Form 8-K

8-K — CARDINAL HEALTH INC

Accession: 0000721371-26-000041

Filed: 2026-10-01

Period: 2026-10-01

CIK: 0000721371

SIC: 5122 (WHOLESALE-DRUGS PROPRIETARIES & DRUGGISTS' SUNDRIES)

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — cah-20261001.htm (Primary)

EX-99.1 (draftcvsloi101v4.htm)

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8-K

8-K (Primary)

Filename: cah-20261001.htm · Sequence: 1

cah-20261001

0000721371false00007213712026-10-012026-10-01

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

Current Report

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 1, 2026

Cardinal Health, Inc.

(Exact name of registrant as specified in its charter)

Ohio 1-11373 31-0958666

(State or other

jurisdiction of incorporation)

(Commission

File Number)

(IRS Employer

Identification No.)

7000 Cardinal Place, Dublin, Ohio 43017

(614) 757-5000

(Registrant’s telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common shares (without par value) CAH New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. p

Item 7.01: Regulation FD Disclosure

On October 1, 2026, Cardinal Health, Inc. (the “Company”) issued a news release announcing that it had entered into a binding letter of intent to extend its pharmaceutical distribution agreements with CVS Health through June 2032. In connection with this announcement, the Company also reaffirmed its previously issued fiscal year 2027 non-GAAP earnings per share (EPS) guidance range of $12.40 to $12.60 and its long-term non-GAAP EPS growth range guidance of 12% to 14%. A copy of the news release is included as Exhibit 99.1 to this report.

Item 9.01: Financial Statements and Exhibits

(d) Exhibits

Exhibit

Number Exhibit Description

99.1

News release issued by the Company on October 1, 2026

104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

Signatures

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Cardinal Health, Inc.

(Registrant)

Date: October 1, 2026 By: /s/ AARON E. ALT

Aaron E. Alt

Chief Financial Officer

EX-99.1

Filename: draftcvsloi101v4.htm · Sequence: 2

Document

Exhibit 99.1

Cardinal Health Enters into Binding Letter of Intent to Extend Pharmaceutical Distribution Agreements with CVS Health

DUBLIN, Ohio, October 1, 2026 – Cardinal Health (NYSE: CAH) announced today that it has entered into a binding Letter of Intent to extend its existing distribution agreement with CVS Health through June 30, 2032, reflecting the continuation of Cardinal Health's current scope of distribution services.

“We value our long-standing partnership with CVS Health and look forward to continuing to bring our best-in-class capabilities together to serve their customers," stated Jason Hollar, CEO of Cardinal Health.

In connection with the renewal, Cardinal Health has reaffirmed its fiscal year 2027 non-GAAP EPS guidance of 13% to 15% growth1 ($12.40 to $12.60) and its long-term non-GAAP EPS growth rate guidance of 12% to 14%. Further updates may be provided during the company’s upcoming first quarter earnings call on November 5, 2026.

About Cardinal Health

Cardinal Health is a distributor of pharmaceuticals and specialty products; a global manufacturer and distributor of medical and laboratory products; a supplier of home-health and direct-to-patient products and services; an operator of nuclear pharmacies and manufacturing facilities; and a provider of performance and data solutions. Our company’s customer-centric focus drives continuous improvement and leads to innovative solutions that improve people’s lives every day. Learn more about Cardinal Health at cardinalhealth.com and in our Newsroom.

Contacts

Media: Erich Timmerman, erich.timmerman@cardinalhealth.com and 614.757.8231

Investors: David Frost, david.frost@cardinalhealth.com and 614.757.7852

1 Growth rates for fiscal year 2027 guidance based upon adjusted fiscal year 2026 results which exclude the fiscal year 2026 benefit from IEEPA tariff refund.

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