MCK 8-K filings, explained
Every material Form 8-K McKesson has filed with the SEC since February 04, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Briefs on record12since Feb 04, 2026
Latest filingNov 04, 2026guidance
High impact (4-5)6of 12 briefs
TonePositive3Negative1Mixed1Neutral7
earnings 3financing 3guidance 2leadership 2m&a 1other 1
2026
Nov 4, 4:06 PM ET
McKesson Corporation reported preliminary financial results for the second quarter ended September 30, 2026, delivering consolidated revenues of $111.0 billion and diluted earnings per share of $10.44. Driven by operational strength across core segments, management raised its fiscal 2027 adjusted earnings per diluted share guidance range to $45.60 to $46.40. These results highlight solid performance that supports strategic capital deployment and shareholder value creation.
- Consolidated revenues reached $111.0 billion for the quarter ended September 30, 2026, representing an 8% increase year-over-year.
- Adjusted earnings per diluted share rose 18% to $11.68 compared to $9.86 in the prior year period.
- The full-year fiscal 2027 adjusted EPS guidance was raised to a range of $45.60 to $46.40.
- The company generated $3.1 billion in cash flow from operations and $2.9 billion of free cash flow during the second quarter.
Read the filing on SEC.gov ↗
Oct 6, 8:03 AM ET
McKesson and CD&R agreed to acquire Option Care Health for $32.05 per share, a total enterprise value of approximately $5.8 billion. McKesson will invest approximately $1.4 billion for a minority stake of approximately 49%, while CD&R will hold approximately 51%, and the filing describes a framework for McKesson to later acquire CD&R's interest.
- Price of $32.05 per share, a premium of approximately 37% to Option Care Health's October 5, 2026 closing price
- McKesson to invest approximately $1.4 billion for a minority stake of approximately 49%; CD&R to hold approximately 51%
- Expected to close in the first half of calendar 2027, subject to Option Care Health stockholder approval and regulatory approvals
Read the filing on SEC.gov ↗
Aug 28, 4:05 PM ET
McKesson disclosed that it discovered a cybersecurity incident affecting its information systems on August 25, 2026, and that its investigation is in early stages. The company said it has not determined the incident is material or that it has had, or is reasonably likely to have, a material impact on its financial condition or results of operations.
- Incident discovered August 25, 2026; investigation described as in early stages
- McKesson has not determined the incident is material as of the filing date
- Updates are posted at www.mckesson.com/cybersecurity
- Filing dated August 28, 2026, signed by Chief Legal Officer Michele Lau
Read the filing on SEC.gov ↗
Aug 5, 4:06 PM ET
McKesson reported first-quarter fiscal 2027 revenue of $105.4 billion, up 8%, and adjusted earnings per diluted share of $9.93, up 20%, and raised its full-year adjusted EPS guidance to $44.20 to $45.00. GAAP EPS fell 18% to $5.15, mainly because of a $293 million redemption value adjustment tied to the Medical-Surgical Solutions minority stake sold to Apollo Funds, so shareholders face a mixed picture between the higher adjusted results and the lower GAAP profit.
- Revenue of $105.4 billion rose 8% from $97.8 billion a year earlier.
- GAAP EPS was $5.15 versus $6.25, a decrease of $1.10, primarily due to a $293 million redemption value adjustment.
- Adjusted EPS was $9.93 versus $8.26, an increase of 20%.
- Full-year fiscal 2027 adjusted EPS guidance was raised to $44.20 to $45.00 from $43.80 to $44.60; the quarterly dividend was raised 15% to $0.94 per share.
Read the filing on SEC.gov ↗
Jul 1, 8:02 AM ET
McKesson said Executive Vice President and Chief Strategy and Business Development Officer Thomas L. Rodgers, a named executive officer, gave notice on June 29, 2026 that he will retire, with his last day on August 1, 2026. The company said it appointed Ramesh Srinivasan as Executive Vice President, Chief Strategy Officer, effective August 1, 2026, to support an orderly transition.
- Thomas L. Rodgers gave notice of retirement on June 29, 2026; his last day is August 1, 2026.
- Ramesh Srinivasan appointed Executive Vice President, Chief Strategy Officer, effective August 1, 2026.
- The filing contains no financial results, guidance or dollar figures.
Read the filing on SEC.gov ↗
Jun 12, 8:05 AM ET
On June 9, 2026, McKesson subsidiary McKesson Medical-Surgical Top Holdings entered an amendment to its April 1, 2026 credit agreement, adding a $2,250.0 million senior secured term B loan facility due 2032. The loan carries an initial rate of Adjusted Term SOFR plus 2.25% per annum and is secured by substantially all assets of the borrower and certain material U.S. subsidiaries, with total net leverage and minimum interest coverage covenants. The filing describes new debt financing but does not state its intended use or any effect on the company's results.
- Term B loan facility totals $2,250.0 million and matures in 2032.
- Initial interest rate is Adjusted Term SOFR plus 2.25% per annum; base rate option carries a 1.25% margin.
- Obligations are secured by substantially all tangible and intangible assets of the borrower and certain material U.S. subsidiaries.
- Amendment No. 1 was dated June 9, 2026; the filing was signed June 12, 2026 by CFO Kenny K. Cheung.
Read the filing on SEC.gov ↗
May 7, 4:07 PM ET
McKesson reported fiscal fourth-quarter and full-year results for the period ended March 31, 2026, with revenue up 6% in the quarter and 12% for the year. It also set fiscal 2027 adjusted earnings per diluted share guidance of $43.80 to $44.60, which the company says implies 12% to 14% growth, and raised its share repurchase authorization to $7.7 billion.
- Fourth-quarter revenue was $96.3 billion, up 6%, and GAAP earnings per diluted share were $13.71, up from $10.01.
- Full-year adjusted earnings per diluted share were $39.11, up 18% from $33.05, and full-year GAAP earnings per diluted share were $38.38.
- Fiscal 2027 adjusted earnings per diluted share guidance is $43.80 to $44.60; the company reaffirmed its long-term growth target of 13% to 16%.
- The Board approved an additional $5.0 billion repurchase authorization, bringing the total to $7.7 billion as of April 2026, and the company entered into a $2.25 billion accelerated share repurchase program.
Read the filing on SEC.gov ↗
Apr 28, 8:21 AM ET
On April 24, 2026, McKesson entered a new $5.0 billion senior unsecured revolving credit facility that replaces its existing $1.0 billion 364-day facility and its $4.0 billion five-year facility. The filing says no borrowings were outstanding under the old facilities at termination, and the remaining terms are substantially similar, so the change mainly extends the company's borrowing capacity and maturity profile.
- New $5.0 billion revolver matures in April 2031, replacing a $1.0 billion facility due May 2026 and a $4.0 billion facility due November 2029
- Total committed revolving capacity is unchanged at $5.0 billion, with a $4.5 billion sublimit for borrowings in Canadian Dollars, British Pound Sterling and Euros
- Covenant requires total debt to Consolidated EBITDA of no greater than 4.25x, excluding Medical-Surgical Solutions segment debt and EBITDA
Read the filing on SEC.gov ↗
Apr 6, 8:03 AM ET
On April 1, 2026, McKesson subsidiary McKesson Medical-Surgical Top Holdings, Inc. entered a credit agreement with JPMorgan Chase Bank as administrative agent, providing $2.0 billion of senior secured facilities: two term loans and a $1.0 billion revolver. The loans are secured by substantially all assets of the borrower and certain material U.S. subsidiaries, and include a maximum leverage ratio and minimum interest coverage ratio tested quarterly.
- Term Loan A-1 of $750.0 million due 2031 and Term Loan A-2 of $250.0 million due 2028
- $1,000.0 million revolving credit facility maturing April 1, 2031
- Initial rate on Term Loan A is Adjusted Term SOFR plus 1.250% per annum
- Credit agreement is filed as Exhibit 10.1 to the 8-K
Read the filing on SEC.gov ↗
Mar 6, 8:04 AM ET
McKesson announced it will release fourth quarter fiscal 2026 results after market close on May 7, 2026, with a webcast call at 4:30 PM Eastern Time. The company also reaffirmed its fiscal 2026 full-year outlook first issued on February 4, 2026, which matters to shareholders because it signals no change to prior guidance.
- Fourth quarter fiscal 2026 results release: after market close on Thursday, May 7, 2026
- Earnings webcast: 4:30 PM Eastern Time, hosted by CEO Brian Tyler and CFO Britt Vitalone
- Fiscal 2026 full-year outlook reaffirmed, as previously issued on February 4, 2026
- CFO to speak at Leerink Partners and Barclays healthcare conferences on March 11, 2026
Read the filing on SEC.gov ↗
Mar 5, 8:16 AM ET
McKesson said CFO Britt Vitalone will retire, with his last day as CFO on May 28, 2026, and Kenny Cheung, formerly CFO of Sysco, will take over as CFO effective May 29, 2026. Vitalone will then serve as a non-employee advisor under a $50,000 monthly advisory fee, and the filing describes Cheung's sign-on and ongoing pay package. A CFO change at a company of this size is a significant leadership event for shareholders, though the filing reports no change in financial results or guidance.
- Britt Vitalone's last day as CFO is May 28, 2026; he remains an employee through July 1, 2026
- Kenny Cheung, 44, will become EVP and CFO on May 29, 2026; he previously was CFO of Sysco from 2023 and CFO of Hertz from 2020 to 2023
- Cheung's package includes a $3,500,000 sign-on bonus, $6,000,000 in sign-on restricted stock units, and a $1,050,000 base salary
- Vitalone's advisory agreement, effective July 2, 2026, pays a $50,000 monthly fee
Read the filing on SEC.gov ↗
Feb 4, 4:05 PM ET
McKesson reported fiscal third-quarter results for the period ended December 31, 2025, with revenue up 11% to $106.2 billion and adjusted earnings per diluted share up 16% to $9.34. The company raised and narrowed its fiscal 2026 adjusted EPS guidance to $38.80 to $39.20 from $38.35 to $38.85, which signals higher expected profit for shareholders this year.
- Third-quarter revenue was $106.2 billion, up 11%, led by North American Pharmaceutical and Oncology & Multispecialty growth.
- GAAP diluted EPS was $9.59, up from $6.95, and includes a pre-tax credit related to the Rite Aid bankruptcy.
- Fiscal 2026 adjusted EPS guidance was raised to $38.80 to $39.20, indicating 17% to 19% growth over the prior year.
- For the first nine months, McKesson returned $2.4 billion to shareholders, including $2.1 billion of share repurchases.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every McKesson filing is on SEC EDGAR ↗. 8-K briefs of other companies →