CAH · Cardinal Health Inc · Documents

$281.10 +2.96 (+1.06%) At close · Nov 13 Play latest call Q1 2027 earnings call transcript

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Annual report FY2026 Revenue $254.25B up 14.2% 10-K filed Aug 11, 2026 Quarterly report FY2027 Q1 Revenue $67.51B up 5.5% 10-Q filed Nov 5, 2026 Latest results Raises fiscal 2027 outlook as revenue reaches $67.5 billion 8-K filed Nov 5, 2026 Earnings call Q1 2027 earnings call Held Nov 5, 2026

2026

Nov 5

Investor event

Fiscal 2027 EPS guidance raised to $12.80 to $13

Cardinal Health raised fiscal 2027 non-GAAP diluted EPS guidance to $12.80 to $13 from $12.40 to $12.60, citing broad-based operating momentum; Q1 revenue rose 5% to $67.5 billion and diluted EPS grew 28% to $3.26.

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So let's talk about our fiscal 2027 guidance. We are raising our non-GAAP diluted EPS guidance to a new range of $12.80 to $13, up from our prior range of $12.40 to $12.60. The Cardinal Health team delivered a strong first quarter above and below the line on the income statement and with respect to cash flow. Moving on to our consolidated first quarter results, total company revenue grew 5% to $67.5 billion. All in, our efforts resulted in first quarter diluted earnings per share growth of 28%, or $3.26. Open the document at this passage

Nov 5

Earnings call

Fiscal 2027 EPS guidance raised to $12.80 to $13

Cardinal Health raised fiscal 2027 non-GAAP diluted EPS guidance to $12.80 to $13 from $12.40 to $12.60, after first-quarter revenue grew 5% to $67.5 billion and diluted EPS grew 28 percent to $3.26.

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Given our Q1 delivery, we are pleased to raise our fiscal 2027 EPS guidance to $12.80 to $13, from the previous range of $12.40 to $12.60. Moving on to our consolidated first quarter results, total company revenue grew 5% to $67.5 billion. All in, our efforts resulted in first quarter diluted earnings per share growth of 28 percent, or $3.26. Open the document at this passage

Nov 5

Quarterly report 10-Q FY2027 Q1, ended Sep 30

Revenue and operating earnings rise in first quarter

For the three months ended September 30, 2026, Cardinal Health, Inc. reported revenue up 5 percent to $67.5 billion, GAAP operating earnings up 13 percent to $753 million, and GAAP diluted EPS up 27 percent to $2.38.

Revenue $67.51B ▲ 5.5% Net income $554M ▲ 23.1% Diluted EPS $2.38 ▲ 26.6%

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Revenue increased 5 percent from the prior-year quarter to $67.5 billion due to branded and specialty pharmaceutical sales growth from existing customers. GAAP operating earnings for the three months ended September 30, 2026 increased 13 percent from the prior-year quarter to $753 million, primarily due to the increased contributions from branded and specialty pharmaceutical products and the performance of our generics program, partially offset by an increase in acquisition-related costs. GAAP diluted EPS for the three months ended September 30, 2026 increased 27 percent from the prior-year quarter to $2.38, primarily due to the factors impacting GAAP operating earnings in the preceding section and favorable changes in discrete tax items. Diluted earnings per share attributable to Cardinal Health, Inc. ("diluted EPS"). Open the document at this passage

Nov 5

Current report 8-K

Raises fiscal 2027 outlook as revenue reaches $67.5 billion

Cardinal Health reported first quarter fiscal year 2027 revenue of $67.5 billion, up 5%, and non-GAAP diluted EPS of $3.26, up 28%. It raised fiscal 2027 non-GAAP EPS guidance to $12.80 to $13.00 from $12.40 to $12.60 and completed a $500 million share repurchase program.

Financial results, Regulation FD disclosure

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Cardinal Health (NYSE: CAH) today reported first quarter fiscal year 2027 revenues of $67.5 billion, an increase of 5% from the first quarter of fiscal year 2026. Non-GAAP diluted EPS increased 28% to $3.26, reflecting the increase in non-GAAP operating earnings, a lower share count, and a lower effective tax rate. Cardinal Health is raising its fiscal year 2027 guidance for non-GAAP diluted EPS to $12.80 to $13.00, from the previous range of $12.40 to $12.60. Cardinal Health completes $500 million share repurchase program in first quarter Open the document at this passage

Oct 1

Current report 8-K

Regulation FD disclosure

Cardinal Health entered a binding letter of intent to extend its distribution agreement with CVS Health through June 30, 2032, reaffirming fiscal year 2027 non-GAAP EPS guidance of 13% to 15% growth ($12.40 to $12.60) and long-term non-GAAP EPS growth guidance of 12% to 14%.

Sep 21

Proxy statement DEF 14A Meeting Nov 12, 2026

Proxy statement

Cardinal Health is seeking approval of 11 director nominees, named executive officer compensation, and Ernst & Young LLP for the fiscal year ending June 30, 2027. Fiscal 2026 revenue rose 14% to $254.2 billion.

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Sep 21

Annual report to holders ARS

Annual report to holders

Cardinal Health reported fiscal 2026 revenue of $254.2 billion, up 14%, and non-GAAP diluted EPS of $11.26, up 37%; it increased its repurchase authorization to $6.4 billion and guided 2027 non-GAAP EPS to $12.40 to $12.60.

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Sep 21

Proxy statement DEFA14A

Proxy statement

Sep 15

Investor event

Baird Global Healthcare Conference AI summary on its way

Sep 14

Investor event

Morgan Stanley Global Healthcare Conference AI summary on its way

Sep 9

Investor event