Cardinal Health, Inc. CAH

Revenue Intelligence Report • 65 quarters of SEC filing data • Updated 2026-03-06

Cardinal Health, Inc. demonstrates a strong revenue generation model, with a notable elasticity of 1% increase in SG&A leading to a 1.75% rise in revenue, indicating effective ROI on operational spending. The company's latest quarterly revenue reached $65.6 billion, reflecting robust performance and a solid holdout test prediction with only a 1.5% error margin. Looking ahead, Cardinal Health projects a fiscal year revenue of $276 billion, representing a 15.3% year-over-year growth, underscoring a positive outlook driven by strategic investments in sales and marketing. Investors can expect continued growth as the company capitalizes on its operational efficiencies and market opportunities.

Next FY Revenue

$276.38B

+15.3% YoY

SG&A Elasticity

1.75x

Model Accuracy

3.5% MAPE

Holdout validation: The model predicted $65B vs the actual $66B — an error of 1.5%.

Note: Cardinal Health, Inc. does not report R&D expenses separately. This analysis uses SG&A spending only.

Revenue Forecast

Quarterly Detail

Quarter	Model Forecast	Actual	95% Range	YoY Growth	Status
Q4 2025	$65B	$66B	$59B – $71B	+23.7%	✓ In range
Q2 2026	$66B		$59B – $75B	+20.0%
Q3 2026	$68B		$59B – $79B	+24.1%
Q4 2026	$70B		$59B – $83B	+9.3%
Q1 2027	$72B		$59B – $87B	+9.6%

How Spending Drives Revenue

Reading this chart: Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.

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