Core Insights - Medical supplies stocks are typically not seen as high-return investments due to thin margins and regulatory pressures, making outperformance unlikely in a challenging macro environment [1] - However, companies like Cardinal Health, McKesson, and Cencora have achieved significant stock returns over the past year, outperforming the broader market with gains of 66.4%, 39.5%, and 42.2% respectively [2] Company Performance Cardinal Health - Cardinal Health has shown a turnaround with double-digit operating earnings growth across all segments in Q1 of fiscal 2026, indicating broad improvement [4][8] - Revenues increased by 22% year over year to $64 billion, driven by strong pharmaceutical demand and GLP-1 volumes, with the Pharmaceutical and Specialty Solutions segment profit rising by 26% [5] - The company is expanding its specialty business, including the acquisition of Solaris Health, aimed at enhancing provider relationships [6][8] - Cardinal Health generated $1.3 billion in adjusted free cash flow and returned $500 million to shareholders through dividends and buybacks [9] McKesson - McKesson reported 10% revenue growth to $103 billion and 39% adjusted EPS growth in Q2 of fiscal 2026, showcasing its operational excellence [11] - The Oncology and Multispecialty segment saw revenues jump by 32% and operating profit surge by 71%, driven by strong specialty volumes and acquisitions [12] - The company generated $2.2 billion in free cash flow and returned $907 million to shareholders, primarily through share repurchases [13] Cencora - Cencora's performance reflects the strength of specialty-focused distribution, with 6% revenue growth and 15% adjusted EPS growth in Q4 of fiscal 2025 [16] - Operating income rose by 20% year over year, supported by strong specialty demand and the acquisition of Retina Consultants of America [17] - The company plans to invest approximately $1 billion through 2030 to enhance distribution capacity and cold-chain infrastructure [18]

Core Insights - Sustained outperformance in MedTech requires structural demand drivers, improving execution, and clear earnings visibility rather than just short-term market rallies [2][6] - A select group of MedTech stocks, including TransMedics (TMDX), KORU Medical Systems (KRMD), and Cardinal Health (CAH), have significantly outperformed the S&P 500, which rose 19.3% over the past year [3][8] TransMedics (TMDX) - TMDX shares increased by 89.8% over the past year, driven by the adoption of its Organ Care System (OCS) and the expansion of its National OCS Program (NOP) [7][10] - The company reported revenues of $143.8 million in Q3 2025, reflecting a 32% year-over-year growth, with service revenues rising 35% [9][10] - The Zacks Consensus Estimate for 2026 sales is $723.8 million, indicating approximately 20.5% growth, with plans for European expansion [10][11] KORU Medical Systems (KRMD) - KRMD achieved a 45.5% stock growth over the past year, with Q3 2025 revenues of $10.4 million, marking a 27% year-over-year increase [13][15] - Core SCIg revenues grew about 30%, supported by international expansion and market share gains, despite a dip in U.S. revenues due to inventory adjustments [14][15] - The Zacks Consensus Estimate for 2026 sales is $49 million, implying 20.2% growth, with ongoing advancements in non-Ig drug collaborations [15][16] Cardinal Health (CAH) - CAH stock surged by 35.3% over the past year, with Q1 fiscal 2026 revenues of $64 billion, up 22% year-over-year, and earnings per share of $2.55, representing 36% growth [18][20] - The Pharmaceutical and Specialty Solutions segment led performance, with 23% revenue growth and 26% profit growth [19][20] - Management raised full-year fiscal 2026 earnings per share guidance to $9.65-$9.85, indicating 17-20% growth, while also returning $500 million to shareholders [20][21]

DUBLIN, Ohio, Jan. 6, 2026 /PRNewswire/ -- Cardinal Health (NYSE: CAH) plans to release second-quarter financial results for its fiscal year 2026 on February 5, prior to the opening of trading on the New York Stock Exchange. The company will webcast a discussion of these results beginning at 8:30 a.m. Eastern. To access the webcast and corresponding slide presentation, visit Cardinal Health's Investor Relations page. No access code is required. Presentation slides and a webcast replay will be available on ...

Cardinal Health, Inc. (NYSE:CAH) is included among the 20 Best Performing Dividend Stocks in 2025. Cardinal Health (CAH) Repositions for Growth with Specialty and Services Cardinal Health, Inc. (NYSE:CAH)’s market-beating performance reflects a business that has changed direction and executed well. By shifting more of its focus toward higher-margin areas such as specialty pharmaceuticals and managed services, earnings growth has picked up in a meaningful way. Sell-side forecasts suggest that momentum sho ...

Cardinal Health, Inc. (CAH), headquartered in Dublin, Ohio, operates as a healthcare services and products company. Valued at $48.8 billion by market cap, the company's services include pharmaceutical distribution, health-care product manufacturing, distribution and consulting services, drug delivery systems development, pharmaceutical packaging, automated dispensing systems manufacturing, and retail pharmacy franchising. The healthcare giant is expected to announce its fiscal second-quarter earnings for 2 ...

Key Takeaways CAH is seeing momentum from cost discipline, pricing actions and improving volumes across its segments.MDT is benefiting from cardiac ablation growth, raised guidance and pipeline advances.ISRG and EW stand to gain from the rising adoption of robotic surgery and minimally invasive heart procedures.The MedTech industry has shown resilience and steady growth through 2025 while navigating lingering supply-chain issues, regulatory complexities and the pace of technological change. Notably, the Dow ...

Core Viewpoint - Cardinal Health's stock performance has been mixed, with a recent increase but a decline over the past month, and upcoming earnings are anticipated to show significant growth in both EPS and revenue [1][2][3]. Company Performance - Cardinal Health's stock rose by 1.93% to $202.95, outperforming the S&P 500's gain of 0.88% [1] - Over the past month, the stock has decreased by 4.23%, underperforming the Medical sector's gain of 1.2% and the S&P 500's gain of 2.48% [1]. Earnings Forecast - The upcoming earnings report is expected to show an EPS of $2.31, reflecting a 19.69% increase from the same quarter last year [2]. - Revenue is forecasted to reach $64.07 billion, indicating a 15.94% rise compared to the previous year [2]. Annual Estimates - For the annual period, earnings are projected at $9.86 per share, with revenue expected to be $258.58 billion, representing increases of 19.66% and 16.18% respectively from last year [3]. Analyst Estimates - Recent modifications to analyst estimates for Cardinal Health are crucial, as positive revisions indicate optimism regarding business and profitability [3]. - The Zacks Consensus EPS estimate has seen a slight downward shift of 0.17% over the past month, and Cardinal Health currently holds a Zacks Rank of 3 (Hold) [5]. Valuation Metrics - Cardinal Health has a Forward P/E ratio of 20.19, which is higher than the industry average of 17.72 [6]. - The company’s PEG ratio stands at 1.45, compared to the Medical - Dental Supplies industry's average PEG ratio of 2.36 [6]. Industry Context - The Medical - Dental Supplies industry, part of the Medical sector, has a Zacks Industry Rank of 151, placing it in the bottom 39% of over 250 industries [7]. - Historically, industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [7].

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy underperformed its benchmark, the Russell Midcap® Growth Index, in the third quarter of 2025, which increased approximately 3%.  In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-quarter 2025 investor letter, Brown Advisory Mid-Cap Growth Strategy highlighted st ...

Group 1 - Cardinal Health, Inc. (NYSE:CAH) is recognized as one of the 15 Best Stocks to Buy for the Long Term [1] - Barclays initiated coverage on Cardinal Health with an Overweight rating and a price target of $243, expressing optimism particularly about drug distributors within the US healthcare technology and distribution space [2] - The stock has increased nearly 68% since the beginning of 2025, reflecting the company's transformation towards higher-margin areas, especially in specialty pharmaceuticals and managed services [3] Group 2 - In fiscal Q1 2026, Cardinal Health's revenue from the Pharmaceutical and Specialty Solutions segment rose 23% to $59.2 billion, driven by strong brand and specialty drug sales [3] - Total revenue for the quarter reached $64 billion, marking a 22% increase from the previous year, and the company completed the acquisition of Solaris Health, enhancing its scale in the urology sector [4] - Cardinal Health is one of the largest healthcare services and products companies in the US, supplying pharmaceuticals and medical equipment to a diverse range of providers [5]

Company Performance - Aurinia Pharmaceuticals (AUPH) has returned approximately 72.9% since the beginning of the calendar year, significantly outperforming the average return of 3.9% for Medical companies [4] - The Zacks Consensus Estimate for AUPH's full-year earnings has increased by 20.3% over the past 90 days, indicating improved analyst sentiment and a stronger earnings outlook [3] Industry Comparison - Aurinia Pharmaceuticals is part of the Medical - Drugs industry, which includes 146 individual stocks and currently ranks 84 in the Zacks Industry Rank. The average gain for stocks in this group is 5% year-to-date, highlighting AUPH's superior performance [5] - In contrast, Cardinal Health, which belongs to the Medical - Dental Supplies industry, has returned 67.4% year-to-date, while its industry ranks 99 and has moved up by 9.1% [6]