Core Insights - McKesson reported revenue of $103.15 billion for the quarter ended September 2025, reflecting a year-over-year increase of 10.1% [1] - The earnings per share (EPS) was $9.86, up from $7.07 in the same quarter last year, resulting in an EPS surprise of +10.54% compared to the consensus estimate of $8.92 [1] Revenue Performance - Prescription Technology Solutions revenue was $1.38 billion, slightly below the average estimate of $1.39 billion, with a year-over-year increase of +8.8% [4] - Medical-Surgical Solutions revenue was $2.95 billion, matching a 0% change year-over-year, but below the estimated $3.02 billion [4] - Oncology & Multispecialty revenue reached $12.04 billion, slightly exceeding the estimate of $12.02 billion [4] - Other revenue was reported at $302 million, surpassing the average estimate of $269 million [4] - North American Pharmaceutical revenue was $86.48 billion, below the estimated $88.02 billion [4] Adjusted Operating Profit - Adjusted Operating Profit for Medical-Surgical Solutions was $249 million, slightly above the estimate of $246.33 million [4] - Adjusted Operating Profit for Prescription Technology Solutions was $261 million, exceeding the estimate of $245.96 million [4] - Adjusted Operating Profit for North American Pharmaceutical was $851 million, significantly above the estimate of $772.24 million [4] - Adjusted Operating Profit for Oncology & Multispecialty was $397 million, above the estimate of $356.64 million [4] - Adjusted Operating Profit for Corporate was reported at -$151 million, better than the estimate of -$166.06 million [4] - Adjusted Operating Profit for Other was $25 million, exceeding the estimate of $13.11 million [4] Stock Performance - McKesson shares have returned +12.2% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for further outperformance in the near term [3]

Cencora, Inc. Fourth Quarter Fiscal 2025 Earnings Call Cautionary Note Regarding Forward Looking Statements Certain of the statements contained in this presentation are "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the "Securities Exchange Act"). Words such as "aim," "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," "may," "might," "on track," "op ...

Core Insights - Cardinal Health reported a strong first quarter for fiscal year 2026, with revenues of $64 billion, marking a 22% increase from the previous year [1][2] - The company raised its fiscal 2026 outlook based on this performance, anticipating non-GAAP diluted EPS in the range of $9.65 to $9.85, reflecting a growth of 17% to 20% [10][11] Financial Performance - First quarter fiscal year 2026 revenues reached $64 billion, up from $52.3 billion in the same quarter of fiscal year 2025, representing a 22% year-over-year increase [2][11] - GAAP operating earnings increased by 18% to $668 million, while non-GAAP operating earnings rose by 37% to $857 million [1][11] - GAAP diluted EPS increased by 11% to $1.88, and non-GAAP diluted EPS surged by 36% to $2.55 [1][11] Segment Performance - The Pharmaceutical and Specialty Solutions segment generated revenues of $59.2 billion, a 23% increase from $48 billion in the prior year, with segment profit rising 26% to $667 million [3][4] - The Global Medical Products and Distribution segment saw a modest revenue increase of 2% to $3.2 billion, with segment profit significantly improving from $8 million to $46 million [5][7] - The "Other" segment reported a 38% revenue increase to $1.6 billion, with segment profit growing 60% to $166 million, driven by various operating segments [8][9] Guidance and Outlook - Cardinal Health raised its guidance for non-GAAP diluted EPS to a range of $9.65 to $9.85, up from the previous range of $9.30 to $9.50, reflecting strong first quarter performance and expected contributions from the acquisition of Solaris Health [10][11] - The company also increased its adjusted free cash flow expectations to $3.0 billion to $3.5 billion, up from $2.75 billion to $3.25 billion [10][11] Recent Developments - Cardinal Health's Sonexus Access and Patient Support business onboarded over 30 new specialty therapies in Q1, supporting growth expectations of over 30% for the BioPharma Solutions business in fiscal year 2026 [19] - The company announced the opening of a new flagship Pharmaceutical and Specialty Solutions distribution center in Indianapolis, expected to be operational by Fall 2027 [19] - An accelerated share repurchase program of $375 million was initiated in the first quarter of fiscal year 2026 [19]

Core Insights - McKesson reported $97.83 billion in revenue for the quarter ended June 2025, a year-over-year increase of 23.4% [1] - The EPS for the same period was $8.26, compared to $7.88 a year ago, with a surprise of +0.36% over the consensus estimate [1] Revenue Breakdown - U.S. Pharmaceutical revenue was $89.95 billion, exceeding the average estimate of $87.36 billion, with a year-over-year change of +25.4% [4] - Prescription Technology Solutions revenue reached $1.43 billion, surpassing the $1.35 billion estimate, reflecting a +15.6% year-over-year change [4] - International revenue was $3.74 billion, slightly above the $3.67 billion estimate, representing a +1.3% change year-over-year [4] - Medical-Surgical Solutions revenue was $2.7 billion, matching the estimate, with a +2.5% year-over-year change [4] Adjusted Operating Profit - Adjusted Operating Profit for U.S. Pharmaceutical was $950 million, below the average estimate of $965.96 million [4] - Adjusted Operating Profit for International was $99 million, slightly below the $100.22 million estimate [4] - Adjusted Operating Profit for Medical-Surgical Solutions was $244 million, exceeding the estimate of $215.97 million [4] - Adjusted Operating Profit for Prescription Technology Solutions was $269 million, above the $249.95 million estimate [4] - Adjusted Operating Profit for Corporate was -$138 million, worse than the average estimate of -$108.6 million [4] Stock Performance - McKesson shares returned -2% over the past month, while the Zacks S&P 500 composite increased by +0.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance in the near term [3]

Group 1 - The core viewpoint of the news is that Jiuzhoutong is focusing on its new product strategy and has shown significant growth in revenue and profit in 2024, with a strong emphasis on brand promotion and marketing capabilities [1][2] - In 2024, Jiuzhoutong's total sales revenue from its general agency brand promotion business (including pharmaceuticals and medical devices) reached 19.267 billion yuan, with a gross profit of 2.16 billion yuan [1] - The company has introduced a total of 2,247 specifications of pharmaceuticals and medical devices, with 52 single products achieving sales exceeding 100 million yuan [1] Group 2 - Jiuzhoutong reported a revenue of 151.81 billion yuan and a net profit attributable to shareholders of 2.507 billion yuan for the year 2024, with a year-on-year revenue growth of 2.58% and a net profit growth of 39.88% [2] - In the first quarter of 2025, the company achieved a revenue of 42.016 billion yuan, representing a year-on-year growth of 3.82%, and a net profit of approximately 970 million yuan, which is an increase of 80.38% compared to the same period last year [2]