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Drug distributor McKesson to restructure segments to focus on high-margin businesses
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Drug distributor McKesson to restructure segments to focus on high-margin businesses
Sep 18, 2025 7:22 AM

Sept 18 (Reuters) - McKesson said on Thursday it

will restructure its operations into four main segments from the

current quarter as the U.S. drug distributor aims to focus on

high-margin businesses such as cancer medicines to boost growth.

The restructuring will reflect how CEO Brian Tyler will

allocate resources and assess performance going forward, but

does not affect previously issued financial statements or

historical earnings per share, the company said.

"This updated reporting structure reflects a strategic

evolution of our business - accelerating growth in the

high-margin areas of oncology, multispecialty, and biopharma

services," Chief Financial Officer Britt Vitalone said in a

statement.

Starting this quarter, its second in fiscal 2026, the

Texas-based firm will reorganize into North American

pharmaceutical, oncology and multispecialty, prescription

technology solutions, and medical-surgical solutions segments,

the company said.

The pharmaceutical segment will combine McKesson's wholesale

drug distribution businesses in the U.S. and Canada, while the

oncology and multispecialty segment will cater to cancer care

networks and other specialty providers such as in ophthalmology.

The restructuring is a "prudent move" as it helps

investors understand the company's growth drivers, with the

oncology segment being the most significant disclosure, Leerink

Partners analyst Michael Cherny said.

Prescription technology solutions will connect patients,

pharmacies, and healthcare providers through its networks.

The medical-surgical solutions segment will provide medical

supply distribution and logistics services to healthcare

providers. McKesson had announced plans to spin off this segment

into an independent company in May.

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