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Cardinal Health, Inc. (CAH) 44th Annual J.P. Morgan Healthcare Conference January 13, 2026 12:00 PM EST
Company Participants
Jason Hollar – CEO & Director
Aaron Alt – Chief Financial Officer
Conference Call Participants
Lisa Gill – JPMorgan Chase & Co, Research Division
Presentation
Lisa Gill
JPMorgan Chase & Co, Research Division
Good morning. My name is Lisa Gill, and I head health care services here at JPMorgan. It is with great pleasure this morning that we have Cardinal Health. Presenting for Cardinal Health will be CEO, Jason Hollar. Post Jason’s presentation, he will join myself and CFO, Aaron Alt, for some questions.
With that, let me turn it over to Jason.
Jason Hollar
CEO & Director
Great. Thank you, Lisa. Thanks for having us, and thank you all for coming. Real quick housekeeping. We’ll be making some forward-looking statements today, which are subject to risks and uncertainties. For a description of these, please refer to our second slide or our SEC filings.
So today, I’ll be talking about the continuation of our multiyear growth journey. And I think that’s the perfect way to sum up what you’re going to hear today, consistent with our press release this morning. You’re going to hear about very clear operational, financial and strategic progress that we’ve made over the last really now several years. I’ll go into each of these topics in more detail. But at the highest levels, we’re going to talk about financial improvements that we see in fiscal ’26, the short-term progress we’re making. EPS now expected to be at least $10 per share, in part driven by broad-based growth in the marketplace, but also the strategies that we’re driving within our specialty business, giving you some proof points on that business as well as a little bit of business resiliency, business model resiliency and going a little bit deeper into some of the work that’s been
