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Dec 31, 2025
Cencora Q1 2026 Earnings Report
Cencora reported strong first-quarter results with revenue growth and higher adjusted earnings.
Key Takeaways
Cencora delivered solid Q1 FY2026 performance with mid-single-digit revenue growth, higher operating income, and strong adjusted EPS, driven primarily by U.S. Healthcare Solutions and the completion of the OneOncology acquisition.
Revenue increased 5.5% year over year to $85.9 billion.
GAAP diluted EPS rose to $2.87, while adjusted EPS reached $4.08.
Operating income improved due to higher gross profit despite increased expenses.
U.S. Healthcare Solutions remained the primary growth driver.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Cencora raised its adjusted operating income growth outlook and reaffirmed adjusted EPS guidance for fiscal 2026.
Positive Outlook
- Adjusted operating income growth outlook raised to 11.5%–13.5%.
- Adjusted EPS guidance reaffirmed at $17.45–$17.75.
- Benefits expected from OneOncology acquisition.
- Continued strength in U.S. Healthcare Solutions.
- Improving operational leverage.
Challenges Ahead
- Higher interest expense from acquisition financing.
- Margin pressure from integration and restructuring costs.
- International segment operating income declined year over year.
- Exposure to foreign currency fluctuations.
- Ongoing regulatory and pricing pressures in healthcare markets.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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