Cardinal Health delivered 19% EPS growth and 30% operating earnings growth despite a revenue miss of 63.7 billion versus 65.7 billion expectations, driven by favorable mix toward higher-margin Specialty and generics businesses. Pharmaceutical and Specialty Solutions profit rose 21%, while normalized Global Medical Products profit reached 50 million; the company generated 5 billion in adjusted free cash flow, executed 1.35 billion in buybacks, and maintained its long dividend streak. Management's 13-15% fiscal 2027 EPS guide signals durable growth from theranostics and high-margin areas once tariff effects fade, which the market rewarded with only a modest stock decline.

Company: Cardinal Health, Inc. (CAH) — Q4 FY2026

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