Cardinal Health (NYSE:CAH) FY Earnings Call Presentation

Financial Performance and Guidance - Cardinal Health raises its fiscal year 2026 non-GAAP diluted EPS guidance to at least $10.00, up from the previous range of $9.65 to $9.85[5] - The company anticipates approximately $3.4 billion in operating earnings for fiscal year 2026[19] - Cardinal Health expects approximately $3.25 billion in adjusted free cash flow for fiscal year 2026[20] Specialty Growth - Specialty revenue is projected to exceed $50 billion in fiscal year 2026, representing a 16% compound annual growth rate (CAGR) over three years[5, 35] - BioPharma Solutions is expected to grow over 30% in fiscal year 2026[37, 45] - Cardinal Health's MSOs contribute approximately $4.5 billion in higher-margin revenue[42] Strategic Initiatives - Cardinal Health is introducing ContinuCare Pathway to simplify diabetes supply management for pharmacies and patients, partnering with Publix Super Markets Inc[7] - The company is prioritizing growth in therapeutic areas such as autoimmune, urology, and oncology[37] - Cardinal Health aims to achieve $1 billion in higher-margin revenue from BioPharma Solutions by fiscal year 2028[43] Overall Strategy - Cardinal Health is focused on simplification, expanding in Specialty, accelerating other growth businesses, and executing GMPD Improvement Plan initiatives[34] - The company highlights a consistent track record, unique breadth of capabilities, and a resilient business model[57]