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SEC filings, financial facts, source resources, and Goglides workspace context for McKesson Corporation.
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Zscaler reported FY2025 revenue of $2.7 billion and Q2 FY2026 revenue of $815.8 million. The thesis depends on zero-trust demand, large-customer expansion, billings quality, operating leverage, stock compensation and cash conversion.
OpenMcKesson reported FY2026 revenue of $403.4 billion and FY2026 operating income of $6.2 billion. The thesis depends on pharma distribution scale, specialty growth, working capital, margins and cash conversion.
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