McKesson (NYSE:MCK) Q2 2026 Earnings Call November 05, 2025 04:30 PM ET Speaker1Please stand by. Welcome to McKesson's second quarter fiscal 2026 earnings conference call. Please be advised that today's conference is being recorded. At this time, I would like to turn the conference over to Jeni Dominguez, VP of Investor Relations. Please go ahead.Speaker0Thank you, operator. Good afternoon and welcome everyone to McKesson's second quarter fiscal 2026 earnings call. Today I'm joined by Brian Tyler, our Chief ...

Drug distributor McKesson raised its fiscal 2026 profit forecast on Wednesday, betting on strong growth in its oncology and specialty drug distribution businesses. ...

McKesson Corporation Second Quarter Fiscal 2026 Earnings Call November 5, 2025 1 © 2021 McKesson Corporation. All rights reserved. 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," "approxim ...

Exhibit 99.1 McKESSON CORPORATION REPORTS FISCAL 2026 SECOND QUARTER RESULTS AND RAISES FULL YEAR ADJUSTED EPS GUIDANCE IRVING, Texas, November 5, 2025 - McKesson Corporation (NYSE:MCK) today announced results for the second quarter ended September 30, 2025. Second quarter revenues were $103.2 billion, an increase of 10% from a year ago, driven by growth in the North American Pharmaceutical segment, due to increased prescription volumes from retail national account customers, and growth in the distribution ...

Key Takeaways MCK's Q2 revenues are projected at $104.66B, up 11.8%, with EPS expected to rise 26.2% to $8.92.MCK's U.S. Pharma and RxTS segments likely fueled broad-based growth across specialty and digital services.Automation gains and cost control might have offset MCK's integration expenses from recent acquisitions.McKesson Corporation (MCK) is scheduled to report second-quarter fiscal 2026 results on Nov. 5, after market close.The company delivered an earnings surprise of 0.36% in the last reported qua ...

Core Viewpoint - McKesson (MCK) has received an upgrade to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Rising earnings estimates for McKesson suggest an improvement in the company's underlying business, likely leading to an increase in stock price [5][10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7][9]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [9][10]. Recent Performance of McKesson - McKesson is expected to earn $38.05 per share for the fiscal year ending March 2026, with no year-over-year change, but the Zacks Consensus Estimate has increased by 2.3% over the past three months [8].

Core Insights - McKesson (MCK) is valued at $100.9 billion and operates in healthcare services and information technology across four segments [1] - The stock has shown strong technical momentum, gaining 9.12% since a "Buy" signal was issued on September 23 [2] - McKesson has reached an all-time high of $811.86 in intraday trading on October 27 [4] - The stock has a 100% "Buy" opinion from Barchart, with shares up nearly 60% over the past year [6] - Analyst sentiment is positive, with price targets reaching up to $984 despite some valuation concerns [6] Technical Indicators - McKesson has a Weighted Alpha of +52.53 and a Relative Strength Index (RSI) of 70.21 [7] - The stock recently traded at $810.29, with a 50-day moving average of $734.34 [7] - There is a technical support level around $803.12 [7] Financial Projections - Revenue is projected to grow by 13.88% this year and an additional 8.26% next year [8] - Earnings are estimated to increase by 16.00% this year and another 13.37% next year [8]

来源：环球市场播报 麦克森公司（McKesson）股价创下1983年以来的历史高位。 ...

Core Insights - McKesson Corporation has a market capitalization of $97.9 billion and is a leader in healthcare services and information technology, operating through four segments: U.S. Pharmaceutical, Prescription Technology Solutions, Medical-Surgical Solutions, and International [1] Financial Performance - McKesson is expected to announce its fiscal Q2 2026 results on November 5, with analysts forecasting an adjusted EPS of $8.92, representing a 26.2% increase from $7.07 in the same quarter last year [2] - For fiscal 2026, analysts predict an adjusted EPS of $38.12, a 15.3% increase from $33.05 in fiscal 2025 [3] Stock Performance - Over the past 52 weeks, McKesson's stock has increased by 54.9%, outperforming the S&P 500 Index's rise of 15.1% and the Health Care Select Sector SPDR Fund's decline of 3.1% [4] Recent Developments - Despite reporting a better-than-expected Q1 2026 adjusted EPS of $8.26 and revenue of $97.83 billion, McKesson's shares fell by 5.8% the following day due to a 10.7% drop in GAAP EPS to $6.25, attributed to a $189 million bad debt provision related to the Rite Aid bankruptcy [5] Analyst Ratings - The consensus rating for McKesson stock is bullish, with a "Strong Buy" rating from 12 out of 17 analysts, while the average price target is $839.27, indicating a potential upside of 6.3% from current levels [6]

Jefferies sets a new price target for McKesson Corporation (NYSE:MCK) at $900, indicating a potential increase of 16.96%.McKesson's acquisitions of PRISM Vision and Core Ventures aim to bolster its oncology, multispecialty, and technology-enabled segments.The company's Q1 FY26 results show strong revenue growth and robust cash flow guidance, supporting a raised long-term EPS target.McKesson Corporation (NYSE:MCK) is a prominent player in the healthcare sector, known for its role in distributing pharmaceutic ...