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2026-07-20 20:54 5d ago
2026-07-20 16:45 5d ago
Cardinal Health kupuje diabetologické a urologické firmy
CAH Cardinal Health
FMP Stock News 92
Original source text
, /PRNewswire/ -- Cardinal Health (NYSE: CAH) announced today it has entered into two definitive agreements that accelerate its at-Home Solutions' growth strategy.

Cardinal Health will acquire the Diabetes Health business of AdaptHealth Corp. (NASDAQ: AHCO), and, in its entirety, Strive Medical, a multi-specialty supply provider with a focus on urology. Combined, the transactions total approximately $360 million in cash, subject to working capital adjustments.

"These strategic transactions build on the synergies created by our recent investments in home care," said Jason Hollar, Chief Executive Officer, Cardinal Health. "As a natural extension of our at-Home Solutions growth strategy, they expand our enterprise-wide depth and breadth across important therapeutic categories like diabetes management and urology, further strengthening our leadership in a highly dynamic industry."

Both agreements enhance the framework established by Cardinal Health's most recent acquisition of Advanced Diabetes Supply (ADS). The company recently highlighted the progress of its at-Home Solutions business one year after its acquisition of ADS, including integration achievements that were realized ahead of plan. Since closing the original ADS transaction, the team successfully migrated all ADS volume onto the at-Home Solutions efficient and technology-enabled distribution network, onboarded nearly 500,000 new customers, and launched ContinuCare Pathway, a unique pharmacy-to-supplier digital referral pathway program.

"Our significant operational achievements in FY26 position us to continue building the country's leading platform to deliver simplified, innovative and high-quality care in the home, both organically and through acquisition," said Rob Schlissberg, President of Cardinal Health at-Home Solutions.

Layering these transactions on top of previous investments in the at-Home Solutions business also expands the company's ability to deliver high-quality service at scale. 

AdaptHealth's Diabetes Health business, which serves more than 225,000 people annually, operates primarily as a centralized, mail-order, direct-to-patient model that delivers supplies like continuous glucose monitors to support the ongoing management of diabetes.

Strive Medical serves more than 20,000 people annually as one of the nation's leading independent home medical supply providers specializing in urology, wound care, ostomy, and incontinence supplies, expanding Cardinal Health's enterprise-wide capabilities in this critical therapeutic area.  

These transactions are subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals, and are expected to be accretive to non-GAAP earnings per share in the first 12 months following close.  

Advisors
J.P. Morgan Securities LLC served as financial advisor to Cardinal Health on both acquisitions. Skadden, Arps, Slate, Meagher & Flom LLP and DLA Piper served as legal advisors to Cardinal Health on the acquisition of AdaptHealth's diabetes business. BakerHostetler LLP and DLA Piper LLP served as legal advisors to Cardinal Health on the acquisition of Strive Medical.

About Cardinal Health  

Cardinal Health is a distributor of pharmaceuticals and specialty products; a global manufacturer and distributor of medical and laboratory products; a supplier of home-health and direct-to-patient products and services; an operator of nuclear pharmacies and manufacturing facilities; and a provider of performance and data solutions. Our company's customer-centric focus drives continuous improvement and leads to innovative solutions that improve people's lives every day. Learn more about Cardinal Health at cardinalhealth.com and in our Newsroom.

About AdaptHealth

AdaptHealth Corp. is a national leader in providing patient-centered, healthcare-at-home solutions, including home medical equipment (HME), medical supplies, and related services. Through its network of full-service medical equipment providers, AdaptHealth delivers tailored products and services designed to help patients manage chronic conditions and live independently in their homes. It serves beneficiaries of Medicare, Medicaid, and commercial insurance plans and reaches millions of patients annually.

About Strive Medical LLC

Strive Medical, an NMS Capital portfolio company, is a leading national durable medical equipment (DME) provider specializing in urology, incontinence, and wound care supplies delivered directly to patients. As an Accreditation Commission for Health Care (ACHC) accredited organization, Strive Medical manages the full insurance billing process – including Medicare, Medicaid, and over 5,000 private insurance plans – making access to essential supplies seamless for patients and referring providers alike. For more information, visit strivemedical.com

Contacts

Media: Cari Wildasinn, [email protected] and (614) 757-8287

Investors: David Frost, [email protected] and (614) 553-4460

Cautions Concerning Forward-Looking Statements

This news release contains forward-looking statements addressing expectations, prospects, estimates and other matters that are dependent upon future events or developments. These statements may be identified by words such as "expect," "anticipate," "intend," "plan," "believe," "will," "should," "could," "would," "project," "continue," "likely," and similar expressions, and include statements reflecting future results or guidance, statements of outlook, and various accruals and estimates. These matters are subject to risks and uncertainties that could cause actual results to differ materially from those projected, anticipated or implied. These risks and uncertainties include risks associated with the planned acquisitions addressed in this release, including the risk that we may not receive required regulatory approval or otherwise fail to complete one or both of the acquisitions and the risk that we may fail to realize the anticipated strategic and financial benefits of the acquisitions. Cardinal Health is subject to additional risks and uncertainties described in Cardinal Health's Form 10-K, Form 10-Q and Form 8-K reports and exhibits to those reports. This news release reflects management's views as of July 20, 2026. Except to the extent required by applicable law, Cardinal Health undertakes no obligation to update or revise any forward-looking statement. Forward-looking statements are aspirational and not guarantees or promises that goals, targets or projections will be met, and no assurance can be given that any expectation, initiative or plan in this news release can or will be achieved or completed.

SOURCE Cardinal Health
2026-07-14 23:14 11d ago
2026-07-14 19:01 11d ago
Cardinal Health klesly před výsledky 11. srpna 2026
CAH Cardinal Health
FMP Stock News 72
Original source text
Cardinal Health (CAH - Free Report) ended the recent trading session at $230.11, demonstrating a -1.52% change from the preceding day's closing price. This move lagged the S&P 500's daily gain of 0.38%. Meanwhile, the Dow experienced a rise of 0.02%, and the technology-dominated Nasdaq saw an increase of 0.9%.

The stock of prescription drug distributor has risen by 3.21% in the past month, lagging the Medical sector's gain of 4.34% and overreaching the S&P 500's gain of 1.27%.

The upcoming earnings release of Cardinal Health will be of great interest to investors. The company's earnings report is expected on August 11, 2026. In that report, analysts expect Cardinal Health to post earnings of $2.42 per share. This would mark year-over-year growth of 16.35%. Meanwhile, our latest consensus estimate is calling for revenue of $65.61 billion, up 9.06% from the prior-year quarter.

For the full year, the Zacks Consensus Estimates project earnings of $10.77 per share and a revenue of $256.24 billion, demonstrating changes of +30.7% and +15.12%, respectively, from the preceding year.

Investors should also note any recent changes to analyst estimates for Cardinal Health. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.29% higher within the past month. Cardinal Health currently has a Zacks Rank of #2 (Buy).

Valuation is also important, so investors should note that Cardinal Health has a Forward P/E ratio of 19.45 right now. This signifies a premium in comparison to the average Forward P/E of 17.08 for its industry.

It is also worth noting that CAH currently has a PEG ratio of 1.14. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. By the end of yesterday's trading, the Medical - Dental Supplies industry had an average PEG ratio of 1.86.

The Medical - Dental Supplies industry is part of the Medical sector. With its current Zacks Industry Rank of 64, this industry ranks in the top 27% of all industries, numbering over 250.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
2026-07-09 20:54 16d ago
2026-07-09 15:26 16d ago
Cardinal Health vyřazen z indexů Russell kvůli technické reklasifikaci po prudkém růstu akcií
CAH Cardinal Health
FMP Stock News 78
Original source text
Key Takeaways Cardinal Health's Russell index removal reflects reclassification, not weakening business fundamentals.CAH's specialty platform and higher-margin businesses continue driving revenue and profit growth.Cardinal Health's pharmaceutical distribution business posted strong growth, supported by specialty demand. Cardinal Health's (CAH - Free Report) removal from the Russell 1000 Defensive, Russell 1000 Growth-Defensive and Russell 1000 Value-Defensive indices may initially appear concerning, but the development is more technical than fundamental. The healthcare distributor's exclusion largely reflects Russell's periodic index reclassification following a sharp appreciation in Cardinal Health's share price, rather than any deterioration in its business performance.

After soaring more than 70% in 2025, the stock has already added another 15.4% year to date. The company’s share price performance so far this year has outperformed the industry’s 0.2% decline and S&P 500 Index’s 9.9% gain.

While index-linked funds tracking these benchmarks may trim their holdings, potentially creating short-term selling pressure, the removal does not signal weakening fundamentals or lower earnings expectations. In fact, sentiment around the company remains constructive, with several Wall Street analysts recently raising their price targets.

YTD Performance of CAH vs Industry

Image Source: Zacks Investment Research

Cardinal Health continues to strengthen its position as one of the three dominant U.S. pharmaceutical distributors alongside McKesson (MCK - Free Report) and Cencora (COR - Free Report) . Its latest quarterly performance reinforced this thesis, as Pharmaceutical and Specialty Solutions once again delivered double-digit revenue and profit growth, while high-margin businesses (including at-Home Solutions, Nuclear & Precision Health Solutions and OptiFreight Logistics) continued to outgrow the core distribution business.

Coupled with sustained healthcare utilization, demographic tailwinds and increasing specialty drug adoption, Cardinal Health's long-term investment case appears driven by operational execution rather than index membership.

Key Drivers of CAH’s GrowthSpecialty Healthcare Platform as a Powerful Growth Engine: Cardinal Health's strategy of expanding beyond traditional pharmaceutical distribution is steadily improving its earnings profile. Specialty revenues are expected to exceed $50 billion in fiscal 2026, supported by rapid expansion of its Specialty Alliance physician network, Solaris integration and growing biopharma solutions capabilities.

The Specialty segment profit continues to outpace revenue growth as higher-margin services complement pharmaceutical distribution. Management also highlighted strong momentum in MSO platforms and Sonexus patient-support services, reinforcing specialty healthcare as a durable multiyear growth driver.

High-Growth Businesses Are Diversifying Profit Sources: Cardinal Health's "Other Growth Businesses" have evolved into meaningful contributors to earnings. Revenues from at-Home Solutions, Nuclear & Precision Health Solutions and OptiFreight Logistics surged 31%, while segment profit climbed 34% during the quarter.

Strong demand for home-based care, theranostics and healthcare logistics continues to support growth. ADS integration, expansion of ContinuCare Pathway and investments in distribution infrastructure further strengthen Cardinal Health's ability to capture secular healthcare trends that extend well beyond traditional drug distribution.

Core Pharmaceutical Distribution Remains Exceptionally Resilient: Despite industry pricing changes, Cardinal Health continues demonstrating impressive operating leverage. Pharmaceutical segment revenues increased 11% to $56.1 billion, while segment profit advanced 18%, benefiting from strong specialty demand, stable generic economics and resilient branded pharmaceutical volumes.

GLP-1 therapies alone contributed six percentage points to quarterly revenue growth. Investments in automation, distribution infrastructure and supply-chain efficiency continue supporting record service levels, positioning the company to capitalize on rising prescription volumes and long-term healthcare demand.

A Glance at CAH’s EstimatesThe Zacks Consensus Estimate for CAH’s fiscal 2026 and 2027 earnings per share (EPS) implies year-over-year growth of 30.6% and 11.3%, respectively, to $10.76 and $11.98. In the past 60 days, the consensus mark for the company's fiscal 2026 EPS has remained stable.

Revenues for fiscal 2026 are projected to grow 15.1% to $256.24 billion and another 8.8% to $278.75 billion in fiscal 2027.

Image Source: Zacks Investment Research

Competition Remains Intense, but Cardinal Health Is Closing the GapCompetition among the "Big Three" distributors remains fierce. McKesson continues to leverage its expanding oncology platform, biopharma services and AI-enabled supply chain while delivering double-digit operating profit growth across specialty businesses. Cencora continues to invest aggressively in specialty pharmaceuticals, MSO platforms and digital transformation while strengthening its global specialty logistics capabilities.

However, Cardinal Health has significantly narrowed the competitive gap through the rapid expansion of its specialty business, strong growth in Nuclear & Precision Health Solutions and accelerating growth in at-Home Solutions. While McKesson currently benefits from a broader oncology portfolio and Cencora continues to expand its global specialty capabilities, Cardinal Health appears increasingly differentiated through its diversified healthcare services portfolio.

As McKesson, Cencora and Cardinal Health continue to invest aggressively in specialty care, competitive intensity is likely to remain elevated across the healthcare distribution landscape.

Risks and ChallengesDespite its strong outlook, several risks warrant attention. Inflation Reduction Act pricing adjustments continue creating revenue headwinds despite limited profit impact. Tariff-related uncertainty remains concentrated within the Global Medical Products and Distribution business, while integration risks surrounding Solaris and ADS acquisitions require successful execution.

Specialty growth also depends on successful physician network expansion and sustained pharmaceutical demand. Additionally, reimbursement reforms, changing drug pricing dynamics and competitive investments by McKesson and Cencora could pressure long-term margins across the healthcare distribution industry.

ConclusionAlthough Russell index removal may trigger temporary passive fund selling, it does not alter Cardinal Health's improving fundamentals. Strong execution across specialty healthcare, pharmaceutical distribution and higher-margin growth businesses support a favorable long-term outlook. While competitive and regulatory risks remain, the company's structural growth drivers remain intact. According to the Zacks Consensus Estimate, the average target price still implies roughly 5.6% upside from current levels.

Image Source: Zacks Investment Research

With a Zacks Rank #3 (Hold), existing CAH investors may find sufficient reasons to retain the stock while monitoring continued execution in its specialty-led growth strategy. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-06-23 21:52 1mo ago
2026-06-19 09:40 1mo ago
Cardinal Health zvýšil výhled po růstu EPS o 35 %
CAH Cardinal Health
FMP Stock News 78
Original source text
Key Takeaways Cardinal Health shares are up 7.9% YTD after gaining 74% in 2025 on strong execution.CAH raised fiscal 2026 guidance after reporting 35% EPS growth in third-quarter results.Cardinal Health is expanding specialty pharma, advanced therapies and higher-margin services. After delivering a remarkable 74% gain in 2025, shares of Cardinal Health (CAH - Free Report) have climbed another 7.9% year to date, reflecting continued investor confidence in the company’s evolving growth strategy. The rally can be attributed to consistently strong earnings execution, accelerating specialty pharmaceutical expansion and growing contribution from higher-margin healthcare services businesses.

CAH stock has outperformed its closest peers, McKesson (MCK - Free Report) and Cencora, Inc. (COR - Free Report) , so far this year. Over the same period, shares of McKesson have lost 8.5%, while those of Cardinal Health have declined 19.5%.

On its fiscal third-quarter 2026 earnings call, Cardinal Health once again raised earnings guidance after reporting 35% earnings per share (EPS) growth, underscoring management’s confidence in sustained operational momentum. While macro uncertainties and pricing headwinds remain, Cardinal Health is increasingly transforming itself from a traditional pharmaceutical distributor into a diversified healthcare infrastructure company positioned to benefit from specialty medicine growth, advanced therapies and expanding outpatient care trends.

YTD Performance: CAH vs Industry & Peers

Image Source: Zacks Investment Research

Key Growth Drivers

Specialty Pharmaceutical Business Continues to Power Core Growth: Cardinal Health’s Pharmaceutical and Specialty Solutions business remains its primary growth engine. In the fiscal third quarter, segment revenues rose 11% to $56.1 billion while segment profit jumped 18%, significantly outpacing top-line growth.

Specialty revenues continue to expand above market rates, with management expecting specialty sales to exceed $50 billion in fiscal 2026. Growth is being supported by expanding manufacturer partnerships, specialty distribution and increasing penetration across physician practices.

MSO Platform Expansion Strengthens Competitive Position: The company continues to focus on expanding its physician-focused management services organization (MSO) platform, a key strategy to support long-term growth. Management highlighted continued progress with integrating Solaris into Specialty Alliance, helping expand multispecialty physician offerings.

This strengthens Cardinal Health’s downstream presence with providers while deepening relationships with manufacturers. As specialty drugs become increasingly complex and high-value, the physician networks should help drive durable growth through improved care coordination and service differentiation.

Advanced Therapies and Radiopharma Offer High-Growth Opportunities: Cardinal Health is aggressively positioning itself in next-generation therapies. Its recent 2026 Advanced Therapies report highlighted strong industry momentum toward moving gene and cell therapies into community-based care settings.

Simultaneously, the company significantly expanded Actinium-225 production capacity after already quadrupling output since late 2024. As targeted alpha therapies and radiopharmaceuticals are rapidly emerging as key oncology growth areas, Cardinal Health is building early leadership in this potentially multibillion-dollar market.

Adjacent Businesses Are Becoming Meaningful Profit Drivers: Beyond core pharmaceutical distribution, Cardinal Health’s newer healthcare businesses are scaling rapidly. The company reported 31% revenue growth and 34% profit increase in its “Other Growth Businesses” segment, driven by At-Home Solutions, Nuclear and Precision Health Solutions, and OptiFreight Logistics.

Particularly noteworthy is theranostics, where Nuclear and Precision Health Solutions delivered more than 30% growth, reflecting rising demand for precision medicine and oncology-focused diagnostics.

Estimate Revision Trend for CAHEstimates for Cardinal Health’s fiscal 2026 earnings have moved up 16.5% to $10.76 per share over the past year, while the same for fiscal 2027 earnings has improved 17.2% to $11.98. The positive estimate revision depicts bullish sentiments for the stock.

Image Source: Zacks Investment Research

Competition Remains Intense as Rivals Expand Similar Specialty StrategiesCardinal Health continues to face aggressive competition from McKesson and Cencora, both of which are pursuing similar specialty-driven strategies. McKesson delivered 18% adjusted EPS growth in fiscal 2026 while expanding oncology and multispecialty platforms, adding over 570 providers and strengthening AI-enabled supply-chain capabilities.

Cencora continues to invest heavily in specialty pharmaceuticals, oncology-focused MSO platforms and digital infrastructure through its OneOncology acquisition. Compared with peers, Cardinal Health currently stands out for stronger earnings momentum and faster scaling of high-margin businesses like theranostics and precision health, giving it a relative execution advantage entering the second half of 2026.

Valuation OutlookCardinal Health’s improving fundamentals have translated into stronger earnings visibility and guidance. Strong earnings momentum supports the stock’s performance and suggests that Cardinal Health remains attractively positioned relative to its historical growth profile.

CAH’s shares currently trade at a forward 12-month price-to-earnings (P/E) of 18.57X, higher than the industry average of 16.15X.

Image Source: Zacks Investment Research

Risks and Challenges Could Limit Further UpsideDespite strong momentum, several risks remain. Tariff exposure continues to put pressure on Cardinal Health’s GMPD segment, where profits declined due to adverse tariff impacts despite operational improvements. Growth in GLP-1 drug sales has moderated after prior strength, while Inflation Reduction Act pricing adjustments continue to hurt pharmaceutical revenue growth.

Rising competitive intensity in specialty distribution from McKesson and Cencora could pressure market share gains. Execution risk around scaling newer businesses, such as radiopharma and advanced therapies, also remains an important factor for investors monitoring the stock’s next move.

CAH’s Zacks Rank & Another Key PickCurrently, Cardinal Health has a Zacks Rank #2 (Buy).

West Pharmaceutical (WST - Free Report) is another top-ranked stock from the broader medical space. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

West Pharmaceutical, sporting a Zacks Rank #1 at present, reported first-quarter 2026 earnings per share (EPS) of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.

West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%.