Cardinal Health, Inc. · NYSE:CAH
Cardinal Health — Shareholder Meeting (November 2015)
20 slides from Cardinal Health's shareholder meeting presentation, Nov 4, 2015
Slide 1: Annual meeting of shareholders
Annual meeting of shareholders I. Call to order II. Matters to be acted upon Proposal 1 – Election of Directors Proposal 2 – Ratification of the appointment of the company’s independent registered public accounting firm Proposal 3 – Advisory vote on compensation of named executive officers III. Voti
Slide 2: Cardinal Health, Inc. 2015 Annual Shareholders Meeting Update
Cardinal Health, Inc. 2015 Annual Shareholders Meeting Update George S. Barrett Chairman and Chief Executive Officer November 4, 2015 © 2015 Cardinal Health. All Rights Reserved. CARDINAL HEALTH, the Cardinal Health LOGO and ESSENTIAL TO CARE are trademarks or registered trademarks of Cardinal Healt
Slide 3: Cautions concerning forward-looking statements
Cautions concerning forward-looking statements 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 identifie
Slide 4: Our profile
Our profile Continuing record of financial growth based on strong execution, focus on the right strategic priorities and a talented workforce Thoughtful deployment of capital and substantial returns for shareholders Well-positioned for future growth in an evolving healthcare landscape © 2015 Cardina
Slide 5: Essential facts about Cardinal Health
Essential facts about Cardinal Health A global, integrated healthcare services company © 2015 Cardinal Health. All Rights Reserved. CARDINAL HEALTH, the Cardinal Health LOGO and ESSENTIAL TO CARE are 5 trademarks or registered trademarks of Cardinal Health. All other marks are the property of their
Slide 6: FY15 and Q1FY16: Growth Continues
FY 15 and Q1FY16: Growth Continues FY15 Highlights • Revenue increased by 13% • Non-GAAP diluted earnings per share from continuing operations (EPS) increased by 14% • Returned $1.5B in cash to shareholders Q1FY16 Highlights • Revenue increased by 17% • Non-GAAP diluted EPS increased by 38% • Return
Slide 7: Our priorities are driven by key trends in healthcare
Our priorities are driven by key trends in healthcare Need to deliver care more cost-effectively: new settings, less waste, Increased Biology advances more coordination consumerism and big data in healthcare Requires continued innovation in healthcare Transition from fee-for-service Increased partic
Slide 8: Our strategic priorities and initiatives
Our strategic priorities and initiatives Generics Health system/hospital solutions • Expand generics customer base • Provide scaled and standardized solutions • Continue to create value from Red Oak • Cardinal Health brand consumables Harvard Drug Group • Post-acute offerings • Physician preference
Slide 9: Sustained strong 5-year performance
Sustained strong 5-year performance Non-GAAP Diluted EPS $4.38 Non-GAAP $3.84 operating $3.73 earnings 5- $3.21 year CAGR $2.80 of 10.7% 2 FY11 FY12 FY13 FY14 FY15 1 CAGR is based off of Non-GAAP diluted EPS from FY11 to FY15 2 CAGR is based off of Non-GAAP operating earnings FY11 to FY15 Please see
Slide 10: Thoughtful capital deployment approach
Thoughtful capital deployment approach Total Shareholder Return**: 176.1% *Includes only acquisitions closed as of June 30, 2015 (does not include Harvard Drug or Cordis acquisitions). **Total shareholder return is the total return of our shares expressed as a percentage (calculated based on changes
Slide 11: CAH relative price performance
CAH relative price performance1 TSR CAGR 2 375.00 CAH 24.0% 325.00 Relative Price 275.00 225.00 S&P 500 14.6% 175.00 125.00 75.00 CAH S&P 500 1 Price data is from 8/31/2009 to 11/3/2015. A $100 investment made on 8/31/2009 would have grown to $348 for CAH and $207 for the S&P 500 as of 11/3/2015. Th
Slide 12: It's about our people
It’s about our people 2015, 2014, 2013, 2012 2015, 2014, 2013, 2012 America's Leading 3PLS 2015 Global Trade magazine and Armstrong & Associates 2015, 2014 2015 Employer Support Founding Member Freedom Award Secretary of Defense Corporate 101: Employer Support Freedom America's Most Award, the highe
Slide 13: And it's about our communities
And it’s about our communities…… >$1M >$100k for Increasing 2015 ~$2M for supporting Good4Growth & American awareness of Employer 179 riders Wounded American our partnership Diabetes prescription Support for in Warrior Heart with the Academy Association drug abuse the Guard Pelotonia Project Associa
Slide 14: Strong portfolio driving growth; positioned for the future
Strong portfolio driving growth; positioned for the future Believe we are positioned on the “right side” of healthcare Innovating to fulfill needs of increasingly integrated customers Thoughtful capital deployment A balance of short- and long-term growth drivers © 2015 Cardinal Health. All Rights Re
Slide 15: Well-balanced. Well-prepared. Well-focused.
Cardinal Health, Inc.: Well-balanced. Well-prepared. Well-focused. George S. Barrett Chairman and Chief Executive Officer November 4, 2015 © 2015 Cardinal Health. All Rights Reserved. CARDINAL HEALTH, the Cardinal Health LOGO and ESSENTIAL TO CARE are trademarks or registered trademarks of Cardinal
Slide 16: Financial appendix
Financial appendix © 2015 Cardinal Health. All Rights Reserved. CARDINAL HEALTH, the Cardinal Health LOGO and ESSENTIAL TO CARE are trademarks or registered trademarks of Cardinal Health. All other marks are the property of their respective owners.
Slide 17: GAAP / Non-GAAP Reconciliation First Quarter 2016
Cardinal Health, Inc. and Subsidiaries GAAP / Non-GAAP Reconciliation First Quarter 2016 Net Earnings Diluted EPS Net Earnings attributable Diluted EPS attributable Operating Provision for attributable to Cardinal attributable to Cardinal Operating Earnings Earnings Before Incom e to Cardinal Health
Slide 18: GAAP / Non-GAAP Reconciliation Fiscal Year 2015
Cardinal Health, Inc. and Subsidiaries GAAP / Non-GAAP Reconciliation Fiscal Year 2015 Operating Earnings Before Provision Earnings Earnings from Diluted EPS Diluted EPS Earnings Income Taxes for from Continuing from from Continuing Operating Grow th and Discontinued Incom e Continuing Operations Co
Slide 19: GAAP / Non-GAAP Reconciliation Fiscal Year 2013
Cardinal Health, Inc. and Subsidiaries GAAP / Non-GAAP Reconciliation Fiscal Year 2013 Operating Earnings Before Provision Earnings Earnings from Diluted EPS Diluted EPS Earnings Income Taxes for from Continuing from from Continuing Operating Grow th and Discontinued Income Continuing Operations Con
Slide 20: Use of Non-GAAP Measures
Cardinal Health, Inc. and Subsidiaries Use of Non-GAAP Measures This presentation contains financial measures that are not calculated in accordance w ith U.S. generally accepted accounting principles (“GAAP”). In general, the measures exclude items and charges that (i) management does not believe re
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