Cardinal Health hosted its Investor Day, detailing a comprehensive growth strategy and announcing updated financial outlooks and long-term targets. The company raised its fiscal year 2025 non-GAAP diluted EPS guidance to $8.15 to $8.20 and provided preliminary fiscal year 2026 guidance of $9.10 to $9.30, representing 13% growth at the mid-points.
Key strategic updates include the launch of The Specialty Alliance, a multi-specialty MSO platform encompassing the recently acquired GI Alliance and new Urology Alliance acquisitions. The company also announced continued investments in Biopharma Solutions, expanding its data and insights platforms and doubling supported therapies by fiscal year 2028.
Operational investments are accelerating across segments, including a new Consumer Health Logistics Center in Ohio, plans for a new state-of-the-art pharmaceutical distribution center with automation, and over $150 million investment in Nuclear and Precision Health Solutions for theranostics and PET products. At-Home Solutions is realizing synergies from the ADS acquisition and expanding its automated distribution network.
Long-term targets for fiscal years 2026 to 2028 include a non-GAAP diluted EPS CAGR of 12% to 14%, with Pharmaceutical and Specialty Solutions segment profit growth of 5% to 7% and Other segment profit growth of approximately 10%. The company also expects at least $10 billion in adjusted free cash flow over the next three years and increased baseline share repurchases to at least $750 million per year.
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