Cardinal Health: Aristocrat Heading For A Makeover

Sep. 26, 2022 8:00 AM ETCardinal Health, Inc. (CAH)3 Comments
Out of Ignorance profile picture
Out of Ignorance
6.84K Followers

Summary

  • Under activist pressure, Cardinal Health has changes at the top with a new business review committee put in place for the board of directors.
  • Cardinal Health's mighty pharmaceutical sector outshines its troubled medical business.
  • Fiscal 2023 guidance projects growth in pharmaceuticals offset by lingering challenges in medical.

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This is my second article focused on Cardinal Health (NYSE:CAH) after "Cardinal Health: Healthcare Dividend Aristocrat - Second Look" ("Second Look"). Since that time, Cardinal Health has outperformed the S&P 500 by ~200 basis points. In

Cardinal Health fiscal 2022 pharmaceutical segment results

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Cardinal Health fiscal year 2022 medical segment results

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Cardinal Health pharmaceutical segment outlook for 2022

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Cardinal Health medical segment outlook slide

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Cardinal Health medical improvement plan

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This article was written by

Out of Ignorance profile picture
6.84K Followers
Writing under the pseudonym "out of ignorance", I very much regard investing as a learning process. Investing failures are tuition paid. Investing successes enter the trove of lessons learned. In my Seeking Alpha articles I share my experience from decades of investing and from ~5 years of focused research on a variety of stocks, in recent years with a primary emphasis on healthcare stocks. I greatly appreciate those who take the time to share their reactions to articles, particularly those who share relevant anecdotes and experiences.

Disclosure: I/we have a beneficial long position in the shares of JNJ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: I may buy or sell interests in any company mentioned over the next 72 hours.

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