secwatch.observer — SEC 8-K summary
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Issuer:     MCKESSON CORP (MCK)
CIK:        0000927653
Form:       8-K
Filed at:   2025-11-05T23:59:59+00:00
Accession:  0000927653-25-000138
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

McKesson Q2 adjusted EPS $9.86, +39% YoY; revenue record $103.2B; raises FY26 guidance
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- Quarterly revenue $103.2B (+10% YoY); GAAP EPS $8.92 vs $1.87; adjusted EPS $9.86 vs $7.07 (+39%).
- Generated $2.2B free cash flow in Q2; cash from operations $2.4B.
- Raised FY26 adjusted EPS guidance to $38.35-$38.85 (prev. $38.05-$38.55), indicating 16-18% growth.
- CEO Brian Tyler cites strength in oncology/multispecialty and biopharma services as growth drivers.
- Record first-half revenue of $201B (+16% YoY); net income $1.89B, up 64%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/927653/000092765325000138/0000927653-25-000138-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/927653/000092765325000138/mck-20251105.htm
  HTML page:      https://secwatch.observer/filing/0000927653-25-000138

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer