Get the free 0000721371-24-000056. Form 10-K filed on 2024-08-14 for the period ending 2024-06-30

Table of ContentsUNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549Form 10K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2024 orTRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ to ___ Commission File Number: 111373Cardinal Health, Inc. (Exact name of registrant as specified in its charter)Ohio310958666(State

How to fill out 0000721371-24-000056 form 10-k filed

How to fill out 0000721371-24-000056 form 10-k filed

1. Gather all financial statements, including balance sheets, income statements, and cash flow statements.
2. Review the guidelines and requirements set forth by the SEC for Form 10-K.
3. Fill out the company information section, including the name, address, and fiscal year end date.
4. Complete the business overview section by describing the nature of the business and its operations.
5. Provide management's discussion and analysis (MD&A) of financial condition and results of operations.
6. Include the financial statements and related footnotes as required by the SEC.
7. Disclose any legal proceedings, risk factors, and controls and procedures.
8. Review all sections for accuracy and completeness.
9. Submit the form electronically via the EDGAR system.

Who needs 0000721371-24-000056 form 10-k filed?

1. Publicly traded companies are required to file the 0000721371-24-000056 form 10-K with the SEC annually.
2. Investors and analysts may need the form to assess the financial health and operations of a company.
3. Regulators and financial institutions may require the form for compliance and evaluation purposes.

Comprehensive Guide to 0000721371-24-000056 Form 10-K Filed Form

Understanding the Form 10-K

The Form 10-K is a crucial annual report submitted by public companies in the United States to the Securities and Exchange Commission (SEC). It provides a comprehensive overview of a company's financial performance and is intended to provide shareholders and the public with essential information about a company’s financial state. Unlike a quarterly report, the 10-K covers a full fiscal year, presenting a detailed examination of the company’s financials and operations.

The importance of Form 10-K in corporate reporting cannot be understated. It ensures transparency and compliance with the SEC regulations, allowing for an informed investor base. Key stakeholders involved in the Form 10-K filing include company management, accountants, and legal counsel, all of whom play a vital role in ensuring the accuracy and completeness of the document.

Navigating the 10-K structure

A typical 10-K document includes several essential sections that outline various aspects of the company’s activities and financials. This includes a business overview, where companies describe their operations, strategies, and markets served. It also highlights risk factors, giving insight into potential challenges the company may face.

• Business Overview: A detailed description of the company's operations, products, and markets.
• Risk Factors: A section that outlines risks that could impact the company's performance.
• Selected Financial Data: A summary of key financial metrics over five years.
• Management’s Discussion and Analysis (MD&A): A narrative provided by management discussing the financial results and expectations.
• Financial Statements and Supplementary Data: A detailed overview of the company’s financial health, including income statements, balance sheets, and cash flow statements.

Understanding each section's role is vital for stakeholders. For instance, the MD&A section offers insights directly from the management team about the operational results, strategy, and future growth, thereby allowing investors to gauge how the company sees its own prospects.

Key components breakdown

One of the most critical sections of the Form 10-K is the Management's Discussion and Analysis (MD&A). In this section, management evaluates the financial condition and results of operations, providing a contextual understanding of the numbers in the financial statements.

• Evaluating Financial Condition: Management discusses liquidity, capital resources, and operational efficiency.
• Insights into Non-GAAP Financial Measures: This gives investors a better perspective on the firm’s performance beyond the standard GAAP metrics.

Risk factors detailed in the Form 10-K also carry significant weight. Identifying and analyzing potential business risks prepares investors for uncertainties that could affect stock performance or profitability, with cybersecurity being a growing concern in today’s digital landscape.

Filing and compliance requirements

Form 10-K has strict filing deadlines imposed by the SEC, typically within 60 to 90 days after the fiscal year-end. Adherence to these deadlines is crucial as it assures timely access to essential data for investors and analysts alike. Compliance with SEC regulations is paramount for publicly traded companies. Non-compliance can lead to severe consequences, including fines, legal penalties, and loss of investor trust.

• Know Your Deadline: File within the allotted timeframe specific to your company size.
• Consult Experts: Ensure compliance with federal regulations by working with qualified accountants and legal advisors.
• Review for Accuracy: Double-check all financial figures and statements before submission.

Editing and filling out form 10-K

Completing the Form 10-K requires precise attention to detail and careful organization of relevant data. Start by gathering necessary financial records, market analyses, and operational metrics, as these will form the backbone of your report.

• Collect Data: Gather the company's financial statements, market data, and previous 10-K filings.
• Fill Out Sections: Be meticulous in each section, ensuring clarity and completeness.
• Seek Feedback: Have another set of eyes review the document for potential errors or omissions.

Common mistakes to avoid when filling out the form include misstatements of financial figures, inadequate disclosure of risks, and failure to comply with SEC formatting requirements. Thorough checks and potentially investing in professional services can help mitigate errors.

Utilizing PDF tools for Form 10-K

pdfFiller offers an array of features that simplify document management for Form 10-K. Its capabilities include seamless uploading and editing of PDFs, making it easier for teams to collaborate on the filing process. Users can also take advantage of eSigning capabilities, which streamline the process of approving and finalizing documents without the hassle of printing and scanning.

• Upload and Edit: Make changes to the uploaded PDF directly within the platform.
• Collaborate: Work with team members in real-time on edits and suggestions.
• Ensure Compliance: Utilize built-in templates that meet SEC standards.

Maintaining security and compliance when managing PDFs is critical. pdfFiller provides robust security features to protect sensitive information and maintain regulatory adherence during the filing process.

Interactive tools and resources

Integrating tools like Excel and Word to create spreadsheets and tables directly from 10-K data enhances the analysis process. This allows for easier comparisons and the generation of vital financial insights. Highlighting year-over-year changes using interactive charts helps both management and investors visualize trends effectively.

• Create Spreadsheets: Export 10-K data into Excel for advanced financial modeling.
• Interactive Charts: Develop visual representations of financial data for better comprehension.
• Cross-Reference Index: Create a thorough index for easy navigation through sections.

Using analytics tools to review financial trajectories allows companies to identify growth patterns and areas requiring improvement, thereby informing strategic decisions moving forward.

Interpretation of financial data

Analyzing the income statement, balance sheet, and cash flow statement are essential for stakeholders to understand a company's financial health. Each of these key financial statements provides unique insights and data points crucial for assessing the overall viability of a company.

• Income Statement Overview: Summarizes revenue and expenses, leading to net income or loss.
• Balance Sheet Insights: Provides a snapshot of the company’s assets, liabilities, and shareholder equity.
• Cash Flow Statement Analysis: Examines how cash is generated and spent, indicating financial stability.

Common financial ratios derived from these statements, such as profitability, liquidity, and leverage ratios, help investors gauge a company’s operational efficiency and financial stability.

Exhibits and supplementary information

The role of exhibits in the 10-K filing is to provide additional details and clarifications to the standard forms. These could include important contracts, agreements, or other legal documents that help explain the company's operations or financial obligations.

• Role of Exhibits: Offers supporting information that is not captured in the main filing.
• Supplementary Data: Contains financial notes that provide further context to the financial statements.
• Regulatory Disclosures: Important regulatory information that enhances transparency and compliance.

Reviewing the contents of these exhibits is vital as they may contain critical information that can affect investment decisions and stakeholder engagements.

Final steps for filing Form 10-K

Before submitting the Form 10-K, conducting a final review checklist can prevent costly oversights. Ensure every section is complete, all figures are accurate, and all exhibits are included. It’s essential to adhere to the SEC guidelines throughout the filing process.

• Conduct a Final Review: Check for completeness and accuracy in all filed sections.
• Best Practices: Engage multiple team members in the review process.
• Post-Filing Monitoring: Stay updated on any SEC actions following filing.

Post-filing activities are equally important. Monitoring any updates or revisions is crucial as these can impact public perception and investor confidence.

Continuing obligations after filing

After filing the 10-K, companies transition to their quarterly reporting obligations through Form 10-Q. Understanding the difference between these filings is essential for maintaining compliance and ensuring ongoing transparency with investors.

• Quarterly Reports: Timely filing of Form 10-Q ensures continued transparency.
• Annual Proxy Statements: These documents allow shareholders to vote on important company matters, maintaining engagement.
• Post-Filing Engagement: Keep open communication with shareholders about the company’s performance and strategies.

Engaging with shareholders post-filing is vital for maintaining trust and transparency, reinforcing the company’s commitment to stakeholder interests.

Strategic insights from the 10-K

The insights provided within the 10-K filing can be key to strategic decision-making. Investors can utilize the detailed information for investment analysis, ensuring they make informed financial choices. Understanding management team compensation and governance structures also gives insight into how leadership aligns with shareholder interests.

• Investment Analysis: Use the 10-K to assess whether an investment aligns with your financial strategy.
• Management Team Evaluation: Analyze compensation packages and governance practices.
• Material Contracts: Evaluate significant agreements outlined in the filing for potential risks and benefits.

Overall, strategic insights drawn from 10-K filings can significantly influence investment decisions and corporate strategy, making it essential for stakeholders to engage deeply with the content of these documents.

Advanced tools for managing SEC filings

pdfFiller’s suite of SEC filing tools streamlines the process of preparing and submitting 10-K forms. Automation and templates are just a couple of the features that make the filing process efficient and compliant with SEC requirements.

• Automation Tools: Simplify repetitive data entry and enhance accuracy.
• Templates: Utilize pre-approved formats to meet SEC filing standards.
• Future Trends: Stay ahead with innovative filing solutions and updates from the SEC.

The future of SEC filings is being shaped by technology, and investing in tools like pdfFiller can enhance productivity and compliance for the years to come.

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What is 0000721371-24-000056 form 10-k filed?

The 0000721371-24-000056 form is a specific annual report, also known as a Form 10-K, filed by publicly traded companies with the U.S. Securities and Exchange Commission (SEC) that provides an overview of the company's financial performance.

Who is required to file 0000721371-24-000056 form 10-k filed?

All publicly traded companies in the United States are required to file a Form 10-K annually with the SEC.

How to fill out 0000721371-24-000056 form 10-k filed?

To fill out the form, a company must provide detailed information regarding its business operations, financial condition, and management analysis. It usually involves following the SEC's guidelines and using the appropriate templates.

What is the purpose of 0000721371-24-000056 form 10-k filed?

The purpose of the Form 10-K is to give investors and the public a comprehensive and detailed view of a company's annual performance, including financial statements, risks, and corporate governance.

What information must be reported on 0000721371-24-000056 form 10-k filed?

The Form 10-K must report information such as the company’s financial statements, management's discussion and analysis (MD&A), executive compensation, market risk factors, and other significant factors affecting the company's operations.