McKesson Corporation Q3 2026 Earnings Call Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy MCK?
Source: seekingalpha
- Significant Revenue Growth: McKesson reported Q3 revenues of $106.2 billion, an 11% year-over-year increase, with double-digit adjusted operating profit growth in oncology and multispecialty services, indicating strong performance and sustained market demand in these sectors.
- Raised EPS Guidance: The company raised its fiscal 2026 earnings per share guidance to a range of $38.80 to $39.20, reflecting a 17% to 19% year-over-year growth, demonstrating management's confidence in future performance and market opportunities.
- Technology-Driven Efficiency Gains: By applying technology and automation, McKesson's full-time employees supported 120 more patients during the annual verification season compared to last year, showcasing the company's ongoing efforts to enhance operational efficiency and customer experience.
- Successful Acquisition Integration: Management highlighted significant progress in integrating Florida Cancer Specialists and PRISM Vision, which have made meaningful contributions to the strong performance in oncology, further solidifying the company's market position.
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Analyst Views on MCK
Wall Street analysts forecast MCK stock price to rise
14 Analyst Rating
12 Buy
2 Hold
0 Sell
Strong Buy
Current: 916.000
Low
880.00
Averages
942.83
High
1000.00
Current: 916.000
Low
880.00
Averages
942.83
High
1000.00
About MCK
McKesson Corporation is a diversified healthcare services company, which focuses on advancing health outcomes for patients everywhere. Its U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products in the United States (U.S.). The Prescription Technology Solutions (RxTS) segment helps solve medication access, affordability and adherence challenges for patients by working across healthcare to connect patients, pharmacies, pharmacy benefit managers, health plans, and biopharma companies. The Medical-Surgical Solutions provides medical-surgical supply distribution, logistics, and other services to healthcare providers, including physician offices, hospital reference labs, and home healthcare agencies. The International segment provides distribution and services to wholesale, institutional, and retail customers in Canada and Norway. It also offers oncology and specialty solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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