McKesson (MCK) Q1 2026 Earnings Call August 06, 2025 04:30 PM ET Company ParticipantsJeni Dominguez - VP - Investor RelationsBrian Tyler - CEO & DirectorBritt Vitalone - EVP & CFOLisa Gill - Managing DirectorCharles Rhyee - Managing DirectorElizabeth Anderson - Senior MDConference Call ParticipantsEric Percher - Research Analyst - Pharma Supply Chain & Digital HealthAllen Lutz - Senior Equity Research AnalystDaniel Grosslight - Senior Research Analyst, Healthcare TechnologyBrian Tanquilut - Senior Analyst - ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-13252 McKESSON CORPORATION (Exact name of registrant as specified in its charter) Delaware 94-3207296 (State or other juris ...

McKesson (MCK) Q1 2026 Earnings Call August 06, 2025 04:30 PM ET Speaker0Welcome to McKesson's First Quarter Fiscal twenty twenty six Earnings Conference Call. Please be advised that today's conference is being recorded. At this time, I would like to turn the call over to Jenny Dominguez, VP of Investor Relations. Please go ahead.Speaker1Thank you, operator. Good afternoon, and welcome, everyone, to McKesson's first quarter fiscal twenty twenty six earnings call. Today, I'm joined by Brian Tyler, our Chief ...

Cautionary Statements Cautionary Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward- looking statements may be identified by their use of terminology such as "believes," "expects," "anticipates," "may," "will," "should," "seeks," "approximately," "intends," "projects," "plans," "estimates," "targets," or the negative of these words or other comparable terminology. Any ...

While high dividend yields are enticing to many investors, the more relevant measurement of success of any stock is its total return. Total return includes a stock's dividend yield, as well as the change in share price. These two sources of return often work against each other; as shares fall, dividend yields rise, and vice versa. Below, we’ll detail five stocks that are working to deliver on both return sources. They are performing well in 2025, with their total returns beating out the overall market. They ...

"McKesson had a standout quarter with momentum and growth across the enterprise," said Brian Tyler, chief executive officer. "We continue to execute against our strategy, delivering for our customers, partners, and patients. Our strong first quarter results included record revenue of $97.8 billion, representing 23% growth compared to the previous year. In addition, we closed the acquisitions of PRISM Vision Holdings and Core Ventures, further expanding our differentiated capabilities in Oncology and Special ...

Key Takeaways DIS, BJ, RL, and MCK all have high interest coverage ratios, signaling strong debt-servicing ability.Each stock boasts a Zacks Rank #2 and a VGM Score of A or B, adding to their investment appeal.All four companies posted solid EPS surprises and are projected to grow sales and earnings this year.The recent market pullback, triggered by fresh tariffs and a stark slowdown in job growth, has shaken investor confidence. With July nonfarm payrolls rising by just 73,000, far below expectations, and ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks ...

Core Insights - The analyst has shifted from a bullish stance to a "Hold" rating on McKesson Corporation (NYSE: MCK) over the last few quarters, indicating a cautious outlook on the stock's performance [1]. Group 1: Company Analysis - The analysis emphasizes a focus on high-quality companies that can outperform the market in the long run due to competitive advantages and high defensibility [1]. - The analyst's expertise includes a background in sociology, with a Master's Degree emphasizing organizational and economic sociology, which may influence the analytical approach [1]. Group 2: Market Focus - The analysis is primarily focused on companies in European and North American markets, without restrictions on market capitalization, covering both large-cap and small-cap companies [1].

Company Performance - McKesson's stock closed at $724.11, down 1.53% from the previous session, which is less than the S&P 500's loss of 0.07% [1] - Over the past month, McKesson's shares have appreciated by 3.83%, outperforming the Medical sector's loss of 1.3% and lagging behind the S&P 500's gain of 3.94% [1] Earnings Estimates - McKesson is expected to report earnings of $8.25 per share on August 6, 2025, reflecting a year-over-year growth of 4.7% [2] - The consensus estimate for revenue is projected at $96.08 billion, indicating a 21.18% increase compared to the same quarter of the previous year [2] Full-Year Projections - The full-year Zacks Consensus Estimates for McKesson are earnings of $37.25 per share and revenue of $405.91 billion, representing year-over-year changes of +12.71% and +13.05%, respectively [3] Analyst Sentiment - Recent changes to analyst estimates for McKesson indicate evolving short-term business trends, with positive revisions suggesting optimism about the business outlook [3][4] Zacks Rank - McKesson currently holds a Zacks Rank of 2 (Buy), with the Zacks Consensus EPS estimate shifting 0.16% upward over the past month [5] Valuation Metrics - McKesson's Forward P/E ratio is 19.74, which is a premium compared to the industry average Forward P/E of 18.21 [6] - The company has a PEG ratio of 1.47, while the Medical - Dental Supplies industry average PEG ratio is 1.67 [6] Industry Context - The Medical - Dental Supplies industry, part of the Medical sector, has a Zacks Industry Rank of 29, placing it in the top 12% of over 250 industries [7]