CAH · 10-Q · 2026Q3 · Full report

Iran Conflict Cost Impact

CARDINAL HEALTH INC · 2026-11-05 · Importance 32 · Surprise 24

The conflict in Iran has driven higher-than-anticipated fuel and transportation costs across Cardinal Health. It has also increased costs for products manufactured or distributed by GMPD. The company may not offset these increases through savings or customer price increases, in which case profit could be more negatively affected than initially expected.

Key facts

• Cardinal Health may not offset Iran-conflict-related price increases through cost savings or customer price increases; inability to offset them could reduce profit more than initially expected. source
• The Iran conflict caused higher-than-anticipated fuel and transportation costs across Cardinal Health and higher costs for products manufactured or distributed by GMPD. source