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10-QPeriod: Q1 FY2009

CARDINAL HEALTH INC Quarterly Report for Q1 Ended Sep 30, 2008

Filed November 7, 2008For Securities:CAH

Summary

Cardinal Health Inc. (CAH) reported its third-quarter results for the period ending September 30, 2008. The company experienced a revenue increase of 11% year-over-year, reaching $24.3 billion, driven by pharmaceutical price appreciation, increased volumes, and acquisitions. However, operating earnings saw a decline of 13% to $426 million, impacted by higher SG&A expenses and increased restructuring charges, despite a slight increase in gross margin. Net earnings for the quarter were $249 million, resulting in diluted earnings per share of $0.69, a decrease from the prior year. The company's cash flow from operations was negative, primarily due to changes in working capital, including increases in inventories and trade receivables. A significant development announced during the quarter was the planned spin-off of most of its clinical and medical products businesses, expected by mid-2009. This strategic move aims to streamline operations and align resources.

Financial Statements
Beta

Key Highlights

  • 1Revenue grew 11% year-over-year to $24.3 billion, driven by pharmaceutical price appreciation and volume increases.
  • 2Operating earnings declined 13% to $426 million, impacted by higher SG&A expenses and significant restructuring charges.
  • 3Net earnings decreased to $249 million, with diluted EPS at $0.69.
  • 4Cash flow from operations was negative at $(353) million, largely due to increased working capital, particularly in inventories and receivables.
  • 5The company announced plans to spin off most of its clinical and medical products businesses, expected by mid-2009.
  • 6Restructuring charges significantly increased to $49.7 million, compared to $14.8 million in the prior year, related to segment reorganization and facility consolidations.
  • 7The company is facing ongoing IRS audits with proposed tax adjustments totaling $178.9 million for fiscal years 2001-2005 and an additional $598.1 million for fiscal years 2003-2005, which the company intends to contest.

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