Latest news with #Hollar
Yahoo
a day ago
- Business
- Yahoo
Cardinal Health, Inc. (CAH)'s CEO Is So Good, The Recent Earnings Surprised Me, Says Jim Cramer
We recently published . Cardinal Health, Inc. (NYSE:CAH) is one of the stocks Jim Cramer recently discussed. Cardinal Health, Inc. (NYSE:CAH) is an American healthcare company whose shares have gained 25.5% year-to-date. However, the stock would have been higher had it not been for a 7.2% dip in August. Cardinal Health, Inc. (NYSE:CAH)'s shares fell after the firm missed fourth quarter analyst revenue estimates. Cramer discussed the earnings: '[On guidance raise] Oh my god. I wanted to holler the Hollar. The Hollar was good. I've had Hollar on the show many times. He's the CEO. And holy cow, they didn't do the number. They didn't do the number. This man is like, same thing like a McKesson. . .except for they added a lot of high value added things. And it's not working. That was a tremendous blow. I had that one nailed as being something that would have a good quarter. Thank heavens I didn't put money on it for my trust. Wow. That is something. David, that is something. The CNBC TV host was quite optimistic about Cardinal Health, Inc. (NYSE:CAH) earlier. Here is what he said: 'Carl, one of the companies that has been unbelievable is Cardinal Health. They've been saying look we're not just the middleman, not just the McKesson doing badly or Cencora. But this company, uniquely, Jason Hollar is making it into a very important healthcare company. And I think on June 12th, when they do the analyst conference, wow, you're going to love it. You should love it today ahead of the analyst conference. It's going to be unbelievable.' While we acknowledge the potential of CAH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
26-06-2025
- Business
- Yahoo
5 Must-Read Analyst Questions From Cardinal Health's Q1 Earnings Call
Cardinal Health's first quarter results were received positively by the market, with management attributing performance to strong execution in its Pharmaceutical and Specialty Solutions business and profit growth across all five operating segments. CEO Jason Hollar highlighted that the onboarding of new large customers and the integration of recent acquisitions, such as GI Alliance and Integrated Oncology Network, contributed to both top-line and segment profit gains. CFO Aaron Alt noted that operating leverage was achieved through a combination of disciplined cost control and efficiency initiatives, especially in the face of a flat revenue environment. Is now the time to buy CAH? Find out in our full research report (it's free). Revenue: $54.88 billion vs analyst estimates of $55.46 billion (flat year on year, 1% miss) Adjusted EPS: $2.35 vs analyst estimates of $2.15 (9.4% beat) Adjusted EBITDA: $872.8 million vs analyst estimates of $876.8 million (1.6% margin, in line) Adjusted EPS guidance for the full year is $8.10 at the midpoint, beating analyst estimates by 1.7% Operating Margin: 1.3%, in line with the same quarter last year Market Capitalization: $39.08 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Lisa Gill (JPMorgan) asked about the sustainability of strong specialty and branded drug growth. CEO Jason Hollar responded that growth was broad-based and supported by secular demand, with new customer wins and GLP-1 sales contributing to volume gains. Allen Lutz (Bank of America) inquired about potential demand headwinds from tariffs and macroeconomic weakness. Hollar replied that pharmaceutical demand has historically been resilient during economic downturns, and no material pullback was observed. Eric Percher (Nephron) questioned how Cardinal Health plans to offset remaining tariff exposure. Hollar explained that most mitigation would come through operational actions and targeted price increases, particularly for Cardinal Health-branded products. Michael Cherny (Leerink Partners) probed the relative impact of tariffs versus other GMPD business factors. Hollar clarified that tariffs represent the main headwind, but operational improvements and cost reductions should partially offset the impact. Erin Wright (Morgan Stanley) requested updates on new customer onboarding and its impact on pharma growth. Hollar confirmed that $10 billion in new customer revenue was successfully onboarded and is expected to benefit results in coming quarters. In the coming quarters, the StockStory team will be monitoring (1) the pace and profitability of new customer and acquisition integrations, (2) sustained demand and margin trends in specialty pharmaceuticals, and (3) Cardinal Health's ability to mitigate tariff-related cost pressures in GMPD. Progress in ancillary businesses and the ramp-up of automation and technology investments will also be key markers of execution. Cardinal Health currently trades at $163.76, up from $141.14 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today. Sign in to access your portfolio
Egypt Today
28-05-2025
- Business
- Egypt Today
Significant progress in stabilizing economy under EFF program says IMF in post-review statement
Cairo – May 28, 2025: A recent statement from the International Monetary Fund (IMF) indicates significant progress in Egypt's efforts to stabilize its economy under the Extended Fund Facility (EFF) program, following a thorough review mission earlier this month. From May 6 to May 18, an IMF delegation led by Vladkova Hollar met with Egyptian officials in Cairo to discuss economic policies and evaluate advancements in implementing the EFF program's commitments. The team also examined economic prospects for the forthcoming fiscal year. The IMF raised Egypt's economic growth projection for FY2024/2025 to 3.8 percent, driven by a stronger-than-anticipated performance during the first half of the fiscal period, according to the fund. Private investment has also surged, rising from 38.5 percent of total investment in the first half of FY2023/2024 to nearly 60 percent in the same period of FY2024/2025. While inflation edged up slightly to 13.9 percent in April, it remains on a downward trend. Despite positive developments, the current account deficit remains broad, impacted by rising imports, decreased hydrocarbon output, and disruptions to the Suez Canal, which offset gains from tourism, remittances, and non-oil exports. The IMF noted that fiscal prudence is being maintained, with public investment spending kept within the budget ceiling for July to December 2024, aided by improved oversight of large public infrastructure projects. The mission welcomed Egypt's ongoing efforts to modernize tax and customs procedures, which are beginning to improve efficiency and build confidence among economic actors. The IMF stressed the importance of continuing to widen the tax base and streamline exemptions to enhance domestic revenue mobilization, critical for financing development and social programs. Furthermore, Egypt is developing a medium-term debt management strategy aimed at increasing transparency and gradually lowering the high costs of debt servicing within the budget. Looking forward, the IMF underscored the urgency of deeper reforms to unlock Egypt's growth potential, create quality jobs, and boost economic resilience. Key priorities include reducing the state's footprint in the economy through implementation of the State Ownership Policy and asset divestment initiatives, while also improving the business climate to foster private sector-led growth. Hollar expressed gratitude for the hospitality extended during the mission and indicated that discussions will continue virtually to finalize the remaining policy measures necessary for completing the fifth review under the EFF program.
Al-Ahram Weekly
28-05-2025
- Business
- Al-Ahram Weekly
IMF concludes 5th review mission visit for Egypt's EFF loan programme - Economy
The International Monetary Fund (IMF) announced Wednesday that it had concluded its visit to Egypt to discuss the fifth review of the country's $8 billion Extended Fund Facility (EFF) loan programme. An IMF staff team led by Ivanna Vladkova Hollar visited Cairo from 6 to 18 May. It held productive talks with Egyptian authorities on the economic and financial policies needed to complete the review. 'These constructive discussions advanced both technical work and policy dialogue as part of the fifth EFF review,' Hollar stated, "Egypt has made substantial progress toward macroeconomic stability. Based on stronger-than-expected performance in the first half of the year, we have revised our FY2024/2025 growth forecast upward to 3.8 percent." She added that private investment rose significantly, from 38.5 percent of total investment in H1 FY2023/2024 to nearly 60 percent in FY2024/2025. While inflation increased to 13.9 percent in April, it remains on a downward trend. 'The current account remains wide, as rising imports, lower hydrocarbon output, and Suez Canal disruptions have offset gains from tourism, remittances, and non-oil exports,'Hollar said. 'However, fiscal discipline—especially improved oversight of large public infrastructure projects—is helping contain demand pressures. Public investment spending remains below the ceiling set for July–December 2024.' She welcomed recent efforts to modernize and streamline tax and customs procedures, which are already delivering positive results. Continued domestic revenue mobilization is essential to support priority development and social spending by broadening the tax base and rationalizing exemptions, she added. Hollar also highlighted Egypt's progress on a medium-term debt management strategy to improve transparency and gradually lower high debt service costs. She emphasized the need for deeper reforms to unlock growth, create quality jobs, and boost economic resilience. 'Key priorities should include reducing the public sector's role in the economy and ensuring a level playing field. Implementing the State Ownership Policy and asset divestment programme—especially in sectors where the state has pledged to scale back—will be critical in strengthening private sector contributions to growth. At the same time, improving the business environment must continue.' 'We appreciate the warm hospitality extended by the Egyptian authorities. Virtual discussions will continue to finalize agreement on the remaining policies and reforms required to complete the fifth review,' she concluded. Follow us on: Facebook Instagram Whatsapp Short link:
Daily News Egypt
28-05-2025
- Business
- Daily News Egypt
IMF Staff Completes Egypt Mission, Cites Progress on EFF Review; Talks to Continue
An International Monetary Fund (IMF) staff team has completed a review mission to Egypt, citing good progress with Egyptian authorities on assessing economic performance and policy commitments under the country's Extended Fund Facility (EFF) arrangement. Talks will continue virtually to finalise an agreement on policies and reforms necessary for the completion of the fifth review. An IMF staff team, led by Ms. Vladkova Hollar, visited Cairo from 6 to 18 May, holding what were described as productive discussions on economic and financial policies. At the end of the mission, Ms. Vladkova Hollar issued a statement on Tuesday, 27 May 2025: 'The Egyptian authorities and IMF staff held constructive discussions which have advanced the technical work and policy discussions as part of the Fifth Review under the Extended Fund Facility.' The statement noted that as Egypt's macroeconomic stabilisation is taking root, it is now time to accelerate and deepen reform efforts to reduce the state footprint, level the playing field, and improve the business environment. 'Egypt has made substantial progress toward macroeconomic stability,' Ms. Hollar said. 'Growth is expected to continue strengthening, and we upgraded our forecast for FY24/25 to 3.8 percent, in light of the stronger-than-expected outturn in the first half of the year. At the same time, the private investment share in total investment rose from 38.5 percent in H1 FY23-24 to almost 60 percent over the same period in FY24-25.' She added, 'Inflation rose slightly to 13.9 percent in April but remains on a downward trend. The current account remains wide, as rising imports, reduced hydrocarbon output, and Suez Canal disruptions offset strong tourism, remittances, and non-oil exports. Greater fiscal prudence—including through better oversight and control over large public sector infrastructure projects—is helping to contain demand pressures, with total public investment spending remaining below the established ceiling for July – December 2024.' The IMF welcomed Egypt's recent efforts in tax and customs procedures. 'We welcome the authorities' recent efforts to modernize and streamline tax and customs procedures to increase efficiency and build confidence. These reforms are starting to yield positive results,' Ms. Hollar stated. 'Alongside these efforts, domestic revenue mobilization will need to continue, mainly by widening the tax base and streamlining tax exemptions, to support the government's capacity to spend sufficiently on priority development and social needs. We also welcome the authorities' efforts to develop a medium-term debt management strategy that aims to improve transparency and gradually reduce the large debt service cost in the budget.' Ms. Hollar emphasised the need for continued structural changes. 'With the macroeconomic stabilization now underway, it is critical for Egypt to carry out deeper reforms to unlock the country's growth potential, create high-quality jobs for a growing population, and sustainably reduce its vulnerabilities and increase the economy's resilience to shocks,' she said. 'In order to deliver on these objectives, decisively reducing the role of the public sector in the economy and leveling the playing field for all economic agents should be key policy priorities. The implementation of the State Ownership Policy and the asset divestment program in sectors where the state has committed to reduce its footprint will play a critical role in strengthening the ability of the private sector to better contribute to economic growth in Egypt. Complementing this, efforts need to continue to improve the business environment.' Concluding her statement, Ms. Hollar said: 'We are grateful for the warm hospitality extended by the authorities during this mission. Discussions will continue virtually to finalize agreement on the remaining policies and reforms that could support the completion of the fifth review.'
