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Dec 31, 2024
McKesson Q3 2025 Earnings Report
McKesson Corporation reported strong third quarter operational results with broad-based revenue growth and adjusted operating profit growth.
Key Takeaways
McKesson Corporation announced robust third-quarter results for fiscal year 2025, with consolidated revenues increasing by 18% to $95.3 billion and adjusted earnings per diluted share rising by 4% to $8.03. The company also raised its full-year adjusted EPS guidance, reflecting strong performance across its segments and strategic growth initiatives.
Consolidated revenues increased by 18% to $95.3 billion.
Adjusted Earnings per Diluted Share increased by 4% to $8.03.
McKesson signed a definitive agreement to acquire a controlling interest in PRISM Vision Holdings, LLC.
McKesson closed the transaction to sell its Canada-based Rexall and Well.ca retail businesses.
McKesson
McKesson
McKesson Revenue by Segment
Revenue by Segment
U.S. Pharmaceutical Revenue
CapyFin.comPrescription Technology Solutions Revenue
CapyFin.comMedical-Surgical Solutions Revenue
CapyFin.comInternational Revenue
CapyFin.com Forward Guidance
McKesson is raising and narrowing its fiscal 2025 Adjusted Earnings per Diluted Share guidance range to $32.55 to $32.95, indicating 19% to 20% growth compared to the prior year.
Positive Outlook
- Raised and narrowed fiscal 2025 Adjusted Earnings per Diluted Share guidance range to $32.55 to $32.95.
- Guidance indicates 19% to 20% growth compared to prior year.
- Strong third quarter performance provides a foundation for balanced growth and value creation.
- Continued commitment to enterprise growth strategy, including pillars within oncology and biopharma services.
- Fiscal 2025 Adjusted Earnings per Diluted Share guidance includes $0.57 related to year-to-date gains associated with McKesson Ventures' equity investments.
Challenges Ahead
- The company does not forecast GAAP earnings per diluted share due to inherent uncertainties.
- Unable to provide quantitative reconciliation of forward-looking Non-GAAP measures to GAAP without unreasonable effort.
- Difficult to predict and estimate LIFO inventory-related adjustments.
- Uncertainty regarding certain litigation loss and gain contingencies.
- Restructuring, impairment, and related charges are difficult to forecast.
Revenue & Expenses
Visualization of income flow from segment revenue to net income