当前位置:首页 >财报库 > 报告详情

嘉德诺Cardinal Health(CAH)2026财年第二季度业绩电话会纪要「NYSE」(英文版)(19页).pdf

上传人: 1****1 编号:1180575 2026-04-03 19页 414.16KB

下载:

1、 Page 1 of 19 Q2 FY26 Cardinal Health,Inc.Earnings Conference Call February 5,2026,8:30AM Eastern Operator:Hello and welcome to the Second Quarter Fiscal Year 2026 Cardinal Health,Incorporated Earnings Conference Call.My name is Serghei and I will be your coordinator for todays event.Please note tha

2、t 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 your telephone keypad to register your question.Can you also please limit yo

3、urself to one question each to allow the maximum attendees to ask the question.If you require assistance at any point,please press star zero and you will be connected to an operator.I will now hand you over to your host,Matt Sims,Vice President,Investor Relations,to begin todays conference.Thank you

4、.Matt Sims:Good morning,and welcome to Cardinal Healths Second Quarter Fiscal 26 earnings Conference Call and thank you for joining us.With me today are Cardinal Health CEO,Jason Hollar,and our CFO,Aaron Alt.You can find this mornings earnings press release and investor presentation on the Investor

5、Relations section of our website at .Since we will be making forward-looking statements today,let me remind you that the matters addressed in these statements are subject to risks and uncertainties that could cause our actual results to differ materially from those projected or implied.Please refer

6、to our SEC filings and the forward-looking statement slide at the beginning of our presentation for a description of these risks and uncertainties.Please note,that during our discussion today,the comments will be on a non-GAAP basis unless specifically called out as GAAP.GAAP to non-GAAP reconciliat

word格式文档无特别注明外均可编辑修改,预览文件经过压缩,下载原文更清晰!
三个皮匠报告文库所有资源均是客户上传分享,仅供网友学习交流,未经上传用户书面授权,请勿作商用。
1. **业绩表现**:Cardinal Health FY26 Q2营收增长19%至660亿美元,非GAAP每股收益增长36%至2.63美元,全年EPS指引上调至10.15-10.35美元(同比增长23%-26%)。 2. **业务亮点**: - **医药与专科解决方案**:营收增长19%至610亿美元,专科业务预计FY26营收超500亿美元;GLP-1销售贡献约6%营收增长。 - **GMPD**:营收增长3%至33亿美元,品牌产品收入增长10%(部分受补库存驱动),利润增长105%至3700万美元。 - **其他增长业务**:营收增长34%至17亿美元,利润增长52%至1.79亿美元,核医学业务收入增长超30%。 3. **资本配置**:已回购3.75亿美元股票(全年目标7.5亿美元),现金储备28亿美元,杠杆率3.2倍(目标区间2.75-3.25倍)。 4. **战略进展**:完成Solaris Health收购,专科管理服务(MSO)平台扩张;BioPharma Solutions的Sonexus™平台新增超100万患者支持。
**Specialty增长动力?** **GMPD扭转为赢?** **资本分配策略?**
客服
商务合作
小程序
服务号
折叠