Cardinal Health Inc
XMUN:CLH

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Cardinal Health Inc Logo
Cardinal Health Inc
XMUN:CLH
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Price: 166.26 EUR 4.76% Market Closed
Market Cap: €21B

Cardinal Health Inc
Investor Relations

Cardinal Health is a major healthcare distributor and medical supply company. It buys prescription drugs and medical products from manufacturers, then moves them through its network to pharmacies, hospitals, clinics, and other care providers. It also sells its own line of medical and surgical supplies used in everyday patient care. The company makes money mainly by handling the flow of products through the healthcare system and by selling medical items to providers. Its customers include retail and hospital pharmacies, health systems, ambulatory surgery centers, and other organizations that need a reliable source of medicines, gloves, gowns, kits, and related supplies. A big part of its job is logistics, inventory management, and making sure products reach customers on time and in the right quantities. What makes Cardinal Health different is its role as a middle layer in healthcare. It does not mainly make the medicines patients take; instead, it connects drug makers and medical product suppliers with the providers who use those items every day. That makes it an important distribution and supply-chain partner in a business where speed, accuracy, and regulatory compliance matter a great deal.

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Last Earnings Call
Fiscal Period
Q3 2026
Call Date
Apr 30, 2026
AI Summary
Q3 2026

Beat and raise: Cardinal Health posted a strong Q3, with revenue up 11% to $61 billion and non-GAAP EPS up 35% to $3.17, then raised both full-year EPS and adjusted free cash flow guidance.

Pharma strength: The Pharmaceutical and Specialty Solutions segment again led results, with revenue up 11% to $56.1 billion and profit up 18% to $784 million, helped by strong specialty demand and GLP-1 growth.

Specialty momentum: Management said Specialty growth remained above 20% and expects Specialty revenue to exceed $50 billion in fiscal 2026, with oncology growing more than 30% in the quarter.

GMPD pressure: GMPD revenue was flat at $3.1 billion and profit fell to $25 million, hit by tariffs, though management said the improvement plan and Cardinal-branded product growth remain on track.

Cash and capital returns: Adjusted free cash flow was strong at $1.7 billion in the quarter, and year-to-date share repurchases reached $1 billion, above the company’s baseline target.

2027 tone: Management gave an early positive view on fiscal 2027, saying its long-term targets remain intact, while still flagging tariff, fuel, commodity and tax items as moving pieces.

Key Financials
Revenue
$61 billion
Gross profit
$2.5 billion
Operating earnings
$956 million
Effective tax rate
10.2%
EPS
$3.17
Pharma revenue
$56.1 billion
Pharma profit
$784 million
GLP-1 revenue contribution
6 percentage points
Specialty revenue growth
over 20%
Navista impairment
$184 million pretax
GMPD revenue
$3.1 billion
GMPD profit
$25 million
Other revenue
$1.7 billion
Other profit
$179 million
Adjusted free cash flow
$1.7 billion
Cash position
nearly $4 billion
Capital expenditures
$385 million
Term loan prepayment
$100 million
Leverage ratio
3x
Share repurchases
$1 billion
Weighted average shares
approximately 237 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Stephen M. Mason
Chief Executive Officer of Medical Segment
No Bio Available
Ms. Deborah L. Weitzman
Chief Executive Officer of Pharmaceutical & Specialty Solutions Segment
No Bio Available
Ms. Mary C. Scherer
Senior VP & Chief Accounting Officer
No Bio Available
Ms. Michelle D. Greene
Executive VP, Chief Information Officer & Customer Support Services
No Bio Available
Matt Sims
Vice President of Investor Relations
No Bio Available
Ms. Ola M. Snow
Chief Human Resources Officer
No Bio Available
Mr. Craig Cowman
Executive Vice President of Biopharma Solutions & Strategic Sourcing
No Bio Available
Ms. Patricia M. English CPA
Senior Vice President
No Bio Available
Mr. Ben Brinker
President of Global Products & Supply Chain
No Bio Available
Mr. Rob Schlissberg
President of Cardinal Health at-Home Solutions
No Bio Available

Contacts

Address
OHIO
Dublin Ohio
7000 Cardinal Pl
Contacts
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