Cardinal Health, Inc. · NYSE:CAH

Cardinal Health — Shareholder Meeting (November 2019)

18 slides from Cardinal Health's shareholder meeting presentation, Nov 6, 2019

Slide 1: Cardinal Health Annual Meeting of Shareholders
Cardinal Health Annual Meeting of Shareholders DUBLIN, OHIO November 6, 2019
Slide 2: Agenda
Agenda I. Call to Order II. Matters to be acted upon o Proposal 1 – Election of directors o Proposal 2 – Ratification of Ernst & Young LLP as independent auditor o Proposal 3 – Advisory vote to approve the compensation of our named executive officers III. Voting results IV. Conclusion of formal meet
Slide 4: Forward-looking statements and GAAP reconciliation
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 ident
Slide 9: FY19 highlights
FY19 highlights  Exceeded non-GAAP EPS guidance for the year  Delivered double digit revenue and profit growth in strategic growth areas – Specialty, At Home, Operating and Medical Services Performance  Realized cost savings of $133M, which exceeded our target  Renewed contracts with CVS and Kro
Slide 10: FY19 financial summary
FY19 financial summary GAAP Basis ($M) Non-GAAP Basis ($M) FY19 FY19 Revenue $145,534 N/A % change 6% Gross Margin $6,834 N/A % change (5)% SG&A $4,480 N/A % change (3)% Operating Earnings $2,060 $2,353 % change N.M. (9)% Interest & Other1 $309 N/A % change (12)% Net Earnings2 $1,363 $1,589 % change
Slide 17: Forward Looking non-GAAP Measures
Cardinal Health, Inc. and Subsidiaries Forward Looking non-GAAP Measures In this document, the Company presents certain forward-looking non-GAAP metrics. The Company does not provide outlook on a GAAP basis because changes in the items that the Company excludes from GAAP to calculate the comparable
Slide 18: Definitions
Cardinal Health, Inc. and Subsidiaries Definitions Interest and Other, net: other (income)/expense, net plus interest expense, net. Non-GAAP diluted EPS attributable to Cardinal Health, Inc.: non-GAAP net earnings attributable to Cardinal Health, Inc. divided by diluted weighted-average shares outst

Cardinal Health — Shareholder Meeting (November 2019) on 6ix

Cardinal Health — Shareholder Meeting (November 2019)

Slide 1: Cardinal Health Annual Meeting of Shareholders

Slide 2: Agenda

Slide 3: Management presentation from CEO Mike Kaufmann

Slide 4: Forward-looking statements and GAAP reconciliation

Slide 5: Our Path Forward

Slide 6: © 2019 Cardinal Health. All Rights Reserved. F O R I N T E

Slide 7: © 2019 Cardinal Health. All Rights Reserved. F O R I N T E

Slide 8: Essential facts about Cardinal Health

Slide 9: FY19 highlights

Slide 10: FY19 financial summary

Slide 11: © 2019 Cardinal Health. All Rights Reserved. F O R I N T E

Slide 12: © 2019 Cardinal Health. All Rights Reserved. F O R I N T E

Slide 13: © 2019 Cardinal Health. All Rights Reserved. F O R I N T E

Slide 14: Thank you & questions

Slide 15: Appendix

Slide 16: © 2019 Cardinal Health. All Rights Reserved.

Slide 17: Forward Looking non-GAAP Measures

Slide 18: Definitions