CAH Earnings

CAH reported its earnings on 2026-02-05, showcasing a revenue of 65.63B against an estimate of 64.18B, resulting in a 2.25% surprise. The EPS was 2.63, surpassing the expected 2.39 by 10.04%. The stock experienced a 9.83% price change on the earnings day and a 6.49% change over the next five days, reflecting market reactions to the results.

Following CAH's earnings announcement on 2026-02-05, the stock price moved by 9.83% on the day of the release. Over the subsequent five days, it saw a 6.49% change. Historically, CAH's stock price tends to shift by an average of -4.21% in the 10 days leading up to earnings and 1.69% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate CAH's annual revenue to reach 62.77B, while the EPS is projected at 2.69. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between CAH's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CAH's stock price typically moves by -4.21% in the 10 days before its earnings and 1.69% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 2.69 and revenue of 62.77B.

The earnings report shows strong financial performance with a 13% EPS growth, a 21% increase in operating earnings, and robust cash flow. The share repurchase program indicates confidence in the company's stock. Despite flat revenue, adjusted figures show significant growth. The Q&A reveals resilience against macroeconomic factors and effective cost management. However, management's lack of clarity on some issues slightly tempers optimism. Overall, the positive financial metrics and strategic share repurchase outweigh the concerns, suggesting a positive stock price movement.