Cardinal Health Raises FY26 EPS Outlook After 18.8% Sales, 36.3% EPS Growth
Cardinal Health reported 18.8% year-over-year sales growth and 36.3% growth in adjusted EPS for Q4 2025. The company raised its FY26 adjusted EPS outlook to a $10.15–$10.35 range, implying 24.5% growth, with Pharmaceuticals and Specialty Solutions sales up 19% and comprising 90% of revenue.
1. Strong Q4 Sales and EPS Performance
Cardinal Health delivered an 18.8% increase in sales and a 36.3% rise in adjusted EPS for the fourth quarter of fiscal 2025, beating expectations and marking a clear rebound from 2024 stagnation.
2. Segment Breakdown
Pharmaceuticals and Specialty Solutions, which account for roughly 90% of total revenue, achieved 19% year-over-year sales growth, reflecting broad-based demand across hospital and specialty channels.
3. FY26 Outlook and Guidance
Following the robust quarter, the company lifted its FY26 adjusted EPS guidance to a range of $10.15–$10.35, with the midpoint representing 24.5% growth and driving upward revisions to analyst estimates.