secwatch.observer — SEC 8-K summary
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Issuer:     MCKESSON CORP (MCK)
CIK:        0000927653
Form:       8-K
Filed at:   2025-09-18T23:59:59+00:00
Accession:  0000927653-25-000121
Event type: other_material
Sentiment:  neutral
Materiality: 0.55
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

McKesson reorganizes into 4 segments; restates FY2025 revenue of $359B under new structure
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- Starting Q2 FY2026, McKesson will report 4 segments: North American Pharmaceutical, Oncology & Multispecialty, Prescription Technology Solutions, Medical-Surgical Solutions.
- FY2025 restated revenue: North American Pharm $304.5B, Oncology & Multispecialty $36.9B, Prescription Tech $5.2B, Medical-Surgical $11.4B; total $359.1B.
- FY2025 restated adjusted op. profit: N.A. Pharm $3,145M (1.03%), Oncology & Multispecialty $936M (2.54%), Prescription Tech $961M (18.42%), Med-Surg $1,022M (8.98%).
- Agreement to sell Norway operations signed Aug 4, 2025 (subject to regulatory approval); also intends to separate Medical-Surgical Solutions (announced May 2025).
- Segment changes did not impact previously issued consolidated financials or EPS.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/927653/000092765325000121/0000927653-25-000121-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/927653/000092765325000121/mck-20250918.htm
  HTML page:      https://secwatch.observer/filing/0000927653-25-000121

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