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麦克森Mckesson(MCK) 2025财年第四季度及全年业绩电话会纪要「NYSE」(英文版)(19页).pdf

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1、 Corrected Transcript 1-877-FACTSET Total Pages:19 Copyright 2001-2025 FactSet CallStreet,LLC 08-May-2025 McKesson Corp.(MCK)Q4 2025 Earnings Call McKesson Corp.(MCK)Q4 2025 Earnings Call Corrected Transcript 08-May-2025 1-877-FACTSET 2 Copyright 2001-2025 FactSet CallStreet,LLC CORPORATE PARTICIPAN

2、TS Jeni Dominguez Vice President Investor Relations,McKesson Corp.Brian Scott Tyler Chief Executive Officer&Director,McKesson Corp.Britt J.Vitalone Chief Financial Officer&Executive Vice President,McKesson Corp.OTHER PARTICIPANTS Kevin Caliendo Analyst,UBS Securities LLC Lisa C.Gill Analyst,JPMorgan

3、 Securities LLC Allen Lutz Analyst,BofA Securities,Inc.Eric Percher Analyst,Nephron Research LLC Stephen Baxter Analyst,Wells Fargo Securities LLC Daniel Grosslight Analyst,Citigroup Global Markets,Inc.Eric White Coldwell Analyst,Robert W.Baird&Co.,Inc.Elizabeth Anderson Analyst,Evercore ISI Charles

4、 Rhyee Analyst,TD Cowen .MANAGEMENT DISCUSSION SECTION Operator:Welcome to McKessons Fourth Quarter Fiscal 2025 Earnings Conference Call.Please be advised that todays conference is being recorded.At this time,Id like to turn the call over to Jeni Dominguez,VP of Investor Relations.Please go ahead.Je

5、ni Dominguez Vice President Investor Relations,McKesson Corp.Good afternoon,and welcome everyone,to McKessons fourth quarter fiscal 2025 earnings call.Today,Im joined by Brian Tyler,our Chief Executive Officer;and Brett Vitalone,our Chief Financial Officer.Brian will lead off followed by Britt.And t

6、hen well move into a question-and-answer session.Todays discussion will include forward-looking statements such as forecasts about McKessons operations and future results.Please refer to the cautionary statements in todays earnings release and presentation slides available on our website at and to t

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根据报告的内容,本文主要概括了以下几点: 1. McKesson公司2025财年第四季度业绩强劲,全年收入增长16%,达到3590亿美元,调整后每股收益为33.05美元,超出预期。 2. 公司CEO Brian Tyler强调了公司在执行公司优先事项方面的成功,包括在肿瘤学和其他专科领域的战略收购,加强核心分销能力,以及启动加速和现代化企业的举措。 3. CFO Britt Vitalone提供了详细的财务数据,包括第四季度和全年的收入、利润、现金流等,并给出了2026财年的业绩预期。 4. 公司计划将医疗外科解决方案部门分离为独立公司,以更好地聚焦于其战略和资本部署。 5. 公司对2026财年的业绩预期表示乐观,预计收入增长11%至15%,每股收益增长8%至12%。 6. 公司将继续专注于在肿瘤学和生物制药服务领域的增长策略,以创造更大的股东价值。
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