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10-QPeriod: Q3 FY2010

CARDINAL HEALTH INC Quarterly Report for Q3 Ended Mar 31, 2010

Filed May 6, 2010For Securities:CAH

Summary

Cardinal Health, Inc. reported solid revenue growth for the nine months ending March 31, 2010, with total revenue reaching $74.0 billion, a 3% increase year-over-year. This growth was primarily driven by the Pharmaceutical segment, which saw an increase in pharmaceutical price appreciation and volume. While revenue showed an upward trend, operating earnings experienced a slight decline of 1% to $973 million for the same period. This decrease was mainly attributed to higher distribution, selling, general, and administrative (SG&A) expenses, as well as increased restructuring and impairment charges. The company successfully navigated the complexities of the CareFusion spin-off, which significantly impacted year-over-year comparisons. The spin-off resulted in a substantial increase in cash and cash equivalents to $2.6 billion, bolstered by proceeds from the sale of CareFusion stock and strong operating cash flows. Despite ongoing litigation and tax matters, Cardinal Health maintained compliance with its financial covenants, indicating a stable liquidity position.

Financial Statements
Beta

Key Highlights

  • 1Revenue increased by 3% to $74.0 billion for the nine months ended March 31, 2010.
  • 2Operating earnings decreased slightly by 1% to $973 million for the nine months ended March 31, 2010, impacted by increased SG&A and restructuring costs.
  • 3Net earnings for the nine months ended March 31, 2010 were $418.7 million, a significant decrease from $878.4 million in the prior year, largely due to the spin-off of CareFusion and a related tax charge.
  • 4The company generated strong operating cash flow of $1.8 billion for the nine months ended March 31, 2010.
  • 5Cash and cash equivalents increased substantially to $2.6 billion as of March 31, 2010, up from $1.2 billion at June 30, 2009.
  • 6The company realized gains from the sale of CareFusion common stock, totaling $43.3 million for the nine months ended March 31, 2010.
  • 7The Pharmaceutical segment remains the largest revenue contributor, with Medical segment revenue also showing growth.

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