The earnings call highlighted strong financial performance, strategic customer onboarding, and successful acquisitions, contributing to positive growth. However, challenges in the GMPD segment due to tariff impacts posed significant concerns, which the company is actively working to mitigate.

Company Guidance -

Q4 2025

In the third quarter of fiscal year 2025, Cardinal Health reported strong financial performance, highlighting a 21% increase in operating earnings and a 13% rise in EPS, reaching $2.35. The company achieved revenue of nearly $55 billion, flat on a reported basis but reflecting a 19% increase when adjusted for a customer contract expiration. Cardinal Health's Pharmaceutical and Specialty Solutions segment significantly contributed to these results, with a segment profit increase of 14%, driven by brand and specialty pharmaceutical sales growth. The company also completed acquisitions that are expected to contribute approximately 3 percentage points to segment profit growth. Cardinal Health raised its EPS guidance for the full year to a range of $8.05 to $8.15 and anticipates adjusted free cash flow at the high end of the prior guidance, approximately $1.5 billion. The company reported a third-quarter effective tax rate of 22.4% and executed $750 million in share repurchases year-to-date. Cardinal Health's diverse business segments, including growth in specialty and pharmaceutical solutions, underpin the company's confidence in achieving sustainable long-term growth, with double-digit non-GAAP EPS growth anticipated for fiscal year 2026.

Strong Financial Performance in Q3 FY 2025

Operating earnings grew by 21% and EPS increased by 13% compared to the prior year, driven by growth in Pharmaceutical and Specialty Solutions and other businesses.

Record Customer Onboarding

Successfully onboarded $10 billion of new customer revenue in FY 2025, contributing significantly to revenue growth.

Strategic Acquisitions and Expansions

Completed acquisition of Advanced Diabetes Supply Group and saw positive impacts from acquisitions of GI Alliance and Integrated Oncology Network.

Pharmaceutical Segment Growth

Pharmaceutical segment profit increased by 14%, driven by brand and specialty pharmaceutical sales and successful onboarding of Publix.

Robust Cash Flow and Shareholder Returns

Adjusted free cash flow of $1.2 billion year-to-date, with $750 million in share repurchases and $2.8 billion deployed for acquisitions.

Cardinal Health (CAH) Earnings, Revenues Date & History

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CAH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2025	2025 (Q4)	2.03 / -	1.84	―	―	―
May 01, 2025	2025 (Q3)	2.17 / 2.35	2.08	12.98% (+0.27)
Jan 30, 2025	2025 (Q2)	1.78 / 1.93	1.82	6.04% (+0.11)
Nov 01, 2024	2025 (Q1)	1.62 / 1.88	1.73	8.67% (+0.15)
Aug 14, 2024	2024 (Q4)	1.73 / 1.84	1.55	18.71% (+0.29)
May 02, 2024	2024 (Q3)	1.95 / 2.08	1.74	19.54% (+0.34)
Feb 01, 2024	2024 (Q2)	1.60 / 1.82	1.32	37.88% (+0.50)
Nov 03, 2023	2024 (Q1)	1.40 / 1.73	1.2	44.17% (+0.53)
Aug 15, 2023	2023 (Q4)	1.49 / 1.55	1.05	47.62% (+0.50)
May 04, 2023	2023 (Q3)	1.49 / 1.74	1.45	20.00% (+0.29)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CAH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 01, 2025	$140.86	$145.09	+3.00%
Jan 30, 2025	$126.90	$127.40	+0.39%
Nov 01, 2024	$107.33	$114.86	+7.02%
Aug 14, 2024	$100.99	$104.71	+3.68%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.