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McKesson Evercore ISI 8th Annual HealthCONx Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Evercore ISI 8th Annual HealthCONx Conference summary4 Dec, 2025
Financial performance and guidance
Achieved 10% revenue growth, 26% adjusted operating profit growth, and 39% adjusted EPS growth in Q2.
Raised full-year guidance based on strong performance and confidence in continued growth.
Operating leverage improved by 1,200 basis points over five to six years, with 500 basis points year-over-year in Q2.
Full-year EPS guidance now $38.35–$38.85, representing 16%-18% growth; operating profit growth expected at 18%-20% excluding prior year venture gain.
Tax rate guidance for the year is 18%-19%, with Q3 expected at 23%-25%.
Strategic platforms and growth drivers
Oncology and multi-specialty platforms are expanding, with Prism Vision and Florida Cancer Center AOI contribution guidance for FY26 raised to $280–$320 million.
Prism Vision’s first-year accretion expected at $0.20–$0.30, growing to $0.65–$0.75 by year three.
Over 3,300 oncologists on the platform, with 119% growth since 2017; vision care platform offers additional runway.
Focus on building platforms where drug innovation and spend are increasing, integrating GPO, data, and clinical trial services.
Synergies exist across platforms, but each retains unique characteristics and research opportunities.
Technology, automation, and innovation
Significant investments in automation and AI, including 90% automation in new distribution centers and AI-assisted call centers.
Digital innovations drive efficiency, customer centricity, and operating leverage.
Partnerships with large tech companies support AI and automation initiatives.
Ongoing product extensions and automation in distribution and customer solutions are key focus areas.
GLP-1 profitability as oral solids emerge
Beyond distribution, what platform synergies exist?
Quantify AI/automation's future margin impact
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Q3 20264 Feb, 2026
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Frequently asked questions
Global Healthcare Solutions
McKesson Corporation is a healthcare company, providing a wide range of services and solutions in the United States and internationally. The company operates through several segments, including U.S. Pharmaceutical, Prescription Technology Solutions (RxTS), Medical-Surgical Solutions, and International. McKesson also offers technological, clinical support, and business solutions to specialty practices. McKesson Corporation is headquartered in Irving, Texas, and its shares are listed on the New York Stock Exchange.
Roots in the 1800s
The company has a history that stretches back to 1833 in NYC when it was founded as an importer and wholesaler of drugs and chemicals. Today, McKesson is one of the largest healthcare companies in the world, playing a critical role in pharmaceutical distribution and healthcare technology. The company is heavily involved in the distribution of pharmaceuticals and medical supplies, healthcare technology, and providing network infrastructure for the healthcare industry. Some similar companies traded on the public markets are Cardinal Health and Henry Schein.
The Business Segments
The company has diversified its operations into several business segments, each catering to different facets of the healthcare industry.
U.S. Pharmaceutical and Specialty Solutions: This is the largest segment of McKesson’s operations. It distributes pharmaceuticals and other healthcare-related products to a variety of customers, including retail pharmacies, hospitals, health systems, and physician offices. The segment is crucial for the supply of branded, generic, and over-the-counter pharmaceuticals. It also offers specialized solutions for oncology and other complex therapeutic areas, along with services like inventory management, technology solutions, and business support.
European Pharmaceutical Solutions: McKesson has a significant presence in Europe through its subsidiary McKesson Europe, where it operates a network of pharmacies, not just in the wholesale and distribution of pharmaceuticals, but also in direct-to-consumer retail operations. This segment includes the distribution of drugs, and healthcare products, and the operation of retail pharmacies in several European countries.
Medical-Surgical Solutions: This segment provides medical-surgical supply distribution, logistics, and other services to healthcare providers, including acute care hospitals, ambulatory surgery centers, community health centers, and office-based healthcare practitioners. The focus is on delivering a comprehensive range of products and services that are essential for the day-to-day operations of healthcare facilities, ensuring they have the necessary medical supplies and equipment.
Prescription Technology Solutions: This newer segment focuses on developing and providing software, analytics, and network solutions to pharmacies, healthcare providers, and payers. The aim is to optimize the healthcare supply chain, improve patient adherence to medications, and support pharmacy operations.
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