Cardinal Health, Inc. (CAH)

Cardinal Health topped consensus on adjusted EPS but revenue trailed expectations in the fourth fiscal quarter of 2026, based on preliminary results reported August 11, 2026. Adjusted EPS of $2.91 topped the $2.42 estimate, +20.2%, while revenue of $63.858 billion trailed the $65.153 billion consensus, -2.0%. Revenue rose 6.1% to about $63.9 billion from about $60.2 billion a year ago, net income climbed 64.9% to about $394 million from about $239 million, and gross profit reached about $2.7 billion with operating income of about $729 million, leaving gross margin near 4.3% and operating margin near 1.1%. The period also included operating cash flow of $1.692 billion, which funded about $350 million of stock repurchases and about $120 million in dividends. Next-period consensus calls for EPS of $2.91 on revenue of $66.666 billion.