Cardinal Health Q4 Sales Rise 18.8%, EPS Jumps 36.3%; FY26 EPS Guidance at $10.15–$10.35
Cardinal Health’s Q4 sales climbed 18.8% year-over-year and adjusted EPS surged 36.3% on broad-based growth across its Pharmaceuticals and Specialty Solutions segment. The company raised FY26 adjusted EPS guidance to $10.15–$10.35, implying 24.5% year-over-year growth at the midpoint.
1. Q4 Financial Results
Cardinal Health posted an 18.8% year-over-year increase in Q4 sales alongside a 36.3% jump in adjusted EPS, marking its strongest quarterly profit growth since 2023. The outperformance reflected solid demand across its distribution network and operational efficiencies.
2. Segment Performance
Its Pharmaceuticals and Specialty Solutions segment, which represents about 90% of total revenue, delivered 19% year-over-year sales growth. Broad-based strength in both branded and generic drug distribution underpinned the segment’s contribution to the overall beat.
3. FY26 Guidance Increase
Buoyed by quarterly results, Cardinal Health raised its FY26 adjusted EPS outlook to a range of $10.15–$10.35, up roughly 24.5% at the midpoint. The upward revision has led analysts to lift earnings estimates and highlights management’s confidence in continued margin expansion.