Cencora Reports Fiscal Year 2026 Results with Strong Growth Driven by Specialty Distribution and GLP-1 Demand
Cencora (COR) reported strong fiscal year 2026 financial results, characterized by $337.4 billion in revenue, a 5.0% increase driven by volume growth in both U.S. and International Healthcare Solutions segments. Adjusted diluted EPS rose 12.3% to $17.97, bolstered by operational efficiencies and the integration of OneOncology. A significant driver for the quarter was the GLP-1 segment, which contributed a $2.8 billion year-over-year revenue increase due to high demand for diabetes and weight loss medications. Looking ahead to fiscal year 2027, management provided optimistic guidance with adjusted diluted EPS expected between $19.40 and $19.75. While the company faces headwinds from manufacturer price reductions and upcoming divestitures like ProPharma, specialty distribution remains a core growth engine with projected revenue of approximately $100 billion. The company also continues its commitment to shareholder returns, targeting $1.25 billion in share repurchases for 2027.
Topics: EPS financial guidance GLP-1 demand revenue growth specialty distribution