About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

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5 Must-Read Analyst Questions From Cardinal Health’s Q2 Earnings Call

CAH Cover Image

Cardinal Health’s second quarter results were met with a significant negative market reaction, largely due to flat sales and a notable miss on adjusted EBITDA versus Wall Street expectations. Management cited robust demand in pharmaceutical distribution and growth in specialty services, but also acknowledged that individually small, unexpected expenses and ongoing cost pressures weighed on the bottom line. CEO Jason Hollar highlighted operational efficiencies and the impact of recent acquisitions, but the quarter’s performance reflected the challenge of offsetting customer contract losses and external cost headwinds. CFO Aaron Alt noted that gross profit growth outpaced expenses, but investments and acquisition integration increased SG&A costs.

Is now the time to buy CAH? Find out in our full research report (it’s free).

Cardinal Health (CAH) Q2 CY2025 Highlights:

  • Revenue: $60.16 billion vs analyst estimates of $60.75 billion (flat year on year, 1% miss)
  • Adjusted EPS: $2.08 vs analyst estimates of $2.03 (2.4% beat)
  • Adjusted EBITDA: $784 million vs analyst estimates of $832.1 million (1.3% margin, 5.8% miss)
  • Adjusted EPS guidance for the upcoming financial year 2026 is $9.40 at the midpoint, beating analyst estimates by 1.6%
  • Operating Margin: 0.7%, in line with the same quarter last year
  • Market Capitalization: $35.75 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Cardinal Health’s Q2 Earnings Call

  • Lisa Gill (JPMorgan) asked about the sources of the updated guidance increase in Pharmaceutical and Specialty Solutions. CFO Aaron Alt explained roughly half came from accounting changes and half from improved expectations in Pharma and Other businesses.

  • Allen Lutz (Bank of America) questioned the drivers behind the rise in SG&A expenses. Alt attributed most of the increase to recent acquisitions and ongoing investments in technology, offset by cost optimization efforts.

  • Erin Wright (Morgan Stanley) inquired about utilization trends and tariff mitigation in GMPD. CEO Jason Hollar confirmed utilization remained steady and detailed ongoing operational actions to offset most tariff impacts, with some costs passed on through pricing.

  • Eric Percher (Nephron Research) asked about capabilities gained through the Solaris acquisition. Hollar emphasized the deal’s expansion of multi-specialty managed services and diverse revenue streams, while Alt provided additional details on financial accretion and strategic fit.

  • Daniel Grosslight (Citi) raised concerns about pricing headwinds in at-Home Solutions from potential competitive bidding. Hollar noted less than 15% of Medicare revenue in the segment is exposed and expressed confidence in the company’s ability to manage reimbursement risk through its diverse product and payer mix.

Catalysts in Upcoming Quarters

In the quarters ahead, the StockStory team will watch (1) the pace and profitability of specialty platform expansion following the Solaris Health acquisition, (2) the company’s ability to deliver margin improvements through automation and cost control in GMPD and at-Home Solutions, and (3) management’s response to ongoing tariff and regulatory developments. Execution on acquisition integration and the ramp-up of new distribution capabilities will also be key markers of progress.

Cardinal Health currently trades at $148, down from $157.89 just before the earnings. At this price, is it a buy or sell? The answer lies in our full research report (it’s free).

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