Cardinal Health

Q4 FY2026 EarningsQ4 FY26 results beat consensus on profitability despite a top-line miss: Non-GAAP EPS reached $2.91 vs. $2.42 expected, supported by a $100M one-time IEEPA tariff refund. Revenue of $63.7B came in below the $65.1B consensus, primarily due to lower distribution volumes in the Medical segment. Management issued strong FY27 Non-GAAP EPS guidance of $12.40-$12.60, representing 13-15% growth and exceeding long-term targets.