COR

With a market cap of $59.9 billion, Cencora, Inc. (COR) is a leading global pharmaceutical solutions organization dedicated to improving the lives of people and animals worldwide. By partnering with pharmaceutical innovators and healthcare providers, the company enables secure, reliable access to therapies and healthcare solutions while advancing healthier futures. The Conshohocken, Pennsylvania-based company is slated to announce its fiscal Q3 2026 results before the market opens on Wednesday, Aug. 5. Ahead of the event, analysts forecast Cencora to report an adjusted EPS of $4.37, up 9.3% from $4 in the year-ago quarter. It has surpassed Wall Street's bottom-line estimates in three of the past four quarterly reports while missing on another occasion. Micron Stock Is Off 31% From Its High. Why This Could Be the Best Time to Buy. Michael Saylor’s Bitcoin Treasury Company Strategy Is Falling Apart This Red-Hot AI Infrastructure Stock Just Made a Game-Changing Move. How to Play NBIS Here. Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For fiscal 2026, analysts project the prescription drug distributor to report adjusted EPS of $17.79, a 11.2% rise from $16 in fiscal 2025. Moreover, adjusted EPS is anticipated to grow 11.4% year-over-year to $19.81 in fiscal 2027. Shares of Cencora have gained nearly 5% over the past 52 weeks, underperforming both the S&P 500 Index's ($SPX) 20.3% increase and the State Street Health Care Select Sector SPDR ETF's (XLV) 22.4% return over the same period. Shares of Cencora tumbled 17.4% on May 6 after the company cut its fiscal-year revenue growth forecast to 4% - 6% following weaker-than-expected Q2 2026 results. Revenue was hurt by $2 billion in lost sales from branded drug price cuts, the loss of an oncology and a grocery customer, and a faster-than-expected shift by a major mail-order pharmacy customer to branded drugs, with U.S. Healthcare Solutions revenue rising just 2.9% to $68.8 billion, below analysts' estimate. Overall, quarterly revenue of $78.4 billion and adjusted EPS of $4.75, both came in below the consensus, outweighing the company's raised full-year adjusted EPS guidance of $17.65 - $17.90. Analysts' consensus rating on COR stock is bullish, with an overall "Strong Buy" rating. Among 14 analysts covering the stock, 11 recommend a "Strong Buy” and three gi...

CONSHOHOCKEN, Pa., July 01, 2026--(BUSINESS WIRE)--Cencora, Inc. (NYSE: COR) today announced that it plans to release its results for the Third Quarter of Fiscal 2026 on Wednesday, August 5, 2026, prior to the opening of trading on the New York Stock Exchange. The Company will host a conference call to discuss the results at 8:30 a.m. ET on August 5, 2026. Participating in the conference call will be:Robert P. Mauch, President & Chief Executive OfficerEva C. Boratto, Executive Vice President & Chief Financial Officer The live call will be webcast via the Company’s website at investor.cencora.com. Users are encouraged to log on to the webcast approximately 10 minutes in advance of the scheduled start time of the call. To access the call via telephone from within the United States and Canada, dial +1 (833) 461-5787. From outside the United States and Canada, dial +1 (585) 542-9983. The meeting ID for the call will be 632 369 927. A replay of the webcast will be posted on investor.cencora.com approximately one hour after the completion of the call and will remain available for one year. Please check the website investor.cencora.com for updates regarding the timing of the live webcasts and for replay information. About Cencora Cencora is a leading global pharmaceutical solutions organization centered on improving the lives of people and animals around the world. Cencora partners with pharmaceutical innovators across the value chain to facilitate and optimize market access to therapies. Care providers depend on Cencora for the secure, reliable delivery of pharmaceuticals, healthcare products, and solutions. Cencora’s worldwide team members contribute to positive health outcomes through the power of Cencora’s purpose: Cencora is united in its responsibility to create healthier futures. Cencora is ranked #10 on the Fortune 500 and #17 on the Global Fortune 500 with more than $300 billion in annual revenue. Learn more at investor.cencora.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260701164723/en/ Contacts Melissa O’Brien Vice President, Investor Relations [email protected]

It has been about a month since the last earnings report for Cencora (COR). Shares have added about 5.7% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Cencora due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Cencora, Inc. before we dive into how investors and analysts have reacted as of late. Cencora reported second-quarter fiscal 2026adjusted earnings per share (EPS) of $4.75, which missed the Zacks Consensus Estimate of $4.80 by 1%. The bottom line improved 7.5% year over year. GAAP EPS was $8.40 compared with $3.68 in the year-ago period. The company’s second-quarter fiscal 2026 EPS included a $1.1 billion remeasurement gain related to the OneOncology acquisition. Revenues totaled $78.4 billion, up 3.8% year over year. The top line missed the Zacks Consensus Estimate by 3%. U.S. Healthcare Solutions Revenues in this segment totaled $68.8 billion, up 2.9% on a year-over-year basis. This improvement was driven by overall market growth on increased unit volume, including improved sales of GLP-1 drugs and specialty products. The revenue growth was partially offset by a decline in manufacturer prices related to certain brand pharmaceutical products, lower large mail order customers due to brand conversions, and loss of an oncology customer and a grocery customer last year. Segmental operating income totaled $998.3 million, up 5.6% year over year. Higher gross profit (as a result of increased product sales and the February 2026 acquisition of OneOncology) contributed to the upside, partly offset by increased operating expenses and the loss of an oncology customer in 2025. International Healthcare Solutions This segment includes Alliance Healthcare, World Courier, Innomar and Profarma Specialty. Revenues amounted to $7.6 billion, up 13% year over year. The top line increased 7.2% at constant currency (cc). Operating income totaled $175.8 million, up 13.7% on a reported basis and 12.9% at cc. The growth was driven by higher operating income at the European distribution business and the global specialty logistics business. Other Revenues in the Other segment amounted to $2.1 billion, reflecting an increase of 5.1% year over year. The growth at Pro...

Cencora (COR) said Wednesday it has appointed Eva Boratto chief financial officer, effective June 29

Cencora (COR) raised its fiscal 2026 earnings outlook and authorized a new $2 billion share repurcha

The Board of Directors authorized a new $2.0 billion share repurchase program CONSHOHOCKEN, Pa., May 21, 2026--(BUSINESS WIRE)--Cencora, Inc. (NYSE: COR) today updated its fiscal year 2026 financial guidance as a result of recent opportunistic share repurchases. Cencora now expects adjusted diluted earnings per share to be in the range of $17.70 to $17.90, up from the previous range of $17.65 to $17.90. The opportunistic share repurchases completed in May align with the Company’s previously disclosed expectation that it will repurchase $1.0 billion in shares of common stock by the end of calendar 2026. The Company will be participating in upcoming investor discussions in which the updated outlook for fiscal year 2026 will be discussed. New Share Repurchase Authorization On May 20, 2026, Cencora’s Board of Directors authorized a new share repurchase program allowing the Company to purchase up to an additional $2.0 billion of its outstanding shares of common stock, subject to market conditions. As of May 21, 2026, the Company had $382 million remaining under the share repurchase program that was previously authorized in May 2024. About Cencora Cencora is a leading global pharmaceutical solutions organization centered on improving the lives of people and animals around the world. We partner with pharmaceutical innovators across the value chain to facilitate and optimize market access to therapies. Care providers depend on us for the secure, reliable delivery of pharmaceuticals, healthcare products, and solutions. Our worldwide team members contribute to positive health outcomes through the power of our purpose: We are united in our responsibility to create healthier futures. Cencora is ranked #10 on the Fortune 500 and #18 on the Global Fortune 500 with more than $300 billion in annual revenue. Learn more at investor.cencora.com. Cencora’s Cautionary Note Regarding Forward-Looking Statements Certain of the statements contained in this press release are "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the "Securities Exchange Act"). Words such as "aim," "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," "may," "might," "on track," "opportunity," "plan," "possible," "potential," "predict," "project," "seek,...

Cencora’s first quarter results came in below Wall Street’s revenue expectations, and the market responded negatively. Management pointed to several factors behind the underperformance, including faster-than-expected brand-to-biosimilar conversions at a large mail order pharmacy customer, impacts from recent manufacturer price reductions, and lingering effects from the loss of certain customers. CEO Robert Mauch emphasized the resilience of Cencora’s business model, noting ongoing growth in specialty pharmaceuticals and the positive impact of recent acquisitions such as OneOncology, despite these transitory headwinds. Is now the time to buy COR? Find out in our full research report (it’s free). Revenue: $78.36 billion vs analyst estimates of $81.51 billion (3.8% year-on-year growth, 3.9% miss) Adjusted EPS: $4.75 vs analyst expectations of $4.73 (in line) Adjusted EBITDA: $1.40 billion vs analyst estimates of $1.44 billion (1.8% margin, 3.1% miss) Management slightly raised its full-year Adjusted EPS guidance to $17.78 at the midpoint Operating Margin: 1.5%, in line with the same quarter last year Market Capitalization: $50.77 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Lisa Gill (JPMorgan) asked how operating profit is affected by revenue headwinds such as biosimilar conversions and manufacturer price reductions; CFO James Cleary explained these mostly impact revenue, not operating profit, due to their lower margin nature. Michael Cherny (Leerink Partners) inquired about the risk factors and confidence level in accelerating growth in the second half; Cleary detailed that easier comparisons and ramping contributions from recent acquisitions underpin the improved outlook. Glen Santangelo (Barclays) raised concerns about biosimilar adoption affecting specialty profit pools; CEO Robert Mauch clarified that in some channels biosimilar conversions are neutral or positive for profits, particularly in the physician-administered segment (Part B). Elizabeth Anderson (Evercore ISI) asked about the ongoing performance and integration of the OneOncology acquisition; Mauch highlighted early synergies and collaboratio...

Interested in Cencora, Inc.? Here are five stocks we like better. Cencora beat on earnings in fiscal Q2, with adjusted diluted EPS up 7.5% to $4.75 and adjusted operating income rising 6%, while free cash flow remained strong at $1.1 billion for the quarter. The company raised full-year adjusted EPS guidance to $17.65-$17.90 and said it will resume opportunistic share repurchases, including plans to buy back $1 billion of stock by year-end. Management cut revenue growth guidance to 4%-6% from 7%-9% due to faster brand conversions at a large mail-order pharmacy customer and slower-than-expected GLP-1 growth, even as international performance remained solid. Active ETFs Surge Past Passive, and These Are in the Lead Cencora (NYSE:COR) reported higher fiscal second-quarter adjusted earnings and operating income, while management raised its full-year adjusted EPS outlook and said it would resume opportunistic share repurchases. The pharmaceutical distribution and healthcare services company also lowered its full-year revenue growth expectations, citing faster-than-anticipated brand conversions at a large mail-order pharmacy customer and slower expected growth in GLP-1 products. President and Chief Executive Officer Bob Mauch said Cencora delivered operating income growth in both its U.S. and International Healthcare Solutions segments and adjusted diluted EPS growth of 7.5% in the quarter. He said the results reflected the resilience of the business and supported management’s confidence in fiscal 2026 guidance. → Wells Fargo’s Comeback Is Real—But Not Risk-Free Top 3 S&P 500 Winners in a Losing Market “The critical role we play in the pharmaceutical supply chain and the investments we are making allow us to capitalize on growth opportunities,” Mauch said. Executive Vice President and Chief Financial Officer Jim Cleary said Cencora generated adjusted diluted EPS of $4.75, up 7.5% from the prior-year quarter. Consolidated revenue rose 4% to $78.4 billion, driven by growth in both reportable segments and in the company’s “other” category. → Rocket Lab Posts Record Q1 Revenue, Raises Q2 Guidance Walgreens Stock Rally: 4 Reasons WBA Could Be a Strong Buy Adjusted consolidated gross profit increased 16% to $3.4 billion, while gross profit margin expanded 45 basis points to 4.31%. Cleary said the margin increase was largely driven by the February 2026 acquisition of One...

McKesson's (MCK) fiscal 2027 guidance is "encouraging," and its commentary on biosimilars should hel

Performance was driven by solid operating income growth in both U.S. and International segments, despite revenue headwinds from manufacturer list price reductions and customer losses. Management attributed the U.S. revenue slowdown to faster-than-expected brand-to-biosimilar conversions at a large mail order customer and slower growth in the GLP-1 category. Strategic positioning in specialty pharmaceuticals remains a core growth driver, supported by the full acquisition of OneOncology and its integration with existing MSO platforms. Operational resilience was demonstrated by the global specialty logistics business, which achieved its second consecutive quarter of operating income growth following productivity initiatives. Digital transformation efforts, including the launch of AI-supported tools, are being embedded across the enterprise to improve customer support quality and operational efficiency. Portfolio optimization continues through the divestiture of non-core assets, such as U.S. hub consulting services, to focus resources on pharmaceutical-centric growth areas. Full-year EPS guidance was raised to $17.65–$17.90, primarily reflecting the accounting treatment of MWI as an asset held for sale, alongside strong operating income expectations and the resumption of share repurchases. Revenue growth guidance was lowered to 4%–6% to account for the accelerated pace of branded conversions and moderated GLP-1 volume assumptions. Management expects the strongest operating income growth in the fourth quarter as the company laps the July 2025 loss of a major oncology customer. The company plans to repurchase $1 billion in shares by the end of the calendar year, supported by an unchanged adjusted free cash flow target of approximately $3 billion. Guidance assumes continued accretion from the OneOncology acquisition as shared capabilities in research and physician recruitment are scaled across the MSO platform. Inclement weather in early Q2 resulted in a $10 million operating income headwind due to missed patient appointments at physician offices. A $10 million year-over-year headwind was noted for COVID-19 vaccines, as the company lapped a $15 million contribution from the prior year period. MWI Animal Health is now classified as an asset held for sale, which suspended depreciation expenses and contributed to higher operating income guidance for the 'Other' segmen...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 8:30 a.m. ET Chief Executive Officer — Robert Mauch Chief Financial Officer — James Cleary Senior Vice President, Investor Relations — Bennett Murphy Robert Mauch: Thank you, Bennett. Hi, everyone, and thank you for joining Cencora's Fiscal 2026 Second Quarter Earnings Call. In our fiscal second quarter, we saw operating income growth in both our U.S. and International Healthcare Solutions segments and delivered adjusted diluted EPS growth of 7.5%. These results reflect the resilience of our business, and we remain confident in our full year fiscal 2026 guidance. Building upon that confidence, today, we announced the resumption of opportunistic share repurchases. Today, I'll focus on how our growth priorities and performance drivers support continued long-term growth. Specifically, building upon the critical role we play within the pharmaceutical supply chain through digital transformation, strengthening our position in specialty pharmaceuticals across channels. and optimizing our portfolio to focus on our pharmaceutical-centric strategy. I'll start with building on the critical role we play within the pharmaceutical supply chain through digital transformation. We serve as the backbone of the pharmaceutical supply chain, ensuring the safe and secure delivery of medications from the manufacturers who develop them to the sites of care supporting patients. Every day, our teams move millions of medications through the supply chain to thousands of health care sites, creating significant efficiency for our manufacturer and provider partners through advanced technology and a network of highly automated fulfillment centers we help simplify ordering and inventory processes, providing centralized access to products, ranging from over-the-counter treatments to highly complex specialty pharmaceuticals. Our services streamline the industry's logistics and working capital needs, provide data and insights and drive reliable patient access, ultimately lowering costs. Given our critical role, we continuously invest to strengthen our physical and digital infrastructure, driving enhanced customer visibility, accelerated issue resolution and improvements, depending on the value we provide. We are seeing positive impact from these efforts, recently launching AI-supported tools, improving consistency and quality across our...

Cencora, Inc. COR reported second-quarter fiscal 2026 adjusted earnings per share (EPS) of $4.75, which missed the Zacks Consensus Estimate of $4.80 by 1%. The bottom line improved 7.5% year over year. GAAP EPS was $8.40 compared with $3.68 in the year-ago period. The company’s second-quarter fiscal 2026 EPS included a $1.1 billion remeasurement gain related to the OneOncology acquisition. Revenues totaled $78.4 billion, up 3.8% year over year. The top line missed the Zacks Consensus Estimate by 3%. Image Source: Zacks Investment Research COR’s shares were down 9.5% in pre-market trading. So far this year, COR’s shares have lost 9.5% compared with the industry’s decline of 12.1%. The S&P 500 Index was up 6.8% in the same period. U.S. Healthcare Solutions Revenues in this segment totaled $68.8 billion, up 2.9% on a year-over-year basis. This improvement was driven by overall market growth on increased unit volume, including improved sales of GLP-1 drugs and specialty products. The revenue growth was partially offset by a decline in manufacturer prices related to certain brand pharmaceutical products, lower large mail order customers due to brand conversions, and loss of an oncology customer and a grocery customer last year. Segmental operating income totaled $998.3 million, up 5.6% year over year. Higher gross profit (as a result of increased product sales and the February 2026 acquisition of OneOncology) contributed to the upside, partly offset by increased operating expenses and the loss of an oncology customer in 2025. International Healthcare Solutions This segment includes Alliance Healthcare, World Courier, Innomar and Profarma Specialty. Revenues amounted to $7.6 billion, up 13% year over year. The top line increased 7.2% at constant currency (cc). Operating income totaled $175.8 million, up 13.7% on a reported basis and 12.9% at cc. The growth was driven by higher operating income at the European distribution business and the global specialty logistics business. Other Revenues in the Other segment amounted to $2.1 billion, reflecting an increase of 5.1% year over year. The growth at Profarma and MWI Animal Health businesses was partially offset by lower sales at the consulting services businesses. Operating income totaled $91.6 million, down 1.3% due to lower operating income at the consulting services businesses, offset in part by an increase in oper...