Cardinal Health, Inc. (CAH) Earnings Call Transcripts

Cardinal Health, Inc.'s Latest Earnings Call - September 14, 2026

In the fiscal Q1 2027 earnings call held on September 14, 2026, Cardinal Health, Inc. (CAH:US) reported strong performance across all five operating segments, with management guiding for 13% to 15% EPS growth, exceeding the long-term target of 12% to 14%. Revenue growth is anticipated to be driven by solid volume in the Pharma segment, particularly in Specialty Solutions, which is expected to achieve double-digit growth. The company reiterated its commitment to strategic investments and M&A, particularly in the Specialty and at-Home Solutions segments, while maintaining a cautious outlook on potential regulatory impacts from drug pricing reforms.

Reported metrics

Guidance from management

Management maintained its fiscal 2027 EPS growth guidance of 13% to 15% and reiterated long-term growth targets of 12% to 14%. They expect continued strong performance across all segments, particularly in Specialty Solutions and at-Home Solutions.

What management said

Yes, perfect. Thank you for hosting this here, and it's great to be here. But before we begin, a little housekeeping. We will be making forward-looking statements today, which are subject to risks and uncertainties that could cause our actual results to differ materially from those projected or implied. For a description of these factors, please review our SEC filings, which can be found on our Investor Relations web...

What analysts pressed on

Analysts expressed concerns regarding the potential impacts of regulatory changes on pricing and reimbursement dynamics, particularly in the context of the IRA and 340B programs. There were also questions about how the company plans to navigate competitive bidding in the at-Home Solutions segment.

Main topics on the call

• Fiscal Year 2027 Guidance — Management provided guidance for fiscal 2027 EPS growth of 13% to 15%, which is above the long-term target of 12% to 14%. CEO Jason Hollar emphasized, "We are again anticipating very similar level of breadth of performan...
• Specialty Solutions Growth — The Specialty Solutions segment is expected to see double-digit growth in fiscal 2027, following a remarkable 25% growth in fiscal 2026. Hollar noted, "We had significant M&A... and some big new customer wins... but we j...
• Pharma Segment Performance — Management anticipates 2% to 3% volume growth in the Generics business, which is slightly better than previous expectations. Hollar stated, "The underlying volume, the market, the utilization remains very constructive."
• M&A Strategy — Cardinal Health continues to prioritize M&A, particularly in the Specialty and at-Home Solutions segments, to drive growth. Hollar mentioned, "We will continue to invest organically in the Pharma business, inorganically ...

Read the full Cardinal Health, Inc. transcript (September 14, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 71 Cardinal Health, Inc. earnings call transcripts on record, spanning January 13, 2020 to September 14, 2026. Based on this history, Cardinal Health, Inc. reports quarterly. The most recent call on file is dated September 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CAH

Exchange

NYSE

Country

US

Sector

Health Care

Industry

Health Care Providers and Services

Calls on record

71

First call

January 13, 2020

Most recent

September 14, 2026

Reporting cadence

quarterly