Q4: 2026-05-07 Earnings Summary

EPS of $11.69 beats by $0.12

|

Revenue of

$96.30B

(6.02% Y/Y)

misses by $5.09B

McKesson Corporation ( MCK ) Bank of America Global Healthcare Conference 2026 May 12, 2026 12:20 PM EDT

Company Participants

Britt Vitalone - Executive VP & CFO

Conference Call Participants

Allen Lutz - BofA Securities, Research Division

Presentation

Allen Lutz

BofA Securities, Research Division

[Audio Gap] Allen Lutz, health care tech and distribution analyst here at Bank of America. We are delighted to have McKesson here. We have Britt Vitalone, Executive Vice President and CFO. Thank you, Britt, for joining us.

Question-and-Answer Session

Allen Lutz

BofA Securities, Research Division

Kicking off with the North American pharma business, we've gotten a lot of questions just around what, if anything, has changed as we went from 2025 to 2026. As we think about utilization, drug price changes.…