Cencora, Inc. · COR · Next earnings

Cencora, Inc. reports Wednesday, Nov 4, 2026

COR reports before market open with consensus EPS at $4.57 and revenue at $88.14B. Last quarter: Cencora Q2 FY2026: EPS and Revenue Miss, Mixed Guidance as GLP-1 Growth Slows

Reports Before market open45 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $4.57 Calendar consensus
Consensus revenue $88.14B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 45 days away

Where COR left off: FY2026 Q2

Full report

Cencora Q2 FY2026: EPS and Revenue Miss, Mixed Guidance as GLP-1 Growth Slows

EPS surprise -1.5% Reported $4.75 vs $4.82
Revenue surprise -3.4% Reported $78.36B vs $81.09B
Stock move -17.4% Event window
Subsequent drift +7.0% Up to 20 sessions

Full-year EPS guidance raised to $17.65-$17.90. Revenue growth guidance lowered to 4-6%. Operating-income growth guidance increased to 12-14%. Share repurchase program resumed with a $1 billion target for the calendar year.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Manufacturer list-price reductions (IRA/WACC) creating a $2 billion revenue headwind
  • Loss of an oncology customer and a grocery customer impacting volume
  • Faster-than-expected brand conversions at a large mail-order customer reducing revenue
  • Weather-related disruptions and COVID-19 vaccine inventory headwinds
  • Potential margin pressure from biosimilar conversions in the Part D channel

Questions analysts left open

  • Impact of price reductions and IRA/WACC on long-term revenue and operating profit
  • Speed and margin effect of brand conversions at the mail-order customer
  • Biosimilar conversion dynamics in Part D versus Part B
  • Sustainability of international growth, especially World Courier
  • Effect of the iSouth acquisition on segment earnings mix

Ask FN2 about COR next report

Transcript, numbers and history already loaded
What should I watch for in COR's next earnings report?How did COR guide last quarter, and is consensus above or below that?Give me the bull and bear case going into COR earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the COR recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent COR quarters

All COR earnings
-17.4%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.