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
Actual | 4.27 | 2.77 | 4.8 | 4.6 | 5.05 | 5.56 | 6.15 | 6.15 | 5.83 | 5.83 | 6.06 | 6.9 | 7.19 | 7.27 | 6.23 | 7.74 | 6.18 | 7.88 | 7.07 | 8.03 | 10.12 | 8.26 | 9.86 | 9.34 | ||||||||||||||||
Forecast | 4.0969 | 2.3466 | 3.8701 | 4.1533 | 5.0599 | 4.1476 | 4.6603 | 5.4502 | 6.03 | 5.2882 | 6.0872 | 6.3627 | 7.183 | 5.867 | 6.1491 | 7.0423 | 6.3584 | 7.2085 | 6.8807 | 7.9894 | 9.8271 | 8.1396 | 9.0297 | 9.173 | ||||||||||||||||
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
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 58.53B | 55.68B | 60.81B | 62.60B | 59.14B | 62.67B | 66.58B | 68.61B | 66.10B | 67.15B | 70.16B | 70.49B | 68.91B | 74.48B | 77.22B | 80.90B | 76.36B | 79.28B | 93.65B | 95.29B | 90.82B | 97.83B | 103.15B | 106.16B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 55.57B | 53.85B | 59.45B | 61.77B | 61.13B | 60.09B | 63.16B | 66.62B | 63.68B | 64.92B | 70.25B | 71.04B | 68.08B | 70.28B | 76.03B | 77.93B | 79.32B | 82.53B | 89.33B | 96.05B | 94.30B | 96.18B | 104.14B | 105.80B |
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
You can ask Aime
What is McKesson's latest dividend and current dividend yield?What is the revenue and EPS growth rate for McKesson year over year?What does McKesson do and what are its main business segments?What guidance did McKesson's management provide for the next earnings period?What factors drove the changes in McKesson's revenue and profit?Did McKesson beat or miss consensus estimates last quarter?What were the key takeaways from McKesson’s earnings call?What is the market's earnings forecast for McKesson next quarter?
