MCK Earnings Prediction
The chart below shows how MCK performed 10 days before and after its earnings report, based on data from the past quarters. Typically, MCK sees a -2.37% change in stock price 10 days leading up to the earnings, and a +0.14% change 10 days following the report. On the earnings day itself, the stock moves by +0.28%. This data can give you a slight idea of what to expect for the next quarter's release.
MCK Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
95.29B
17.80%
1.75%
Gross Margin
3.41%
-11.89%
0.29%
Operating Margin
1.31%
70.13%
-7.09%
Net Margin
0.97%
24.36%
212.90%
EPS
6.94
57.01%
273.12%
No Data Available
MCK Earnings Analysis
Mckesson Corp Corporation (MCK.N) Earnings Conference Call
Positive
Strong Revenue Performance: Revenue grew 18% to $95.3 billion, reflecting strong performance across all segments, particularly in U.S. pharmaceutical and prescription technology solutions.
Operating Profit Surge: Adjusted operating profit increased 16% to $1.5 billion, with growth across all segments, showcasing the company's operational efficiency and strong market position.
Pharmaceutical Revenue Surge: The U.S. pharmaceutical segment reported revenues of $87.1 billion, a 19% increase, driven by higher volumes from retail national account customers and specialty product distribution.
Prescription Technology Revenue Growth: The Prescription Technology Solutions segment saw revenues rise 14% to $1.4 billion, with operating profit increasing 22% to $235 million, indicating robust demand for access and affordability solutions.
Shareholder Value Commitment: McKesson returned $919 million to shareholders, including $827 million in share repurchases, demonstrating a commitment to shareholder value and confidence in future growth.
Negative
Medical Surgical Revenue Decline: Lower than anticipated growth in the medical surgical segment, with revenues decreasing 3% to $2.9 billion due to reduced demand for seasonal vaccines and illness testing, reflecting a significant impact from a milder illness season.
Medical Surgical Segment Profit: Operating profit in the medical surgical segment increased only 4% to $294 million, primarily driven by operational efficiencies, indicating that revenue declines were not fully offset by cost management efforts.
Rising Interest Expense: Interest expense rose to $62 million, an increase over the prior year, reflecting higher average balances in the loan portfolio, which could pressure future profitability.
Tax Rate Increase: The effective tax rate increased to 23.9% compared to 10.6% in the prior year, indicating a significant rise in tax liabilities that could affect net income.
Negative Free Cash Flow: Negative free cash flow of $2.6 billion was reported, primarily due to timing issues, which raises concerns about liquidity and cash management in the upcoming quarters.
MCK FAQs
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MCK Earning Call Sentiment
McKesson Corporation (NYSE:MCK) Q3 2025 Earnings Call Transcript
MCK.N
-0.27%Positive
The earnings call reveals strong financial performance with record revenue and a significant increase in operating profit. The company has a positive outlook with strong guidance for fiscal 2025, including substantial share repurchases. While there are operational risks and uncertainties, the overall sentiment is positive, supported by growth in key segments and strategic acquisitions. The Q&A section indicates stable growth expectations and confidence in long-term EPS growth, despite some uncertainties in forecasting specific segments. These factors suggest a positive stock price movement.
