McKesson Corporation
0JZU.L
$796.92 -0.37%
Exchange: LSE | Sector: Healthcare | Industry: Medical Equipment Services
Q1 2026
Published: Aug 6, 2025

Earnings Highlights

  • Revenue of $97.83B up 23.4% year-over-year
  • EPS of $6.25 decreased by 10.9% from previous year
  • Gross margin of 3.4%
  • Net income of 784.00M
  • "Transcript not provided in dataset." - N/A
0JZU.L
McKesson Corporation

Executive Summary

McKesson Corporation posted a strong topline for QQ1 2026 with revenue of $97.827 billion, up 23.39% year over year and 7.71% quarter over quarter, reflecting continued scale and demand in its diversified healthcare platform. Despite robust revenue, reported profitability showed mixed dynamics: gross profit reached $3.279 billion for a gross margin of 3.35%, while operating income was $1.036 billion (about 1.06% operating margin) and net income was $0.784 billion (0.80% net margin). Year-over-year and quarter-over-quarter comparisons point to ongoing margin pressure versus prior periods, contributing to a subdued earnings trajectory (EPS $6.28; diluted $6.25). The quarter also featured material cash flow headwinds: operating cash flow was negative at $(0.918) billion and free cash flow was $(1.029) billion, with working capital movements and acquisitions driving cash consumption. The balance sheet shows substantial leverage and a negative book equity position despite a very large asset base, underscoring structural financing and capital allocation considerations going into the next quarters. Overall, the core business remains large and diversified across US and international distributions and RxTS enabled services, but near-term profitability and liquidity dynamics warrant close monitoring of working capital, debt levels, and cost discipline.

Key Performance Indicators

Revenue
Increasing
97.83B
QoQ: 7.71% | YoY: 23.39%
Gross Profit
Increasing
3.28B
3.35% margin
QoQ: -9.89% | YoY: 4.03%
Operating Income
Increasing
1.04B
QoQ: -34.88% | YoY: 0.68%
Net Income
Decreasing
784.00M
QoQ: -37.78% | YoY: -14.32%
EPS
Decreasing
6.28
QoQ: -37.57% | YoY: -10.92%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 97,827.00 6.25 +23.4% View
Q4 2025 90,823.00 10.01 +19.0% View
Q3 2025 95,294.00 6.94 +17.8% View
Q2 2025 93,651.00 1.86 +21.3% View
Q1 2025 79,283.00 7.00 +6.4% View