earnings
confidence high
sentiment positive
materiality 0.75
McKesson Q1 adjusted EPS $9.93 (+20% YoY); raises FY2027 guidance to $44.20-$45.00
MCKESSON CORP
- Revenue $105.4B (+8% YoY); GAAP EPS $5.15 (down $1.10); adjusted EPS $9.93 (+20%).
- Board approved 15% dividend increase to $0.94/share, tenth consecutive annual increase.
- Returned $2.6B to shareholders in Q1, including $2.25B via accelerated share repurchase.
- FY2027 adjusted EPS guidance raised to $44.20-$45.00 from prior $43.80-$44.60 (13-15% growth).
- CEO Brian Tyler cited momentum across core distribution, oncology, and biopharma services.