| MCK |
Report |
Adj. EPS (Q1 FY2027) |
BEAT |
pred ~$9.85 vs. cons $9.551 |
MEDIUM |
| MCK |
Report |
Oncology & Multispecialty Adj. Seg. OP (Q1 FY2027) |
IN-LINE |
pred ~$375M vs. cons $375.3M |
MEDIUM |
| MCK |
Report |
RxTS Adj. Seg. OP (Q1 FY2027) |
BEAT |
pred ~$310M vs. cons $300.9M |
MEDIUM |
| MCK |
Guide |
Adj. EPS FY2027 (full year) |
UNCHANGED |
guide maintained $43.80-$44.60 vs. cons $44.253 |
HIGH |
| MCK |
Guide |
GLP-1 trajectory (qualitative, Q1 FY2027) |
UNCHANGED |
sequential volume recovery commentary; continued growth reaffirmed |
MEDIUM |
| MCK |
Guide |
Med-Surg separation (qualitative, FY2027) |
UNCHANGED |
progress update, no acceleration; IPO timeline TBD |
HIGH |
| MCK |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| MCK |
Return |
5-day cumulative residual |
-3.0% (FADE) |
FADE — implicit out-quarter EPS cut pulls Q2 estimates lower post-print; sell-side models off the maintained FY guide math |
MEDIUM |