Cardinal Health Inc（CAH.US）Wrap： Positive Financial and Strategic Updates To Start FY25； Upping PT to $125 （from $120）

ab 14 August 2024 Global Research and Evidence Lab Cardinal Health Inc Wrap: Positive Financial and Strategic Updates To Start FY25; Upping PT to $125 (from $120) UBS View: Near-Term Optics Challenged By Optum Fallout But Don't Lose Sight of Big Picture The most important takeaways from the F4Q print are (1) manageable fallout from the Optum loss, (2) the underappreciated earnings power of new contract wins and existing business expansion, and (3) solid cash flow generation that provides relative operationa ...