Earnings GuidanceThe company further reducing F2025 EPS guidance and second, the need to reduce its longer-term EPS guidance.
Operational PerformanceMcKesson missed FY4Q24 operationally on multiple fronts, then followed up with an even worse FY1Q25 that included negative revenue and AOI variances in US Pharma, Med-Surg, and Prescription Tech, with several negative operating guidance adjustments.
Revenue GuidanceThe company reduced its revenue guidance in its Med-Surg business, pointing to normalization of market conditions and lower volumes.