Cardinal Health Boosts Earnings Forecast: Unveils $10B Cash Flow, Growth Strategy

Cardinal Health (CAH) announced updated financial guidance and strategic plans at its Investor Day. The company raised its FY25 non-GAAP EPS guidance to $8.15-$8.20 and provided preliminary FY26 EPS guidance of $9.10-$9.30, representing 13% growth. CAH raised long-term profit growth targets for its Pharmaceutical and Specialty Solutions segment to 5-7% and Other segment to ~10%. The company expects to generate at least $10B in adjusted free cash flow over the next three years and increased its baseline share repurchase to $750M annually. Strategic initiatives include launching The Specialty Alliance MSO platform, expanding Biopharma Solutions, investing in distribution infrastructure, and continuing the GMPD Improvement Plan. The company also plans significant investments in Nuclear and Precision Health Solutions and at-Home Solutions expansion.

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