AI English summary of an SEC filing — figures as filed
McKesson MCKMcKesson said revenues for the 3 months ended September 30, 2025 increased 10% compared to the prior year period, and revenues for 6 months increased 16%, while total operating expenses decreased 20% and 9%, respectively.
Key points
AI summaryMcKesson said revenues for the 3 months ended September 30, 2025 increased 10% compared to the prior year period, and revenues for 6 months increased 16%, while total operating expenses decreased 20% and 9%, respectively.
The company said it acquired a 80% interest in PRISM Vision on April 1, 2025 for $871 million in cash and a 70% controlling interest in Core Ventures on June 2, 2025 for $2.5 billion in cash. It also entered into a definitive agreement to sell its Norway business during the 6 months ended and classified the related assets and liabilities as held for sale.
McKesson said SDG&A for the 6 months ended September 30, 2025 included a provision for bad debts of $189 million related to the bankruptcy of Rite Aid, and SDG&A for the 3 and 6 months in 2024 included a credit of $203 million related to Rite Aid and remeasurement charges of $643 million for the Canadian retail disposal group.
McKesson reported net income attributable to McKesson Corporation of $1.1 billion for the 3 months ended September 30, 2025, compared to $241 million in the prior year period, and diluted earnings per common share of $8.92, compared to $1.87 in the prior year period.
Key figures
Quarter ended September 30, 2025
- Revenue
- $103.2B
- Operating income
- $1.4B
- Net income
- $1.1B
- EPS
- $8.92
- Gross profit
- $3.5B
From the XBRL financial data filed with the SEC · not processed by AI.
Summary
AI-writtenAnalysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.
September 30, 2025 Quarter and 6-Month Revenue and Operating Expense Changes
McKesson said revenues for the 3 months ended September 30, 2025 increased 10% compared to the prior year period, and revenues for 6 months increased 16%, while total operating expenses decreased 20% and 9%, respectively.
Source · Based on the MD&A text of the filing
Two acquisitions and agreement to sell Norwegian operations
The company said it acquired a 80% interest in PRISM Vision on April 1, 2025 for $871 million in cash and a 70% controlling interest in Core Ventures on June 2, 2025 for $2.5 billion in cash. It also entered into a definitive agreement to sell its Norway business during the 6 months ended and classified the related assets and liabilities as held for sale.
Source · Based on the MD&A text of the filing
Rite Aid provision for bad debts and prior year one-time items
McKesson said SDG&A for the 6 months ended September 30, 2025 included a provision for bad debts of $189 million related to the bankruptcy of Rite Aid, and SDG&A for the 3 and 6 months in 2024 included a credit of $203 million related to Rite Aid and remeasurement charges of $643 million for the Canadian retail disposal group.
Source · Based on the MD&A text of the filing
Changes in quarterly net income and diluted earnings per share
McKesson reported net income attributable to McKesson Corporation of $1.1 billion for the 3 months ended September 30, 2025, compared to $241 million in the prior year period, and diluted earnings per common share of $8.92, compared to $1.87 in the prior year period.
Source · Based on the MD&A text of the filing
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
The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.
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