| MCK |
Report |
Adjusted EPS (Q1 FY27) |
BEAT |
pred ~$9.80 vs. cons ~$9.52 |
HIGH |
| MCK |
Report |
Total revenue (Q1 FY27) |
BEAT |
pred ~$106.5B vs. cons ~$104.3B |
MEDIUM |
| MCK |
Report |
Oncology & Multispecialty adj. operating profit growth (Q1 FY27) |
BEAT |
pred ~+16% YoY vs. cons ~+14% |
LOW |
| MCK |
Guide |
FY27 Adjusted EPS guidance (raise) |
BETTER |
guide ~$44.10–$44.90 (mid ~$44.50) vs. cons ~$44.30 (FY2027) |
MEDIUM |
| MCK |
Guide |
Annual dividend (10th consecutive hike, announced with Q1) |
BETTER |
guide ~$0.94/qtr vs. prior $0.82 (~+15%, FY2027) |
MEDIUM |
| MCK |
Guide |
FY27 capital return / buyback (accelerated by Med-Surg term loans) |
UNCHANGED |
guide ~$5.0B buyback + up to $2.25B term loans vs. cons ~$5.0B (FY2027) |
MEDIUM |
| MCK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| MCK |
Return |
5-day cumulative residual |
+0.0% (FADE) |
Beat + modest guide raise is the base case, but the raise (~+$0.30 at the midpoint) will likely be smaller than the Q1 EPS beat (~+$0.25–0.30), leaving H2 estimates effectively flat-to-lower (implicit out-period trim). Combined with a stretched valuation and the sharp ~7% pre-print pullback from the $889 peak (a relief-bounce setup that can round-trip), the initial pop tends to give back over the week as sell-side revisions land only modestly higher. |
LOW |