核心财务业绩 - 第三财季调整后每股收益为9.34美元，超出市场预期0.3%，同比增长16.3% [1] - 第三财季营收达1061.6亿美元，超出市场预期0.5%，同比增长11.4% [2] - 公司上调2026财年每股收益指引至38.80-39.20美元，营收增长预期上调至12-16% [7][13] 业务板块表现 - **北美医药板块**：营收883亿美元，同比增长9%，主要受零售全国账户客户处方量及专业产品增长驱动 [5] - **肿瘤与多专科板块**：营收130亿美元，同比大幅增长37%，调整后营业利润3.66亿美元，同比增长57% [8][9] - **处方技术解决方案板块**：营收15亿美元，同比增长9%，调整后营业利润2.77亿美元，同比增长18% [9] - **医疗外科解决方案板块**：营收30亿美元，同比增长1%，但调整后营业利润2.65亿美元，同比下降10% [10] 盈利能力与现金流 - 调整后毛利润为36.6亿美元，同比增长9.6%，毛利率为3.45%，同比下降近5个基点 [11] - 调整后营业利润为18.1亿美元，同比增长13.4%，营业利润率1.9%，同比扩张近22个基点 [11] - 期末现金及等价物为29.6亿美元，本财年迄今经营活动累计净现金流入27.3亿美元 [12] 战略进展与市场表现 - 公司业务转型持续推进，计划在2027年下半年完成对医疗外科解决方案业务的拆分，并已完成退出欧洲业务的最后一步 [15] - 过去六个月公司股价上涨36.1%，表现优于行业（上涨17.1%）和标普500指数（上涨11.1%） [3] - 业绩增长由全业务板块驱动，专科分销表现突出，在社区肿瘤领域的市场份额持续增长 [14]

Cardinal Health (NYSE:CAH) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAaron Alt - CFOCharles Rhyee - Managing DirectorElizabeth Anderson - Senior Managing DirectorEric Percher - Co-founderGlen Santangelo - Managing DirectorJason Hollar - CEOKevin Caliendo - Managing DirectorLisa Gill - Managing DirectorMatt Sims - VP and Head of Investor RelationsConference Call ParticipantsAllen Lutz - Senior Equity Research AnalystBrian Tanquilut - Senior Equity Research AnalystDaniel Grosslig ...

Cardinal Health (NYSE:CAH) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAaron Alt - CFOCharles Rhyee - Managing DirectorElizabeth Anderson - Senior Managing DirectorEric Percher - Co-founderGlen Santangelo - Managing DirectorJason Hollar - CEOKevin Caliendo - Managing DirectorLisa Gill - Managing DirectorMatt Sims - VP and Head of Investor RelationsConference Call ParticipantsAllen Lutz - Senior Equity Research AnalystBrian Tanquilut - Senior Equity Research AnalystDaniel Grosslig ...

Cardinal Health (NYSE:CAH) Q2 2026 Earnings call February 05, 2026 08:30 AM ET Speaker3Hello, and welcome to the second quarter fiscal year 2026 Cardinal Health Incorporated Earnings Conference Call. My name is Sergei, and I will be your coordinator for today's event. Please note that this conference is being recorded, and for the duration of the call, your lines will be on a listen only. However, you will have the opportunity to ask questions at the end of the call. This can be done by pressing star one on ...

Q2 FY26 Earnings Cardinal Health, Inc. February 5, 2026 © 2026 Cardinal Health. All Rights Reserved. 1 © 2026 Cardinal Health. All Rights Reserved. • Q2 FY26 Earnings Cautions Concerning Forward-Looking Statements This presentation contains forward-looking statements addressing expectations, prospects, estimates and other matters that are dependent upon future events or developments. These statements may be identified by words such as "expect," "anticipate," "intend," "plan," "believe," "will," "should," "c ...

公司财务与业绩展望 - 麦克森公司上调了其2026财年的利润预测 [1] - 公司业绩增长主要押注于其肿瘤学和特种药物分销业务的强劲增长 [1]

McKesson (NYSE:MCK) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsBrian Tyler - CEOBritt Vitalone - CFOCharles Rhyee - Managing DirectorElizabeth Anderson - Senior Managing DirectorGlen Santangelo - Managing DirectorJeni Dominguez - VP of Investor RelationsKevin Caliendo - Managing DirectorLisa Gill - Managing DirectorMichael Cherny - Senior Managing DirectorConference Call ParticipantsAllen Lutz - Senior Equity Research AnalystBrian Tanquilut - Senior Equity Research AnalystDaniel ...

McKesson (NYSE:MCK) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsBrian Tyler - CEOBritt Vitalone - CFOCharles Rhyee - Managing DirectorElizabeth Anderson - Senior Managing DirectorGlen Santangelo - Managing DirectorJeni Dominguez - VP of Investor RelationsKevin Caliendo - Managing DirectorLisa Gill - Managing DirectorMichael Cherny - Senior Managing DirectorConference Call ParticipantsAllen Lutz - Senior Equity Research AnalystBrian Tanquilut - Senior Equity Research AnalystDaniel ...

McKesson (NYSE:MCK) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Speaker2Welcome to McKesson's third-quarter fiscal 2026 earnings conference call. Please be advised that today's conference is being recorded. At this time, I would like to turn the call over to Jeni Dominguez, VP of Investor Relations. Please go ahead.Speaker1Thank you, operator. Good afternoon and welcome, everyone, to McKesson's third-quarter fiscal 2026 earnings call. Today I'm joined by Brian Tyler, our Chief Executive Officer, and ...

业绩总结 - 第三季度公司收入为1061.58亿美元，同比增长11%[16] - 第三季度调整后每股收益为9.34美元，同比增长16%[11] - 第三季度调整后运营利润为165.2亿美元，同比增长13%[16] 用户数据 - 北美制药部门第三季度收入为883.22亿美元，同比增长9%[20] - 肿瘤与多专科部门第三季度收入为130.10亿美元，同比增长37%[21] - 处方技术解决方案部门第三季度收入为15亿美元，同比增长9%[22] - 医疗外科解决方案部门第三季度收入为29.91亿美元，同比增长1%[23] 未来展望 - 公司已提高并缩小2026财年的调整后每股收益指导范围至38.80至39.20美元，预计同比增长17%至19%[12][30] - 预计2026财年收入预期增长12%至16%[35] - 2026财年调整后运营利润预计增长13%至17%[30] 新产品和新技术研发 - 预计2026财年将进行约25亿美元的股票回购[31] 财务数据 - 2026财年每股摊薄收益预期为38.80至39.20美元，2025财年实际为33.05美元，增长约17%[35] - 2026财年企业费用预期为6.2亿至6.5亿美元，2025财年实际为5.06亿美元[35] - 2026财年利息支出预期为2.15亿至2.35亿美元，2025财年实际为2.44亿美元[35] - 2026财年有效税率预期约为19%，2025财年实际为17.6%[35] - 2026财年自由现金流预期为44亿至48亿美元，2025财年实际为52亿美元[35] 负面信息 - 2024年12月31日止的九个月，因与某些第三方支付方的阿片类药物相关索赔，预估负债的索赔和诉讼费用净额为1.14亿美元（税前）[70] - 2024年12月31日止的九个月，因客户Rite Aid破产，预税信用203百万美元（税后150百万美元）[70] 其他新策略 - 2025年12月31日三个月的自由现金流（非GAAP）为10.57亿美元，较2024年同期的21.74亿美元下降197%[63] - 2025年12月31日九个月的总收入为307.14亿美元，较2024年同期的268.23亿美元增长15%[60]