| MCK |
Report |
Adjusted EPS |
BEAT |
pred ~$9.72 vs. cons $9.59 |
MEDIUM |
| MCK |
Report |
Consolidated revenue |
IN-LINE |
pred ~$105.10B vs. cons $104.84B |
MEDIUM |
| MCK |
Report |
North American Pharmaceutical adjusted operating profit |
BEAT |
pred ~$1.07B vs. cons $1.05B |
LOW |
| MCK |
Guide |
FY2027 adjusted EPS guidance midpoint |
BETTER |
guide ~$44.40 vs. cons $44.28 (FY2027) |
MEDIUM |
| MCK |
Guide |
FY2027 share-repurchase plan |
UNCHANGED |
guide ~$5.00B vs. cons $5.00B (FY2027) |
MEDIUM |
| MCK |
Guide |
FY2027 North American Pharmaceutical adjusted operating-profit growth |
UNCHANGED |
guide ~7.5% vs. cons 7.5% (FY2027) |
MEDIUM |
| MCK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.1% |
— |
MEDIUM |
| MCK |
Return |
5-day cumulative residual |
+2.8% (FOLLOW-THROUGH) |
A ~1.4% EPS beat versus consensus ($9.72 vs. $9.59) plus a modest FY2027 midpoint increase ($44.40 vs. $44.28 consensus) should drive upward out-period EPS revisions; revenue is expected to remain near consensus ($105.10B vs. $104.84B), limiting concern that the beat is purely buyback-driven. |
MEDIUM |