McKesson's (MCK) Q4 2025 earnings forecasts are generally reliable, as indicated by the following points:
- Consistent Growth Trajectory: McKesson has demonstrated a consistent growth trajectory, with strong sales and earnings growth over the past few years. The company's 3-year sales growth rate is +9.1%, and the 3-year EPS growth rate is +117.1%1. This historical performance provides a solid foundation for the company's future earnings projections.
- Earnings Guidance Alignment: The company's earnings guidance for FY 2025 is $32.400-$33.000, compared to the consensus EPS estimate of $31.9902. This alignment with the analyst consensus suggests that McKesson's management is optimistic about the company's future earnings potential, which is supported by the company's historical performance and market conditions.
- Revenue Guidance Confidence: McKesson's revenue guidance for FY 2025 is $355.3 billion-$361.5 billion, compared to the consensus estimate of $90.52 billion2. This indicates that the company is confident in its ability to generate revenue, which is a positive sign for the company's earnings outlook.
- Recent Performance: McKesson's recent performance has been strong, with a reported third-quarter fiscal 2025 earnings showing 18% revenue growth to $95.3 billion and increased per-share earnings guidance of up to 20% year-over-year growth1. This recent performance provides a positive backdrop for the company's future earnings projections.
However, it's important to note that market conditions and unforeseen events can impact earnings performance. Investors should monitor any changes in the company's business lines, market trends, and industry dynamics that could affect McKesson's earnings in Q4 2025.