Cardinal Health Targets 13%-15% EPS Growth as Specialty Momentum Builds

Cardinal Health expects its adjusted earnings per share (EPS) to grow between 13% and 15% in fiscal 2027, driven by the expansion of operating income across its business segments. The company continues to aim for a longer-term EPS growth target of 12% to 14%, and plans to repurchase $1 billion in shares. Specialty services, which grew by 25% in fiscal 2026, are expected to continue contributing to the company's growth.

Cardinal Health anticipates double-digit growth in this segment, alongside the expansion of its BioPharma Solutions business, which aims to reach $1 billion in revenue by fiscal 2028. The medical-products division remains focused on recovery after overcoming significant challenges, such as a $450 million tariff impact. CEO Jason Hollar highlighted a constructive period for the company in fiscal 2027, with all five operating segments positioned for growth.