The Investor
24 Sep 2025, 00:54
McKesson Corporation used its 2025 Investor Day in Irving, Texas, to outline its long-term growth strategy, highlight portfolio optimization moves, and raise financial targets.
Executives emphasized progress on strategic priorities, including strengthening North American pharmaceutical distribution, expanding oncology, multispecialty, and biopharma services, and modernizing the portfolio. The company also updated investors on the planned separation of its Medical-Surgical unit.
McKesson introduced a new organizational structure designed to sharpen its growth focus and improve transparency, while reaffirming oncology, multispecialty, and biopharma services as its primary growth pillars. Reflecting this momentum, McKesson raised its Fiscal 2026 adjusted earnings per share guidance to $38.05–$38.55, up from $37.10–$37.90.
Looking further ahead, the company lifted its long-term adjusted EPS growth target to 13–16% annually, compared to its previous 12–14% range, and set new segment growth targets: 5–8% for North American Pharmaceutical, 13–16% for Oncology & Multispecialty, and 10–13% for Prescription Technology Solutions.
CEO Brian Tyler said McKesson’s operational excellence and disciplined execution provide a strong foundation to accelerate strategic priorities and deliver sustainable value for shareholders.
Executives emphasized progress on strategic priorities, including strengthening North American pharmaceutical distribution, expanding oncology, multispecialty, and biopharma services, and modernizing the portfolio. The company also updated investors on the planned separation of its Medical-Surgical unit.
McKesson introduced a new organizational structure designed to sharpen its growth focus and improve transparency, while reaffirming oncology, multispecialty, and biopharma services as its primary growth pillars. Reflecting this momentum, McKesson raised its Fiscal 2026 adjusted earnings per share guidance to $38.05–$38.55, up from $37.10–$37.90.
Looking further ahead, the company lifted its long-term adjusted EPS growth target to 13–16% annually, compared to its previous 12–14% range, and set new segment growth targets: 5–8% for North American Pharmaceutical, 13–16% for Oncology & Multispecialty, and 10–13% for Prescription Technology Solutions.
CEO Brian Tyler said McKesson’s operational excellence and disciplined execution provide a strong foundation to accelerate strategic priorities and deliver sustainable value for shareholders.