润率扩张 [3] - 公司已连续八个季度盈利超预期,平均超出幅度为11% [10] 各业务部门表现 - 药品与专业解决方案部门营收同比增长23%至5920亿美元,占公司总营收的92% [2] - 品牌药和专业药销售加速增长,仿制药项目表现优于预期 [2] - 全球医疗产品部门营收增长2% [2] - 其他部门营收大幅增长38%,显示业务多元化策略见效 [2] 管理层指引与资本配置 - 将2026财年非GAAP每股收益指引上调至965美元至985美元 [6] - 自由现金流指引为30亿美元至35亿美元 [6] - 公司启动了375亿美元的加速股票回购计划 [6] - 对Solaris Health的收购预计于11月初完成,将增强专业药服务规模并带来增量收益 [7] 管理层评论 - 首席执行官Jason Hollar强调公司各运营部门均表现出强劲且广泛的运营和财务业绩 [10] - 管理层将优异表现归因于跨部门的专注执行 [10]