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12:30
Aug 11 ◎

CAH FY2026 Q4 Watch

Cardinal Health, Inc. (CAH) FY2026 Q4 Earnings Call

KR AHCO CVS CAH SLGC ▾

Erin Ault

Long-term extension with Kroger provides revenue stability for Cardinal Health's pharma distribution segment, reducing churn risk.

"the stability that comes with our successful customer renewal efforts in the past year, including a long-term extension with Kroger."

KR WATCH

Erin Ault

Acquisition of AdaptHealth's diabetes segment expands Cardinal's at-home solutions portfolio, contributing to growth in 'other' segment.

"our guidance includes the partial year impact of the announced tuck-in acquisitions of the diabetes health segment of Adapt Health"

AHCO WATCH

Jason Hollar

Long-standing relationship with CVS spans distribution, Red Oak generic sourcing JV, and other services, indicating deep integration.

"we have a longstanding relationship with CVS. We have a lot of strategic collaboration with them throughout the enterprise."

CVS WATCH

Erin Ault

Management is confident in continued momentum, guiding FY27 EPS growth above its long-term target of 12-14%, driven by strong pharma demand and execution.

"we are guiding EPS growth of 13% to 15% against the baseline and expect fiscal 27 EPS to be between $12.40 and $12.60."

CAH WATCH

Erin Ault

Completed acquisition of Strive Medical adds scale to Cardinal's at-home solutions business.

"the recently completed tuck-in acquisition of Strive Medical, which are expected to add two percentage points of profit growth to the year to other."

SLGC WATCH

HIGH

12:30
Apr 30 ◎

CAH FY2026 Q3 Watch

Cardinal Health, Inc. (CAH) FY2026 Q3 Earnings Call

CAH ▾

Aaron Ault

Management raised full-year EPS and FCF guidance, citing strong pharma demand, operational execution, and robust performance across growth businesses, indicating confidence in continued momentum.

"our strong performance through the third quarter and our confidence in the fundamentals of our business leads us to raise our non-GAAP EPS outlook for the full year to a range of $10.70 to $10.80"

CAH WATCH

HIGH

13:30
Feb 05 ◎

CAH FY2026 Q2 Watch

Cardinal Health, Inc. (CAH) FY2026 Q2 Earnings Call

CAH LZ ▾

Aaron Allup

Management raised full-year EPS guidance for the second time this year to $10.15-$10.35, representing 23-26% growth, driven by broad-based demand strength and strong operational execution across all five segments.

"As a result of this momentum and factoring in our updated forecast for the remainder of the fiscal year, I'm also pleased to note that we are raising again our fiscal year 2026 earnings per share guidance."

CAH WATCH

Aaron Allup

Cardinal Health brands in the GMPD segment saw 3-4 percentage points of growth from timing of inventory restocking by other distributors, which will offset in Q3. — Indicates temporary channel fill dynamics in the medical supply chain; peers may see similar inventory timing effects.

"It is worth noting that we estimate three to four percentage points of this growth in the quarter was driven by the timing of inventory restocking by other distributors, which we anticipate offsetting in Q3."

LZ WATCH

HIGH

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