McKesson (NYSE: MCK) updates 2026 guidance and long-term targets at Investor Day

Rhea-AI Filing Summary

McKesson Corporation filed a current report to highlight its Investor Day and an accompanying news release that updates Fiscal 2026 guidance and long-term targets. The company is hosting its Investor Day, beginning at 9:30 a.m. Eastern time, with a live webcast and archived replay available through its investor relations website. The related news release is provided as Exhibit 99.1 and, along with this item, is being furnished to the SEC rather than filed, meaning it is not automatically incorporated into other securities law filings unless specifically referenced.

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Equity research analyst

McKesson updates 2026 guidance and long-term targets alongside Investor Day.

McKesson Corporation is using its Investor Day to release an updated view of Fiscal 2026 guidance and long-term targets, delivered via a news release furnished as Exhibit 99.1. Guidance and long-term targets often frame management’s expectations for growth, margins, and capital allocation, so changes can influence how investors model future results.

The information is explicitly described as “furnished” rather than “filed” under securities laws, which affects how it is incorporated by reference into other regulatory documents but not its informational value for investors. The webcast and slide presentation made available on the investor website complement the guidance update and may provide additional detail and assumptions behind the targets.

Any assessment of the magnitude or direction of impact would depend on the specific guidance figures and long-term targets contained in Exhibit 99.1, which are not detailed in this excerpt. Subsequent company communications and future periodic reports can clarify how actual performance tracks against the updated outlook.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of report (Date of earliest event reported): September 23, 2025

McKESSON CORPORATION

(Exact Name of Registrant as Specified in Charter)

Delaware

1-13252

94-3207296

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

6555 State Hwy 161

Irving, TX 75039

(Address of Principal Executive Offices, and Zip Code)

(972) 446-4800

Registrant’s Telephone Number, Including Area Code

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐			Written communication pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communication pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communication pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common stock, $0.01 par value

MCK

New York Stock Exchange

1.500% Notes due 2025

MCK25

New York Stock Exchange

1.625% Notes due 2026

MCK26

New York Stock Exchange

3.125% Notes due 2029

MCK29

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company  ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

Item 7.01 Regulation FD Disclosure.

On September 23, 2025, in connection with its Investor Day, McKesson Corporation (the “Company”) issued a news release updating Fiscal 2026 guidance and long-term targets. A copy of the Company’s news release is attached hereto as Exhibit 99.1.

The Company will host an Investor Day beginning at 9:30 a.m. Eastern time today, which will be live-webcast and archived on the Company’s Investor Relations website. To access the webcast and corresponding slide presentation, visit investor.mckesson.com/events-and-presentations.

The information contained in this item and item 9.01, including Exhibit 99.1, is furnished to the Commission, but shall not be deemed “filed” with the Commission for purposes of Section 18 of the Securities Exchange Act of 1934 (“Exchange Act”), or incorporated by reference in any filing under the Exchange Act or the Securities Act of 1933, except as expressly stated in any such filing.

Item 9.01 Financial Statements and Exhibits.

(d) The following Exhibit 99.1 is furnished with this Current Report on Form 8-K.

Exhibit No.						Description
99.1						News release issued by the Company dated September 23, 2025
104						Cover Page Interactive Data File - the cover page iXBRL tags are embedded within the Inline XBRL document

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: September 23, 2025

McKesson Corporation
			By:			/s/ Britt J. Vitalone
						Britt J. Vitalone
						Executive Vice President and
						Chief Financial Officer

FAQ

What did McKesson (MCK) disclose in this 8-K?

McKesson disclosed that, in connection with its Investor Day, it issued a news release updating Fiscal 2026 guidance and long-term targets. This news release is attached as Exhibit 99.1 and is being furnished to the SEC.

How is the updated guidance from McKesson being provided to investors?

The updated guidance and long-term targets are described in a news release dated September 23, 2025, which is included as Exhibit 99.1 to the report. The company also provides a live and archived webcast and slide presentation on its investor relations website.

Is McKesson’s updated Fiscal 2026 guidance considered filed with the SEC?

No. The company states that the information in this item and Item 9.01, including Exhibit 99.1, is furnished to the Commission and shall not be deemed filed for purposes of Section 18 of the Exchange Act or automatically incorporated by reference into other filings, unless expressly stated.

When is McKesson’s Investor Day webcast taking place and how can it be accessed?

McKesson’s Investor Day begins at 9:30 a.m. Eastern time on September 23, 2025. Investors can access the live webcast and archived replay, along with the slide presentation, at investor.mckesson.com/events-and-presentations.

Who signed McKesson’s 8-K related to the Investor Day guidance update?

The report was signed on behalf of McKesson Corporation by Britt J. Vitalone, the company’s Executive Vice President and Chief Financial Officer, dated September 23, 2025.

What exhibits are included with McKesson’s Investor Day 8-K filing?

The filing lists Exhibit 99.1, a news release issued by the company dated September 23, 2025, and Exhibit 104, the cover page interactive data file with iXBRL tags embedded in the Inline XBRL document.