Search results for MCK

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August 06, 2026

McKesson Corporation (MCK)

The Market Does Not Realize McKesson Is Quietly Building a Specialty Business Inside a Wholesaler

The de-rating question the setup poses answers itself when you look closely: the stock is not down on a broken thesis but off its high in a broad healthcare drawdown, and the June quarter was a clean beat with a raise. So the honest verdict is not that McKesson is mispriced — ...

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May 23, 2026

McKesson Corporation (MCK)

McKesson's Revenue Miss Is a Mirage

McKesson delivered FY2026 adjusted EPS of $39.11 (+18% year-over-year), beating its own long-range growth targets, and guided FY2027 EPS to $43.80–$44.60 (+12–14%). Q4 revenue of $96.3 billion missed consensus by ~5%, but the miss reflects branded drug price deflation and GLP-...

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