CAH has an annual revenue baseline of $222.6B, latest revenue marker of $129.6B first half fiscal 2026 companyfacts frame, annual net income of $1.6B and cash of $2.8B latest companyfacts cash frame. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.
Cardinal Health: huge drug-distribution scale still has to prove margin and balance-sheet quality
NYSECAHCoverage BootstrapCardinal Health, Inc.
Thesis summary
CAH has an annual revenue baseline of $222.6B, latest revenue marker of $129.6B first half fiscal 2026 companyfacts frame, annual net income of $1.6B and cash of $2.8B latest companyfacts cash frame. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.
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