Sentiment · FY2027 Q1
As of FY2026 Q4, the Tellvest earnings-call sentiment score for McKesson Corporation (MCK) is 8/10.
Consolidated revenue grew 6% to $96.3 billion with adjusted EPS of $11.69, up 16%, capping a full year of 18% adjusted EPS growth. The Medical-Surgical separation with Apollo investment was announced while 570+ oncology providers were added and the biopharma services division delivered a record verification season. Management introduced FY2027 EPS guidance of $43.80-$44.60 with operating cash flow of $6.2 billion exceeding plans.
Scored from McKesson Corporation’s FY2026 Q4 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $93.65B | +21.3% | $1.86 | -62.3% | 3.4% | 0.8% | 0.3% | $1.88B |
| FY2025 Q3 | $95.29B | +17.8% | $6.94 | +57.0% | 3.4% | 1.4% | 0.9% | $-2.58B |
| FY2025 Q4 | $90.82B | +18.9% | $10.01 |
| +66.6% |
| 3.2% |
| 1.1% |
| 1.4% |
| $7.47B |
| FY2026 Q1 | $97.83B | +23.4% | $6.25 | -10.7% | 3.4% | 1.1% | 0.8% | $-1.03B |
| FY2026 Q2 | $103.15B | +10.1% | $8.92 | +379.6% | 3.4% | 1.4% | 1.1% | $2.53B |
| FY2026 Q3 | $106.16B | +11.4% | $9.59 | +38.2% | 3.5% | 1.5% | 1.1% | $1.12B |
| FY2026 Q4 | $96.30B | +6.0% | $13.71 | +37.0% | 4.2% | 2.3% | 1.7% | $3.31B |
| FY2027 Q1 | $105.38B | +7.7% | $5.15 | -17.6% | 3.5% | 1.3% | 0.6% | $-332M |