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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
McKesson
McKesson (MCK) investor relations material
McKesson Barclays 28th Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 28th Annual Global Healthcare Conference summary11 Mar, 2026
Leadership transition and guidance
CFO announced retirement, remaining in role until May 29 and will advise on MedSurg separation.
No changes to financial guidance or strategy due to the transition; guidance reaffirmed.
Fiscal 2026 and 2027 guidance will be incorporated before CFO's departure.
Recent financial and operational performance
Achieved 16% adjusted EPS growth and 13% adjusted operating profit growth year-over-year in fiscal 3Q.
Strong performance in North American pharmaceutical distribution, Oncology, Multispecialty, and government meds businesses.
Continued portfolio management and progress on MedSurg separation.
North American pharmaceutical business trends
Revenue growth of 9% and operating profit growth near 9% after adjusting for unusual items.
Specialty revenues outpace other healthcare areas; efficiency gains drive operating leverage.
Utilization trends remain stable and in line with expectations; macroeconomic factors have not disrupted volume.
Generic pricing is stable and competitive, supported by scale and sourcing partnerships.
IRA impact on fee-for-service contract value
GLP-1 revenue contribution to Prescription Tech
Strategic rationale for the MedSurg separation
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Latest events from McKesson
- Specialty growth, tech innovation, and operational efficiency drive strong performance.MCK
Leerink Global Healthcare Conference 202611 Mar 2026 - Q3 revenue up 11%, adjusted EPS up 16%, and fiscal 2026 EPS guidance raised to $38.80–$39.20.MCKQ3 20264 Feb 2026
- Raised FY26 EPS guidance, specialty growth, and segment separation drive value creation.MCKInvestor Day 20253 Feb 2026
- Adjusted EPS up 8% on 6% revenue growth; guidance and capital returns raised.MCKQ1 20252 Feb 2026
- Oncology expansion, strategic divestitures, and Optum win drive growth and efficiency.MCK2024 Wells Fargo Healthcare Conference22 Jan 2026
- Revenue up 21%, Adjusted EPS up 13%, FY25 guidance raised, $2.2B returned to shareholders.MCKQ2 202516 Jan 2026
- FY25 outlook raised as strong Q2 and oncology expansion drive higher EPS guidance.MCKInvestor Update15 Jan 2026
- Oncology and biopharma platform growth drive robust FY26 financial outlook and value creation.MCK44th Annual J.P. Morgan Healthcare Conference13 Jan 2026
- Oncology and biopharma growth, automation, and capital discipline drive strong results.MCK7th Annual Evercore ISI HealthCONx Healthcare Conference12 Jan 2026
Next McKesson earnings date
Q4 20267 May, 2026
McKesson
Next McKesson earnings date
Q4 20267 May, 2026
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