AI brief of an SEC Form 8-K · Cardinal Health (CAH)

Cardinal Health Q4 GAAP EPS up 70% to $1.70; guides FY27 non-GAAP EPS to $12.40-$12.60

Positive Impact 4 of 5 earnings Written later

Cardinal Health reported fourth-quarter and fiscal 2026 results on August 11, 2026, with revenue up 6% in the quarter and 14% for the year. Quarterly GAAP diluted EPS rose 70% to $1.70, including a one-time $0.31 benefit from IEEPA tariff refunds; excluding that benefit, non-GAAP EPS rose 25% to $2.60. The company guided fiscal 2027 non-GAAP EPS to $12.40 to $12.60, 13% to 15% growth, and the board approved a $5.0 billion increase to its share repurchase program.

Key points

  • Fourth-quarter revenue rose 6% to $63.7 billion; GAAP operating earnings rose 70% to $729 million.
  • Fiscal 2026 revenue was $254.2 billion, up 14%; GAAP diluted EPS was $7.23 and non-GAAP diluted EPS was $11.26.
  • Fiscal 2027 guidance: non-GAAP diluted EPS of $12.40 to $12.60, with share repurchases of about $1 billion.
  • Board approved a $5.0 billion repurchase increase, bringing total authorization to $6.4 billion; quarterly dividend of $0.5158 per share is payable October 15, 2026.

The filing

CompanyCardinal Health (CAH)
Form8-K, current report
Filed with the SECAug 11, 2026, 6:47 AM ET
Accession number0000721371-26-000037

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 11, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.