MCKESSON CORP(MCK)— Stock Profile, AI Score & Financials
Consumer Staples · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
MCKESSON CORP (MCK) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores MCK at 63.4/100 on a 32-signal composite quality model, placing it at rank #634 of 2,960 stocks — the top 25% of the AI-ranked universe. MCK scores in the top quartile across revenue scale (99.7). Areas of concern include free cash flow (30.9) and profitability (38.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), MCKESSON CORP reports quarterly revenue of $105.4B, net income of $614.0M, an operating margin of 1.3%. Top institutional holders of MCK by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. MCK trades on the NYSE exchange and files with the SEC under CIK 927653. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MCK daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MCKESSON CORP directly from SEC EDGAR.
AI Quality Score
63.4/100
AI Rank
#634
Revenue
$105.4B
Net Income
$614.0M
Free Cash Flow
$-332.0M
Operating Margin
1.3%
MCK key financials by period
MCKESSON CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$403.4B
$4.8B
1.5%
FY 2025
10-K
$359.1B
$3.3B
1.2%
FY 2024
10-K
$309.0B
$3.0B
1.3%
FY 2023
10-K
$276.7B
$3.6B
1.6%
FY 2022
10-K
$264.0B
$1.1B
0.8%
FY 2021
10-K
$238.2B
$-4.5B
-2.1%
Institutions holding MCK
Institutional investors reporting a position in MCKESSON CORP on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-05 — Q1 FY2027 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenues rose 8% to $105.4B on North American Pharmaceutical and Oncology & Multispecialty growth, but net income attributable to McKesson fell 22% to $614M as a $374M redeemable noncontrolling interest redemption-value adjustment cut diluted EPS to $5.15.
Biggest Revenue Drivers
North American Pharmaceutical$86.8B+5% YoY
Higher volumes from institutional and retail national account customers, partly offset by branded price decreases and branded-to-generic conversions
Oncology & Multispecialty$14.2B+33% YoY
Primarily driven by higher specialty pharmaceutical sales in provider solutions
Biggest Revenue Drivers
Total revenue: $105.4B+8% YoY
North American Pharmaceutical$86.8B+5% YoY
Higher volumes from institutional and retail national account customers, partly offset by branded price decreases and branded-to-generic conversions
Oncology & Multispecialty$14.2B+33% YoY
Primarily driven by higher specialty pharmaceutical sales in provider solutions
Medical-Surgical Solutions$2.8B+4% YoY
Extended care sales up $79 million and ambulatory care sales up $35 million on underlying business growth
Prescription Technology Solutions$1.6B+9% YoY
Primarily due to increased volumes from third-party logistics
Largest Expense Items
Cost of sales$101.7Bvs. $94,548M prior year
Rose with volume; gross profit margin improved to 3.50% from 3.35%
Selling, distribution, general, and administrative$2.3B+3% YoY
Higher expenses to support volumes, including $68 million of net charges for the planned Medical-Surgical Solutions separation
Restructuring, impairment, and related charges, net$136M+189% YoY
Includes $61 million in Prescription Technology Solutions for asset impairments and severance, plus $50 million at Corporate
Interest expense$77M+57% YoY
Higher average loan balances, primarily driven by the MMS Credit Agreement
Margins: Gross profit margin expanded 15 bp to 3.50% on North American Pharmaceutical volume and Oncology specialty growth, while operating expenses fell to 2.25% of revenues from 2.29%.
Watch Items from the Filing
Total opioid-related litigation liability of $5.7B at June 30, 2026, with $496 million paid in July 2026 and Cabell County/Huntington claims remanded after a Fourth Circuit reversal.
Net income attributable to noncontrolling interests jumped to $418M from $47M, including $293 million and $81 million redemption-value charges for Medical-Surgical Solutions and Core Ventures.
Medical-Surgical Solutions operating profit fell 45% to $122M and margin dropped 385 bp to 4.33% on separation charges and weaker ambulatory care contribution.
Total debt rose to $9.7B from $6.5B on $3.2B of MMS term loans; total deficit widened to $(3.9)B and debt-to-capital reached 156.0%.
Returned $2.6B to shareholders via $2.5B of buybacks and $102 million of dividends; Board added $5.0B authorization and raised the quarterly dividend to $0.94.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
