Cardinal Health shares have risen nearly 8% year to date, building on a 74% gain in 2025 and outperforming peers McKesson and Cencora. Over the same period, shares of McKesson have lost 8.5%, while those of Cardinal Health have declined 19.5%. The company raised its fiscal 2026 earnings guidance after reporting 35% EPS growth in the third quarter, driven by an 11% revenue increase in its Pharmaceutical and Specialty Solutions segment to $56.1 billion and an 18% jump in segment profit. Management expects specialty revenues to exceed $50 billion for the full year, supported by expanding manufacturer partnerships and physician practice penetration. Cardinal Health is also scaling newer businesses, with its Other Growth Businesses segment posting 31% revenue growth and a 34% profit increase, led by more than 30% growth in Nuclear and Precision Health Solutions.
Cardinal Health IncRaised fiscal 2026 earnings guidance after 35% EPS growth in Q3.
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