Cardinal Health (CAH) Q2 2026

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025

Earnings

Cardinal Health delivered a strong fiscal second-quarter 2026 result, posting non-GAAP diluted EPS of $2.63 against a consensus estimate of $2.37, a beat of 11.17%, while revenue of $65.63 billion edged past estimates by 0.60% and grew 18.8% year ove… Read more Cardinal Health delivered a strong fiscal second-quarter 2026 result, posting non-GAAP diluted EPS of $2.63 against a consensus estimate of $2.37, a beat of 11.17%, while revenue of $65.63 billion edged past estimates by 0.60% and grew 18.8% year over year. The primary engine behind that top-line acceleration was the Pharmaceutical and Specialty Solutions segment, which expanded 19% to $60.67 billion on robust brand and specialty pharmaceutical volumes from both existing and new customers, accounting for the overwhelming majority of consolidated sales. Non-GAAP operating earnings climbed 38% to $877 million, reflecting meaningful operating leverage alongside a reduced share count, partially offset by higher interest costs tied to acquisition financing. The Global Medical Products and Distribution segment also contributed positively, with segment profit more than doubling to $37 million on cost optimization progress. Analysts have noted the quarter reinforces Cardinal Health's standing as a compelling large-cap healthcare distributor. Management raised its fiscal 2026 non-GAAP diluted EPS guidance to a range of $10.15 to $10.35, representing 23% to 26% growth, while lifting profit outlooks across all operating segments.