财务数据和关键指标变化 - 总收入增长15%至809亿美元,主要由于美国制药业务持续强劲表现,包括专科产品、零售国家账户客户和GLP-1药物的销量增加 [25][31][32] - 毛利增长3%至31亿美元,剔除欧洲业务剥离和政府新冠项目影响后,毛利增长10% [26] - 经营费用增长4%,剔除欧洲业务剥离后增长6% [27] - 经营利润下降9%至13亿美元,主要受到2023财年终止税收协议收益和新冠相关项目贡献下降的影响,但剔除这些因素后经营利润增长7% [27][28] - 每股摊薄调整后收益增长12%至7.74美元 [30] 各条业务线数据和关键指标变化 美国制药业务 - 收入增长18%至730亿美元,主要由于专科产品、零售国家账户客户和GLP-1药物销量增加 [31][32] - GLP-1药物收入增长约60%至75亿美元 [33] - 经营利润增长6%至8.28亿美元,剔除新冠相关影响后增长8% [34] 处方技术解决方案业务 - 收入增长7%至12亿美元 - 经营利润增长25%至1.93亿美元,主要由于GLP-1药物和新品上市带动的获取解决方案需求增加 [35] 医疗-外科解决方案业务 - 收入增长2%至30亿美元,主要由于基层医疗和延展护理业务增长,但政府新冠疫苗项目相关收入下降 [36][38] - 经营利润下降16%至2.82亿美元,主要由于政府新冠疫苗项目相关收入下降和疾病季节性因素 [38] 国际业务 - 收入下降18%至36亿美元,主要由于欧洲业务剥离 [39] - 经营利润下降27%至1.05亿美元,主要由于欧洲业务剥离 [39] 各个市场数据和关键指标变化 - 美国市场持续保持良好增长势头,各客户渠道销量均有所增加 [9] - 加拿大业务表现良好,是一个包括药品分销、零售药房、数字业务在内的多元化资产组合 [11] 公司战略和发展方向及行业竞争 - 公司持续推进核心业务增长,包括提升分销网络效率、扩大在肿瘤和生物医药服务领域的业务 [8][12][13][14][15][16] - 公司在肿瘤和生物医药服务领域的解决方案得到市场认可,为客户提供差异化价值 [15][16][17][18] - 公司持续投资于数据分析和人工智能技术,以提升客户和运营效率 [59] - 公司看好未来发展前景,预计2025财年各业务线增长将达到或略高于长期目标水平 [55][56] 管理层对经营环境和未来前景的评论 - 公司在人才和文化建设方面持续投入,获得多项殊荣,为可持续发展奠定基础 [6][7] - 管理层对公司当前业务表现和未来发展前景保持乐观态度,有信心实现长期可持续增长 [19][60] 问答环节重要的提问和回答 问题1 **Charles Rhyee 提问** 处方技术解决方案业务中新授权和再授权的占比情况,以及随着新品上市,这一业务的发展趋势如何 [63][64] **Brian Tyler 回答** 新品上市通常需要授权,这是该业务的一个重要驱动因素。随着GLP-1药物等新品的持续增长,该业务也将保持良好发展势头,但增速可能会有所放缓。公司将密切关注支付方政策变化对该业务的影响 [64] 问题2 **Eric Percher 提问** 公司在专科药品分销方面的增长,是否主要来自于同店销售增长,还是通过获取新客户市场份额提升 [68][69] **Brian Tyler 和 Britt Vitalone 回答** 公司在专科药品分销方面的增长来自多方面,包括同店销售增长、通过新增肿瘤网络实现的新客户拓展,以及整体市场份额提升。公司在肿瘤网络、生物医药服务等领域持续投入,为客户提供差异化解决方案,推动业务全面发展 [69][70][71] 问题3 **Lisa Gill 提问** 公司在加拿大的战略,是否包括继续保留Rexall零售药房业务 [75] **Brian Tyler 回答** 公司在加拿大有一个规模广泛、影响力大的医疗服务业务,包括分销、专科分销、零售药房、在线品牌等多个领域,整体表现良好。公司对加拿大业务保持高度重视和承诺,未来将继续投资以推动业务发展 [76][77]

财务表现 - McKesson在2023年12月报告的季度营收为809亿美元，同比增长14.8%[1] - 每股收益为7.74美元，较去年同期的6.90美元有所增长[1] - McKesson的美国制药业务营收为730.2亿美元，同比增长17.9%[4] - 处方技术解决方案业务营收为12.1亿美元，略高于预期[5] - 国际业务营收为36.4亿美元，同比下降18.2%[6] - 医疗外科解决方案业务营收为30.3亿美元，同比增长1.5%[7] 调整后营业利润 - 美国制药业务的调整后营业利润为8.28亿美元，略低于预期[8] - 处方技术解决方案业务的调整后营业利润为1.93亿美元，高于预期[9] - 国际业务的调整后营业利润为1.05亿美元，略低于预期[11] - 医疗外科解决方案业务的调整后营业利润为2.82亿美元，略低于预期[12] 股票表现 - McKesson股票在过去一个月内上涨了5.4%，表现略低于Zacks S&P 500综合指数的5.6%[13]

公司业绩 - 麦科森公司发布了2024财年第三季度财务业绩[1] - 公司将于2月7日下午4:30 ET举行投资者电话会议，回顾财务业绩[2] 公司简介 - 麦科森公司是一家致力于推动全球患者健康结果的多元化医疗服务领导者[3]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-13252 McKESSON CORPORATION (Exact name of registrant as specified in its charter) Delaware 94-3207296 (State or other jurisdiction (I.R.S ...

Shares of McKesson (MCK) have been strong performers lately, with the stock up 5.5% over the past month. The stock hit a new 52-week high of $508.09 in the previous session. McKesson has gained 9% since the start of the year compared to the 3.6% move for the Zacks Medical sector and the 1.8% return for the Zacks Medical - Dental Supplies industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in any of the l ...

In its upcoming report, McKesson (MCK) is predicted by Wall Street analysts to post quarterly earnings of $7.05 per share, reflecting an increase of 2.2% compared to the same period last year. Revenues are forecasted to be $77.48 billion, representing a year-over-year increase of 9.9%.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Bef ...

The market expects McKesson (MCK) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 7, 2024, might help the stock move higher if these key numbers are ...

Zacks排名系统 - Zacks专注于基于盈利预期和预期修订的排名系统，寻找优质股票[1] 价值投资策略 - 价值投资是发现强势股票的首选方法之一[2] McKesson股票分析 - McKesson (MCK)是一只值得关注的股票，目前具有2（买入）的Zacks排名和价值方面的A级评分[4] - MCK的PEG比率为1.53，略低于行业平均值1.73[5] - MCK的P/CF比率为15.63，相对于行业平均值20.18，显示出被低估的迹象[6] - 这些数据显示出MCK目前可能被低估，结合其盈利前景的强劲，MCK现在是一只令人印象深刻的价值股票[7]

McKesson Corporation (MCK) recently announced its plan to sell Rexall Pharmacy Group, the Canadian drugstore chain that the company bought for about $2.2 billion seven years ago.McKesson bought the business in 2016 from Katz Group to solidify its position in Canada's pharmaceutical supply chain.Price PerformanceFor the past six months, MCK’s shares have rallied 19.9% against the industry’s decline of 2.4%. The S&P 500 increased 3.9% in the same time frame.Image Source: Zacks Investment ResearchMore on the N ...

McKessonCorporation (MCK) is well-poised for growth, backed by strategic collaborations and strength in the Distribution Solutions segment. However, the company’s opioid-related litigation expenses are a potential threat.Shares of this currently Zacks Rank #2 (Buy) company have risen 27.4% in the past year compared with the industry’s 9% growth. The S&P 500 Index has increased 20.6% in the same time frame.McKesson is a healthcare services and information technology company with a market capitalization of $6 ...