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Stock impact report

Cardinal Health (CAH) Repositions for Growth with Specialty and Services [Yahoo! Finance]

Cardinal Health, Inc. (CAH) 
Last cardinal health, inc. earnings: 2/6 06:55 am Check Earnings Report
US:NYSE Investor Relations: ir.cardinalhealth.com/home
Company Research Source: Yahoo! Finance
Cardinal Health, Inc. (NYSE:CAH)'s market-beating performance reflects a business that has changed direction and executed well. By shifting more of its focus toward higher-margin areas such as specialty pharmaceuticals and managed services, earnings growth has picked up in a meaningful way. Sell-side forecasts suggest that momentum should continue, with estimated earnings growth of 19.3% in FY 2026 and 12.6% in FY 2027. That earnings lift has also changed the dividend picture. The payout ratio now sits at a modest 30.6%, leaving room for flexibility. While nothing is guaranteed, the company has the option to return a larger share of profits to shareholders if it chooses. Drug distributors more broadly have benefited from rising sales of specialty medicines. These treatments target complex conditions like rheumatoid arthritis and cancer and tend to carry higher margins. At the same time, distributors have seen support from biosimilars, lower-cost versions of complex biotech drugs, e Show less Read more
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