Cardinal Health, Inc. · CAH · Next earnings

Cardinal Health, Inc. reports Thursday, Nov 5, 2026

CAH reports before market open with consensus EPS at $2.94 and revenue at $66.67B. Last quarter: Cardinal Health sets 13%-15% FY27 EPS growth outlook

Reports Before market open0 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $2.94 Calendar consensus
Consensus revenue $66.67B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session Before market open 0 days away

Where CAH left off: FY2026 Q4

Full report

Cardinal Health sets 13%-15% FY27 EPS growth outlook

EPS surprise +20.2% Reported $2.91 vs $2.42
Revenue surprise -2.3% Reported $63.67B vs $65.15B
Stock move +1.3% Event window
Subsequent drift -0.1% Up to 20 sessions

FY27 EPS guidance was maintained at $12.40-$12.60, representing 13%-15% growth; FY27 capex is projected at $700 million.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Future tariff refunds and the broader tariff environment remain uncertain.
  • Commodity and fuel costs could pressure GMPD margins.
  • IRA, 340B, and other regulatory changes could affect demand, pricing, or volumes.
  • Growth could be slower than assumed in FY27 guidance.

Questions analysts left open

  • Assumptions behind Pharma segment revenue growth and generic conversion impact
  • Magnitude of IRA WACC price-change headwinds
  • Uncertainty around tariff refunds, commodity costs, and regulatory changes

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Recent CAH quarters

All CAH earnings
+1.3%FY2026 Q4-4.9%FY2026 Q3+15.4%FY2026 Q1-7.2%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.