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Cardinal Health Raises Fiscal 2026 Outlook and Highlights Strategic Progress During J.P. Morgan Healthcare Conference Presentation

  • Cardinal Health raised its fiscal 2026 non-GAAP diluted EPS outlook to at least $10.00, up from the previous range of $9.65 to $9.85.
  • The company anticipates Specialty revenues will exceed $50 billion in fiscal 2026, reflecting a 16% compounded annual growth rate over three years.
  • BioPharma Solutions expects over 30% revenue growth in fiscal 2026, driven by the Sonexus™ Access business which now serves over 1 million patients.
  • Cardinal Health successfully transitioned all manufacturer distribution service agreements for branded pharmaceuticals impacted by the 2026 Medicare Drug Price Negotiation Program before the January 1 implementation.
  • The company launched the ContinuCare™ Pathway program to simplify diabetes supply management for pharmacies & patients through direct-to-patient delivery.
  • Publix Super Markets Inc. enrolled its entire network of nearly 1,400 pharmacies in the ContinuCare™ Pathway program, bringing total participation to over 11,000 retail & grocery locations.
  • CEO Jason Hollar highlighted strong execution across five operating segments as the driver for the increased financial expectations.
  • Management will present at the 44th Annual J.P. Morgan Healthcare Conference on January 13, 2026, with additional details scheduled for the February 5, 2026 earnings call.