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麦克森Mckesson(MCK)2026财年第一季度业绩电话会纪要「NYSE」(英文版)(20页).pdf

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1、 Corrected Transcript 1-877-FACTSET Total Pages:20 Copyright 2001-2025 FactSet CallStreet,LLC 06-Aug-2025 McKesson Corp.(MCK)Q1 2026 Earnings Call McKesson Corp.(MCK)Q1 2026 Earnings Call Corrected Transcript 06-Aug-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 Executive Vice President&Chief Financial Officer,McKesson Corp.OTHER PARTICIPANTS Eric Percher Analyst,Nephron Research LLC Lisa C.Gill Analyst,JPMorgan

3、 Securities LLC Charles Rhyee Analyst,TD Cowen Allen Lutz Analyst,BofA Securities,Inc.Daniel Grosslight Analyst,Citigroup Global Markets,Inc.Brian Tanquilut Analyst,Jefferies LLC Elizabeth Anderson Analyst,Evercore ISI Erin Wilson Wright Analyst,Morgan Stanley&Co.LLC Stephen Baxter Analyst,Wells Far

4、go Securities LLC George Hill Analyst,Deutsche Bank Securities,Inc.Michael Cherny Analyst,Leerink Partners LLC McKesson Corp.(MCK)Q1 2026 Earnings Call Corrected Transcript 06-Aug-2025 1-877-FACTSET 3 Copyright 2001-2025 FactSet CallStreet,LLC MANAGEMENT DISCUSSION SECTION Operator:Welcome to McKess

5、ons First Quarter Fiscal 2026 Earnings Conference Call.Please be advised that todays 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.Jeni Dominguez Vice President-Investor Relations,McKesson Corp.Thank you,operat

6、or.Good afternoon,and welcome,everyone,to McKessons first quarter fiscal 2026 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 then well move to a question-and-answer session.Todays discu

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- **业绩亮点**:McKesson Corp. 在 2026 财年第一季度实现了强劲的业绩,总收入达到 978 亿美元,同比增长 23%,调整后运营利润增长 9% 至 14 亿美元。 - **增长动力**:三个业务部门实现了调整后运营利润的两位数增长,主要得益于美国药品分销业务的增长,特别是 GLP-1 药物的增长。 - **战略重点**:公司专注于肿瘤学和生物制药服务,通过收购 PRISM Vision 和 Core Ventures 来扩展其肿瘤学平台。 - **财务展望**:公司上调了 2026 财年每股收益预期至 37.10 至 37.90 美元,预计收入增长 11% 至 15%,运营利润增长 9% 至 13%。 - **投资重点**:公司继续投资于自动化和先进技术,以提高运营效率和生产力。
** "Q1财报亮点" ** "McKesson Q1财报中,哪些业务板块实现了双位数增长?" ** "战略转型之路" ** "McKesson如何通过战略收购和业务重组,推动未来增长?" ** "自动化未来" ** "McKesson的自动化技术如何提升运营效率,并带来哪些潜在收益?"
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