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Sentiment · FY2026 Q4
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Dan Grosslight | Citigroup | 6 | 0% |
| Lisa Gill | JPMorgan | 6 | 0% |
| Allen Lutz | Bank of America | 6 | 0% |
| Eric Percher | Nephron Research | 5 | 0% |
| Brian Tanquilut | Jefferies | 5 | 0% |
| Charles Rhyee | TD Cowen | 5 | 0% |
| Elizabeth Anderson | Evercore ISI | 5 | 0% |
| Erin Wright | Morgan Stanley | 5 | 0% |
| George Hill | Deutsche Bank | 4 | 0% |
| Mike Cherny | Leerink Partners | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 6 | 0% |
| Citigroup | 1 | 6 | 0% |
| JPMorgan | 1 | 6 | 0% |
| Nephron Research | 1 |
| 5 |
| 0% |
| TD Cowen | 1 | 5 | 0% |
| Jefferies | 1 | 5 | 0% |
| Evercore ISI | 1 | 5 | 0% |
| Leerink Partners | 2 | 5 | 0% |
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.
Competitive Dynamics | Demand | Guidance Reliability | Revenue Growth | M&A | Innovation & R&D | Margin | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 4 | 3 | 2 | 1 | 3 | 1 | 2 | |
| 2025Q4 | 3 | 1 | 2 | 2 | 1 | 1 | 1 | 2 |
| 2026Q1 | 3 | 4 | 2 | 3 | 1 | 2 | 1 | 3 |
| 2026Q2 | 5 | 3 | 5 | 1 | 3 | 2 | 3 | 2 |
| 2026Q3 | 3 | 2 | 3 | 4 | 2 | 4 | 3 | 1 |
| 2026Q4 | 3 | 3 | 1 | 2 | 2 | 1 | 1 | 2 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 4 | 3 | 3 | 5 | 3 | 3 |
| Demand | 3 | 1 | 4 | 3 | 2 | 3 |
| Guidance Reliability | 2 | 2 | 2 | 5 | 3 | 1 |
| Revenue Growth | 1 | 2 | 3 | 1 | 4 | 2 |
| M&A | 3 | 1 | 1 | 3 | 2 | 2 |
| Innovation & R&D | 1 | 1 | 2 | 2 | 4 | 1 |
| Margin | 2 | 1 | 1 | 3 | 3 | 1 |
| Regulation Policy | 2 | 3 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MCK McKesson Corporation | 8 | +6.0% | |
| CAH Cardinal Health | 9 | +11.1% | |
| COR Cencora | 8 | +3.9% | |
| HSIC Henry Schein | 6 | +6.3% |