McKesson (MCK) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended September 2025, McKesson (MCK) reported revenue of $103.15 billion, up 10.1% over the same period last year. EPS came in at $9.86, compared to $7.07 in the year-ago quarter.The reported revenue represents a surprise of -1.45% over the Zacks Consensus Estimate of $104.66 billion. With the consensus EPS estimate being $8.92, the EPS surprise was +10.54%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how McKesson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Revenue- Prescription Technology Solutions: $1.38 billion versus the four-analyst average estimate of $1.39 billion. The reported number represents a year-over-year change of +8.8%.Revenue- Medical-Surgical Solutions: $2.95 billion versus $3.02 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a 0% change.Revenue- Oncology & Multispecialty: $12.04 billion versus $12.02 billion estimated by two analysts on average.Revenue- Other: $302 million compared to the $269 million average estimate based on two analysts.Revenue- North American Pharmaceutical: $86.48 billion versus $88.02 billion estimated by two analysts on average.Adjusted Operating Profit- Medical-Surgical Solutions: $249 million versus the four-analyst average estimate of $246.33 million.Adjusted Operating Profit- Prescription Technology Solutions: $261 million versus $245.96 million estimated by four analysts on average.Adjusted Operating Profit- Corporate: $-151 million versus the three-analyst average estimate of $-166.06 million.Adjusted OPERATING PROFIT- North American Pharmaceutical: $851 million versus $772.24 million estimated by two analysts on average.Adjusted OPERATING PROFIT- Oncology & Multispecialty: $397 million versus $356.64 million estimated by two analysts on average.Adjusted OPERATING PROFIT- Other: $25 million versus $13.11 million estimated by two analysts on average.View all Key Company Metrics for McKesson here>>>Shares of McKesson have returned +12.2% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report McKesson Corporation (MCK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks