For the reporting period ending March 31, 2026, analysts expect McKesson to post consensus revenue of $101.40 billion and an adjusted EPS of $11.56, while the stock currently trades around $725.17 against a consensus price target of $970.73.
Investors are primarily focused on the performance of the U.S. Pharmaceutical segment, specifically the contribution of high-demand GLP-1 medications which have recently driven double-digit volume growth.
The company is benefiting from a strategic shift toward higher-margin oncology and specialty distribution services, bolstered by the integration of recent acquisitions like PRISM Vision.
Analysts are also looking for updates on the potential separation of the Medical-Surgical Solutions business and the initial guidance for fiscal 2027 as market dynamics in drug pricing evolve.