For the quarter ended December 2025, McKesson (MCK) reported revenue of $106.16 billion, up 11.4% over the same period last year. EPS came in at $9.34, compared to $8.03 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $105.66 billion, representing a surprise of +0.47%. The company delivered an EPS surprise of +0.35%, with the consensus EPS estimate being $9.31.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how McKesson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Medical-Surgical Solutions: $2.99 billion versus the four-analyst average estimate of $3.05 billion. The reported number represents a year-over-year change of +1.4%.
- Revenue- Prescription Technology Solutions: $1.5 billion compared to the $1.5 billion average estimate based on four analysts. The reported number represents a change of +9.4% year over year.
- Revenue- Other: $335 million versus $297.61 million estimated by three analysts on average.
- Revenue- North American Pharmaceutical: $88.32 billion versus the three-analyst average estimate of $88.6 billion. The reported number represents a year-over-year change of +1.4%.
- Revenue- Oncology & Multispecialty: $13.01 billion compared to the $12.48 billion average estimate based on three analysts.
- Adjusted Operating Profit- Medical-Surgical Solutions: $265 million versus $278.29 million estimated by four analysts on average.
- Adjusted Operating Profit- Prescription Technology Solutions: $277 million compared to the $264.4 million average estimate based on four analysts.
- Adjusted Operating Profit- Oncology & Multispecialty: $366 million versus $353.98 million estimated by three analysts on average.
- Adjusted Operating Profit- Corporate: $-156 million versus $-180.91 million estimated by three analysts on average.
- Adjusted Operating Profit- North American Pharmaceutical: $872 million versus the three-analyst average estimate of $855.24 million.
- Adjusted Operating Profit- Other: $28 million compared to the $14.6 million average estimate based on three analysts.
View all Key Company Metrics for McKesson here>>>
Shares of McKesson have returned +3% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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McKesson Corporation (MCK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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