Earnings summaries and quarterly performance for CARDINAL HEALTH.
Executive leadership at CARDINAL HEALTH.
Jason M. Hollar
Detailed
Chief Executive Officer
CEO
AE
Aaron E. Alt
Detailed
Chief Financial Officer
DL
Deborah L. Weitzman
Detailed
Chief Executive Officer, Pharmaceutical and Specialty Solutions Segment
JL
Jessica L. Mayer
Detailed
Chief Legal and Compliance Officer
SM
Stephen M. Mason
Detailed
Chief Executive Officer, Global Medical Products and Distribution Segment
Board of directors at CARDINAL HEALTH.
AJ
Akhil Johri
Detailed
Director
CA
Christine A. Mundkur
Detailed
Director
DC
David C. Evans
Detailed
Director
GB
Gregory B. Kenny
Detailed
Independent Chairman of the Board
MM
Michelle M. Brennan
Detailed
Director
NK
Nancy Killefer
Detailed
Director
PA
Patricia A. Hemingway Hall
Detailed
Director
RW
Robert W. Azelby
Detailed
Director
RW
Robert W. Musslewhite
Detailed
Director
SH
Sheri H. Edison
Detailed
Director
SR
Sudhakar Ramakrishna
Detailed
Director
Research analysts who have asked questions during CARDINAL HEALTH earnings calls.
Allen Lutz
Bank of America
8 questions for CAH
Also covers: ACCD, COR, DOCS +14 more
Daniel Grosslight
Citigroup
8 questions for CAH
Also covers: AGL, COR, CTEV +12 more
Eric Percher
Nephron Research
8 questions for CAH
Also covers: AMWL, COR, CVS +5 more
EW
Erin Wright
Morgan Stanley
8 questions for CAH
Also covers: ALGN, BTSG, CI +18 more
Kevin Caliendo
UBS
8 questions for CAH
Also covers: AHCO, ALGN, AMWL +15 more
Michael Cherny
Leerink Partners
8 questions for CAH
Also covers: ACCD, ALGN, CERT +18 more
George Hill
Deutsche Bank
7 questions for CAH
Also covers: AGL, CI, CNC +16 more
Steven Valiquette
Mizuho
7 questions for CAH
Also covers: ALGN, COR, DOCS +12 more
CR
Charles Rhyee
TD Cowen
6 questions for CAH
Also covers: AMWL, BTSG, CI +18 more
Elizabeth Anderson
Evercore ISI
6 questions for CAH
Also covers: AGL, ALGN, COR +23 more
Brian Tanquilut
Jefferies
5 questions for CAH
Also covers: ACHC, ADUS, AHCO +29 more
LG
Lisa Gill
JPMorgan Chase & Co.
5 questions for CAH
Also covers: AGL, CI, COR +13 more
EC
Eric Coldwell
Robert W. Baird & Co.
4 questions for CAH
Also covers: AHCO, COR, CRL +9 more
Stephen Baxter
Wells Fargo & Company
3 questions for CAH
Also covers: AGL, BTSG, CI +15 more
Elizabeth Anderson
Evercore
2 questions for CAH
GS
Glen Santangelo
Jefferies
2 questions for CAH
Also covers: ALGN, ANIP, BHC +12 more
JS
Jack Slevin
Jefferies Financial Group Inc.
2 questions for CAH
Also covers: AGL, AMN, ASTH +8 more
James
Jefferies
1 question for CAH
Also covers: BMI, MSA, VLTO +1 more
JS
John Stansel
JPMorgan Chase & Co.
1 question for CAH
Also covers: ALHC, CNC, EVH +4 more
SD
Stephanie Davis
Barclays
1 question for CAH
Also covers: ACCD, COR, DGX +20 more
Stephen Baxter
Wells Fargo
1 question for CAH
Also covers: BTSG, CNC, COR +8 more
Recent press releases and 8-K filings for CAH.
Cardinal Health reports Q2 FY26 results
CAH
Earnings
Guidance Update
Share Buyback
- Cardinal Health reported Q2 FY26 revenue of $65.6 B, up 19% Y/Y on a GAAP basis.
- Non-GAAP diluted EPS of $2.63, a 36% increase Y/Y.
- Pharmaceutical & Specialty Solutions segment delivered $60.7 B in revenue (+19%) and $687 M segment profit (+29%).
- FY26 guidance raised to $10.15–$10.35 non-GAAP EPS, with ~$750 M in share repurchases and $3.0–$3.5 B non-GAAP free cash flow expected.
1 day ago
Cardinal Health reports Q2 2026 results
CAH
Earnings
Guidance Update
Share Buyback
- Cardinal Health delivered 19% revenue growth to $66 billion, 24% gross margin growth to $2.4 billion, 38% operating earnings growth to $877 million, and 36% non-GAAP EPS growth to $2.63.
- The company raised fiscal 2026 EPS guidance to $10.15–$10.35, implying 23%–26% year-over-year growth.
- Segment highlights: Pharmaceutical & Specialty Solutions revenues up 19% to $61 billion with profit up 29% to $687 million; GMPD revenues up 3% to $3.3 billion with profit of $37 million; other growth businesses revenues up 34% to $1.7 billion with profit up 52% to $179 million.
- Year-to-date adjusted free cash flow reached $1.8 billion, cash on hand was $2.8 billion, $240 million of capex invested, $1 billion returned to shareholders (including $750 million in share repurchases), and leverage at 3.2×.
1 day ago
Cardinal Health announces Q2 2026 results
CAH
Earnings
Guidance Update
Share Buyback
- Cardinal Health delivered strong Q2 performance with 19% revenue growth to $66 billion, 38% operating earnings growth to $877 million, and 36% EPS growth to $2.63.
- The company raised its FY 2026 EPS guidance to $10.15–$10.35 (23–26% growth) and lifted segment profit outlooks: Pharma & Specialty to 20–22%, GMPD to ~$150 million, and Other growth businesses to 33–35%.
- Segment highlights: Pharma & Specialty revenue +19% to $61 billion and profit +29% to $687 million; GMPD revenue +3% to $3.3 billion and profit +$19 million to $37 million; Other growth businesses revenue +34% to $1.7 billion and profit +52% to $179 million.
- Year-to-date adjusted free cash flow of $1.8 billion, cash balance of $2.8 billion, $750 million in share repurchases, $240 million in CapEx, and a Moody’s adjusted leverage ratio of 3.2x, within target.
1 day ago
Cardinal Health reports Q2 2026 results
CAH
Earnings
Guidance Update
Share Buyback
- Revenue rose 19% to $66 billion, driving operating earnings up 38% to $877 million and non-GAAP EPS to $2.63, a 36% increase year-over-year.
- All five segments delivered double-digit profit growth: Pharmaceutical & Specialty Solutions revenue grew 19% to $61 billion (segment profit +29% to $687 million); GMPD revenue +3% to $3.3 billion (profit to $37 million); Other Growth businesses revenue +34% to $1.7 billion (profit +52% to $179 million).
- Raised full-year 2026 guidance: EPS to $10.15–$10.35 (+23–26%); Pharmaceutical segment profit growth to 20–22%; GMPD profit to ~$150 million; Other segment profit growth to 33–35%; lowered tax rate to 21–23%; free cash flow expected at $3–3.5 billion.
- Generated $1.8 billion of adjusted free cash flow year-to-date, ended the quarter with $2.8 billion cash; invested $240 million in capex and returned $1 billion to shareholders, including $750 million in share repurchases.
1 day ago
Cardinal Health reports Q2 FY2026 results and raises outlook
CAH
Earnings
Guidance Update
Share Buyback
- Reported 19% revenue growth to $65.6 billion, with GAAP diluted EPS up 19% to $1.97 and non-GAAP diluted EPS up 36% to $2.63.
- Raised fiscal year 2026 non-GAAP EPS guidance to $10.15–$10.35, driven by stronger segment profit forecasts and a lower tax rate.
- Completed $750 million of share repurchases year-to-date and achieved its targeted leverage range.
1 day ago
Cardinal Health reports Q2 FY26 results and raises outlook
CAH
Earnings
Guidance Update
Share Buyback
- Revenue increased 19% to $65.6 billion in Q2 FY26
- GAAP EPS rose 19% to $1.97; Non-GAAP EPS climbed 36% to $2.63
- Raised FY26 non-GAAP EPS guidance to $10.15–$10.35 (up 23%–26%)
- Completed $750 million annual share repurchase to date
1 day ago
Cardinal Health outlines growth initiatives and guidance at JPM Healthcare Conference
CAH
Guidance Update
M&A
- Cardinal Health projects over $50 billion in specialty revenue for fiscal 2026, reflecting a 16 percent three-year CAGR in its specialty business.
- The company reiterated a target of at least $10 EPS for fiscal 2026 and a 12–14 percent EPS CAGR, driven by broad-based growth across its enterprise.
- Strategic priorities remain focused on pharma and specialty solutions, with continued organic and inorganic investments in nuclear, at-home, and OptiFreight segments to capture faster-growing secular trends.
- Within specialty, Cardinal Health is emphasizing MSO growth in autoimmune, urology, and oncology, and aims to reach $1 billion in biopharma solutions revenue by 2028 (20 percent CAGR).
- The capital allocation framework stays disciplined, prioritizing organic investments, maintaining an investment-grade balance sheet, returning capital via dividends and share repurchases, and pursuing high-ROI tuck-in M&A.
Jan 13, 2026, 5:00 PM
Cardinal Health raises FY26 EPS guidance and accelerates Specialty growth
CAH
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Raised fiscal 2026 non-GAAP diluted EPS guidance to $10.00 per share, up from $9.65–$9.85.
- Specialty Solutions expected to exceed $50 billion in revenue in FY26, reflecting a 16 % three-year CAGR.
- FY26 snapshot: ~$255 billion in revenue, ~$3.4 billion in operating earnings, and ~$3.25 billion in adjusted free cash flow (midpoint guidance).
- Launched ContinuCare Pathway for diabetes supply management, enrolling 11,000+ pharmacies and partnering with Publix Super Markets Inc..
Jan 13, 2026, 5:00 PM
Cardinal Health outlines growth strategy at 44th J.P. Morgan Healthcare Conference
CAH
Guidance Update
M&A
New Projects/Investments
- Cardinal Health highlighted pharma & specialty solutions as its core high-margin business, with three growth platforms—nuclear, at-home, and OptiFreight—complementing its GMPD turnaround segment.
- Management reaffirmed USD 10+ EPS guidance for FY 2026 and a 12-14% EPS CAGR, supported by specialty and Biopharma Solutions investments, including a >$50 billion specialty revenue target (16% CAGR over three years).
- Strategic priorities remain: (1) pharma & specialty solutions, (2) nuclear, at-home, and OptiFreight growth, (3) GMPD, while maintaining an investment-grade balance sheet and returning capital via dividends and buybacks.
- Emphasis on robust utilization drivers—aging demographics and specialty demand—supported by technology investments , ongoing M&A , and stable generics market dynamics.
Jan 13, 2026, 5:00 PM
Cardinal Health presents FY 26 EPS guidance and strategic progress
CAH
Guidance Update
M&A
- Cardinal Health expects at least $10 EPS in fiscal 2026, driven by broad-based market growth and specialty momentum. The firm has delivered a 14% core operating earnings CAGR, 18% EPS CAGR, and averaged $3 billion in adjusted free cash flow with >150% conversion, targeting > $250 billion in revenue and 99% U.S. exposure.
- Specialty solutions revenue is now guided to > $50 billion in FY 26 (a 16% CAGR over three years), with focus on autoimmune, urology and oncology via a 3,000-provider MSO platform, and Biopharma Solutions set to grow > 30% in FY 26 en route to $1 billion by FY 28.
- Pharmaceutical distribution remains robust and broad-based across branded, generic, specialty and biosimilars. Contract clauses allow price renegotiation for IRA-driven reductions, preserving fee-for-service economics and model resiliency.
- The company maintains a disciplined capital allocation framework—prioritizing organic investments, dividends, share repurchases and an investment-grade balance sheet—while pursuing tuck-in M&A in specialty and integrating recent platform acquisitions. GMPD has been turned around to positive free cash flow with continued infrastructure investment.
Jan 13, 2026, 5:00 PM
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