McKesson (MCK) Q2 FY2027 revenue $111.0 billion vs $111 billion est.; adj. EPS $11.68 vs $10.81 est.; raises full-year guidance

McKesson reported fiscal 2027 second-quarter revenue of $111.0 billion, up 8% year over year and roughly in line with the $111 billion consensus, while adjusted EPS of $11.68 beat the $10.81 estimate and rose 18%. GAAP diluted EPS came in at $10.44, and the company generated $3.1 billion in operating cash flow and $2.9 billion in free cash flow. McKesson raised its full-year adjusted EPS guidance to $45.60–$46.40 from $44.20–$45.00, implying 17%–19% growth, citing strength in its North American Pharmaceutical and Oncology & Multispecialty segments. CEO Brian Tyler said the quarter reflected operational strength and disciplined execution, and noted recent transactions aimed at expanding capabilities in key growth areas. Investors will watch whether the raised outlook holds through the second half and how the company's recent portfolio moves affect segment margins.