Cardinal Health showed a strong performance in its Pharma segment and reported successful acquisitions, leading to a raised EPS guidance. However, the GMPD segment faced challenges, and overall company revenue decreased due to a contract expiration. Despite these challenges, the company's strategic acquisitions and specialty growth contribute positively to its future outlook.

Company Guidance

During the second quarter fiscal year 2025 earnings call, Cardinal Health Inc. provided updated guidance reflecting strong performance and strategic progress, particularly in their Pharmaceutical and Specialty Solutions segment. The company reported a 9% increase in operating earnings, leading to an adjusted EPS of $1.93 and raised its fiscal '25 EPS guidance to a range of $7.85 to $8. Total company revenue, after adjusting for a customer contract expiration, increased 16%, with a gross margin increase of 5%. In terms of segment-specific guidance, the Pharma segment's profit is expected to grow by 10% to 12%, while GMPD segment profit is forecasted between $130 million to $150 million. The company emphasized its strategic acquisitions of ION and GI Alliance, which, although not significantly impacting fiscal '25 EPS, are expected to enhance long-term growth, particularly in specialty areas. Additionally, capital allocation priorities include maintaining an investment-grade rating and executing planned share repurchases.

Raised Fiscal '25 EPS Guidance

Cardinal Health raised its fiscal '25 EPS guidance to a range of $7.85 to $8, a $0.10 increase at the midpoint from the prior guidance of $7.75 to $7.90, driven by strong growth in the Pharma segment.

Pharma Segment Performance

The Pharma segment reported a 7% increase in segment profit, driven by growth from biopharma solutions and higher contributions from brand and specialty products.

Specialty Growth

Specialty category showed strong growth, contributing to the overall positive performance. Specialty revenue grew faster than the overall business, with new customer wins and expansions.

Successful Acquisitions

Closed the acquisition of a majority stake in GI Alliance and integrated oncology network transaction, aimed at expanding across key therapeutic areas.

Strong Performance in 'Other' Segments

The segments reported in 'Other' such as at-Home Solutions, Nuclear and Precision Health Solutions, and OptiFreight Logistics collectively grew segment profit by 11%, driven by OptiFreight and Nuclear.

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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
May 01, 2025	2025 (Q3)	2.17 / -	2.08	―	―	―
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)
Feb 02, 2023	2023 (Q2)	1.14 / 1.32	1.27	3.94% (+0.05)

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

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CAH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 30, 2025	$127.76	$128.26	+0.39%
Nov 01, 2024	$108.06	$115.63	+7.01%
Aug 14, 2024	$101.67	$105.42	+3.69%
May 02, 2024	$100.75	$101.54	+0.78%

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.

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