Mckesson Stock Earnings Reports

McKesson delivered a strong third quarter of fiscal 2025 with record revenue of $95.3 billion (up 18%) and adjusted operating profit of $1.5 billion (up 16%). Three of four segments achieved double‑digit adjusted operating profit growth, driven by strength in U.S. Pharmaceutical distribution (including significant GLP‑1 volume growth) and Prescription Technology Solutions (access and affordability products, prior authorization automation). Medical Surgical was softer than expected due to a late/weak illness season impacting vaccines, testing and primary care foot traffic, but cost‑optimization actions (targeting ~$100 million in FY25 savings) are on track. McKesson signed an agreement to acquire an 80% controlling interest in PRISM Vision (ophthalmology/retina platform) for ~$850 million; management expects approximately $0.20–$0.30 EPS accretion in the first 12 months post‑close and $0.65–$0.75 by year three (transaction not yet included in FY25 guidance). The company narrowed and raised FY25 adjusted EPS guidance to $32.55–$32.95 (about 19–20% growth) and reaffirmed a long‑term adjusted EPS growth target of 12–14%. Cash & capital priorities remain: ~ $4.8–$5.2 billion free cash flow guidance for FY25, ~$3.2 billion planned share repurchases, continued dividends, and disciplined M&A focused on specialty platform growth (oncology, biopharma services, retina/ophthalmology).