CARDINAL HEALTH INC — Form 8-K
Filed August 11, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Cardinal Health reported fiscal 2026 revenue of $254.2 billion (up 14% YoY) and non-GAAP diluted EPS of $11.26 (up 37% YoY), including a one-time $100 million IEEPA tariff refund in the GMPD segment ($0.31/share after-tax benefit). The company completed $1.4 billion in share repurchases in FY26 and received board approval for an additional $5.0 billion authorization. For FY27, Cardinal Health issued non-GAAP EPS guidance of $12.40–$12.60 (13–15% growth), reflecting tuck-in acquisitions of Strive Medical and AdaptHealth's Diabetes Health business, with operating cash flow of $5.2 billion and adjusted free cash flow of $5.0 billion in FY26.
Why this rating
Solid operational growth (+14% revenue, +37% non-GAAP EPS) and strong guidance, but one-time tariff benefit inflates reported earnings; growth is ordinary for the business scale.
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