Cencora Q1 EPS beats estimates as margins rise; keeps FY EPS forecast

Cencora

04/02/2026 11:38

Overview

Pharmaceutical solutions firm's fiscal Q1 revenue rose 5.5% yr/yr, slightly missing expectations

Adjusted EPS for fiscal Q1 beat analyst expectations

Company completed acquisition of OneOncology, enhancing specialty MSO footprint

Outlook

Cencora raises adjusted operating income growth forecast to 11.5% to 13.5% for fiscal 2026

Company reaffirms fiscal 2026 adjusted diluted EPS guidance range at $17.45 to $17.75

Cencora expects fiscal 2026 revenue growth of 7% to 9%

Result Drivers

SEGMENT GROWTH - Revenue growth driven by 5% increase in U.S. Healthcare Solutions and 9.6% increase in International Healthcare Solutions

ACQUISITION IMPACT - Completion of OneOncology acquisition raised adjusted operating income guidance

GROSS PROFIT MARGIN - Increase in gross profit margin attributed to higher sales and acquisition of RCA

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Slight Miss*
$85.93 bln
$86.03 bln (12 Analysts)
Q1 Adjusted EPS
Beat
$4.08
$4.04 (15 Analysts)
Q1 EPS
$2.87
Q1 Net Income
$566.13 mln
Q1 Adjusted Operating Income
Beat
$1.10 bln
$1.06 bln (11 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Press Release: ID:nBw5MGNFDa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)