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Cardinal Health

CAHintermediary

Cardinal Health is the third-largest pharmaceutical distributor in the US, distributing drugs and medical products to hospitals, pharmacies, and health systems nationwide.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($227.0B)

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Pharmaceutical & Specialty Solutions (91%)
Global Medical Products & Distribution (9%)

Segment Breakdown & Key Customers

Product Details

Pharmaceutical Distribution82%

Wholesale drug distribution to retail and hospital pharmacies across the US.

Medical Products & Distribution15%

Cardinal Health branded medical/surgical products and third-party distribution to hospitals and ambulatory care.

Nuclear & Precision Health3%

Radiopharmaceuticals and specialty nuclear pharmacy services.

Supply Chain Relationships

Key Customers

CVS Health Corporation

Drug distribution

Impact: ~$30B annual

HCA Healthcare

Medical supplies

Impact: large

Macro & Market Context

헬스케어Sector News

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

Upcoming Catalysts

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Cardinal Health.

Company Info

Headquarters

Dublin, OH

Founded

1971

Employees

44,000

Sector Overview — 헬스케어

Sector News

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

Key Themes

  • •CMS 메디케어 어드밴티지 수가 인하 → 보험사 마진 압박
  • •AI 영상진단·병리학 도입 가속 — Tempus, Veracyte 수혜
  • •GLP-1 보험 적용 확대 논의 → UNH·CVS 비용 증가 리스크

Upcoming Catalysts

  • ◆CMS 메디케어 최종 수가 발표 (2026.Q2)
  • ◆UNH/HUM/CVS Q1 실적 (2026.04)