Cardinal Health Reports Positive Q1 Results, Alongside Guardant Health, Glaukos, C.H. Robinson, and Other Major Stocks Rising on Thursday
U.S. Stock Market Performance: U.S. stocks showed mixed results, with the Dow Jones index gaining approximately 200 points on Thursday.
Cardinal Health's Strong Earnings: Cardinal Health, Inc. saw a significant share price increase of 17.5% after reporting better-than-expected first-quarter earnings of $2.55 per share and raising its FY25 adjusted EPS guidance.
Other Notable Stock Gains: Several companies, including Guardant Health, Emergent BioSolutions, and Glaukos Corporation, experienced substantial stock price increases, with gains ranging from 20% to 29.3% following positive quarterly results and raised sales guidance.
General Market Trends: Other companies like C.H. Robinson, Viavi Solutions, and Bausch Health also reported better-than-expected financial results, contributing to a generally positive sentiment in the market.
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- Retail Sales Weakness: US December retail sales were unchanged month-over-month, falling short of the +0.4% expectation, indicating weakness in consumer spending that could lead to a downward revision in Q4 GDP, thereby impacting market confidence and economic growth outlook.
- Employment Cost Index Decline: The US Q4 employment cost index rose by +0.7% quarter-over-quarter, below the expected +0.8%, marking the smallest increase in 4.5 years, suggesting easing labor cost pressures that may influence the Fed's monetary policy decisions.
- Mixed Market Performance: The Dow Jones Industrial Average reached a new all-time high, closing up +0.10%, while the S&P 500 and Nasdaq 100 indices fell by -0.33% and -0.56%, respectively, reflecting divergent market sentiment and uncertainty.
- Focus on Upcoming Economic Data: The market will closely monitor upcoming economic data, including January nonfarm payrolls and unemployment rate, which are expected to significantly influence future monetary policy and market trends.
- Retail Sales Stagnation: US retail sales for December were unchanged month-over-month, falling short of the +0.4% expectation, indicating weakness in consumer spending that could lead to a downward revision in Q4 GDP, thereby impacting overall economic growth forecasts.
- Employment Cost Index Decline: The Q4 employment cost index rose by 0.7% quarter-over-quarter, below the expected 0.8%, marking the smallest increase in 4.5 years, suggesting easing labor cost pressures that may influence Federal Reserve monetary policy decisions.
- Positive Earnings Outlook: More than half of S&P 500 companies have reported earnings, with 79% exceeding expectations, and Q4 earnings growth is projected at 8.4%, reflecting strong corporate profitability that could support stock market performance.
- Market Focus on Economic Data: This week, the market will concentrate on upcoming economic data releases, including non-farm payrolls and CPI, which are expected to influence investor expectations regarding future interest rate policies and subsequently affect stock market volatility.
- Strong Financial Performance: WESCO International reported Q4 2025 sales of $6.1 billion, a 10% year-over-year increase, with data center sales reaching $1.2 billion, up approximately 30%, highlighting the company's robust performance amid digitalization and electrification trends.
- Executive Transition: CFO Dave Schulz will retire in May 2026, with Neel Dev appointed as his successor, a move that management believes will accelerate strategic execution and financial target achievement, thereby enhancing shareholder value.
- Optimistic Outlook: The company projects sales growth of 5% to 8% for 2026, with adjusted EPS expected to be between $14.50 and $16.50, reflecting a 20% growth rate at the midpoint, primarily driven by improved operational performance.
- Dividend Increase Plan: WESCO announced an increase in the annual common stock dividend by over 10% to $2 per share, which is expected to add approximately $100 million in annual shareholder returns, demonstrating confidence in future cash flow.
- Market Performance: The S&P 500 index rose by 0.18%, the Dow Jones Industrial Average increased by 0.46%, and the Nasdaq 100 gained 0.15%, indicating market resilience despite weak economic data, although stagnant retail sales may impact consumer spending.
- Economic Data Impact: December retail sales were unchanged, falling short of the expected 0.4%, while the Q4 employment cost index rose by 0.7% quarter-over-quarter, below the anticipated 0.8%, which could lead to a downward revision of Q4 GDP, reflecting potential economic slowdown.
- Earnings Season: More than half of S&P 500 companies have reported earnings, with 79% of the 297 companies exceeding expectations, and Q4 earnings growth is projected at 8.4%, indicating strong corporate performance that may support the stock market.
- Rate Expectations: The market is pricing in a 22% chance of a 25 basis point rate cut at the Fed's March policy meeting, reflecting cautious optimism among investors regarding future monetary policy, especially in light of the current weak economic data.
- Retail Sales Stagnation: US December retail sales were unchanged month-over-month, falling short of the +0.4% expectation, indicating weakness in consumer spending that could lead to a downward revision in Q4 GDP, thereby impacting overall economic growth prospects.
- Employment Cost Index Decline: The US Q4 employment cost index rose by 0.7% quarter-over-quarter, below the expected 0.8%, marking the smallest increase in 4.5 years, which may prompt the Fed to reconsider its interest rate policy, further supporting the stock market.
- Optimistic Earnings Outlook: More than half of S&P 500 companies have reported earnings, with 79% exceeding expectations, and Q4 earnings growth is projected to reach +8.4%, providing support for the market despite the poor overall economic data.
- Market Focus on Upcoming Data: This week, the market will focus on upcoming economic data and corporate earnings, including an expected increase of 69,000 in January nonfarm payrolls and an unemployment rate holding steady at 4.4%, which will significantly influence market sentiment.
- WESCO International Shares: WESCO International's shares have fallen by 7.3% following the announcement of a profit miss in the fourth quarter.
- Impact of Q4 Results: The decline in share value reflects investor concerns over the company's financial performance and outlook after the disappointing quarterly results.










