Cardinal Health Q1 2027 Earnings Call Transcript - Cardinal Health (NYSE:CAH)

Cardinal Health (NYSE: CAH) reported a strong start to fiscal 2027, with total company revenue rising 5% to $67.5 billion and diluted earnings per share up 28% to $3.26, in its first-quarter earnings call. The company lifted its full-year fiscal 2027 EPS guidance to a range of $12.80 to $13.00, citing robust demand in its Pharmaceutical and Specialty Solutions segment and strong execution. Cardinal also noted the renewal of its largest customer, CVS Health, through June 2032. It said integration of recent acquisitions, including Solaris and Strive Medical, is ongoing. In the Global Medical Products and Distribution segment, performance was stable despite high petroleum costs. Management highlighted investments in AI infrastructure and automation and a disciplined capital plan, including a $500 million share repurchase.