The earnings call highlighted strong financial performance, strategic acquisitions, and growth in several business segments. However, it also acknowledged challenges with SG&A expenses and tariff impacts. Overall, the positives slightly outweigh the negatives.

Company Guidance -

Q1 2026

During the fourth quarter of fiscal year 2025, Cardinal Health showcased strong financial performance, with operating earnings growing 19% for the quarter and 15% for the year. The company achieved an EPS growth of 13% in the quarter and over 9% for the year, with a notable adjusted free cash flow of $2.5 billion, surpassing expectations by $500 million. Cardinal Health also invested $550 million in capital expenditures and returned nearly $500 million to shareholders through dividends, while repurchasing $750 million in shares. The Pharmaceutical and Specialty Solutions segment saw robust demand, contributing to a 21% increase in enterprise-level revenue when adjusted for contract expirations. The GMPD segment delivered $70 million in profit for the quarter, with significant progress in cost containment and supply chain optimization. Looking ahead to fiscal 2026, Cardinal Health has increased its EPS guidance to a range of $9.30 to $9.50, reflecting anticipated growth of 13% to 15%, driven by strategic investments and acquisitions, such as Solaris Health, which is expected to enhance the company's multi-specialty MSO platform and expand its specialty solutions.

Strong Operating Earnings Growth

At the enterprise level, operating earnings grew 19% in Q4 and 15% for the year. EPS increased by 13% in Q4 and over 9% for the year.

Pharmaceutical Segment Expansion

Excluding customer contract expiration, Pharma segment revenue increased by 22% in Q4, driven by brand and specialty pharmaceutical sales growth.

Acquisition of Solaris Health

Announced acquisition of Solaris Health, enhancing the Specialty Alliances multi-specialty MSO platform and expanding the urology alliance physician network.

Growth in OptiFreight Logistics

OptiFreight Logistics continued to grow, driven by strategic logistics support to customers and technology-driven platform enhancements.

Positive Free Cash Flow

Delivered $2.5 billion in adjusted free cash flow, $500 million ahead of expectations.

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
Oct 31, 2025	2026 (Q1)	2.19 / -	1.88	―	―	―
Aug 12, 2025	2025 (Q4)	2.04 / 2.08	1.84	13.04% (+0.24)
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)

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
Aug 12, 2025	$157.66	$146.30	-7.21%
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%

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.