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麦克森Mckesson(MCK)2026财年第二季度业绩电话会纪要「NYSE」(英文版)(21页).pdf

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1、 Corrected Transcript 1-877-FACTSET Total Pages:21 Copyright 2001-2025 FactSet CallStreet,LLC 05-Nov-2025 McKesson Corp.(MCK)Q2 2026 Earnings Call McKesson Corp.(MCK)Q2 2026 Earnings Call Corrected Transcript 05-Nov-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 Lisa C.Gill Analyst,JPMorgan Securities LLC Brian Tanquilut Analyst,Je

3、fferies LLC Elizabeth Anderson Analyst,Evercore ISI Charles Rhyee Analyst,TD Cowen Eric Percher Analyst,Nephron Research LLC Kevin Caliendo Analyst,UBS Securities LLC Daniel Grosslight Analyst,Citigroup Global Markets,Inc.Allen Lutz Analyst,BofA Securities,Inc.Erin Wilson Wright Analyst,Morgan Stanl

4、ey&Co.LLC Stephen Baxter Analyst,Wells Fargo Securities LLC George Hill Analyst,Deutsche Bank Securities,Inc.Michael Cherny Analyst,Leerink Partners LLC Steven Valiquette Analyst,Mizuho Securities USA LLC McKesson Corp.(MCK)Q2 2026 Earnings Call Corrected Transcript 05-Nov-2025 1-877-FACTSET 3 Copyr

5、ight 2001-2025 FactSet CallStreet,LLC MANAGEMENT DISCUSSION SECTION Operator:Welcome to McKessons Second Quarter Fiscal 2026 Earnings Conference Call.Please be advised that todays conference is being recorded.At this time,I would like to turn the conference over to Jeni Dominguez,VP of Investor Rela

6、tions.Please go ahead.Jeni Dominguez Vice President-Investor Relations,McKesson Corp.Thank you,operator.Good afternoon,and welcome everyone to McKessons second quarter fiscal 2026 earnings call.Today,Im joined by Brian Tyler,our Chief Executive Officer;and Britt Vitalone,our Chief Financial Officer.

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- **业绩概述**:McKesson Corp. 在 2026 财年第二季度实现了强劲的业绩,总收入增长 10% 至 1030 亿美元,调整后每股收益增长 39% 至 9.86 美元。 - **业务增长**:北美制药业务和肿瘤学与多学科业务增长强劲,分别增长 8% 和 32%。收购的 PRISM 和 Core Ventures 对肿瘤学与多学科业务的增长贡献了约 12%。 - **战略重点**:公司专注于肿瘤学与多学科和生物制药服务两大增长平台,并计划在 2027 年第二季度之前将医疗外科解决方案业务分拆上市。 - **财务状况**:第二季度自由现金流为 22 亿美元,其中包括 1.96 亿美元的资本支出。公司计划回购约 25 亿美元的股票。 - **未来展望**:公司预计 2026 年收入增长 11% 至 15%,调整后每股收益增长 16% 至 18%。
** "业绩飙升!MCK Q2财报揭秘" ** "MCK Q2财报中,哪些业务板块成为业绩增长的双引擎?" ** "MCK新战略布局,未来增长点在哪里?" ** "MCK如何通过新报告结构优化投资组合,驱动长期价值创造?"
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