McKesson said consolidated revenues for the quarter ended June 30, 2025 were $97.8 billion, an increase of 23% from the prior year, citing increased prescription volumes in the U.S. Pharmaceutical segment from retail national account customers and growth in the distribution of oncology and specialty products as the main drivers.

1. 01

   McKesson said consolidated revenues for the quarter ended June 30, 2025 were $97.8 billion, an increase of 23% from the prior year, citing increased prescription volumes in the U.S. Pharmaceutical segment from retail national account customers and growth in the distribution of oncology and specialty products as the main drivers.

2. 02

   The company said diluted earnings per share for the quarter were $6.25, a decrease of $0.75, while Adjusted Earnings per Diluted Share were $8.26, an increase of 5%. McKesson cited a pre-tax increase to the provision for bad debts of $189 million related to the Rite Aid bankruptcy as the factor for the GAAP decline.

3. 03

   McKesson said it used $918 million of cash from operations during the first 3 months of the fiscal year and invested $189 million in capital expenditures, resulting in negative Free Cash Flow of $1.1 billion, and used $3.4 billion of cash towards acquisitions during the quarter.

4. 04

   The company raised its fiscal 2026 Adjusted Earnings per Diluted Share guidance range to $37.10 to $37.90 from the previous range of $36.90 to $37.70, and said the updated guidance range includes approximately $0.20 of Adjusted Earnings per Diluted Share accretion as a result of the anticipated held-for-sale accounting related to the agreement to sell its retail and distribution businesses in Norway.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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