Cardinal Health Unveils Strategic Growth Plans and Financial Guidance at Investor Day
Cardinal Health Unveils Strategic Growth Plans and Financial Guidance at Investor Day
On June 12, 2025, Cardinal Health hosted its much-anticipated Investor Day in Dublin, Ohio, where executives provided a comprehensive overview of the company’s current momentum and future financial strategies. Key highlights included a notable increase in fiscal year 2025 non-GAAP diluted EPS guidance, raising expectations to between $8.15 and $8.20. Furthermore, the company established its preliminary fiscal year 2026 EPS guidance, projecting a healthy growth range of $9.10 to $9.30. This increase represents a 13% growth from the mid-points of previous forecasts.
Strategic Directions and Management Insights
During the event, CEO Jason Hollar emphasized the resilience of Cardinal Health's operational foundation, which he believes positions the company for sustainable growth moving forward. Hollar remarked, “We are proud of the strong and resilient foundation we have built that enables us to deliver compelling future growth.” He underscored the substantial opportunities available to Cardinal Health as it strives to realize its full potential
A key area of focus will be the long-term target for non-GAAP diluted EPS, which the company aims to grow at a compound annual growth rate (CAGR) of 12% to 14% from fiscal years 2026 to 2028. The pharmaceutical and specialty solutions segments are also set to increase their profit targets, with growth expectations of 5% to 7%, while other functional areas anticipate normalised growth of approximately 10%.
Expansion Plans and Operational Updates
Cardinal Health is committed to bolstering its Pharmaceutical and Specialty Solutions through strategic expansions. A noteworthy initiative is the establishment of