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


  • 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

Cardinal Health fiscal year 2022 medical segment results

Cardinal Health pharmaceutical segment outlook for 2022

Cardinal Health medical segment outlook slide

Cardinal Health medical improvement plan

This article was written by

Out of Ignorance profile picture
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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