Cardinal Health (CAH) Surpasses Q4 CY2025 Revenue and EPS Estimates

Cardinal Health (NYSE:CAH) topped Q4 CY2025 revenue and EPS expectations, reporting sales of $65.63B, up 18.8% YoY, and non-GAAP profit of $2.63/share, 11.2% above consensus. The stock rose 1.3% to $209.44 in after-hours trading. Over the past five years, Cardinal Health has delivered 9.4% CAGR in sales, outpacing the healthcare sector average. While recent annualized growth slowed to 6.4% over the last two years, Q4 momentum remains strong with sell-side analysts forecasting 10.6% revenue growth over the next 12 months and 10.9% EPS expansion for full-year 2026. The company’s Q4 operating margin was 1.1%, reflecting a stable cost structure despite strong top-line expansion. Adjusted EPS of $2.63 beat analyst estimates, with a forward EPS of $9.61 expected for CY2026.