Cardinal Health

“We are pleased to announce a key partnership with Publix Super Markets, a recent new customer in our pharma business, to further expand our reach.”

Publix Super Markets is a recent new pharma customer for Cardinal Health, now partnering on its continued care pathways diabetes program.

“Revenue increased 34% to $1.7 billion, driven by strong demand across all three businesses and the contribution from the acquisition of Advanced Diabetes Supply (ADS).”

Cardinal Health's acquisition of Advanced Diabetes Supply is contributing to strong growth in its at-home solutions business.

“With the acquisition of the country's leading urology MSO, Solaris Health, officially completed in early November, we are positioned to further expand as we add additional practices and capabilities to our platform.”

Cardinal Health completed its acquisition of Solaris Health, the leading US urology MSO, expanding its specialty MSO platform.

“does the assumptions now include Rite Aid from CVS closing that? Obviously, you've aligned with a high-growth customer there, and that's amazing.”

An analyst characterizes CVS as a high-growth Cardinal Health customer picking up former Rite Aid store volume.

“So that -- we did not support Rite Aid. So that volume has gone somewhere, and we're likely picking up a greater share of that because we started with 0%, and we're now getting a portion of that.”

Rite Aid's disrupted volume is dispersing to other distributors; Cardinal, which did not serve Rite Aid, is now capturing incremental share of that redistributed demand.

“The acquisitions of GIA and ION contributed approximately 8 points of the first quarter segment profit growth.”

Acquired specialty/MSO businesses GIA and ION are meaningful contributors to Pharmaceutical and Specialty Solutions segment profit growth.

“The acquisitions of GIA and ION contributed approximately 8 points of the first quarter segment profit growth.”

Acquired specialty/MSO businesses GIA and ION are meaningful contributors to Pharmaceutical and Specialty Solutions segment profit growth.

“the at-Home acquisition of ADSG has certainly -- they have leaned into the integration, and we're very pleased with the synergies they are achieving quickly.”

The acquired Advanced Diabetes Supply Group (ADSG/ADS) is integrating faster than planned with early synergy realization in Cardinal's at-Home Solutions business.

“This progress will be further accelerated by the acquisition of Solaris Health, the country's largest urology MSO with over 750 providers, which we anticipate closing shortly.”

Cardinal Health frames its pending acquisition of Solaris Health, the largest U.S. urology MSO, as a major accelerator of its Specialty Alliance platform.

“We're thrilled to announce the acquisition of Solaris Health, the country's leading urology managed services organization.”

Cardinal Health is acquiring Solaris Health, the largest US urology MSO (over 750 providers, ~$1.5B revenue), to scale its Specialty Alliance multi-specialty platform.

“including our announcement that we've entered into an agreement with GE Healthcare to manufacture and distribute Flyrcado, a first-of-its-kind pet agent for enhanced diagnosis of coronary artery disease.”

Cardinal Health's Nuclear and Precision Health Solutions business entered a manufacturing and distribution agreement with GE Healthcare for the PET imaging agent Flyrcado.

“we are especially pleased with the successful onboarding of Publix during the quarter, which was made possible by the collaborative effort between the Cardinal and Publix teams.”

Cardinal Health successfully onboarded Publix as a new pharmaceutical distribution customer during the quarter, part of the roughly $10 billion in new customer revenue expected in fiscal 2025.