CAH Earnings Prediction
The chart below shows how CAH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CAH sees a -2.38% change in stock price 10 days leading up to the earnings, and a +1.02% change 10 days following the report. On the earnings day itself, the stock moves by +1.72%. This data can give you a slight idea of what to expect for the next quarter's release.
CAH Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
52.28B
-4.34%
-12.45%
Gross Margin
3.51%
14.33%
17.79%
Operating Margin
1.07%
18.89%
17.58%
Net Margin
0.80%
4100.00%
105.13%
EPS
1.70
3500.00%
77.08%
No Data Available
CAH Earnings Analysis
Cardinal Health, Inc. Corporation (CAH.N) Earnings Conference Call
Positive
Strong Fiscal Start: Cardinal Health delivered a terrific start to fiscal '25 with strong operational and financial performance, led by Pharma and Specialty Solutions.
Segment Profit Growth: The ongoing strength and resiliency of our largest and most significant business was evident, delivering 16% segment profit growth, reflecting the team's advanced preparations and excellent execution in managing through the previously communicated large customer transition.
Revenue Decline Analysis: Total company revenue decreased 4% to $52 billion, better than we expected.
Revenue Increase Overview: Total company revenue increased 15% versus the prior year, reflecting our strong organic revenue growth across the rest of our business.
Segment Profit Increase: Segment profit increased 16% to $530 million in the first quarter, driven by a higher contribution from Brand and Specialty Products, including a favorable impact from the earlier seasonal launch of COVID-19 vaccine distribution.
Negative
Revenue Decline Analysis: Total company revenue decreased 4% to $52 billion, better than we expected.
Q1 Financial Results Disappointment: In GMPD, while the Q1 financial results were below our expectations due to some unanticipated health and welfare costs.
SG&A Expense Increase: SG&A grew by $91 million or 8% versus prior year.
Employee Cost Increase: Approximately half of this increase was driven by incremental health and welfare employee costs.
Revenue Decline Analysis: First quarter revenue decreased 5% to $48 billion due to the impact of the customer transition.
CAH FAQs
How does CAH typically perform around its earnings report dates?
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CAH Earning Call Sentiment
Cardinal Health, Inc. (CAH) Q1 2025 Earnings Call Transcript
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CAH.N
0.23%Positive
The earnings call presents a mixed but overall positive outlook. Despite a 4% revenue decrease due to customer transition, organic growth is strong at 15%. EPS growth is solid at 9%, and gross margins have improved. Share repurchase and dividend plans are robust, and specialty business growth is promising. However, raw material shortages and economic factors pose risks. The Q&A reveals confidence in handling these challenges, with management raising guidance due to strong demand. The positive aspects outweigh the negatives, suggesting a positive stock price reaction.
