Cardinal Health, Inc.

Hello and welcome to the first quarter fiscal year 2026 Cardinal Health Incorporated Earnings Conference Call. My name is Sergei and I will be your coordinator for today's event. Throughout today's recorded presentation, all participants will be in a listen-only mode. Later, we will conduct a question and answer session. You may register for questions at any time by pressing star 1 on your telephone keypad. And now, I'd like to hand the call over to Nat Sims, Vice President of Investor Relations. Please go ahead, sir.

Good morning, and welcome to Cardinal Health's first quarter fiscal 26 earnings conference call. And thank you for joining us. With me today are Cardinal Health CEO, Jason Haller, and our CFO, Aaron Ault. You can find this morning's earnings press release and investor presentation on the investor relations section of our website at ir.cardinalhealth.com. Since we will be making forward-looking statements today, let me remind you that the matters addressed in these statements are subject to risks and uncertainties that could cause our actual results to differ materially from those projected or implied. Please refer to our SEC filings and the forward-looking statement slide at the beginning of our presentation for a description of these risks and uncertainties. Please note that during our discussion today, the comments will be on a non-GAAP basis unless specifically called out as GAAP. GAAP to non-GAAP reconciliations for all relevant periods can be found in the supporting schedules attached to our press release. For the Q&A portion of today's call, we kindly ask that you limit questions to one per participant so that we can try and give everyone an opportunity. With that, I will now turn the call over to Jason.

Thanks, Matt, and good morning, everyone. We are pleased to report a strong start to fiscal 26 with continued operating momentum and broad-based performance. With strong double-digit profit growth across each of our five operating segments, these results underscore our team's disciplined execution of our strategic priorities and the strength of our resilient business model. Our performance was again led by our pharmaceutical and specialty solution segment, where we continue to benefit from a robust demand environment along with our ongoing efforts to prioritize our core operations and deliver exceptional service for customers. We have made notable progress with our expansion and specialty, evidenced by meaningful contributions from our MSO platforms this quarter and the expansion of our biopharma 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. We're eager to add the Solaris team's capabilities to the Specialty Alliance, our industry-leading multi-specialty platform, to deliver even greater value for providers and patients. With GMPD, we continue to make steady progress against the improvement plan initiatives, and we're pleased to deliver a strong quarter. And our other growth businesses, At Home Solutions, Nuclear and Precision Health Solutions, and Optifreight Logistics also continue to accelerate. This performance reflects their alignment with key secular trends, leading market positions, and our focused investments. We are seeing strength and demand across each business and are successfully executing our integration of ADS, which is creating a powerful business serving patients in their homes. Overall, the momentum across our business gives us confidence as we progress further into fiscal 26, and Aaron will walk you through the increases to our outlook. Our results are driven by the dedication and focus of the Cardinal Health team and is a testament to our unique breadth of capabilities. We are the crucial link across the entire healthcare spectrum, from pharmacies to health systems to physician offices and surgery centers, all the way to the home, delivering daily to tens of thousands of locations with products sourced from several thousand different organizations. We are constantly innovating to expand our suite of services, both downstream and upstream, and are deeply committed to creating value for providers, manufacturer partners, and patients while fulfilling our critical role as healthcare's most trusted partner. With that, I'll turn it over to Aaron to go through the financials.