Every material Form 8-K Cardinal Health filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Cardinal Health reported first-quarter fiscal 2027 revenue of $67.5 billion, a 5% increase year-over-year, alongside a GAAP diluted EPS of $2.38. Driven by strong segment performance, the company raised its full-year non-GAAP diluted EPS guidance range to $12.80 to $13.00 and completed a $500 million share repurchase program.
First-quarter revenue increased 5% to $67.5 billion compared to the prior-year period.
GAAP diluted EPS grew 27% to $2.38 and non-GAAP diluted EPS grew 28% to $3.26.
Fiscal year 2027 non-GAAP EPS guidance was raised to a range of $12.80 to $13.00.
The company completed its $500 million share repurchase program during the first quarter.
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.
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.
Cardinal Health signed a $4.0 billion unsecured revolving credit agreement running through August 7, 2031, and terminated its existing $2.0 billion five-year and $1.0 billion 364-day credit facilities plus a $1.0 billion receivables sale program. The new facility replaces those arrangements and is intended for general corporate purposes. The filing reports no termination penalties and a financial covenant requiring a Consolidated Net Leverage Ratio of no greater than 4.00 to 1.00.
New $4.0 billion revolving credit facility matures August 7, 2031, with an option to extend by up to two years subject to conditions
Terminated $2.0 billion five-year credit agreement dated February 27, 2023 and $1.0 billion 364-day credit agreement dated October 7, 2025
Terminated $1.0 billion receivables sale program; the filing states no penalties were incurred
Financial covenant requires Consolidated Net Leverage Ratio of no greater than 4.00 to 1.00 at each fiscal quarter end
Cardinal Health appointed Anita Zielinski, currently interim CFO and chief accounting officer at Baxter, as its Chief Accounting Officer effective November 5, 2026, succeeding Mary Scherer, who remains in the role until then. Ms. Zielinski joins Cardinal as Senior Vice President Finance on September 16, and her pay includes a $750,000 cash sign-on bonus and $1,000,000 in restricted share units to offset compensation forfeited at her former employer.
Anita Zielinski appointed Chief Accounting Officer effective November 5, 2026; Mary Scherer serves through that date
Zielinski joins Cardinal as Senior Vice President Finance effective September 16, 2026
Sign-on package: $750,000 cash bonus and restricted share units with a $1,000,000 grant date value vesting over three years
Zielinski previously served as interim CFO at Baxter International and spent seven years at Sysco Corporation
Cardinal Health reported third-quarter fiscal 2026 revenue of $60.9 billion, up 11%, and non-GAAP diluted EPS of $3.17, up 35%. GAAP diluted EPS fell 20% to $1.69, reflecting a $184 million pre-tax goodwill impairment at its Navista & ION unit, and the company raised and narrowed its fiscal 2026 non-GAAP EPS guidance to $10.70 to $10.80.
Revenue rose 11% to $60.9 billion; GAAP operating earnings fell 30% to $509 million
Non-GAAP diluted EPS rose 35% to $3.17; GAAP diluted EPS fell 20% to $1.69
$184 million pre-tax goodwill impairment in the Navista & ION reporting unit drove the GAAP decline
Fiscal 2026 non-GAAP EPS guidance raised and narrowed to $10.70 to $10.80; the company also completed an additional $250 million share repurchase, bringing its fiscal 2026 total to $1.0 billion
Cardinal Health said Gregory B. Kenny is retiring from its board, its committees and the chair role, effective March 20, 2026, and that he is not leaving because of any disagreement with the company. The board appointed director Patricia A. Hemingway Hall as chair, effective immediately. The company also said it will report third quarter fiscal 2026 earnings on April 30, 2026, and remains confident in its fiscal 2026 outlook.
Gregory B. Kenny's retirement from the board and as Board Chair is effective March 20, 2026, and was not due to any disagreement with the company
Patricia A. Hemingway Hall, a director since 2013, was appointed Board Chair effective immediately
Cardinal Health will release third quarter fiscal 2026 earnings on April 30, 2026
The company states it remains confident in its outlook for fiscal 2026
Cardinal Health disclosed that Mary Scherer, its Senior Vice President and Chief Accounting Officer, notified the company on March 2, 2026 that she intends to retire in February 2027. The company will search for a successor, and Scherer will remain in the role until a replacement is identified and onboarded, which the company says is to ensure a smooth transition.
Mary Scherer, SVP and Chief Accounting Officer, notified the company on March 2, 2026 of her plan to retire.
Her intended retirement date is February 2027.
Cardinal Health will start a search process to identify a successor.
Scherer will continue as Chief Accounting Officer until her successor is in place.
Cardinal Health reported second-quarter fiscal 2026 revenue of $65.6 billion, up 19%, and GAAP diluted EPS of $1.97, up 19%. The company raised its fiscal 2026 non-GAAP diluted EPS guidance to $10.15 to $10.35, which matters to shareholders because it reflects higher expected earnings for the full year.
Revenue rose 19% to $65.6 billion; GAAP operating earnings rose 29% to $707 million.
Non-GAAP diluted EPS rose 36% to $2.63; GAAP diluted EPS rose 19% to $1.97.
Fiscal 2026 non-GAAP diluted EPS guidance raised to $10.15 to $10.35.
Year-to-date share repurchases reached $750 million; net interest expense rose to $88 million from $35 million.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Cardinal Health filing is on SEC EDGAR ↗. 8-K briefs of other companies →