Cardinal Health, Inc. · CAH · Next earnings

Cardinal Health, Inc. reports Thursday, Oct 29, 2026

CAH reports before market open with consensus EPS at $2.92 and revenue at $66.71B. Last quarter: Cardinal Health Beats on EPS, Raises Guidance, but Revenue Misses

Reports Before market open39 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $2.92 Calendar consensus
Consensus revenue $66.71B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session Before market open 39 days away

Where CAH left off: FY2026 Q3

Full report

Cardinal Health Beats on EPS, Raises Guidance, but Revenue Misses

EPS surprise +13.6% Reported $3.17 vs $2.79
Revenue surprise -1.9% Reported $60.94B vs $62.10B
Stock move -4.9% Event window
Subsequent drift +2.0% Up to 20 sessions

Full-year non-GAAP EPS guidance raised to $10.70-$10.80. Adjusted free cash flow guidance raised to $3.3-$3.7B. Specialty business targeting over $50B in FY26 revenue. Capex outlook is increasing, driven by the new Sacramento distribution center and Actinium-225 production scaling.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Uncertainty around timing and amount of IEPA tariff refunds
  • Impact of IRA pricing reforms and GLP-1 mix shifts on revenue and margins
  • Commodity and fuel price volatility affecting distribution costs
  • Goodwill impairment risk in specialty businesses (e.g., Navista)
  • Regulatory and tariff environment changes

Questions analysts left open

  • Magnitude and purpose of accelerated SG&A investment
  • Potential gaps in the Specialty portfolio and future inorganic opportunities
  • Timing and financial impact of IEPA tariff refunds
  • Effect of IRA pricing changes on pharma revenue and margins
  • Sustainability of fee-for-service pricing power in distribution contracts

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Recent CAH quarters

All CAH earnings
-4.9%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.