Management remarks
Call period: 2026 Q4 · 2026-08-11
Guidance: Aaron Alt: In fiscal year '27, we expect at least $1 billion in share repurchases, which would be the third consecutive year of additional share repurchases above our original stated baseline commitment.Demand and orders: Aaron Alt: Total company revenue for the quarter was $63.7 billion, an increase of 6%, driven by strong demand in our Pharmaceutical and Specialty Solutions segment with contributions from our 3 growth businesses that make up Other.Margins: Aaron Alt: Full year gross margin grew 20% to $9.8 billion and benefited directly from our segment performance and accretive acquisitions.Analyst Q&A
Analyst Stephen Baxter asked: I wanted to ask about the Other segment. So for the fiscal 2027 guidance, you have EBIT growing faster than revenue. Is that driven more by mix or synergy realization? Management Aaron Alt answered: Sure. Well, let me emphasize what Jason signaled earlier, which is we are excited about the opportunity that the other businesses present for us as we go forward. From a guide perspective, we called out 11% to 13% revenue growth and 15% to 18% profit growth. And the profit growth is really coming from across all of the businesses. And in prior quarters, you would have heard me call out the fact that we're making investments against all of those businesses as well, whether it's technology, capacity, capability.管理层陈述
电话会期间：2026 Q4 · 2026-08-11
指引：2027财年，我们预计股票回购规模至少达到10亿美元，这将是连续第三年超出最初披露的基准承诺额度进行额外股票回购。需求与订单：本季度公司总营收为637亿美元，同比增长6%，增长动力来自制药与特种解决方案部门的强劲需求，以及构成其他业务板块的3个增长型业务的贡献。利润率：全年毛利率增长20%至98亿美元，直接受益于各部门业绩以及具有增值效应的收购。分析师问答
分析师斯蒂芬·巴克斯特：我想询问有关其他业务板块的问题。在27财年的指引中，你们的息税折旧摊销前利润（EBIT）增速高于营收增速，这更多是由业务结构优化还是协同效应实现带来的？ 管理层亚伦·奥尔特：当然。首先我想强调杰森此前提到的观点，我们对未来其他业务带来的机遇感到振奋。从指引来看，我们给出的营收增速为11%至13%，利润增速为15%至18%。利润增长实际上来自所有业务板块，此前几个季度你们也了解到，我们会对这些业务在技术、产能和能力建设方面进行投资。This earnings-call research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
