Cardinal Health IncCAH
Price$230.09Intrinsic value$225.422% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.6%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
15analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$265.5Bnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$10.23next fiscal year
As of 18 Aug 2026
Monitoring Framework
Key Performance Indicators
Pharmaceutical and Specialty Solutions Segment Profit Growth AnnuallyTarget: 5% to 7% normalized growth
Other Segment Profit Growth AnnuallyTarget: ~10% normalized growth
Total Adjusted Free Cash Flow (3-Year Cumulative) AnnuallyTarget: At least $10 billion over FY26-FY28
Baseline Share Repurchases AnnuallyTarget: At least $750 million per year
Watch Items
  • GLP-1 Distribution Volume and Revenue ModerationTrigger: Significant deceleration in GLP-1 product demand or margin compressionAction: Re-evaluate top-line growth forecasts and adjust inventory management strategies
  • DOJ Anti-Kickback Statute InvestigationTrigger: Formal charges, material settlement announcements, or legal penaltiesAction: Assess financial impact on cash flows and potential reputational damage to the specialty business
  • Global Medical Products and Distribution (GMPD) Tariff ExposureTrigger: Implementation of new or increased tariffs on medical suppliesAction: Review pricing structures and supply chain sourcing to mitigate margin erosion
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Research as of 2 Sep 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.