earnings
confidence high
sentiment positive
materiality 0.80
Cardinal Health Q4 revenue up 6% to $63.7B; FY26 non-GAAP EPS $11.26, up 37%
CARDINAL HEALTH INC
- Q4 revenue $63.7B (+6% YoY); GAAP diluted EPS $1.70 (+70%); non-GAAP EPS $2.91 (+40%), incl. $0.31 IEEPA refund.
- FY26 revenue $254.2B (+14%); non-GAAP EPS $11.26 (+37%); excluding IEEPA refund, EPS $10.95 (+33%).
- Board approved $5.0B incremental buyback; FY26 repurchases totaled $1.4B, new authorization $6.4B.
- FY27 guidance: non-GAAP EPS $12.40-$12.60 (+13% to +15%); segment profit growth guided 8-18%.
- Pharma segment profit +21%; GMPD profit $150M on IEEPA refunds; dividend $0.5158/share payable Oct 15.