earnings
confidence high
sentiment positive
materiality 0.90
McKesson Q4 revs $90.8B (+19%), adj. EPS $10.12 (+64%); guides FY26 adj. EPS $36.75-37.55; plans Med-Surg spin-off
MCKESSON CORP
2025-FY EPS
reported $25.72
vs consensus $9.31
▲ beat
(+176.3%)
- Q4 consolidated revenues $90.8B (+19% YoY); GAAP diluted EPS $10.01; adjusted diluted EPS $10.12 (+64%).
- Full-year FY25 revenues $359.1B (+16%); adjusted EPS $33.05 (+20%); cash flow from ops $6.1B, FCF $5.2B.
- FY26 adjusted EPS guidance $36.75-$37.55 (11-14% growth); reaffirms long-term adj. EPS growth target 12-14%.
- Announces intention to separate Medical-Surgical Solutions into independent company to unlock shareholder value.
- U.S. Pharmaceutical long-term segment profit growth target raised from 5-7% to 6-8%.