McKesson's Strong Performance and Resilience Justify Buy RatingWe est. on an operating basis, F2Q beat was roughly $0.28. Raised FY26 adj. EPS guide by $0.30 after $0.83 beat might raise some alarms, but this reflects mgmt. conservatism, in our view, and after normalizing for one-time h/w's and t/w's, we see F2H guide inline w/ LT targets.