COR
FY2026 Q2 · Calendar Q2 2026
Cencora, Inc.
Cencora delivered a mixed Q2 FY2026 report. Adjusted EPS grew 7.5% to $4.75 but fell short of the $4.82 consensus, while revenue of $78.4 billion missed estimates by 3.4%. Management raised full-year EPS guidance to $17.65-$17.90 and lifted operating-income growth guidance to 12-14%, reflecting stronger profitability in both U.S. and International Healthcare Solutions. However, revenue growth guidance was cut to 4-6% as GLP-1 volume growth slowed and a large mail-order customer accelerated low-margin brand conversions. The stock dropped roughly 18% on the report before partially recovering about 7% in subsequent weeks. The company resumed share repurchases with a $1 billion target and continues integrating OneOncology to drive specialty-pharma growth. The mixed signals -- bottom-line strength alongside a revenue miss and lowered top-line outlook -- create genuine uncertainty about the…
EPS surprise-1.5%
Market move-17.4%
