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The Cardinal Surge: Specialty Expansion and Market Shifts
Cardinal Health raises FY2026 guidance on specialty-drug demand
What happened
Cardinal Health ($CAH) lifted its fiscal 2026 earnings guidance to at least $10.00 per share (up from $9.65–$9.85), signaling stronger momentum than the market expected. Management also pointed to continued growth in specialty medicines (projecting over $50B in specialty revenue) and expansion in services tied to drug development and commercialization.
Why the market cares
1. Specialty drugs are high-complexity, high-dollar, and typically higher-margin to handle and distribute, which can lift distributor…
The skinny
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