Cardinal Health Tops Q4 Expectations With $64B Revenue and 15.4% EPS Beat
Cardinal Health reported Q4 revenue of $64B, up 22.4% year-over-year, and operating earnings of $611M ($2.55 per share), representing an 8.4% revenue and 15.4% EPS beat over analyst expectations. Shares traded at $226.18 on February 25th, with forward P/E of 16.92 and analysts raising consensus earnings estimates 4.3%.
1. Q4 Financial Performance
Cardinal Health reported fourth-quarter revenue of $64 billion, rising 22.4% year-over-year and exceeding the $58.6 billion consensus by 8.4%. Operating earnings reached $611 million ($2.55 per share), marking a 35.6% increase and a 15.4% EPS beat.
2. Analyst Estimate Revisions
Consensus earnings estimates have climbed 4.3% over the past three months as analysts adjust forecasts upward in response to stronger-than-expected revenue growth and operational efficiency.
3. Valuation Metrics
Shares traded at $226.18 on February 25th, with a trailing P/E of 24.57 and a forward P/E of 16.92, positioning the stock below sector averages and indicating potential valuation appeal.
4. Segment Contributions
The Pharmaceutical and Specialty Solutions division delivered branded and generic pharmaceuticals and specialty drugs, while the Global Medical Products and Distribution unit supported healthcare providers with pharmacy management and product repackaging, driving overall growth.