--- title: "U.S. Stock Market Midday Update: McKesson's earnings report exceeded expectations, with stock price rising 16.10%! Strong performance and strategic progress boost market confidence" type: "News" locale: "en" url: "https://longbridge.com/en/news/275004658.md" description: "McKesson rose 16.10%; Cencora rose 9.54%, with a transaction volume of 310 million USD; Cardinal Health rose 9.13%, with a transaction volume of 241 million USD; Henry Schein rose 2.88%, with a transaction volume of 24.91 million USD; AdaptHealth rose 3.69%, with a market value of 1.408 billion USD" datetime: "2026-02-05T16:23:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/275004658.md) - [en](https://longbridge.com/en/news/275004658.md) - [zh-HK](https://longbridge.com/zh-HK/news/275004658.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/275004658.md) | [繁體中文](https://longbridge.com/zh-HK/news/275004658.md) # U.S. Stock Market Midday Update: McKesson's earnings report exceeded expectations, with stock price rising 16.10%! Strong performance and strategic progress boost market confidence **U.S. Stock Market Midday Update** McKesson rose 16.10%. Based on recent key news: 1. On February 4th, McKesson announced its third-quarter financial report, with revenue increasing by 11% to $106.2 billion, and adjusted earnings per share rising by 16% to $9.34, exceeding analyst expectations. The company raised its full-year adjusted earnings per share guidance to between $38.80 and $39.20, driving the stock price up. Source: McKesson Corporation 2. On February 4th, McKesson's U.S. pharmaceuticals division sales grew by 9% to $88.3 billion, primarily driven by an increase in prescription transaction volume. The CEO stated that the company's core distribution business performed strongly, with significant progress on strategic priorities. Source: McKesson Corporation 3. On February 4th, McKesson completed the sale of its Norwegian retail and distribution business, generating $1.2 billion in operating cash flow and $1.1 billion in free cash flow, further supporting shareholder returns. Source: McKesson Corporation The pharmaceutical distribution industry is experiencing strong growth, but regulatory risks need attention. **Top Stocks by Industry Transaction Volume** Cencora rose 9.54%. Based on recent news, 1. On February 4th, Cencora announced its first-quarter financial report, with revenue of $85.93 billion, slightly below analyst expectations of $86.03 billion, but adjusted earnings per share of $4.08, higher than the market expectation of $4.05. The company also raised its adjusted operating profit growth forecast for fiscal year 2026 to 11.5%-13.5%. These positive financial data and outlook drove the stock price up. 2. On February 4th, Cencora announced the completion of its $5 billion acquisition of OneOncology, further deepening its presence in the cancer care network sector. This acquisition is expected to significantly enhance the company's profitability and boost market confidence. 3. On February 4th, Cencora stated it would invest $1 billion to expand its U.S. business network in response to domestic manufacturing promotion policies. This expansion plan is expected to improve the company's operational efficiency and market competitiveness, further boosting the stock price. The pharmaceutical distribution industry is experiencing strong demand, supported by policies. Cardinal Health rose 9.13%. Based on recent key news: 1. On February 5th, Cardinal Health released its second-quarter financial report, exceeding market expectations. The company reported earnings per share of $2.63, higher than the expected $2.37, with revenue increasing by $999 million year-on-year, driving the stock price up. 2. On February 5th, the company raised its earnings guidance for fiscal year 2026. The adjusted earnings per share expectation was raised from at least $10 to between $10.15 and $10.35, enhancing market confidence and further driving the stock price up On February 5th, Cardinal Health raised its profit expectations for the global medical products and distribution segment to approximately $150 million, up from at least $140 million previously, indicating strong performance in the company's business. The demand in the pharmaceutical distribution industry remains robust, with optimistic growth prospects. Henry Schein rose 2.88%. Based on recent key news: 1. On February 5th, analysts noted that dental demand is relatively stable in 2026, showing improvement compared to the fluctuations of the past two years. Despite stable demand, high prices and changes in consumer sentiment continue to pressure the dental industry, leading to a 2.88% increase in Henry Schein's stock price. Source: J.P. Morgan analyst report. 2. On February 5th, analysts expect management to conservatively set forecasts to achieve more predictable annual performance. The number of patients has slightly increased, and demand for clear aligners remains strong, but is still affected by household budget pressures. Source: William Blair analyst report. 3. On February 5th, dental companies began releasing financial reports this week, and market confidence in the ongoing recovery remains fragile. Seasonal and year-end consumer spending provided some relief, but the overall market remains weak. Source: J.P. Morgan analyst report. The dental industry shows stable demand, but significant price pressure. **Stocks ranked among the top in industry market capitalization** AdaptHealth rose 3.69%. Based on recent key news: 1. On February 4th, AdaptHealth announced it will release its financial results for the fourth quarter and full year of 2025 on February 24th. The company plans to hold a conference call on the day of the earnings release to discuss financial results and business activities. This news may trigger positive market expectations for the company's performance, driving the stock price up. 2. On February 4th, AdaptHealth's home health services division provides medical equipment and services across all 50 states, serving approximately 4.3 million patients annually. The company collaborates with diverse referral sources, including acute care hospitals and clinics, demonstrating its broad influence in the market and enhancing investor confidence. 3. On February 5th, VERTESS announced the completion of four healthcare transactions in early 2026, indicating active merger and acquisition activity in the healthcare industry. This may positively impact companies like AdaptHealth, as market expectations for industry consolidation increase. The healthcare industry is experiencing active merger and acquisition activity, boosting market confidence ### Related Stocks - [McKesson Corporation (MCK.US)](https://longbridge.com/en/quote/MCK.US.md) ## Related News & Research - [MedMira Expands McKesson Partnership as Quarterly Revenue Falls and Loss Widens](https://longbridge.com/en/news/281454296.md) - [BFI Infinity Ltd. Takes $3.06 Million Position in McKesson Corporation $MCK](https://longbridge.com/en/news/280901331.md) - [Gavin Newsom Hails Apple's '50 Years Of Innovation' As Tesla, Chevron, McKesson Leave California](https://longbridge.com/en/news/281496370.md) - [What You Need to Know Ahead of McKesson Corporation's Earnings Release](https://longbridge.com/en/news/272055220.md) - [McKesson Completes Norway Operations Sale](https://longbridge.com/en/news/274324459.md)