McKesson(US:MCK) ZACKS·2025-11-06 00:01Core Insights - McKesson reported revenue of $103.15 billion for the quarter ended September 2025, reflecting a year-over-year increase of 10.1% [1] - The earnings per share (EPS) was $9.86, up from $7.07 in the same quarter last year, resulting in an EPS surprise of +10.54% compared to the consensus estimate of $8.92 [1] Revenue Performance - Prescription Technology Solutions revenue was $1.38 billion, slightly below the average estimate of $1.39 billion, with a year-over-year increase of +8.8% [4] - Medical-Surgical Solutions revenue was $2.95 billion, matching a 0% change year-over-year, but below the estimated $3.02 billion [4] - Oncology & Multispecialty revenue reached $12.04 billion, slightly exceeding the estimate of $12.02 billion [4] - Other revenue was reported at $302 million, surpassing the average estimate of $269 million [4] - North American Pharmaceutical revenue was $86.48 billion, below the estimated $88.02 billion [4] Adjusted Operating Profit - Adjusted Operating Profit for Medical-Surgical Solutions was $249 million, slightly above the estimate of $246.33 million [4] - Adjusted Operating Profit for Prescription Technology Solutions was $261 million, exceeding the estimate of $245.96 million [4] - Adjusted Operating Profit for North American Pharmaceutical was $851 million, significantly above the estimate of $772.24 million [4] - Adjusted Operating Profit for Oncology & Multispecialty was $397 million, above the estimate of $356.64 million [4] - Adjusted Operating Profit for Corporate was reported at -$151 million, better than the estimate of -$166.06 million [4] - Adjusted Operating Profit for Other was $25 million, exceeding the estimate of $13.11 million [4] Stock Performance - McKesson shares have returned +12.2% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for further outperformance in the near term [3]