Cardinal Health, Inc. (CAH) Earnings Call Transcripts

Cardinal Health, Inc.'s Latest Earnings Call - Q1 FY2027

In the first quarter of fiscal year 2027, Cardinal Health, Inc. reported a revenue of $67.5 billion, reflecting a 5% year-over-year growth, and diluted earnings per share (EPS) of $3.26, a 28% increase. Management raised its fiscal 2027 EPS guidance to a range of $12.80 to $13, up from $12.40 to $12.60, indicating strong operational momentum across its segments. The results were driven by robust demand in the Pharmaceutical and Specialty Solutions segment, alongside successful customer renewals, including CVS Health, which solidifies future revenue stability.

Reported metrics

Guidance from management

Management raised its fiscal 2027 EPS guidance to $12.80 to $13, reflecting broad-based operating momentum. Fiscal 2027 guidance for the Pharmaceutical segment remains at 3% to 5% revenue growth, but profit growth guidance was increased to 10% to 12%.

What management said

Just to jump on top of that briefly. Eric, from a guidance perspective, Jason referenced that the LOE benefits year-over-year for '27, which were in are roughly consistent with what they were last year. We will see a nice benefit, particularly in '29, going forward as we look at the number of LOEs that are coming. And so just want to be clear on that from a long-term perspective.

What analysts pressed on

Analysts expressed concerns regarding the impact of recent reimbursement changes on provider dynamics, particularly in relation to the 340B program. There were also inquiries about the sustainability of growth in the Specialty segment and the integration of recent acquisitions, particularly in urology.

Main topics on the call

• Revenue Growth — Cardinal Health achieved total revenue of $67.5 billion, a 5% increase compared to the previous year. Management highlighted that this growth was supported by strong demand across the enterprise, particularly in the Phar...
• Earnings Guidance Raised — Management raised its fiscal 2027 EPS guidance to $12.80 to $13, from the previous range of $12.40 to $12.60. This adjustment reflects the strong operational momentum observed in Q1 and confidence in sustained profit gro...
• Pharmaceutical Segment Performance — The Pharmaceutical segment reported revenue growth of 6% to $62.6 billion, driven by strong unit demand in key product categories, particularly in Specialty and generics. Segment profit increased by 17% to $783 million, ...
• Global Medical Products and Distribution Stability — Revenue in the Global Medical Products and Distribution segment was roughly flat at $3.2 billion, with segment profit at $33 million. Management noted that while distribution revenue was lower, there was healthy demand f...

Read the full Cardinal Health, Inc. transcript (Q1 FY2027) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 73 Cardinal Health, Inc. earnings call transcripts on record, spanning January 13, 2020 to November 5, 2026. Based on this history, Cardinal Health, Inc. reports quarterly. The most recent call on file is dated November 5, 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

73

First call

January 13, 2020

Most recent

November 5, 2026

Reporting cadence

quarterly