Earnings summaries and quarterly performance for Cencora.
Executive leadership at Cencora.
Board of directors at Cencora.
Research analysts who have asked questions during Cencora earnings calls.
CR
Charles Rhyee
TD Cowen
8 questions for COR
Also covers: AMWL, BTSG, CAH +18 more
Elizabeth Anderson
Evercore ISI
8 questions for COR
Also covers: AGL, ALGN, CAH +23 more
Eric Percher
Nephron Research
8 questions for COR
Also covers: AMWL, CAH, CVS +5 more
EW
Erin Wright
Morgan Stanley
8 questions for COR
Also covers: ALGN, BTSG, CAH +18 more
George Hill
Deutsche Bank
8 questions for COR
Also covers: AGL, CAH, CI +16 more
Kevin Caliendo
UBS
8 questions for COR
Also covers: AHCO, ALGN, AMWL +15 more
LG
Lisa Gill
JPMorgan Chase & Co.
8 questions for COR
Also covers: AGL, CAH, CI +13 more
Allen Lutz
Bank of America
7 questions for COR
Also covers: ACCD, CAH, DOCS +14 more
Daniel Grosslight
Citigroup
7 questions for COR
Also covers: AGL, CAH, CTEV +12 more
Steven Valiquette
Mizuho
7 questions for COR
Also covers: ALGN, CAH, DOCS +12 more
Michael Cherny
Leerink Partners
5 questions for COR
Also covers: ACCD, ALGN, CAH +18 more
MC
Michael Cherney
Jefferies Financial Group Inc.
3 questions for COR
Also covers: DGX, LH
EC
Eric Coldwell
Robert W. Baird & Co.
2 questions for COR
Also covers: AHCO, CAH, CRL +9 more
Stephen Baxter
Wells Fargo & Company
2 questions for COR
Also covers: AGL, BTSG, CAH +15 more
Stephen Baxter
Wells Fargo
2 questions for COR
Also covers: BTSG, CAH, CNC +10 more
GS
Glenn Santangelo
Barclays
1 question for COR
Also covers: DOCS, MCK, ZTS
GS
Glen Santangelo
Jefferies
1 question for COR
Also covers: ALGN, ANIP, BHC +12 more
JS
Jack Slevin
Jefferies Financial Group Inc.
1 question for COR
Also covers: AGL, AMN, ASTH +8 more
SD
Stephanie Davis
Barclays
1 question for COR
Also covers: ACCD, CAH, DGX +20 more
Recent press releases and 8-K filings for COR.
Cencora closes $3.0 billion senior notes offering
COR
Debt Issuance
- $3.0 billion senior notes offering closed, comprising $500 million of 3.950% notes due 2029, $500 million of 4.250% notes due 2030, $500 million of 4.600% notes due 2033, $1.0 billion of 4.900% notes due 2036 and $500 million of 5.650% notes due 2056.
- Net proceeds to repay amounts under the 364-Day Term Credit Agreement (dated January 12, 2026) used for the OneOncology acquisition; any remaining proceeds for general corporate purposes.
- Joint book-running managers: Citigroup, J.P. Morgan, BofA Securities and Wells Fargo; final prospectus available on the SEC website.
4 days ago
Cencora closes $3.0 billion senior notes offering
COR
Debt Issuance
- Cencora priced and closed a $3.0 billion senior notes offering comprising $500 million of 3.950% notes due 2029, $500 million of 4.250% notes due 2030, $500 million of 4.600% notes due 2033, $1.0 billion of 4.900% notes due 2036 and $500 million of 5.650% notes due 2056.
- Net proceeds will repay amounts outstanding under its 364-Day Term Credit Agreement used to fund the OneOncology acquisition, with any remainder for general corporate purposes.
- The offering was underwritten by Citigroup, J.P. Morgan, BofA Securities and Wells Fargo Securities and conducted pursuant to an SEC shelf registration filed November 26, 2024.
4 days ago
Cencora prices $3.0 billion of senior notes
COR
Debt Issuance
- Cencora priced $500 million 3.950% Senior Notes due February 13, 2029; $500 million 4.250% Senior Notes due November 15, 2030; $500 million 4.600% Senior Notes due February 13, 2033; $1.0 billion 4.900% Senior Notes due February 13, 2036; and $500 million 5.650% Senior Notes due February 13, 2056 in an underwritten registered public offering.
- The offering is expected to close on February 13, 2026, subject to customary closing conditions.
- Cencora intends to use the net proceeds to repay amounts outstanding under its 364-Day Term Credit Agreement and, to the extent available, for general corporate purposes.
- Upon closing, net proceeds are estimated at approximately $2.98 billion, after underwriting discounts and offering expenses.
6 days ago
Cencora prices $3 billion senior notes across five maturities
COR
Debt Issuance
- Cencora priced $3.0 billion aggregate principal amount of senior notes in five tranches: $500 million 3.950% due 2029; $500 million 4.250% due 2030; $500 million 4.600% due 2033; $1.0 billion 4.900% due 2036; and $500 million 5.650% due 2056.
- The offering is expected to close on February 13, 2026, subject to customary closing conditions.
- Net proceeds will repay borrowings under Cencora’s 364-Day Term Credit Agreement (which funded the OneOncology acquisition) and any remainder will be used for general corporate purposes.
7 days ago
Cencora delivers Q1 2026 earnings, completes One Oncology acquisition, and raises guidance
COR
Earnings
Guidance Update
M&A
- Cencora completed the acquisition of a majority equity interest in One Oncology, integrating its MSO platform with Retina Consultants of America to strengthen its specialty pharmacy and provider services capabilities.
- In Q1 2026, Cencora reported adjusted diluted EPS of $4.08 (up 9%), revenue of $85.9 billion (up 5.5%), gross profit of $3.0 billion (up 18%), and operating income of $1.1 billion (up 12%); the company ended the quarter with $1.8 billion in cash and negative adjusted free cash flow of $2.4 billion due to seasonal working capital dynamics.
- Cencora raised full-year fiscal 2026 guidance to $17.45–$17.75 adjusted EPS, 11.5%–13.5% operating income growth, and 7%–9% consolidated revenue growth, reflecting One Oncology’s contribution and ongoing strength in U.S. Healthcare Solutions.
- The expanded MSO footprint supports Cencora’s growth priorities—specialty leadership, partnering with market leaders, and enhancing patient access—through advanced analytics, clinical research, and operational excellence.
Feb 4, 2026, 1:30 PM
Cencora delivers Q1 fiscal 2026 results
COR
Earnings
Guidance Update
M&A
- Completed majority acquisition of One Oncology and integrated with RCA to expand specialty pharmaceutical MSO capabilities and patient access.
- Reported in Q1 FY2026 revenue of $85.9 billion (+5.5%), adjusted EPS of $4.08 (+9%), and adjusted operating income of $1.1 billion (+12%).
- U.S. Healthcare Solutions: $76.2 billion revenue (+5%), $831 million operating income (+21%); International: $7.6 billion revenue (+10% reported, +6% cc), $142 million operating income (-14% reported, -17% cc); Other: $2.1 billion revenue (+6%), $91 million operating income (-6%).
- Raised FY2026 guidance: consolidated revenue growth to 7%–9%, adjusted operating income growth to 11.5%–13.5%, reaffirmed adjusted EPS at $17.45–$17.75, and interest expense now expected at $480–$500 million.
Feb 4, 2026, 1:30 PM
Cencora reports Q1 FY2026 results and raises full-year guidance
COR
Earnings
Guidance Update
M&A
- Completed acquisition of a majority stake in OneOncology and raised fiscal 2026 adjusted operating income growth guidance to 11.5%–13.5%, EPS guidance to $17.45–$17.75, and revenue growth to 7%–9%.
- Delivered Q1 adjusted diluted EPS of $4.08 (+9%) and consolidated revenue of $85.9 billion (+5.5%); gross profit was $3.0 billion (+18%) and operating income $1.1 billion (+12%).
- U.S. Healthcare Solutions revenue rose to $76.2 billion (+5%) with operating income of $831 million (+21%); International Healthcare Solutions posted revenue of $7.6 billion (+10% as-reported; +6% cc) and operating income of $142 million (–14% as-reported; –17% cc).
- Ended Q1 with $1.8 billion in cash and negative adjusted free cash flow of $2.4 billion (vs –$2.8 billion a year ago); full-year free cash flow is expected to be ~$3 billion. Share repurchases are paused and diluted share count is projected at 195.5 million.
Feb 4, 2026, 1:30 PM
Cencora reports Q1 2026 results
COR
Earnings
Guidance Update
M&A
- Consolidated revenue was $85.9 billion, up 5.5% year-over-year; adjusted diluted EPS was $4.08, up 9.4%( ).
- Fiscal 2026 adjusted operating income guidance raised to 11.5%–13.5% growth, up from 8%–10%( ).
- Completed acquisition of the remaining equity interests in OneOncology on February 2, 2026( ).
- Declared a quarterly cash dividend of $0.60 per share( ).
Feb 4, 2026, 1:30 PM
Cencora reports fiscal 2026 Q1 results
COR
Earnings
Guidance Update
M&A
- Cencora reported Q1 revenue of $85.9 billion, up 5.5% YoY, with GAAP diluted EPS of $2.87 and adjusted diluted EPS of $4.08.
- The company raised its full-year adjusted operating income guidance to growth of 11.5%–13.5% and reaffirmed adjusted diluted EPS guidance of $17.45–17.75.
- Cencora completed the acquisition of OneOncology, expanding its specialty MSO footprint in cancer care.
- The Board declared a $0.60 quarterly cash dividend per share, payable March 2, 2026.
Feb 4, 2026, 11:31 AM
Cencora reports fiscal 2026 Q1 results
COR
Earnings
Guidance Update
M&A
- Revenue in the first quarter of fiscal 2026 was $85.9 billion, up 5.5% year-over-year; GAAP diluted EPS was $2.87 and adjusted diluted EPS was $4.08.
- Adjusted operating income guidance for fiscal 2026 was raised to growth of 11.5%–13.5%, while the full-year adjusted diluted EPS range of $17.45–$17.75 was reaffirmed.
- Cencora completed the acquisition of OneOncology, expanding its specialty MSO footprint in oncology care.
- In Q1, U.S. Healthcare Solutions revenue grew 5.0% and International Healthcare Solutions revenue grew 9.6% year-over-year.
Feb 4, 2026, 11:30 AM
Quarterly earnings call transcripts for Cencora.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more