Cardinal Health (CAH) reported $64.01 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 22.4%. EPS of $2.55 for the same period compares to $1.88 a year ago.
The reported revenue represents a surprise of +8.39% over the Zacks Consensus Estimate of $59.05 billion. With the consensus EPS estimate being $2.21, the EPS surprise was +15.38%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Cardinal performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Pharmaceutical and Specialty Solutions: $59.21 billion versus the four-analyst average estimate of $54.3 billion. The reported number represents a year-over-year change of +23.4%.
- Revenue- Other: $1.64 billion versus the four-analyst average estimate of $1.56 billion. The reported number represents a year-over-year change of +38.4%.
- Revenue- Medical Products and Distribution: $3.18 billion versus $3.21 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2% change.
- Segment profit- Pharmaceutical and Specialty Solutions: $667 million compared to the $596.71 million average estimate based on four analysts.
- Segment profit- Other: $166 million versus $139.45 million estimated by four analysts on average.
- Segment profit- Global Medical Products and Distribution: $46 million versus the four-analyst average estimate of $23.82 million.
View all Key Company Metrics for Cardinal here>>>
Shares of Cardinal have returned +4.1% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Cardinal Health, Inc. (CAH): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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