AI brief of an SEC Form 8-K · McKesson (MCK)

McKesson raises FY2027 adjusted EPS guidance after 20% Q1 adjusted EPS gain

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyMcKesson (MCK)
Form8-K, current report
Filed with the SECAug 5, 2026, 4:06 PM ET
Accession number0000927653-26-000232

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.