Cardinal Health, Inc. (CAH) Q1 2025 Earnings Call Transcript Summary
Cardinal Health, Inc. (CAH) Q1 2025 Earnings Call Transcript Summary
Gross margin improved by 9%, driven by positive trends in both Branded and Generics in the Pharma segment.The following is a summary of the Cardinal Health, Inc. (CAH) Q1 2025 Earnings Call Transcript:
以下是卡地納健康公司（CAH）2025財年第一季度業績會實錄摘要:
Financial Performance:
金融業績：
Cardinal Health reported Q1 FY2025 revenue of $52 billion, reflecting a 4% decrease, attributable to a customer transition, but an adjusted increase of 15% considering strong organic growth.
The company announced an EPS of $1.88, a growth of 9% from the prior year, underpinned by strong operational performance, particularly in the Pharma segment.
Gross margin improved by 9%, driven by positive trends in both Branded and Generics in the Pharma segment.
Operating earnings grew by 12% to $625 million, despite the impact from higher employee health and welfare plan utilization costs.
卡地納健康報告2025財年第一季度營業收入爲520億美元，減少4%，主要歸因於客戶轉變，但考慮到強勁的有機增長，經調整增長15%。
公司宣佈每股收益爲1.88美元，較去年同期增長9%，得益於強勁的運營表現，特別是在製藥業務領域。
毛利率提高了9%，受益於製藥業務領域品牌藥和仿製藥均呈現積極趨勢。
儘管受到較高員工健康和福利計劃使用成本影響，運營收入增長了12%至62500萬美元。
Business Progress:
業務進展：
Cardinal Health highlighted the expansion of its Pharma and Specialty Solutions, noting a 16% segment profit growth.
The company is actively investing in its infrastructure, notably in the GMPD (Global Medical Products Division) to enhance supply chain resiliency.
A notable business development was the agreement to acquire Integrated Oncology Network for $1.1 billion, expected to close by the end of the calendar year, enhancing their Specialty Solutions offerings.
卡地納健康強調了其製藥和特種藥解決方案的擴展，指出該部門利潤增長了16%。
該公司正在積極投資其製造行業，特別是在全球醫療產品部門，以增強供應鏈的彈性。
一個顯著的業務發展是同意以11億美元收購Integrated Oncology Network，預計將在日曆年底前完成，從而增強其特種解決方案業務。
Opportunities:
機會：
The company has raised its fiscal 2025 EPS guidance to a range of $7.75 to $7.90 and adjusted free cash flow to $1 billion to $1.5 billion, indicating confidence in sustained strong performance across its segments, especially Pharma.
Continuing strong demand across Pharma and Specialty Solutions, including COVID-19 vaccines and growth in specialty pharmaceuticals, positions the company well for ongoing revenue growth.
該公司將其2025財年每股收益指引提高至7.75至7.90美元區間，自由現金流調整爲10億至15億美元，表明對各業務板塊持續強勁表現的信懇智能，特別是醫藥業務。
醫療和特種解決方案業務持續強勁需求，包括新冠病毒疫苗以及特種藥品的增長，使該公司在持續營業收入增長方面處於良好位置。
Risks:
風險：
The GMPD segment underperformed due to unexpected health and welfare costs, impacting profitability. The company noted a $17 million increase in these costs affecting the financial outcome for the segment.
由於意外的健康福利成本，導致製造行業部門業績不佳，影響了盈利能力。該公司指出這些成本增加了1700萬美元，影響了該部門的財務結果。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
