MCK McKesson (MCK) Q3 FY25 earnings call
McKesson delivered strong Q3 FY25 results, driven by robust performance in its U.S. Pharmaceutical and Prescription Technology Solutions segments, leading to a raised full-year adjusted EPS outlook. The company is strategically expanding its specialty services platform with the acquisition of PRISM Vision in ophthalmology, mirroring its successful oncology strategy. While the Medical-Surgical segment faced headwinds from a softer illness season, McKesson is implementing cost optimization initiatives and remains confident in its diversified portfolio and long-term growth trajectory.
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MCK operating KPIs by quarter
| KPI | This call Dec 2024 Q3 FY25 | Jun 2025 Q1 FY26 | Sep 2025 Q2 FY26 | Dec 2025 Q3 FY26 | Mar 2026 Q4 FY26 | Jun 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|
| Providers US Oncology Network | 2,750+We're pleased to see the continued expansion growing to over 2,750 providers across 640 sites of care in 31 different states.Source: earnings call transcript | ~3,300This marks an important step forward in our efforts to expand access to exceptional cancer care in local communities, growing the footprint of the US Oncology Network to approximately 3,300 providers across 700 sites in 30 states.Source: earnings call transcript | 3,300+The US Oncology Network has been leading the cancer care transformation for more than 15 years and is now supporting over 3,300 providers across more than 700 sites across the country.Source: earnings call transcript | ~3,400Today, the US oncology network has approximately 3,400 providers, and PRISM Vision brings together over 200 providers in retina and ophthalmology.Source: earnings call transcript | — | ~3,400The US Oncology Network grew to approximately 3,400 providers and treats more than 2 million patients annually.Source: earnings call transcript | — |
| Sites of care US Oncology Network | 640We're pleased to see the continued expansion growing to over 2,750 providers across 640 sites of care in 31 different states.Source: earnings call transcript | 700This marks an important step forward in our efforts to expand access to exceptional cancer care in local communities, growing the footprint of the US Oncology Network to approximately 3,300 providers across 700 sites in 30 states.Source: earnings call transcript | 700+The US Oncology Network has been leading the cancer care transformation for more than 15 years and is now supporting over 3,300 providers across more than 700 sites across the country.Source: earnings call transcript | — | — | — | — |
| Employees | — | 45KEverything we achieve is made possible by the dedication and the commitment of our 45,000 employees.Source: earnings call transcript | — | — | 43KAs we close out a really great fiscal '26, I want to thank the 43,000 McKesson employees for their commitment to the work they do every day to advance our mission.Source: earnings call transcript | — | — |
| Providers PRISM Vision | — | — | — | 200+Today, the US oncology network has approximately 3,400 providers, and PRISM Vision brings together over 200 providers in retina and ophthalmology.Source: earnings call transcript | — | 200+PRISM Vision brings together over 200 providers in 97 locations, helping expand access to high-quality retina and ophthalmology care, again, in the community setting.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.