Cardinal Health Inc. Charts a Course for Long-Term Growth

Cardinal Health Inc., a stalwart in the healthcare industry, has made a series of strategic announcements that underscore its commitment to driving value creation over the long haul. At its recent Investor Day, the company took a bold step forward by raising its FY25 non-GAAP diluted EPS guidance, signaling a growth trajectory that is poised to propel the company forward.

The new guidance is a testament to the company’s unwavering focus on delivering sustained growth, and its preliminary FY26 non-GAAP diluted EPS guidance further reinforces this commitment. Notably, Cardinal Health has established a long-term target of 12% to 14% non-GAAP diluted EPS CAGR for FY26 to FY28, a clear indication of its ambition to drive value creation over the next several years.

The market has taken notice of these developments, with the company’s stock price exhibiting a moderate increase. While the overall market sentiment remains positive, with the S&P 500 index experiencing a slight uptick, Cardinal Health’s stock price has demonstrated remarkable resilience in the face of market fluctuations.

Key Takeaways:

• Cardinal Health has raised its FY25 non-GAAP diluted EPS guidance, underscoring its commitment to driving growth
• The company has established preliminary FY26 non-GAAP diluted EPS guidance, further reinforcing its growth trajectory
• Cardinal Health has set a long-term target of 12% to 14% non-GAAP diluted EPS CAGR for FY26 to FY28
• The company’s stock price has shown a moderate increase, with shares trading at a relatively stable level

Market Implications:

• Cardinal Health’s growth trajectory is likely to have a positive impact on the company’s stock price
• The company’s commitment to driving value creation over the long haul is expected to resonate with investors
• The overall market sentiment remains positive, with the S&P 500 index experiencing a slight increase