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Cardinal Health (CAH) investor relations material
Cardinal Health UBS Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Healthcare Conference 2025 summary11 Nov, 2025
Financial performance and segment highlights
Achieved double-digit profit growth across all five operating segments, with pharma leading and specialty portfolio performing exceptionally well.
Specialty business posted 26% profit growth, aided by strong MSO execution and the Solaris acquisition.
'Other' segment, including Nuclear Precision Health, At Home, and OptiFreight Logistics, saw 60% profit growth, partly from the ADSG acquisition.
Global Medical Products and Distribution (GMPD) business delivered strong revenue and profit growth, with Cardinal Health brand growing 6% for the second consecutive quarter.
Raised full-year non-GAAP EPS guidance to $9.65–$9.85, representing 17–20% year-over-year growth.
Demand drivers and business mix
Experienced broad-based demand lift across brand, generics, consumer health, and specialty, exceeding expectations.
Specialty and generics contributed significantly to profit, with generics offering higher margins.
Onboarded $10B in new business last year and progressing on $7B this year, with higher-margin customers replacing lower-margin ones.
Customer onboarding and operational realignment improved service levels and network efficiency.
Increased specialty penetration and MSO platform integration are key profit drivers.
Specialty strategy and acquisitions
Specialty focus is on 'otherologies' (rheumatology, urology, gastroenterology, nephrology) rather than oncology.
Acquisitions like Specialty Networks and Solaris expand technology and data integration with practices.
Largest GI and urology platforms in the U.S. now combined under Specialty Alliance.
Distribution contracts for ION and GI Alliance are being integrated; Solaris distribution not yet included in guidance.
Revenue streams in otherologies are more diversified than oncology, with distribution, procedures, and office visits each contributing roughly a third.
Detail MSO value beyond drug distribution
Future OpEx leverage from automation
Biosimilar market: What are key uncertainties?
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Next Cardinal Health earnings date
Evercore ISI 8th Annual HealthCONx Conference2 Dec, 2025
Next Cardinal Health earnings date
Evercore ISI 8th Annual HealthCONx Conference2 Dec, 2025
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Frequently asked questions
Major Provider of Medical Products
Cardinal Health, Inc. Is an American healthcare services company with multinational operations. It specializes in the distribution of pharmaceuticals and medical products, delivering to over 100,000 different locations across the globe. Besides its distribution, it also manufactures various medical products and equipment used in surgeries. It supplies a large majority of hospitals in the US and is headquartered in Dublin, Ohio. Its shares are traded on the NYSE.
Starting Out in Food Distribution
Cardinal Health was founded in 1971 by Robert D. Walter. Originally established as Cardinal Foods, it began as a food distribution business. However, in the early 1980s, the company transitioned into pharmaceutical distribution. Over the subsequent years, Cardinal Health broadened its reach and services through a combination of organic growth, innovation, and acquisitions.
Operations
Its core operation lies in the distribution of pharmaceuticals and medical products. The company facilitates the delivery of medications and related services to various healthcare providers, including hospitals, pharmacies, ambulatory surgery centers, clinical laboratories, and physician offices. Beyond pharmaceutical distribution, Cardinal Health is also involved in the sale of generic pharmaceuticals, over-the-counter medications, and consumer health products. A specialized branch within the company deals with nuclear pharmacy services, which involve the preparation and delivery of patient-specific doses of radiopharmaceuticals. When looking at the company’s peers, one finds names such as McKesson, Becton, Dickinson and Company, and Owens & Minor.
Surgical Equipment
In terms of surgical science equipment, the company offers a variety of items that cater to different clinical needs. These products range from basic consumables, such as surgical drapes, gowns, and gloves, to more specialized equipment used in surgical settings. They also provide fluid management systems, wound care products, and sterilization wraps. While the company does not manufacture all these products in-house, it partners with manufacturers to ensure a comprehensive product offering for healthcare institutions.
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