McKesson's MCK shares have gained 4.4% following its fourth-quarter fiscal 2025 earnings release on May 9. The post-earnings upside reflects growing investor confidence in McKesson's strategic execution and long-term positioning, underpinned by record full-year revenues of $359 billion and a 20% year-over-year increase in adjusted earnings per share (to $33.05).
The stock price of McKesson has maintained a strong upward trend throughout multiple years because of its solid financial performance and dedicated investor support which creates a defensive investment opportunity. The company achieves strong revenue and EPS growth through its expanding oncology, biopharmaceutical and GLP-1 therapy sales, which counterbalance the typical thin margins of the sector. The company's strategic focus on high-growth segments together with its divestment of slow-growth units makes McKesson an attractive long-term investment despite its high valuation and low yield.
Deal OverviewOn May 8, 2025, McKesson Corporation (NYSE: MCK, $682.28, Market Capitalization: $85.4 billion), a diversified healthcare services company, announced its intention to separate its Medical-Surgical Solutions segment into an independent company (NewCo) (for more information, visit spinoffresearch.com). McKesson is committed to exploring all opportunities to execute a separation in a manner that maximizes shareholder value and anticipates providing more information as appropriate on the form and timing as the process progresses.
McKesson (MCK) possesses solid growth attributes, which could help it handily outperform the market.
Zacks.com users have recently been watching McKesson (MCK) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
McKesson Corporation (NYSE:MCK ) BofA Securities 2025 Healthcare Conference May 13, 2025 11:00 AM ET Company Participants Britt Vitalone - Chief Financial Officer Conference Call Participants Allen Lutz - Bank of America Allen Lutz Welcome to day one of the BofA Healthcare Conference here in Las Vegas. We are very excited to welcome McKesson here.
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I reiterate a Strong Buy rating on McKesson Corporation with a fair value of $828 per share, driven by robust growth in the oncology and biopharma sectors. McKesson posted 19% revenue growth and 63.8% adj. EPS growth, largely driven by strong demand for GLP-1 products, which now represent 12% of total revenue. The company's global supply chain flexibility and non-discretionary drug pricing render it largely immune to tariff uncertainties, ensuring stable future growth.
McKesson's fourth-quarter fiscal 2025 results showcase growth in the U.S. Pharmaceutical segment. However, Medical Surgical Solutions suffers due to lower COVID-related sales.
McKesson Corporation (NYSE:MCK ) Q4 2025 Earnings Conference Call May 8, 2025 4:30 PM ET Company Participants Brian Tyler - Chief Executive Officer Britt Vitalone - Chief Financial Officer Jeni Dominguez - VP of Investor Relations Conference Call Participants Kevin Caliendo - UBS Lisa Gill - JP Morgan Allen Lutz - Bank of America Eric Percher - Nephron Research Stephen Baxter - Wells Fargo Daniel Grosslight - Citi Eric Coldwell - Baird Elizabeth Anderson - Evercore ISI Charles Rhyee - TD Cowen Operator Presentation Operator Welcome to McKesson's Fourth Quarter Fiscal 2025 Earnings Conference Call. Please be advised that today's conference is being recorded.
While the top- and bottom-line numbers for McKesson (MCK) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
McKesson (MCK) came out with quarterly earnings of $10.12 per share, beating the Zacks Consensus Estimate of $9.81 per share. This compares to earnings of $6.18 per share a year ago.