Who Owns Cardinal Health At-Home?

Cardinal Health launched its at-Home Solutions business in 2014 as part of a broader strategy to diversify beyond its core pharmaceutical distribution operations. The initial focus was providing durable medical equipment and disposable medical supplies to patients managing chronic conditions at home.

The division grew slowly in its early years. Cardinal Health was primarily known as a pharmaceutical wholesaler, and the at-home market was a small fraction of its total business. The company supplied products for diabetes management, wound care, urology, ostomy, and incontinence through partnerships with health plans and providers.

A turning point came in 2024 when Cardinal Health acquired Advanced Diabetes Supply (ADS), a direct-to-patient diabetes supply company. The ADS acquisition gave Cardinal Health a national platform for shipping continuous glucose monitors, insulin pump supplies, and testing strips directly to patients' homes. It also brought an established customer base and relationships with major insurance plans.

Following the ADS acquisition, Cardinal Health integrated the business into its at-Home Solutions distribution network. The company migrated all ADS volume onto its technology-enabled distribution platform. According to Cardinal Health, the integration was completed ahead of plan. The division onboarded nearly 500,000 new customers in the first year after closing the ADS deal.

In 2025, Cardinal Health launched the ContinuCare Pathway program. This is a digital referral system that connects partner pharmacies with at-Home Solutions for diabetes supply fulfillment. The program allows pharmacies to refer patients who need diabetes supplies directly to Cardinal Health's distribution network. Cardinal Health announced a key partnership with Publix Super Markets Inc. as part of this initiative.

The company also expanded through its Specialty Alliance platform. In November 2025, The Specialty Alliance completed the acquisition of Solaris Health, the country's largest urology management services organization (MSO) with over 750 providers. While Solaris Health operates under the Specialty Solutions segment rather than at-Home Solutions, it creates referral pathways for urology patients who may need home-based medical supplies.

In July 2026, Cardinal Health announced two more acquisitions to accelerate its at-Home Solutions growth. The company agreed to acquire the Diabetes Health business of AdaptHealth Corp. (NASDAQ: AHCO) and Strive Medical, a multi-specialty supply provider focused on urology. The combined transaction value is approximately $360 million in cash. Both deals are expected to close subject to regulatory approvals and customary closing conditions.

CEO Jason Hollar described these acquisitions as a natural extension of the at-Home Solutions growth strategy. They expand Cardinal Health's depth in diabetes management and urology, two therapeutic categories with significant home-care demand. The transactions are expected to be accretive to non-GAAP earnings per share within the first 12 months following close.

Rob Schlissberg, President of at-Home Solutions, stated that the operational achievements in fiscal year 2026 position Cardinal Health to continue building what he called the country's leading platform for home-based care. The company is pursuing both organic growth and acquisitions to expand its capabilities.

Cardinal Health's at-Home Solutions business is still small relative to the company's Pharmaceutical and Specialty Solutions segment, which generated $687 million in segment profit alone in the second quarter of fiscal year 2026. But the Other segment's 31% revenue growth rate significantly outpaces the core pharmaceutical distribution business, making at-Home Solutions a strategic priority for future expansion.