Management remarks
Call period: 2026 Q3 · 2026-08-05
Guidance: Eva Boratto: Based on our year-to-date performance and confidence in continued execution, we are raising our adjusted EPS guidance for fiscal 2026 to a range of $17.75 to $17.95.Demand and orders: Eva Boratto: Our core business continued to demonstrate its strength and value, delivering double-digit organic operating income growth when excluding the OneOncology contribution and the loss of the oncology customer last July.Margins: Eva Boratto: In the quarter, consolidated gross profit margin expanded by 61 basis points to 4.16%, largely due to our acquisition of OneOncology in February.Analyst Q&A
Analyst Eric Coldwell asked: But 2 quick ones, if I might. First, just if I missed it, the held-for-sale accounting benefit in the Other segment, if you could quantify that for us would be great. And then on GLP-1 sales, I know you said they were up $2.3 billion year-over-year. That looks like low to mid-20% growth, maybe up low-double digits quarter-over-quarter. I'm curious how that stacked up versus your expectations? Management Eva Boratto answered: On your held-for-sale, the benefit of the accounting impact, the majority of the growth in the Other segment was driven by the held-for-sale accounting. Underlying MWI delivered about 10% growth and drove the change to our outlook for the year. In terms of the GLP-1s, up 25%, that was generally in line with our expectations.管理层陈述
电话会期间：2026 Q3 · 2026-08-05
指引：伊娃·博拉托：我们上调2026财年调整后每股收益指引，区间为17.75美元至17.95美元。需求与订单：伊娃·博拉托：扣除OneOncology的贡献以及去年7月失去的肿瘤学客户的影响后，我们的核心业务持续展现实力与价值，实现了两位数的有机营业收入增长。利润率：伊娃·博拉托：本季度合并毛利率扩大61个基点至4.16%，主要得益于2月份对OneOncology的收购。分析师问答
分析师埃里克·科德韦尔提问：第一，请量化其他板块中待售资产的会计收益；第二，已知GLP-1销售额同比增长23亿美元，同比增速约为低至中20%，环比或为低双位数，请问这是否符合公司预期？管理层伊娃·博拉托回应：其他板块的增长大多源于待售资产的会计影响，核心MWI业务营收增长约10%，并推动了年度业绩展望调整；GLP-1产品营收增长25%，基本符合公司预期。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。
