Cardinal Health increased its fiscal 2026 adjusted earnings‑per‑share guidance to a minimum of $10.00, up from the previously disclosed $9.65‑$9.85 range. The lift reflects the company’s continued momentum in its specialty‑driven business and the successful execution of its transformation from a traditional distributor to a vertically integrated specialty platform.
The company reported more than $50 billion in specialty revenue for fiscal 2026, a 16% compound annual growth rate over the past three years. Specialty‑solutions revenue grew at a double‑digit pace, driven by the expansion of its multi‑specialty organization (MSO) platforms and the growth of its BioPharma Solutions business. These figures underscore robust demand for high‑margin specialty products and validate the company’s strategic shift toward higher‑value services.
Management highlighted that the guidance increase is supported by both revenue growth and margin improvement. The company has been mitigating tariff costs in its GMPD segment, which has helped preserve profitability. The combination of stronger specialty sales, cost discipline, and a more integrated supply chain has positioned Cardinal Health to sustain higher margins and revenue growth in a competitive pharmacy‑distribution landscape.
Investors will focus on the company’s earnings call on February 5 2026 for detailed financial results and further commentary on the drivers behind the guidance increase, including the impact of recent acquisitions and ongoing tariff mitigation efforts.
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