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Published on:

8th Jun 2025

1104: Navigating Cardinal Health’s Growth Journey | Aaron Alt, CFO, Cardinal Health

As Cardinal Health nears its second anniversary since the company’s first investor day under CFO Aaron Alt’s leadership, steady progress has been made in its ambitious transformation. Alt reflects on the company’s trajectory since his appointment, saying, “We’ve deployed several billion dollars in acquisitions to drive our strategy.” This shift highlights the company’s focus on specialty distribution and related services—areas Alt tells us offer higher margins and greater growth potential than the company’s traditional core business.

Under Alt’s leadership, Cardinal Health has pursued both organic growth and strategic acquisitions, targeting key therapy areas like gastroenterology and urology. According to Alt, the company’s balance sheet has played a critical role, enabling investments and allowing Cardinal Health to return capital to shareholders through increased dividends and share repurchases.

With the recent increase in the company’s fiscal year 2026 profit estimates, Alt’s strategy appears to be paying off. “We’re doing what we said we were going to do,” Alt emphasizes, underscoring the transparency and accountability he has fostered during his tenure. Looking ahead, the company’s growth trajectory is set to continue as it leverages acquisitions and internal investments to expand its portfolio and drive long-term value creation.

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About the Podcast

CFO THOUGHT LEADER
CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations.
We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart their own leadership paths across the enterprise and take inspired action.

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Jack Sweeney