Cardinal Health said it expects adjusted earnings per share to grow 13% to 15% in fiscal 2027, driven primarily by operating-income growth across its three reporting segments and five operating businesses. Speaking at the Morgan Stanley Global Healthcare Conference, CEO Jason Hollar said the company reiterated its longer-term EPS growth target of 12% to 14% and plans $1 billion in share repurchases, with lower interest expense and a slightly higher expected tax rate among below-the-line factors. Within Pharmaceutical and Specialty Solutions, generic-drug volume is expected to grow slightly above the usual 2% to 3% range, while specialty growth is expected to approach a double-digit rate after expanding 25% in fiscal 2026, and BioPharma Solutions is targeting $1 billion in revenue by fiscal 2028 from $550 million in fiscal 2025. Cardinal Health expects its other segment to deliver 15% to 18% adjusted operating-income growth in fiscal 2027, with about 2 percentage points from the Strive Medical acquisition and a small late-year contribution from AdaptHealth's diabetes business. In Global Medical Products and Distribution, the company absorbed a $450 million tariff impact in fiscal 2026 and mitigated about two-thirds through sourcing and other operating actions, and Hollar said the year-end renewal of the CVS distribution contract rests on a very strong relationship.
Cardinal Health IncCardinal Health guided to 13%-15% adjusted EPS growth in fiscal 2027 and plans $1 billion in share repurchases.
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