Acquisition ImpactThe PRISM acquisition is expected to contribute an estimated $90 million in EBITDA to McKesson's 2026 pro forma post-deal adjusted EBITDA.
Earnings GrowthThe company's sustained ability to deliver on long-term EPS growth goals is a reason to justify multiple expansion that translates to stock upside from current levels.
Pharmaceutical StrengthUS Pharma is clearly exiting FY25 from a position of strength and is set up for ongoing strong EBIT growth in FY26 as utilization remains strong, specialty assets shine, and recent acquisitions contribute to growth.