Core Viewpoint - Cardinal Health, Inc. is expected to report strong fourth-quarter fiscal 2025 results, driven by growth in the Pharmaceutical segment and recovery in the Medical segment, with adjusted EPS projected to increase by 10.3% year-over-year [1][2][8] Financial Performance - The company’s adjusted EPS for the last reported quarter was $2.35, exceeding the Zacks Consensus Estimate by 9.3%, with an average surprise of 10.3% over the last four quarters [1][2] - For the upcoming fourth quarter, the Zacks Consensus Estimate for revenues is $60.67 billion, reflecting a 1.3% increase from the prior year [7][8] Segment Analysis - The Pharmaceutical segment is anticipated to show robust performance, supported by strong volume trends in branded drugs and specialty physician practices, along with the expansion of the Outcomes platform [3][4] - The Medical segment is expected to continue its recovery, aided by improved global supply chain execution and stability in manufacturing, with modest sequential revenue growth anticipated [4][5] Cost Management - Operating discipline and cost-saving initiatives under the Medical Improvement Plan are expected to support margin stability, despite some offset from performance-based compensation and IT investments [5][6] Shareholder Value - Adjusted EPS is projected to benefit from segment-level profit growth, lower interest expenses, and share repurchases, with full-year adjusted EPS guidance maintained at $7.20-$7.35 [6][8] Market Performance - Cardinal Health's shares have gained 29.7% year-to-date, outperforming the Medical - Dental Supplies sector and the broader market [11][12] Valuation Metrics - The forward 12-month price-to-earnings (P/E) ratio for Cardinal Health is 16.5X, which is a premium compared to the industry average of 15.9X and its peers [16] Long-Term Initiatives - The company is investing in new distribution centers, including a facility in Fort Worth, TX, expected to enhance its distribution chain with advanced robotics and automation technologies [17][18]