MCK · 10-Q · 2026Q2 · Full report

Market Demand Trends

MCKESSON CORP · 2026-08-05 · Importance 37 · Surprise 32

McKesson reported broad market growth in the three months ended June 30, 2026, led by North American Pharmaceutical demand. Growth reflected higher drug utilization, newly launched products, and higher volumes from institutional healthcare providers and retail national account customers. Branded pharmaceutical price decreases and branded-to-generic conversions partially offset the volume-driven expansion. Oncology & Multispecialty also benefited from higher specialty pharmaceutical sales.

Key facts

• Revenues increased for the three months ended June 30, 2026 primarily due to market growth in our North American Pharmaceutical segment, including higher volumes from institutional healthcare providers and retail national account customers, and growth in our Oncology & Multispecialty segment primarily due to higher specialty pharmaceutical sales. source