McKesson posts fiscal Q1 2027 earnings call transcript and updates outlook
McKesson posted the transcript of its Q1 fiscal 2027 earnings call attended by CEO Brian Tyler, CFO Kenny Cheung, and analysts.
Results beat expectations: revenue rose 8% to USD 105.4 billion; adjusted EPS climbed 20% to USD 9.93; full-year adjusted EPS guidance lifted to USD 44.2-45.
North American Pharmaceutical revenue grew 5% to USD 86.8 billion; segment profit rose 19% to USD 894 million on specialty mix and launch timing; GLP-1 distribution revenue reached USD 15 billion.
Oncology and multispecialty revenue jumped 33% to USD 14.2 billion; excluding Core Ventures, revenue growth was about 24%; Florida Cancer Specialists tracked at the high end of deal guidance.
Medical-Surgical Solutions rebranded as Wellverse ahead of a planned separation; Apollo took about 13% minority stake; the business expects to operate as Wellverse from January 2027.
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