Cardinal Health Inc Stock Price, News & Analysis

Cardinal Health (NYSE: CAH) has unveiled its new 350,000-square-foot Consumer Health Logistics Center in Groveport, Ohio. The state-of-the-art facility serves as a centralized replenishment hub for distributing over-the-counter medications and healthcare products to over 20 forward distribution centers nationwide.

The facility, operational since July 2025, features advanced automation including robotics, automated labeling, and high-speed conveyors. It has created 150 new jobs and represents part of Cardinal Health's broader investment strategy, which includes $115 million invested in Ohio over the past five years for four new distribution centers and infrastructure improvements.

Cardinal Health (NYSE: CAH) announced significant expansion of its at-Home Solutions distribution network with the opening of a new 340,000 square foot facility in Fort Worth, Texas, and plans for a new distribution center in Sacramento, California. The Texas facility, capable of shipping 10,000 packages daily, marks the third distribution center built in three years, adding over 750,000 square feet to the network.

The company's at-Home Solutions business serves more than 6 million people annually in the United States, providing critical medical supplies for chronic conditions. The new Sacramento facility is expected to be operational by Summer 2027. Additionally, Cardinal Health will upgrade its Ontario, California facility with automated systems to enhance efficiency.

Cardinal Health (NYSE: CAH) has announced that its Board of Directors has approved a quarterly dividend of $0.5107 per share. The dividend will be paid from the company's capital surplus and is scheduled for payment on October 15, 2025 to shareholders of record as of October 1, 2025.

Cardinal Health (NYSE: CAH) reported strong Q4 FY2025 results with revenue flat at $60.2 billion but up 21% excluding a contract expiration impact. Q4 non-GAAP operating earnings increased 19% to $719 million, with non-GAAP EPS up 13% to $2.08.

For FY2025, the company achieved $222.6 billion in revenue and non-GAAP operating earnings growth of 15% to $2.8 billion. Notably, Cardinal Health raised its FY2026 non-GAAP EPS guidance to $9.30-$9.50, representing 13-15% growth.

The company announced the acquisition of Solaris Health, the leading urology MSO with over 750 providers, and delivered strong performance across all five operating segments, each growing profit by double-digits. FY2025 adjusted free cash flow reached $2.5 billion.

Cardinal Health (NYSE: CAH) has announced a definitive agreement to acquire Solaris Health, the leading urology MSO, for approximately $1.9 billion in cash. The acquisition will be executed through The Specialty Alliance, Cardinal Health's multi-specialty MSO platform, with Cardinal Health owning approximately 75% of the platform post-acquisition.

Solaris Health brings over 750 providers across 250+ practice locations in 14 states to The Specialty Alliance. This acquisition, combined with recent acquisitions of Urology America, Potomac Urology, and Academic Urology & Urogynecology, significantly expands Cardinal Health's presence in the urology sector. The transaction is expected to close by the end of 2025 and be slightly accretive to Cardinal Health's non-GAAP EPS in the first 12 months following close.

Cardinal Health (NYSE:CAH) has announced a significant expansion of its Equity Rx program with an additional investment, bringing the total commitment to $5 million. The initiative, launched in 2023, aims to increase access to prescription medications for those who cannot afford them.

The expanded program includes the development of Ohio's first statewide prescription drug repository and distribution center, operated by St. Vincent de Paul Charitable Pharmacy. The repository, expected to be fully operational by 2027, will collect, sort, and distribute donated medications at no cost to charitable healthcare networks.

The program has already established operations in 10 charitable clinics across Ohio, Pennsylvania, Tennessee, and Illinois, helping thousands of patients access free medications. This expansion addresses a critical healthcare gap, as approximately 29% of people cannot afford to fill their prescriptions.

Cardinal Health (NYSE: CAH) has announced it will release its fourth-quarter and fiscal year 2025 financial results on August 12, 2025, before the NYSE market opening. The company will host a webcast discussion of the results at 8:30 a.m. Eastern.

Investors can access the webcast and accompanying slide presentation through Cardinal Health's Investor Relations page without requiring an access code. The presentation materials and webcast replay will remain available on the website for 12 months.

Cardinal Health (NYSE: CAH) has launched the Cardinal Health™ One Voice Initiative, a new program designed to provide financial support to state pharmacy associations to enhance independent pharmacists' advocacy efforts. The initiative aims to strengthen pharmacists' relationships with government officials and increase their influence in healthcare policy discussions.

Led by Brad Cochran, EVP of Pharmaceutical and Specialty Distribution, and Michelle Britt, SVP of Retail Independent Sales, the program will make financial contributions to state pharmacy associations, with future support expanding based on advocacy opportunities. The initiative emphasizes the importance of pharmacists sharing their firsthand experiences with lawmakers to drive meaningful healthcare policy changes.

Cardinal Health (CAH) announced updated financial guidance and strategic plans at its Investor Day. The company raised its FY25 non-GAAP EPS guidance to $8.15-$8.20 and provided preliminary FY26 EPS guidance of $9.10-$9.30, representing 13% growth. CAH raised long-term profit growth targets for its Pharmaceutical and Specialty Solutions segment to 5-7% and Other segment to ~10%. The company expects to generate at least $10B in adjusted free cash flow over the next three years and increased its baseline share repurchase to $750M annually. Strategic initiatives include launching The Specialty Alliance MSO platform, expanding Biopharma Solutions, investing in distribution infrastructure, and continuing the GMPD Improvement Plan. The company also plans significant investments in Nuclear and Precision Health Solutions and at-Home Solutions expansion.