Dafinchi AI

SHC

Healthcare

Adjusted EBITDA increased 9.8% to $151 million with margins expanding 156 basis points to 51.2%.
GAAP net income was $8 million or $0.03 per share, impacted by a $34 million settlement; adjusted EPS improved to $0.20 from $0.19 in Q2 2024.
Nelson Labs revenue declined 3.3% to $57 million but segment income rose 13.9% with margin expansion of over 500 basis points.
Nordion revenue increased 2.9% to $42 million but segment margin declined 145 basis points due to supplier mix timing.
Sotera Health reported Q2 2025 revenues of $294 million, up 6.4% year-over-year, or 6% on a constant currency basis.
Sterigenics revenue grew 10.5% to $195 million driven by volume/mix and pricing gains.

MCK

Healthcare

Adjusted operating profit increased 9% to $1.4 billion, with three of four segments delivering double-digit growth in adjusted operating profit.
Corporate expenses decreased 4% excluding McKesson Ventures gains, driven by lower opioid-related expenses and technology costs.
First quarter earnings per diluted share increased 5% to $8.26, or 14% excluding gains from McKesson Ventures equity investments.
Free cash flow was negative $1.1 billion, impacted by $3.4 billion cash used for acquisitions and $189 million in capital expenditures.
International segment revenues increased 1% to $3.7 billion, with operating profit down 3% due to divestitures; excluding divested businesses, revenues grew 5% and operating profit was flat.
McKesson reported record consolidated revenues of $97.8 billion for Q1 fiscal 2026, a 23% increase year-over-year.
Medical-Surgical Solutions segment revenues increased 2% to $2.7 billion, with operating profit up 22% due to operational efficiencies and cost optimization.
Prescription Technology Solutions segment revenues increased 16% to $1.4 billion, with operating profit up 21%, driven by higher demand for access solutions including prior authorization services for GLP-1 medications.
U.S. Pharmaceutical segment revenues rose 25% to $90 billion, driven by increased prescription volumes, growth in oncology and specialty products, and new strategic customer onboarding.

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