Core Insights - Cardinal Health is a significant player in the healthcare sector, providing pharmaceuticals and medical products to over 100,000 locations daily, focusing on high-margin specialty services and clinical products [1] - Wells Fargo upgraded Cardinal Health to "Overweight" with a price target increase from $237 to $256, indicating a positive outlook on the stock [2][6] Financial Performance - Cardinal Health's Q2 2026 results exceeded expectations, reporting a 19% increase in revenue to $66 billion and a 36% rise in non-GAAP EPS to $2.63, driven by strong pharmaceutical demand [3][6] - The company raised its fiscal year 2026 EPS guidance to between $10.15 and $10.35, indicating a year-over-year growth of 23-26% [4][6] Segment Performance - All five operating segments achieved double-digit profit growth, with the Pharmaceutical and Specialty Solutions segment leading with a 29% increase [4] - Sales of GLP-1 medications contributed approximately 6 percentage points to the revenue growth in the Pharmaceutical and Specialty Solutions segment, while the BioPharma Solutions segment experienced over 30% revenue growth [5]