Cardinal Health, Inc. · NYSE:CAH
Cardinal Health — Shareholder Meeting (November 2017)
15 slides from Cardinal Health's shareholder meeting presentation, Nov 8, 2017
Slide 1: Cardinal Health Annual Meeting of Shareholders
Cardinal Health Annual Meeting of Shareholders George S. Barrett Chairman and Chief Executive Officer November 8, 2017
Slide 2: Forward-looking statements and GAAP reconciliation
Forward-looking statements and GAAP reconciliation 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 identified by words such as "expect," "anticipate,"
Slide 3: Agenda
Agenda I. Call to order II. Matters to be acted upon Proposal 1 – Election of directors Proposal 2 – Ratification of Ernst & Young LLP as independent auditor Proposal 3 – Advisory vote to approve the compensation of our named executive officers Proposal 4 - Advisory vote on frequency of future advis
Slide 4: Leadership succession plan
Leadership succession plan 4 © Copyright 2017, Cardinal Health. All rights reserved. CARDINAL HEALTH, the Cardinal Health LOGO and ESSENTIAL TO CARE are trademarks or registered trademarks of Cardinal Health.
Slide 5: Essential facts about Cardinal Health
Essential facts about Cardinal Health A global, integrated healthcare products & services company © Copyright 2017, Cardinal Health. All rights reserved. CARDINAL HEALTH, the Cardinal Health LOGO and ESSENTIAL TO CARE are trademarks or registered trademarks of Cardinal Health.
Slide 6: Healthcare trends
Healthcare trends Government’s Mobile Healthcare expanding connectivity consumerism role Power of Global generics and Care shifts to Value-based demand breakthrough more efficient care swells innovation settings Precision medicine Partnerships 6 © Copyright 2017, Cardinal Health. All rights reserved
Slide 7: Patient Recovery business
Patient Recovery business • Excellent fit with key product lines and strategies ‒ Expands product breadth and reputation ‒ Enhances existing portfolio ‒ Increases scale ‒ Builds on geographic reach ‒ Expands channel reach ‒ Aligns with powerful demographic trends • Attractive economics; enhances ent
Slide 8: FY17 financial summary
FY17 financial summary 1Attributable to Cardinal Health, Inc. Please see appendix for GAAP to Non-GAAP reconciliations. 8 © Copyright 2017, Cardinal Health. All rights reserved. CARDINAL HEALTH, the Cardinal Health LOGO and ESSENTIAL TO CARE are trademarks or registered trademarks of Cardinal Health
Slide 9: Strong long-term performance
Strong long-term performance We have delivered strong performance and are executing a well-developed strategy focused on long-term shareholder value creation Sustained strong financial performance over five years The growth presented below reflects fiscal 2012 compared to fiscal 2017. 1See pages 18
Slide 10: Thoughtful approach with capital
Thoughtful approach with capital We are focused on balanced capital deployment and consistent returns to shareholders FY13-FY17 Capital Expenditures Dividends Share Repurchases 1Acquisitions are net of divestitures; does not include $6.1B deployed for the Patient Recovery Business which closed on Ju
Slide 11: Thank you
Thank you 11 © Copyright 2017, Cardinal Health. All rights reserved. CARDINAL HEALTH, the Cardinal Health LOGO and ESSENTIAL TO CARE are trademarks or registered trademarks of Cardinal Health.
Slide 12: Questions
Questions 12 © Copyright 2017, Cardinal Health. All rights reserved. CARDINAL HEALTH, the Cardinal Health LOGO and ESSENTIAL TO CARE are trademarks or registered trademarks of Cardinal Health.
Slide 13: GAAP to non-GAAP reconciliation, fiscal 2017 and 2016
Operating Provision for Net Diluted Operating Earnings Earnings Before Incom e Net Earnings 1 Diluted EPS1 1 1 Earnings Grow th Rate Incom e Taxes Taxes Earnings Grow th Rate EPS Grow th Rate (in millions, except per common share amounts) Fiscal Year 2017 GAAP $ 2,120 (14)% $ 1,924 $ 630 $ 1,288 (10
Slide 14: GAAP to non-GAAP reconciliation, fiscal 2014 and 2013
Operating Provision for Net Diluted Operating Earnings Earnings Before Incom e Net Earnings 1 Diluted EPS1 1 1 Earnings Grow th Rate Incom e Taxes Taxes Earnings Grow th Rate EPS Grow th Rate (in millions, except per common share amounts) Fiscal Year 2014 GAAP $ 1,885 89 % $ 1,798 $ 635 $ 1,163 247
Slide 15: GAAP / Non-GAAP Reconciliation, first quarter 2018
Cardinal Health, Inc. and Subsidiaries GAAP / Non-GAAP Reconciliation 1 Operating Provision for Net Diluted Operating Earnings Earnings Before Incom e Net Earnings 2 Diluted EPS2 Earnings Grow th Rate Incom e Taxes Taxes Earnings 2 Grow th Rate EPS2 Grow th Rate (in millions, except per common share
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