Core Viewpoint - Cardinal Health has announced the acquisition of Solaris Health, a leading urology management services organization, to enhance its multi-specialty growth strategy and expand its Urology Alliance [1][2][5]. Company Overview - Cardinal Health will provide approximately $1.9 billion in cash for the acquisition and will own about 75% of The Specialty Alliance post-acquisition [3]. - Solaris Health supports over 750 providers across more than 250 practice locations in 14 states, enhancing Cardinal Health's reach in local communities [4][11]. - The acquisition is expected to be slightly accretive to Cardinal Health's non-GAAP earnings per share in the first 12 months following the close [6]. Strategic Importance - The acquisition aligns with Cardinal Health's focus on accelerating specialty growth, particularly in urology, which is viewed as an attractive specialty [5][7]. - The combined capabilities of The Specialty Alliance and Solaris Health will empower physicians to focus on patient care, improving outcomes through integrated and coordinated care [5][6]. Financial Aspects - Cardinal Health plans to finance the acquisition through a combination of cash on hand and new debt financing, while maintaining a disciplined capital allocation framework [7][8]. - The company expects to remain within its targeted leverage range by the end of fiscal 2026 despite the acquisition [8]. Leadership Transition - Following the acquisition, Dr. Gary Kirsh, CEO of Solaris Health, will retire from his role and serve as a Senior Advisor to Cardinal Health [5][6].

| CAH 卡地纳健康 | | | | --- | --- | --- | | 157.660 ↑ +0.250 +0.16% | | 收盘价 08/11 15:59 美东 | | 161.510 + 3.850 +2.44% | | 盘前价 08/12 04:45 美东 | | 第四国周国四国四国 | | ● 快捷交易 | | 最高价 159.410 | 开盘价 157.020 | 成交量 311.17万 | | 最低价 156.500 | 昨收价 157.410 | 成交额 4.92亿 | | 平均价 158.181 | 市空率 IM 24.67 | 总市值 376.3亿 (m) | | 振 幅 1.85% | 市盈率(静) 45.70 | 总股本 2.39亿 | | 换手率 1.31% | 市净率 -12.764 | 流通值 375.45亿 | | 52周最高 168.440 | * H. 45.36% | 流通股 2.38亿 | | 52周最低 104.892 | 量 比 1.48 | 色 手 1 股 | | 历史最高 168.440 | 股息ITM 2.022 | | | 历史最低 14.385 股 ...

Group 1 - Cardinal Health, Inc. (NYSE: CAH) is a distributor of pharmaceuticals and medical/laboratory products [1] - The company is investing in its distribution capabilities for fast-growing segments including autoimmune, urology, and oncology [1] - There has been a turnaround in its Global Medical Products segment [1]

The Zacks Medical - Dental Supplies industry in the Medical sector is reflecting weakness amid rising tariffs by the U.S. government on its trading partners, especially China. The tariffs are likely to stay and continue to impact industry sales for the rest of 2025, although several countries are negotiating a trade deal with the United States, which may lead to lower rates for specific countries. The tariffs are also leading to a rise in costs, disrupting supply chains and strategic supply shifts in the de ...

Key Takeaways CAH Q4 revenues are expected to rise 1.3% Y/Y to $60.67B on pharma volume and specialty strength.CAH EPS is projected at $2.03, up 10.3% Y/Y, aided by profit growth and share buybacks.CAH's medical segment recovery and at-home demand may offset macroeconomic headwinds.Cardinal Health, Inc. (CAH) is scheduled to report fourth-quarter fiscal 2025 results on Aug. 12, before market open.In the last reported quarter, the company’s adjusted earnings per share (EPS) of $2.35 surpassed the Zacks Conse ...

Core Insights - Cardinal Health is expanding its Equity Rx program to improve access to prescription medications for those who cannot afford them, with a total investment of $5 million from the Cardinal Health Foundation [1][3][5] Group 1: Program Expansion - The Equity Rx program, initially launched in Ohio in 2023, aims to address the critical need for affordable medication access, especially for individuals with chronic conditions [2][3] - The program has successfully established partnerships with charitable clinics, allowing for the direct delivery of medications to patients during their primary care visits [3][6] - Equity Rx has expanded to 10 charitable clinics across Ohio, Pennsylvania, Tennessee, and Illinois, helping thousands of patients access free medications [3][6] Group 2: Statewide Drug Repository - Cardinal Health is launching Ohio's first statewide prescription drug repository to facilitate the donation and distribution of unused medications, which will help expand access to care [4][6] - The repository will be developed in partnership with the Ohio State Board of Pharmacy and is expected to be fully operational by 2027 [4][6] - The initiative aims to reduce waste from unexpired medications in nursing homes and long-term care facilities, ensuring they are redirected to those in need [4][6]

Core Insights - Cardinal Health plans to release its fourth-quarter and year-end financial results for fiscal year 2025 on August 12, prior to the opening of trading on the New York Stock Exchange [1] - A webcast discussion of these results will begin at 8:30 a.m. Eastern on the same day [1] Access Information - The webcast and corresponding slide presentation can be accessed via Cardinal Health's Investor Relations page without the need for an access code [2] - Presentation slides and a replay of the webcast will be available on the Investor Relations page for 12 months [2] Company Overview - Cardinal Health is a distributor of pharmaceuticals and specialty products, a global manufacturer and distributor of medical and laboratory products, and a supplier of home-health and direct-to-patient products and services [3] - The company operates nuclear pharmacies and manufacturing facilities and provides performance and data solutions [3] - Cardinal Health emphasizes a customer-centric focus that drives continuous improvement and leads to innovative solutions that enhance people's lives [3]

Core Insights - Cardinal Health has launched the Cardinal Health™ One Voice Initiative aimed at providing financial assistance to state pharmacy associations to support independent pharmacists' advocacy efforts [1][2][3] - The initiative is part of Cardinal Health's ongoing commitment to advocate for independent pharmacies and enhance their influence in healthcare policy discussions [2][3] - Financial contributions will be made to state pharmacy associations, with support for additional states contingent on advocacy opportunities for the independent pharmacy community [3][4] Company Overview - Cardinal Health operates as a distributor of pharmaceuticals and specialty products, a global manufacturer and distributor of medical and laboratory products, and a provider of home-health and direct-to-patient products and services [5] - The company emphasizes a customer-centric focus that drives continuous improvement and innovation in solutions that enhance people's lives [5]

Company Overview - BioCryst Pharmaceuticals (BCRX) is part of the Medical group, which consists of 987 companies and is currently ranked 6 in the Zacks Sector Rank [2] - The Zacks Rank system identifies stocks with characteristics likely to outperform the market in the short term, with BioCryst Pharmaceuticals holding a Zacks Rank of 2 (Buy) [3] Performance Metrics - Over the past 90 days, the Zacks Consensus Estimate for BCRX's full-year earnings has increased by 324.2%, indicating improved analyst sentiment and a positive earnings outlook [4] - Year-to-date, BCRX has returned 18.9%, significantly outperforming the average return of -3.1% for Medical companies [4] - BioCryst Pharmaceuticals belongs to the Medical - Drugs industry, which includes 155 companies and is currently ranked 67 in the Zacks Industry Rank, with an average gain of 3.5% year-to-date [6] Comparative Analysis - Another outperforming stock in the Medical sector is Cardinal Health (CAH), which has increased by 39.5% year-to-date and has a Zacks Rank of 2 (Buy) [5] - Cardinal Health is part of the Medical - Dental Supplies industry, which has a current ranking of 27 and has seen a year-to-date increase of 0.7% [7]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to capitalize on established price movements for profitable trades [1] Company Overview: Cardinal Health (CAH) - Cardinal Health currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to the market [3] Price Performance - Over the past week, CAH shares increased by 2.31%, outperforming the Zacks Medical - Dental Supplies industry, which rose by 1.28% [5] - In a longer timeframe, CAH shares have gained 33.67% over the past quarter and 71.85% over the last year, significantly outperforming the S&P 500's gains of 10.83% and 14.92%, respectively [6] Trading Volume - CAH's average 20-day trading volume is 2,322,982 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, 8 earnings estimates for CAH have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $7.99 to $8.18 [9] - For the next fiscal year, 8 estimates have also moved upwards without any downward revisions [9] Conclusion - Considering the positive price trends, strong earnings outlook, and favorable momentum score, CAH is positioned as a solid momentum pick for investors [11]