- McKesson has increased its full-year adjusted EPS forecast to a range of $37.10 to $37.90, up from the previous estimate of $36.90 to $37.70. The market estimate is $37.43.
- For the first quarter, McKesson reported an adjusted EPS of $8.26, which is an increase from $7.88 year-over-year, beating the market estimate of $8.19.
- Revenue for the first quarter was $97.83 billion, marking a 23% increase year-over-year, exceeding the market estimate of $96.28 billion.
- U.S. pharmaceutical revenue came in at $89.95 billion, which is a 25% increase year-over-year, surpassing the estimate of $88.94 billion.
- International revenue was reported at $3.74 billion, showing a 1.3% increase year-over-year, and slightly above the estimate of $3.62 billion.
- Revenue from medical-surgical solutions was $2.70 billion, which is an increase of 2.5% year-over-year but just below the estimate of $2.71 billion.
- Prescription technology solutions revenue reached $1.43 billion, up 16% year-over-year, beating the estimate of $1.36 billion.
- Adjusted operating income was $1.42 billion, marking a 9.1% increase year-over-year, above the estimate of $1.37 billion.
- Analyst recommendations include 15 buy ratings, 2 hold ratings, and 1 sell rating for McKesson.
Mckesson Corp on Smartkarma
Analysts on Smartkarma have been offering positive coverage of McKesson Corp, a major player in the healthcare industry. In a report by Baptista Research, McKesson’s impressive financial performance for the fourth quarter and fiscal year 2025 was highlighted. The company saw significant revenue growth of 16% year-over-year, reaching a record $359 billion, surpassing long-term growth targets. Adjusted earnings per share also showed a 20% increase compared to the previous year. With such strong results, McKesson is clearly making strategic advancements and progress in its operations.
Another analyst, Richard Howe, shared insights in their weekly update, focusing on McKesson among other companies. Baptista Research also discussed McKesson’s positioning as a potential safe haven in uncertain times. Highlighting the company’s supply chain resilience, diversified business model, and essential role in healthcare delivery, Baptista Research suggests that McKesson could weather economic and policy headwinds better than others in the market. With a mix of strong financial performance and strategic advancements, McKesson Corporation seems well-positioned to solidify its competitive advantage in the industry.
A look at Mckesson Corp Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 0 | |
| Dividend | 2 | |
| Growth | 5 | |
| Resilience | 4 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
McKesson Corp, a company distributing pharmaceuticals and medical supplies across North America, shows a promising long-term outlook based on its Smartkarma Smart Scores. With a high Growth score of 5, the company is positioned well for future expansion and development. Following closely behind are solid Resilience and Momentum scores of 4, indicating the company’s ability to adapt to challenges and maintain positive performance trends.
While McKesson Corp lags in the Value category with a score of 0, the company still demonstrates resilience and momentum in its operations. Coupled with a moderate Dividend score of 2, investors can find a balance between growth potential and income generation within this company. Overall, McKesson Corp presents a favorable outlook for long-term investment, particularly for those seeking growth opportunities in the healthcare distribution sector.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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