NYSE$MCK

McKesson Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

McKesson's second quarter performance exceeded expectations, demonstrating progress against company priorities, driven by the dedication of McKesson team members and strength in oncology and biopharma services platforms, leading to raised full-year guidance.

McKesson Corporation reported a 10% increase in total revenues to $77.2 billion for the second quarter of fiscal year 2024. Earnings per diluted share decreased by $1.54 to $4.92, while adjusted earnings per diluted share increased by 3% to $6.23. The company raised its full-year adjusted earnings per diluted share guidance to a range of $26.80 to $27.40.

  • Total revenues increased by 10% to $77.2 billion.
  • Earnings per diluted share decreased to $4.92.
  • Adjusted Earnings per Diluted Share increased 3% to $6.23.
  • Fiscal 2024 Adjusted Earnings per Diluted Share guidance range increased to $26.80 to $27.40.

Headline financials

Total Revenue

$77.2B

Previous: $70.2B+10.1%
EPS (adj)

$6.23

Previous: $6.06+2.8%
Capital Expenditures

-$153M

Previous: -$157M+2.5%
Free Cash Flow

$511M

Previous: $769M-33.6%
Net Income

$664M

Previous: $926M-28.3%
Operating Income

$951M

Previous: $1.12B-15.4%
Gross Profit

$3.07B

Previous: $3.1B-0.8%
Cash & Equivalents

$2.52B

Previous: $2.92B-13.4%
Total Assets

$66.1B

Previous: $63.1B+4.8%

Revenue & EPS history

McKesson · Revenue · Quarterly

$77.2B

Q2 2024+10.1%vs Q2 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

McKesson · $3.97B total across 2 segments · Q2 2024

  • Medical-Surgical Solutions
    $2.83B-0.3%
  • Prescription Technology Solutions
    $1.14B+12.0%

Forward guidance

McKesson is raising fiscal 2024 Adjusted Earnings per Diluted Share guidance to $26.80 to $27.40 from the previous range of $26.55 to $27.35 to reflect solid operating business performance.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.2%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+1.1%

Avg return

30 days after

60%

44 / 73 earnings

Positive

+16.5%

Q3 2026

Best reaction

-21.7%

Q2 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+0.2%-3.4%+2.8%
Q3 2026+16.5%+13.8%+11.8%
Q2 2026+1.5%+1.4%-4.2%
Q1 2026-5.8%-6.4%-2.3%
Q4 2025+0.4%-1.2%+3.3%
Q3 2025-1.2%+0.6%+6.1%
Q2 2025+15.7%+17.2%+14.9%
Q1 2025-10.9%-10.3%-17.9%
Q4 2024+1.9%+5.0%+9.9%
Q3 2024-2.5%-2.4%+4.1%
Q2 2024-1.7%+1.0%+2.0%
Q1 2024+7.4%+4.2%+1.8%
Q4 2023+6.2%+6.6%+5.1%
Q3 2023-3.2%-5.4%-8.7%
Q2 2023+0.1%+1.9%-2.5%
Q1 2023+0.8%+3.7%+8.6%
Q4 2022+4.5%+3.1%-1.1%
Q3 2022+4.1%+5.2%+9.7%
Q2 2022+5.3%+6.6%+3.6%
Q1 2022-3.3%-4.6%-0.1%
Q4 2021+4.5%+4.7%+3.1%
Q3 2021+1.0%+1.9%-4.1%
Q2 2021+9.2%+12.4%+17.8%
Q1 2021+4.6%+1.2%+4.1%
Q4 2020+0.8%+3.3%+8.3%
Q3 2020+5.7%+8.6%+0.8%
Q2 2020-11.0%-7.9%-3.2%
Q1 2020+4.0%+1.5%-3.0%
Q4 2019+7.1%+0.6%+3.7%
Q3 2019+1.9%+5.4%-0.4%
Q2 2019-2.6%+2.1%-0.3%
Q1 2019-7.1%-5.8%-2.8%
Q4 2018-0.7%-3.8%+1.4%
Q3 2018-5.7%-9.7%-11.2%
Q2 2018-10.4%-8.9%-4.4%
Q1 2018-2.3%-3.1%-11.3%
Q4 2017+7.7%+11.9%+12.5%
Q3 2017-6.6%-7.6%+1.7%
Q2 2017-21.7%-18.5%-9.8%
Q1 2017-1.4%-2.1%-6.9%
Q4 2016+2.7%
Q3 2016-6.4%
Q2 2016-2.0%
Q1 2016-4.1%
Q4 2015+1.7%
Q3 2015+5.7%
Q2 2015-2.1%
Q1 2015+2.2%
Q4 2014+5.3%
Q3 2014+0.7%
Q2 2014+8.3%
Q1 2014+5.4%
Q4 2013+7.3%
Q3 2013-2.3%
Q2 2013+3.4%
Q1 2013-1.0%
Q4 2012-0.7%
Q3 2012+3.0%
Q2 2012+6.3%
Q1 2012+0.7%
Q4 2011-0.2%
Q3 2011+2.3%
Q2 2011+6.0%
Q1 2011-0.7%
Q4 2008+3.8%
Q4 2010+3.8%
Q3 2010-3.1%
Q3 2009-3.1%
Q2 2010-3.2%
Q2 2009+8.9%
Q1 2009+8.9%
Q1 2010+8.9%
Q4 2009+8.9%

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