Cardinal Health

CEO Jason Hollar has executed a credible turnaround playbook built on simplification, cost actions, and mix shift; guidance has been raised multiple times and segment profits broadened. CFO Aaron Alt brings large‑scale operator discipline.

That said, the legacy Medical missteps temper the score, and the specialty roll‑up requires careful integration. We see aligned incentives via buybacks and measured dividend growth, and management has communicated multi‑year EPS CAGR and FCF goals consistent with quality‑investor discipline.