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McKesson Corporation

NYSE•MCK
CEO: Mr. Brian S. Tyler Ph.D.
セクター: Healthcare
業種: Medical - Distribution
上場日: 1994-11-10
McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: U.S. Pharmaceutical, Prescription Technology Solutions (RxTS), Medical-Surgical Solutions, and International. The U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products. This segment also offers practice management, technology, clinical support, and business solutions to community-based oncology and other specialty practices; and consulting, outsourcing, technological, and other services, as well as sells financial, operational, and clinical solutions to pharmacies. The RxTS segment serves biopharma and life sciences partners, and patients to address medication challenges for patients by working across healthcare; connects patients, pharmacies, providers, pharmacy benefit managers, health plans, and biopharma companies to deliver innovative solutions to help people get the medicine needed to live healthier lives; and provides prescription price transparency, benefit insight, dispensing support, third-party logistics, and wholesale distribution support services. The Medical-Surgical Solutions segment offers medical-surgical supply distribution, logistics, and other services to healthcare providers, including physician offices, surgery centers, nursing homes, hospital reference labs, and home health care agencies. The International segment provides distribution and services to wholesale, institutional, and retail customers in Europe and Canada. McKesson Corporation was founded in 1833 and is headquartered in Irving, Texas.
連絡先情報
6555 State Highway 161, Irving, TX, 75039, United States
972-446-4800
www.mckesson.com
時価総額
$90.16B
PER (TTM)
18.9
22.8
配当利回り
0.4%
52週高値
$999.00
52週安値
$637.00
52週レンジ
27%
順位12Top 1.7%
6.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
強い • 6.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2026 データ

売上高

$96.30B+0.00%
直近4四半期の推移

EPS

$13.78+0.00%
直近4四半期の推移

フリーCF

$3.42B+0.00%
直近4四半期の推移

2026 Q3 決算ハイライト

主なハイライト

Nine Month Revenue Growth Nine months revenues hit $307.1B USD, showing strong 15% growth compared to prior year period results.
Profitability Surge Net income attributable to McKesson grew 51% to $3.08B USD for the nine months ended December 31, 2025.
Acquisition Integration Total acquisition consideration reached $3.38B USD, integrating PRISM Vision and Core Ventures into specialty care.
Diluted EPS Jump Diluted EPS grew 57% to $24.73 USD for the nine months ended December 31, 2025 compared to prior year.

リスク要因

Opioid Litigation Exposure Estimated total opioid litigation liability stands at $5.7B USD as of December 31, 2025, subject to future settlements.
Rite Aid Bankruptcy Impact Immaterial $29M net charge recorded due to customer Rite Aid bankruptcy provisions during the nine months period.
Regulatory Uncertainty Risk Industry highly regulated; rapid changes in healthcare policy pose ongoing operational risks affecting future outcomes.
Goodwill Impairment Risk Future impairment possible due to government actions and material changes in key market assumptions limiting cash flow estimates.

見通し

Medical-Surgical Separation Plan Intention announced to separate Medical-Surgical Solutions segment into an independent company effective in fiscal 2026.
Enterprise Restructuring Costs Enterprise-wide modernization initiatives anticipate total charges of $650M to $700M, expected to be substantially complete in fiscal 2028.
Dividend Increase Policy Quarterly dividend raised to $0.82 from $0.71 per share, reflecting commitment to capital return strategy.
Norway Divestiture Complete Agreement signed to sell Norway operations; sale completed January 30, 2026, impacting 'Other' segment reporting.

同業比較

売上高 (TTM)

CVS stock ticker logoCVS
$407.91B
+7.6%
MCK stock ticker logoMCK
$403.43B
+12.4%
COR stock ticker logoCOR
$328.68B
+5.9%

粗利益率 (最新四半期)

VRTX stock ticker logoVRTX
86.8%
+0.7pp
GSK stock ticker logoGSK
75.4%
+3.5pp
SNY stock ticker logoSNY
72.1%
+0.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
CVS$115.54B39.33.9%31.0%
BMY$114.68B15.839.0%51.4%
SYK$109.33B32.815.2%30.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-0.5%
横ばい
4四半期純利益CAGR
29.0%
収益性の大幅な改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年5月14日
|
EPS:$11.36
|
売上高:$101.35B
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損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし