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Analyst
Jack Slevin
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 4).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 4 of 4 questions from 2 companies
CAHCardinal Health3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q1
Can you maybe just speak to if any of that applies right now, given some of the volatility we're seeing in energy prices
Show response
CEO differentiated current oil-focused cost pressure from 2022 hyperinflation which included container costs, labor, and broader inputs. Exam gloves seeing cost increases but less than 5% of Cardinal-branded product.
Calendar 2025 Q3
is there any color you can give on where Pharma spending within the MSO or drug spending with the MSO and trending?
Show response
Jason noted broad specialty growth across therapeutic areas. Drug spend is only 1/3 of MSO revenue with diverse revenue streams. Priorities remain autoimmune, urology, and oncology, all seeing fairly strong underlying volume growth. Technical difficulty interrupted part of response.
Calendar 2024 Q4
Can you just run back through, exactly sort of what that means for the next, call it, six quarters
Show response
Aaron outlined disciplined capital allocation unchanged. Moody's raised target leverage to 2.75-3.25x. Will provide more detail at June 12 Investor Day.
CORCencora1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
what are the moving pieces that need to happen as we see more competition in that category for earnings to expand there or for margins to expand there
Show response
Jim acknowledged GLP-1s could move to normalized fee-for-service with more competition and become more profitable, but this is not anticipated in FY2026 planning. Expect them to remain minimally profitable in near-term.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| CAH Cardinal Health | 3 | 0%none of 3 questions |
| COR Cencora | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q1No questions recorded
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cost Pressure1
- Supply Chain1
- Revenue Growth1
- M&A1
- Pricing1
- Competitive Dynamics1
- Capital Allocation1
- Credit1