MCK · 8-K · 20260805PR000232

Revenue Performance and Mix

MCKESSON CORP · 2026-08-05 · Importance 36 · Surprise 14 · No source text

First-quarter fiscal 2027 revenue increased 8% year over year to $105.4 billion from $97.8 billion. North American Pharmaceutical revenue rose 5% to $86.8 billion, driven by higher prescription transaction volumes and specialty-product volumes, partly offset by lower branded-pharmaceutical contributions. Oncology & Multispecialty revenue increased 33% to $14.2 billion, including contributions from acquisitions, while Prescription Technology Solutions revenue rose 9% to $1.6 billion and Medical-Surgical Solutions revenue rose 4% to $2.8 billion.

Key facts

• Oncology & Multispecialty segment revenues: $14.2 billion, increased 33%, driven by growth in provider solutions and specialty distribution, including contributions from acquisitions. source
• Consolidated revenues for the first quarter: $105.4 billion, increased 8%. source
• North American Pharmaceutical segment revenues: $86.8 billion, increased 5%, driven by increased prescription transaction volumes including higher volumes from specialty products, partially offset by lower contributions from branded pharmaceuticals. source
• Schedule 3 segment revenue breakdown: North American Pharmaceutical $86,773 million; Oncology & Multispecialty $14,222 million; Prescription Technology Solutions $1,566 million; Medical-Surgical Solutions $2,819 million for three months ended June 30, 2026. source
• Medical-Surgical Solutions revenues: $2.8 billion, increased 4%, driven by growth across alternate sites of care, led by higher volumes of specialty pharmaceuticals. source

Impact estimates