What Cardinal Health's latest 10-Q says: 5 signals
Cardinal Health filed its latest 10-Q with the SEC on Apr 30, 2026. It discusses acquisition completed, capex increase and cost reduction.
Public (CAH)Hospitals and Health Care10,000+ employeescardinalhealth.comLinkedIn
- Filed
- Apr 30, 2026
- Filings
- 2
- Signals
- 10
10-Q · latest 8
What Cardinal Health's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 5 signals
Company recognizes $216M in acquisition-related compensation costs in nine months
Cardinal Health incurred $216 million in share-based compensation costs related to its majority-owned subsidiary, The Specialty Alliance.
$216M
Share-based compensation expense for The Specialty Alliance for the nine months ended March 31, 2026
Incurs $210M in YTD costs related to The Specialty Alliance acquisition integration.
Cardinal Health recognized $210 million in acquisition-related costs in the first nine months of the fiscal year, primarily from integrating The Specialty Alliance.
$210M
Acquisition-related cash and share-based compensation costs for the nine months ended March 31, 2026.
Cardinal Health increases corporate investment spending to $48M YTD, up 14% YoY.
These projects are approved by executive management and retained at the Corporate level.
$48M
Investment spending within Corporate for the nine months ended March 31, 2026.
14%
Year-over-year increase in corporate investment spending for the nine-month period.
- SEC EDGAR
10-Q
Filed · 5 signals
The company has a significant, multi-year liability related to its acquisition of The Specialty Alliance, highlighting a large-scale, ongoing integration effort.
$531M
Unrecognized pre-tax compensation cost related to nonvested Specialty Alliance Units
The company has a $531 million pre-tax compensation liability related to its Specialty Alliance subsidiary, which will be expensed over the next three years.
$531M
Total pre-tax compensation cost related to nonvested Specialty Alliance Units to be recognized over approximately three years.
Recognized $115M in acquisition-related costs for The Specialty Alliance in H1 FY26.
Cardinal Health incurred $115 million in acquisition-related cash and share-based compensation costs in the first half of fiscal 2026, primarily for its majority-owned subsidiary, The Specialty Alliance.
$115M
Acquisition-related cash and share-based compensation costs for The Specialty Alliance in H1 FY26
Corporate investment in new projects totals $31M in H1 FY26, up 15% YoY.
The company allocated $31 million for 'first-year spend for certain projects that require incremental investments' during the first half of fiscal 2026, an increase from $27 million in the prior year.
$31M
Corporate investment spending on new projects in H1 FY26
15%
YoY growth in H1 corporate investment spending
Allocated $31M in H1 FY26 for centrally-managed strategic investment projects.
The company is funding incremental operating expenses for strategic projects approved directly by executive management, indicating high-level priority and available budget.
$31M
Corporate investment spending for strategic projects
Showing 8 of 10 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
Cardinal Health earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Raising full-year EPS, revenue, and cash flow guidance significantly.The company increased its FY26 EPS guidance by $0.35, its Pharma revenue growth forecast to 15-17%, and its free cash flow outlook to $3.0-$3.5 billion, signaling strong financial health and momentum to fund new projects. | |
| Increasing FY26 CapEx budget up to $650M for platform investments.Capital expenditure guidance was raised by $50 million to a new range of $600-$650 million, with the increase specifically earmarked for investments into the Specialty Alliance platform, indicating dedicated budget for technology and infrastructure. | |
| Investing in automation and robotics for new distribution centers.The company is outfitting new and modernized distribution centers with advanced automation, robotics, and the latest technological advancements to drive efficiency, capacity, and service levels, creating opportunities for technology and systems integration vendors. | |
| Facing up to $75M in tariff-related cost pressures in GMPD segmentThe GMPD business is experiencing significant cost pressure, with tariff costs expected to hit the high end of the $50M-$75M range. This creates an urgent need for solutions that can optimize sourcing, improve supply chain efficiency, and mitigate cost impacts. | |
| Acquiring Solaris Health to accelerate specialty growth strategy.The pending acquisition of Solaris Health, the largest urology MSO, is a significant strategic move to accelerate growth. This M&A activity will create substantial integration needs for systems, operations, and technology platforms. | |
| Won substantial business after implementing a next-generation patient hubThe Sonexus patient support business won significant new contracts directly attributed to the implementation of a 'next-generation hub'. This success validates their technology investment strategy and indicates they are receptive to ROI-driven pitches for modernizing legacy systems. |
Signal API · MCP
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .