Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
Insufficient data is available from CAH's 2026-Q1 10-Q filing to provide a meaningful one-sentence financial summary, as no financial statements or MD&A text were included in the provided data.
Revenue
$60.94B
+11.05% YoY
Gross Margin
4.1%
+0.2 pts YoY
Operating Income
$509M
-30.27% YoY
Source: SEC XBRL
Cardinal Health (CAH) reported Q1 2026 revenue of $60.94B, up 11.0% year over year. Operating margin was 0.8%, down 0.5 points from 1.3% a year earlier.
Last 4 quarters: 4 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026 | 2.60 | 2.44 | Beat +6.4% |
| Mar 2026 | 3.17 | 2.82 | Beat +12.6% |
| Dec 2025 | 2.63 | 2.40 | Beat +9.4% |
| Sep 2025 | 2.55 | 2.20 | Beat +15.9% |
Compiled by AI from 10-Q Item 2 of this filing
No MD&A text or income statement data was provided for CAH's 2026-Q1 10-Q filing, so revenue growth drivers cannot be identified or quantified at this time.
Source: 10-Q Item 2 – MD&A (data not available)
Without income statement or filing text data, cost pressures and margin impacts for the quarter cannot be assessed or compared to prior periods.
Source: 10-Q Item 2 – MD&A (data not available)
No forward-looking guidance or management commentary was included in the provided filing data, so outlook statements cannot be summarized.
Source: 10-Q Item 2 – MD&A (data not available)
Compiled by AI from 10-Q Item 1A of this filing · 2 high, 2 medium, 0 low
Cardinal Health (CAH) operates in the highly regulated pharmaceutical distribution and medical products industry. Specific risk factor disclosures from the 2026-Q1 10-Q were not provided, so detailed risk descriptions cannot be extracted. This risk is generally considered high for healthcare distributors.
Source: 10-Q Item 1A – Risk Factors (data not available)
CAH has historically faced significant legal exposure related to opioid distribution litigation and settlement obligations. Without the actual filing text, the current status and financial impact of these matters cannot be confirmed for Q1 2026.
Source: 10-Q Item 1A – Risk Factors (data not available)
Cardinal Health derives a significant portion of its revenue from a small number of large customers, including major pharmacy chains. The specific concentration metrics for Q1 2026 are not available from the provided data.
Source: 10-Q Item 1A – Risk Factors (data not available)
As a pharmaceutical distributor, CAH is exposed to drug pricing changes, generic drug deflation, and supply chain disruptions. Specific disclosures on these risks for Q1 2026 are not available in the provided data.
Source: 10-Q Item 1A – Risk Factors (data not available)
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 60.94 $B | 54.88 $B | +11.05% |
Cost of Revenue $B | 58.44 $B | 52.76 $B | +10.78% |
Gross Profit $B | 2.50 $B | 2.12 $B | +17.66% |
Operating Income $M | 509.00 $M | 730.00 $M | -30.27% |
Net Income $M | 399.00 $M | 506.00 $M | -21.15% |
SG&A Expense $B | 1.54 $B | 1.32 $B | +17.26% |
Answers draw on this SEC filing and the data on this page
Cardinal Health reported double-digit revenue growth and more than doubled operating cash flow in FY2026, but a $184 million goodwill impairment and rising expenses limited net income growth to 9.8%.
CAH (Cardinal Health) delivered strong Q2 FY2026 results with revenue surging 18.8% YoY to $65.6B and operating income jumping 28.8% to $707M, though the company carries negative stockholders' equity and a current ratio below 1.
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