Cardinal Health, Inc.

**Pharmaceutical Performance**: Cardinal Health's Pharma segment delivered strong performance with a 16% segment profit growth in Q1, driven by robust demand across Brand, Specialty, Consumer Health, and Generics. The company raised its fiscal 2025 EPS guidance to $7.75-$7.90, up from $7.55-$7.70, reflecting improved profitability expectations.

**COVID-19 Vaccine Impact**: The company benefited from earlier approval for COVID-19 vaccine distribution, contributing to a modest tailwind in Q1. However, expected vaccine sales in Q2 are anticipated to be a modest headwind, indicating that the overall impact for the fiscal year will remain unchanged.

**GMPD Challenges**: The GMPD segment faced challenges in Q1, with profits decreasing to $8 million due to unanticipated health and welfare costs, which increased SG&A expenses by 8%. The updated profit outlook for GMPD is now set between $140 million and $175 million for fiscal 2025, down from a previous target of $175 million.