Q2 FY23 Cardinal Health, Inc. Earnings Call Forward-looking statements and GAAP reconciliation Cautions Concerning Forward-Looking Statements This presentation contains forward-looking statements addressing expectations, prospects, estimates and other matters that are dependent upon future events or developments. These statements may be identified by words such as "expect," "anticipate," "intend," "plan," "believe," “will," "should," "could," "would," "project," "continue,” "likely," and similar expressions ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 1-11373 Cardinal Health, Inc. (Exact name of registrant as specified in its charter) (State or other ju ...

Cardinal Health, Inc. (NYSE:CAH) 41st Annual J.P. Morgan Healthcare Conference January 9, 2023 1:30 PM ET Company Participants Jason Hollar - Chief Executive Officer Conference Call Participants Lisa Gill - JPMorgan Lisa Gill Good morning. My name is Lisa Gill and I'm the healthcare services analyst with J.P. Morgan. It is with great pleasure this morning that we have with us Cardinal Health. Presenting for Cardinal Health is CEO, Jason Hollar. Post Jason's presentation, he and I will sit down for a quick f ...

Cardinal Health Inc. 41st Annual JP Morgan Conference January 9, 2023 Jason Hollar Chief Executive Officer ...

Summary of Cardinal Health, Inc. Conference Call Company Overview - **Company**: Cardinal Health, Inc. (NYSE: CAH) - **Event**: Evercore ISI 5th Annual Healthcare Conference - **Date**: November 30, 2022 Key Industry Insights - **Medical Improvement Plan**: Cardinal Health is focused on improving its medical segment, which has been significantly impacted by inflation and global supply chain constraints. The company aims to achieve at least $650 million in segment profit by fiscal 2025 [4][10]. - **PPE Market Trends**: The company has experienced volatility in the Personal Protective Equipment (PPE) market, with pricing still elevated compared to pre-pandemic levels. The expectation is for prices to normalize as inventory levels stabilize [12][18][21]. - **Inflation Mitigation**: Cardinal Health is on track to mitigate $300 million of inflation impact in fiscal 2023, with expectations to reach a 50% mitigation rate by the end of the fiscal year [5][23][30]. Financial Performance - **Q1 Results**: The first quarter results were consistent with expectations, driven by a resilient demand environment. The company reported a 5% earnings growth in the prior year [3][7]. - **Shareholder Value**: Cardinal Health has committed to returning $1.5 billion to $2 billion to shareholders through share repurchases and dividends, with $1 billion already completed in Q1 [9][10]. Strategic Focus Areas - **Brand Portfolio Optimization**: The company is focused on optimizing and growing its Cardinal Health brand portfolio through new product innovation and capacity investments [6][7]. - **Pharmaceutical Segment Growth**: The pharmaceutical segment remains a priority, with investments in specialty areas and restructuring to enhance efficiency and decision-making [8][54]. - **Biosimilars Opportunity**: The company sees potential in the biosimilars market, particularly with the upcoming generic version of Humira, although significant contributions are expected to materialize in 2024 and beyond [60][64]. Operational Challenges - **Cost Pressures**: Labor costs and inflation remain elevated, impacting the company's margins. Cardinal Health is working to pass through these costs to customers while maintaining competitive pricing [42][51][44]. - **Inventory Management**: The company has faced challenges with high inventory costs and is working to normalize inventory levels while managing customer demand [12][15][19]. Governance and Future Outlook - **Board Enhancements**: Cardinal Health has added four new board members and established a Business Review Committee to support strategic reviews [10]. - **Future Focus**: The company anticipates continued focus on the medical improvement plan, capital deployment strategies, and the performance of its pharmaceutical segment in the upcoming fiscal year [76][78]. Additional Insights - **Customer Relationships**: Cardinal Health emphasizes the importance of strong relationships with customers across both medical and pharmaceutical segments, which can lead to synergies and cost efficiencies [66][68]. - **Investment in Technology**: The company plans to invest in automation and technology to enhance operational efficiency, particularly in distribution centers [72][73]. This summary encapsulates the key points discussed during the conference call, highlighting Cardinal Health's strategic priorities, financial performance, and operational challenges.

Cardinal Health, Inc. (NYSE:CAH) Q1 2023 Earnings Conference Call November 4, 2022 8:30 AM ET Company Participants Kevin Moran - Vice President of Investor Relations Jason Hollar - Chief Executive Officer Trish English - Interim Chief Financial Officer Conference Call Participants Elizabeth Anderson - Evercore Lisa Gill - JPMorgan Kevin Caliendo - UBS Erin Wright - Morgan Stanley Michael Cherny - Bank of America Eric Percher - Nephron Research George Hill - Deutsche Bank A.J. Rice - Credit Suisse Charles Rh ...