Wall Street Analysts Are Bullish on Top Healthcare PicksWell.ca divestitures’ impact. We dug into these questions and remained confident MCK’s earnings power still intact in FY’26 despite the weakness in non-Pharma segments. For US Pharma, core pharma strength should continue driven by broad based specialty growth and solid utilization trends and we estimate ~8% core pharma growth in FY’26 (vs. ~10% in FY’25). In addition, timing-wise, both FCS and PRISM VISION deals should be closed by FY’26, and we estimate they contribute ~$190 MM and ~$95 MM AOI (pre-financing costs) respectively to FY’26 AOI. Lastly, Optum contract profitability lapping and GLP-1 growth should also be nice growth drivers to US Pharma. Overall, we expect US Pharma segment to deliver ~17% reported AOI growth, with ~8% growth from core and ~9% from M&A, Optum ramp and GLP-1s.