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McKesson
McKesson (MCK) investor relations material
McKesson 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Strategic focus and portfolio evolution
Emphasis on oncology, biopharma services, and North American distribution as core growth pillars, supported by disciplined portfolio optimization and capital allocation.
Recent exits from Change Healthcare and European operations, with the medical business set for separation and a planned IPO in the second half of 2027.
Segment reporting now aligned with strategy, enhancing transparency and focus on North American pharmaceutical, oncology, multispecialty, and prescription technology.
Transformation of business segments from FY20 to FY26, with a focus on North American and specialty solutions.
Strategic priorities include growing oncology, multispecialty, and biopharma platforms, strengthening North American distribution, and modernizing the portfolio.
Oncology and specialty growth
Oncology network expanded with Florida Cancer Specialists and Core Ventures, supporting over 1.4 million patients and 3,300+ providers.
Integration of new practices progressing smoothly, with year-one accretion on track and three-year accretion targets of $1.40-$1.60.
Oncology market is large and growing, with over 2 million new US cancer diagnoses annually and 60% projected drug spend growth from 2025–2029.
Community oncology market offers ~$80B addressable market in drug distribution and additional opportunities in practice management, commercial services, and clinical research.
Retinology and ophthalmology identified as new specialty focus areas due to innovation and network effect potential.
Biopharma and prescription technology solutions
Biopharma services platform built through acquisitions and integration, processing ~23B pharmacy transactions annually and supporting 100M+ patient access events.
Prescription Technology Solutions segment leverages technology to reduce friction in patient access and adherence, with growth from expanding brand relationships and product innovation.
Provided $10B+ in out-of-pocket savings and enabled access to medications for millions of patients in the past year.
Specialty pharmaceuticals remain the highest growth area, supporting continued investment in related programs and services.
Prior authorization and related services continue to see stable demand, with ongoing innovation to improve patient and provider experience.
What specific portfolio actions drove ROIC to 30%?
How does McKesson sustain #1 oncology GPO position?
Quantify biopharma services impact on patients.
USON network: how do components amplify growth?
Medical-Surgical spin: impact on McKesson strategy?
Oral GLP-1s: RxTS growth and margin impact?
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Next McKesson earnings date
Q3 20264 Feb, 2026
McKesson
Next McKesson earnings date
Q3 20264 Feb, 2026
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Frequently asked questions
Global Healthcare Solutions
McKesson Corporation is a healthcare company, providing a wide range of services and solutions in the United States and internationally. The company operates through several segments, including U.S. Pharmaceutical, Prescription Technology Solutions (RxTS), Medical-Surgical Solutions, and International. McKesson also offers technological, clinical support, and business solutions to specialty practices. McKesson Corporation is headquartered in Irving, Texas, and its shares are listed on the New York Stock Exchange.
Roots in the 1800s
The company has a history that stretches back to 1833 in NYC when it was founded as an importer and wholesaler of drugs and chemicals. Today, McKesson is one of the largest healthcare companies in the world, playing a critical role in pharmaceutical distribution and healthcare technology. The company is heavily involved in the distribution of pharmaceuticals and medical supplies, healthcare technology, and providing network infrastructure for the healthcare industry. Some similar companies traded on the public markets are Cardinal Health and Henry Schein.
The Business Segments
The company has diversified its operations into several business segments, each catering to different facets of the healthcare industry.
U.S. Pharmaceutical and Specialty Solutions: This is the largest segment of McKesson’s operations. It distributes pharmaceuticals and other healthcare-related products to a variety of customers, including retail pharmacies, hospitals, health systems, and physician offices. The segment is crucial for the supply of branded, generic, and over-the-counter pharmaceuticals. It also offers specialized solutions for oncology and other complex therapeutic areas, along with services like inventory management, technology solutions, and business support.
European Pharmaceutical Solutions: McKesson has a significant presence in Europe through its subsidiary McKesson Europe, where it operates a network of pharmacies, not just in the wholesale and distribution of pharmaceuticals, but also in direct-to-consumer retail operations. This segment includes the distribution of drugs, and healthcare products, and the operation of retail pharmacies in several European countries.
Medical-Surgical Solutions: This segment provides medical-surgical supply distribution, logistics, and other services to healthcare providers, including acute care hospitals, ambulatory surgery centers, community health centers, and office-based healthcare practitioners. The focus is on delivering a comprehensive range of products and services that are essential for the day-to-day operations of healthcare facilities, ensuring they have the necessary medical supplies and equipment.
Prescription Technology Solutions: This newer segment focuses on developing and providing software, analytics, and network solutions to pharmacies, healthcare providers, and payers. The aim is to optimize the healthcare supply chain, improve patient adherence to medications, and support pharmacy operations.
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