CAH · Q1 EPS $3.26, guidance raised

Cardinal Health reported Q1 FY2027 non-GAAP EPS of $3.26, beating the $2.94 consensus by 10.9%, and revenue of $67.5B vs $66.51B consensus. The company raised its FY2027 non-GAAP EPS guidance to $12.80-$13.00 from $12.40-$12.60, driven by strong Pharmaceutical & Specialty Solutions segment profit growth of 17% and a lower share count from $500M in Q1 buybacks.

• Q1 FY2027 revenue $67.5B, +5% YoY
• GAAP diluted EPS $2.38, +27% YoY
• Non-GAAP diluted EPS $3.26, +28% YoY, beat consensus of $2.94 by 10.9%
• Pharmaceutical & Specialty Solutions segment profit +17% to $783M