Mckesson Corp (MCK) · Oct 6, 2026 · Acquisition

McKesson acquisition adds Option Care infusion stake, limits control

$1.4B minority investment — ~49% stake for approximately $1.4 billion; CD&R retains ~51% control

McKesson’s acquisition of a 49% Option Care stake expands its specialty-care footprint, but leaves CD&R in control and offers no near-term earnings detail.

McKesson is reshaping itself beyond drug distribution toward higher-growth oncology, multispecialty and biopharma services, while emphasizing care delivered in community settings. Its current strategy already includes specialty drug distribution, infusion services and broader provider solutions, so Option Care extends an existing platform rather than opening an unrelated business.

The deal adds a strategically aligned care-delivery asset, not just more drug volume. Option Care brings a national home and ambulatory infusion network, giving McKesson exposure to the delivery of complex therapies where patients receive care—not merely the distribution of those therapies. The filing says Option Care’s model and footprint are aligned with McKesson’s priorities around “lower-cost community settings.” 〔0〕

Deal term	Filing detail
Enterprise value	Approximately $5.8 billion (transaction announcement)
McKesson investment	Approximately $1.4 billion (transaction announcement)
Ownership	McKesson approximately 49%; CD&R approximately 51% (transaction announcement)
Consideration	$32.05 per Option Care share (transaction announcement)
Expected closing	First half of calendar year 2027, subject to approvals (transaction announcement)

McKesson is committing meaningful capital while giving up control. The approximately $1.4 billion investment buys a minority position, with CD&R holding the majority interest and Option Care remaining separately managed. That structure reduces McKesson’s integration burden and preserves Option Care’s operating autonomy, but it also limits McKesson’s immediate ability to direct strategy or capture all of the business’s upside.

The economics are not yet fully visible. McKesson intends to use equity-method accounting, recording its share of Option Care’s earnings in other income rather than consolidating the company’s revenue and operating results. The release provides no earnings contribution, return target, financing impact or expected accretion, so the strategic rationale is clearer than the near-term financial payoff. 〔1〕

This confirms a rumored transaction but adds execution risk and a path to greater ownership. The direction was already partly anticipated before the filing, making the definitive agreement less of a surprise than a wholly new acquisition. The agreement nevertheless establishes a framework for McKesson to acquire CD&R’s interest later, subject to conditions and regulatory approvals, creating potential strategic optionality without requiring full ownership today. Closing is expected in the first half of calendar year 2027. 〔2〕

Bottom line: This is a strategically coherent expansion into home and alternate-site infusion, consistent with McKesson’s specialty-care shift. It matters as a platform investment, but the minority structure and lack of disclosed financial returns make the immediate business impact more strategic than earnings-driven.

What to watch next

Shareholder vote and regulatory approvals; closing expected H1 2027

Original filing on SEC EDGAR

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Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

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McKesson acquisition adds Option Care infusion stake, limits control

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