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MCK

McKesson·NYSE
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MCK fundamentals

McKesson (MCK) released its earnings on Feb 4, 2026: revenue was 106.16B (YoY +11.40%), beat estimates; EPS was 9.34 (YoY +16.31%), beat estimates.
Revenue / YoY
106.16B
+11.40%
EPS / YoY
9.34
+16.31%
Report date
Feb 4, 2026
MCK Earnings Call Summary for Q3,2026
  • Revenue Growth Acceleration: Q3 revenue up 11% to $106.2B, driven by oncology (+37%) and biopharma services.
  • AI-Driven Efficiency: AI tools reduced DSCSA inquiries by 75%, with 100% service accuracy in Canada.
  • Margin Expansion: Operating profit up 13% to $1.7B; Prescription Tech margin improved 138bps YoY, oncology operating profit +57%.
  • Shareholder Returns: $680M share buybacks; TTM free cash flow $9.6B.
  • GLP-1 Momentum: Sequential revenue growth 7%, oral GLP-1 launches poised to expand market.
  • Regulatory Adaptation: Smooth IRA Part D implementation; MFN impact limited to 35% of oncology Medicare.
EPS
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Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
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Q3,2023
Q4,2023
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Q3,2025
Q4,2025
Q1,2026
Q2,2026
Q3,2026
Actual
4.272.774.84.65.055.566.156.155.835.836.066.97.197.276.237.746.187.887.078.0310.128.269.869.34
Forecast
4.09692.34663.87014.15335.05994.14764.66035.45026.035.28826.08726.36277.1835.8676.14917.04236.35847.20856.88077.98949.82718.13969.02979.173
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+4.23%
+18.04%
+24.03%
+10.76%
-0.20%
+34.05%
+31.97%
+12.84%
-3.32%
+10.25%
-0.45%
+8.44%
+0.10%
+23.91%
+1.32%
+9.91%
-2.81%
+9.32%
+2.75%
+0.51%
+2.98%
+1.48%
+9.20%
+1.82%
Revenue
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Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Q1,2026
Q2,2026
Q3,2026
Actual
--------------------------------58.53B55.68B60.81B62.60B59.14B62.67B66.58B68.61B66.10B67.15B70.16B70.49B68.91B74.48B77.22B80.90B76.36B79.28B93.65B95.29B90.82B97.83B103.15B106.16B
Forecast
--------------------------------55.57B53.85B59.45B61.77B61.13B60.09B63.16B66.62B63.68B64.92B70.25B71.04B68.08B70.28B76.03B77.93B79.32B82.53B89.33B96.05B94.30B96.18B104.14B105.80B
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+5.34%
+3.40%
+2.28%
+1.34%
-3.25%
+4.31%
+5.41%
+2.99%
+3.81%
+3.45%
-0.13%
-0.78%
+1.22%
+5.98%
+1.56%
+3.80%
-3.74%
-3.94%
+4.84%
-0.79%
-3.69%
+1.71%
-0.95%
+0.34%

Earnings Call