Key Takeaways Boot Barn and Cardinal health both posted strong results, also raising guidance. Both stocks sport a favorable Zacks Rank. Both companies are seeing improved margins and strong sales growth. The 2025 Q4 earnings season is rapidly flying by, with all Magnificent 7 members already delivering their results outside of beloved NVIDIA. The period has so far been positive, with growth remaining strong and a solid number of companies exceeding quarterly expectations.Concerning some winners of the cycl ...

Core Viewpoint - Cardinal Health, Inc. is recognized as one of the 12 unstoppable dividend stocks to buy according to analysts, reflecting strong market confidence in the company's performance and growth potential [1]. Financial Performance - Morgan Stanley raised its price target for Cardinal Health from $245 to $255, maintaining an Overweight rating, following strong second-quarter results that improved the stock's risk-reward profile [2]. - Cardinal Health raised its 2026 profit outlook after reporting quarterly results that exceeded expectations, driven by solid demand for specialty medicines, resulting in a stock price increase of over 9% [3]. - The company reported quarterly revenue of $65.63 billion, surpassing analysts' average estimate of $64.14 billion, with adjusted profit at $2.63 per share, exceeding estimates of $2.36 [6]. Industry Trends - Drug distributors, including Cardinal Health, are benefiting from increased demand for higher-margin treatments for complex conditions such as cancer and autoimmune diseases, supported by the rollout of biosimilars linked to blockbuster drugs that have lost patent protection [4]. - Companies in this sector are expanding into specialty medicines through acquisitions of cancer center operators, diversifying beyond traditional drug distribution while strengthening core operations [5]. Company Strategy - Cardinal Health's CEO Jason Hollar indicated that while GLP-1 drugs contribute to revenue, they are not expected to significantly impact earnings in the near term, with adoption remaining slow but anticipated to accelerate over time [5].

Group 1 - Morgan Stanley raised the price target on Cardinal Health (CAH) to $255 from $245 [1] - The firm maintains an Overweight rating on Cardinal Health shares [1] - The updated risk-reward profile follows the company's strong Q2 results [1]

Group 1 - The article emphasizes the unique investment approach of "First Principles," which focuses on breaking down complex financial and technological problems to identify overlooked investment opportunities [1] - The analyst has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - The content on Seeking Alpha highlights emerging technologies, sustainable investing, and the intersection of innovation and finance, aiming to share insights and foster collaboration among investors [1]

Operating earnings were $877 million, up 38% from the prior-year period. Below the operating line, interest and other expenses increased to $77 million from $38 million, primarily due to financing costs related to acquisitions, including Solaris Health. The effective tax rate was flat at 21.4%.Gross margin dollars increased 24% to $2.4 billion, which Alt attributed to favorable mix. SG&A expenses rose 16% to $1.5 billion, though management emphasized that organic SG&A growth (excluding acquisitions) was in ...

Cardinal Health (NYSE: CAH) delivered a decisive second-quarter beat on February 5, 2026, with non-GAAP EPS of $2.63, surpassing the $2.38 consensus estimate by 10.5%. ...

Quick Read Cardinal Health (NYSE: CAH) raised full-year fiscal 2026 EPS guidance to $10.15-$10.35 from $9.65-$9.85. Operating cash flow swung to $686M from a $396M outflow in the prior-year quarter. All five operating segments achieved double-digit profit growth in Q2. Investors rethink 'hands off' investing and decide to start making real money Cardinal Health (NYSE: CAH) delivered a decisive second-quarter beat on February 5, 2026, with non-GAAP EPS of $2.63, surpassing the $2.38 consensus esti ...

Key Takeaways CAH posted Q2 fiscal 2026 adjusted EPS of $2.63, beating estimates by 10% on 18.6% revenue growth.Cardinal Health saw profit growth across all segments, led by Pharmaceutical and Specialty Solutions.CAH raised fiscal 2026 EPS guidance to $10.15-$10.35, citing stronger segment performance.Cardinal Health, Inc. (CAH) reported second-quarter fiscal 2026 adjusted earnings per share (EPS) of $2.63, which beat the Zacks Consensus Estimate of $2.39 by 10%. The bottom line also improved 36.3% year ove ...

Cardinal Health Stock Roars Higher. Another Guidance Boost Can Do That. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Cardinal Health Stock Roars Higher. Another Guidance Boost Can Do That.By [Mackenzie Tatananni]ShareResize---ReprintsIn ...

Zurich Insurance's bid to buy British insurer Beazley will set the stage for further deals in the sector as buyers jostle for exposure to the lucrative specialty lines market, analysts, industry advis... ...