Cardinal Health (CAH) raises FY26 outlook; adj. EPS seen at least USD 10.00 (exp. 9.86, prev. 9.65-9.85)

• The company expects that its Specialty revenues will surpass USD 50bln in fiscal 2026, marking a 16% compounded annual growth rate (CAGR) over three years.

Cardinal Health's raised FY26 outlook, with adjusted EPS projected at least USD 10.00, indicates improved earnings momentum and investor confidence. This upward revision suggests strong revenue growth in their Specialty segment, potentially reflecting increasing market share or enhanced operational efficiency. Such positive guidance may bolster market sentiment toward the stock and the healthcare sector overall, impacting equity valuations and sector comparisons.