Cardinal Health vs Edwards Lifesciences
Side-by-side comparison of AI visibility scores, market position, and capabilities
Dublin OH pharmaceutical distribution (NYSE: CAH) $230B+ revenue; specialty pharma GLP-1 distribution tailwind, at-Home Solutions growth, medical divestiture to Medline competing with McKesson and Cencora.
About
Cardinal Health, Inc. is a Dublin, Ohio-based healthcare distribution and medical products company — publicly traded on the New York Stock Exchange (NYSE: CAH) as an S&P 500 Health Care component — distributing pharmaceutical products to pharmacies, hospitals, and healthcare providers, and manufacturing and distributing medical and surgical supplies through approximately 44,000 employees. In fiscal year 2025 (ending June 2025), Cardinal Health generated revenues exceeding $230 billion in its Pharmaceutical and Specialty Solutions segment — reflecting the company's role as a pass-through distributor of branded and generic pharmaceuticals at near-zero margin on drug cost, where Cardinal Health earns distribution fees and rebate income on enormous volumes. CEO Jason Hollar has executed a two-segment strategy focused on optimizing pharmaceutical distribution (Pharmaceutical and Specialty Solutions — $227B+ revenue at low margin) and growing medical products profitability (Global Medical Products and Distribution — higher-margin branded surgical products, Cardinal Health brand commodities, and at-Home Solutions). The 2024 divestiture of the medical segment's Cardinal Health Brand product line to Medline Industries for $1.1 billion simplified the medical segment focus toward specialty distribution and home healthcare supply. Cardinal Health's specialty pharmaceutical distribution (oncology, rheumatology, rare disease biologics through Cardinal Health Specialty Solutions) is a growing higher-margin subsegment as pharmaceutical manufacturers contract with specialty distributors for controlled dispensing of limited-distribution drugs.
Irvine CA structural heart devices (NYSE: EW) at $5.44B 2024 revenue; 60% TAVR global share, EVOQUE tricuspid +88% in Q4, Critical Care sold to BD for $4.2B, JenaValve acquisition expanding to aortic regurgitation.
About
Edwards Lifesciences Corporation is an Irvine, California-based structural heart disease and hemodynamic monitoring technology company — publicly traded on the New York Stock Exchange (NYSE: EW) as an S&P 500 Healthcare component — designing, developing, and manufacturing devices for heart valve replacement, transcatheter heart valve therapy, and cardiac critical care through approximately 15,800 employees in 100+ countries. In fiscal year 2024, Edwards reported total revenue of $5.44 billion (+8.6% year-over-year), driven by its dominant Transcatheter Aortic Valve Replacement (TAVR) franchise commanding approximately 60% global market share and 70%+ US market share. The Transcatheter Mitral and Tricuspid Therapies (TMTT) segment demonstrated exceptional growth, with Q4 TMTT revenue reaching $105 million (+88% year-over-year), as the EVOQUE tricuspid replacement system gained commercial momentum. In 2024, Edwards executed a major strategic transformation: divesting its Critical Care segment (hemodynamic monitoring) to Becton Dickinson for $4.2 billion — using the proceeds to fund two acquisitions: JenaValve Technology ($1.2B combined, expanding TAVR to high-risk patients with aortic regurgitation) and Endotronix. The company concentrates its entire focus on structural heart disease therapies.
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