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Dec 31, 2025
Cardinal Health Q2 2026 Earnings Report
Cardinal Health delivered strong second-quarter results with double-digit revenue growth, higher operating earnings, and improved profitability across all segments.
Key Takeaways
In Q2 FY2026, Cardinal Health reported revenue of $65.6 billion, driven by strong performance in Pharmaceutical and Specialty Solutions. Operating earnings increased significantly, and both GAAP and non-GAAP EPS rose year over year, reflecting solid execution and margin expansion.
Revenue increased 19% year over year to $65627000000.
GAAP operating earnings rose 29% to $707000000.
Net earnings attributable to Cardinal Health reached $467000000.
Non-GAAP diluted EPS increased 36% to $2.63.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Cardinal Health raised its fiscal year 2026 outlook, citing continued momentum and strong segment performance.
Positive Outlook
- Raised FY2026 non-GAAP EPS guidance to $10.15–$10.35.
- Improved profit outlook for Pharmaceutical and Specialty Solutions.
- Higher expected profit in Global Medical Products and Distribution.
- Stronger growth outlook for the Other segment.
- Lower projected non-GAAP effective tax rate.
Challenges Ahead
- Ongoing exposure to pharmaceutical pricing and regulatory changes.
- Potential impact from tariffs on medical products.
- Integration risks from recent acquisitions.
- Macroeconomic and geopolitical uncertainties.
- Interest expense pressures from prior financing activities.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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