MCK Stock Recent News

Storied healthcare supplies company McKesson (MCK 0.34%) was a slight outperformer on the stock exchange Friday, as investors considered its results for its fourth quarter of fiscal 2025. They liked, if not loved, what they saw, sending the shares to a 0.5% gain on that day.

I reiterate a Strong Buy rating on McKesson Corporation with a fair value of $828 per share, driven by robust growth in the oncology and biopharma sectors. McKesson posted 19% revenue growth and 63.8% adj. EPS growth, largely driven by strong demand for GLP-1 products, which now represent 12% of total revenue. The company's global supply chain flexibility and non-discretionary drug pricing render it largely immune to tariff uncertainties, ensuring stable future growth.

McKesson's fourth-quarter fiscal 2025 results showcase growth in the U.S. Pharmaceutical segment. However, Medical Surgical Solutions suffers due to lower COVID-related sales.

McKesson Corporation (NYSE:MCK ) Q4 2025 Earnings Conference Call May 8, 2025 4:30 PM ET Company Participants Brian Tyler - Chief Executive Officer Britt Vitalone - Chief Financial Officer Jeni Dominguez - VP of Investor Relations Conference Call Participants Kevin Caliendo - UBS Lisa Gill - JP Morgan Allen Lutz - Bank of America Eric Percher - Nephron Research Stephen Baxter - Wells Fargo Daniel Grosslight - Citi Eric Coldwell - Baird Elizabeth Anderson - Evercore ISI Charles Rhyee - TD Cowen Operator Presentation Operator Welcome to McKesson's Fourth Quarter Fiscal 2025 Earnings Conference Call. Please be advised that today's conference is being recorded.

While the top- and bottom-line numbers for McKesson (MCK) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

McKesson (MCK) came out with quarterly earnings of $10.12 per share, beating the Zacks Consensus Estimate of $9.81 per share. This compares to earnings of $6.18 per share a year ago.

McKesson forecast fiscal 2026 profit largely above estimates on Thursday and said it is planning to spin off its medical-surgical solutions unit into an independent company to focus on its core drug distribution business.

The pharmaceutical distributor said the new company would be a differentiated medical surgical supply and solutions business.

IRVING, Texas--(BUSINESS WIRE)--McKesson Corporation (NYSE: MCK) has released its fiscal 2025 fourth quarter financial results. Results can be accessed on McKesson's Investor Relations website at investor.mckesson.com/financials/quarterly-results. As previously announced, the company will host a live webcast of the earnings conference call for investors today, Thursday, May 8th at 4:30 PM ET to review its financial results. The audio webcast of the conference call will be available live and arc.

McKesson Corporation MCK will release its fourth-quarter financial results after the closing bell on Thursday.