MCK · News · 20260806N

Operating Income and Margins

MCKESSON CORP · 2026-08-06 · Importance 47 · Surprise 48

Fiscal Q1 2027 gross profit was reported at approximately $3.7 billion. Adjusted EPS rose 20% year over year to $9.93, while some coverage reported lower net income and diluted EPS on a GAAP basis despite higher sales. Specialty pharmaceuticals and oncology services supported margin strength, but the U.S. Pharmaceutical operating margin contracted according to third-party reporting. Pricing pressure, specialty-pharmaceutical mix and higher capital expenditures were cited as factors limiting margin expansion.

Key facts

• McKesson reported gross profit of $3.7 billion in Q1 (partial figure referenced in GuruFocus summary). source
• A TradingKey report said McKesson stock fell 3.44% on Aug 6 due to contraction in operating margins within its U.S. Pharmaceutical segment and management's decision to maintain, rather than raise, full-year earnings guidance. source