Core Insights - McKesson reported $97.83 billion in revenue for the quarter ended June 2025, a year-over-year increase of 23.4% [1] - The EPS for the same period was $8.26, compared to $7.88 a year ago, with a surprise of +0.36% over the consensus estimate [1] Revenue Breakdown - U.S. Pharmaceutical revenue was $89.95 billion, exceeding the average estimate of $87.36 billion, with a year-over-year change of +25.4% [4] - Prescription Technology Solutions revenue reached $1.43 billion, surpassing the $1.35 billion estimate, reflecting a +15.6% year-over-year change [4] - International revenue was $3.74 billion, slightly above the $3.67 billion estimate, representing a +1.3% change year-over-year [4] - Medical-Surgical Solutions revenue was $2.7 billion, matching the estimate, with a +2.5% year-over-year change [4] Adjusted Operating Profit - Adjusted Operating Profit for U.S. Pharmaceutical was $950 million, below the average estimate of $965.96 million [4] - Adjusted Operating Profit for International was $99 million, slightly below the $100.22 million estimate [4] - Adjusted Operating Profit for Medical-Surgical Solutions was $244 million, exceeding the estimate of $215.97 million [4] - Adjusted Operating Profit for Prescription Technology Solutions was $269 million, above the $249.95 million estimate [4] - Adjusted Operating Profit for Corporate was -$138 million, worse than the average estimate of -$108.6 million [4] Stock Performance - McKesson shares returned -2% over the past month, while the Zacks S&P 500 composite increased by +0.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance in the near term [3]

Core Insights - McKesson reported revenue of $90.82 billion for the quarter ended March 2025, reflecting a 19% increase year-over-year, with EPS at $10.12 compared to $6.18 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $93.7 billion by 3.08%, while the EPS exceeded the consensus estimate of $9.81 by 3.16% [1] Revenue Breakdown - U.S. Pharmaceutical revenue was $83.17 billion, a 20.9% increase year-over-year, but below the average estimate of $85.79 billion [4] - Prescription Technology Solutions revenue reached $1.34 billion, up 13.5% year-over-year, slightly below the average estimate of $1.36 billion [4] - International revenue was $3.46 billion, showing a year-over-year decline of 2.5%, compared to the average estimate of $3.55 billion [4] - Medical-Surgical Solutions revenue was $2.85 billion, a 0.6% increase year-over-year, exceeding the average estimate of $2.79 billion [4] Adjusted Operating Profit - Adjusted Operating Profit for U.S. Pharmaceutical was $1.05 billion, matching the average estimate [4] - Adjusted Operating Profit for International was $102 million, surpassing the average estimate of $96.42 million [4] - Adjusted Operating Profit for Corporate was -$165 million, slightly worse than the average estimate of -$160.18 million [4] - Adjusted Operating Profit for Prescription Technology Solutions was $285 million, exceeding the average estimate of $267.80 million [4] - Adjusted Operating Profit for Medical-Surgical Solutions was $285 million, slightly above the average estimate of $283.33 million [4] Stock Performance - McKesson's shares returned +7.5% over the past month, underperforming compared to the Zacks S&P 500 composite's +11.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]