Cencora, Inc. (COR)
NYSE:COR
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
4.37Last Year’s EPS
4Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced strong profitability and cash-generation metrics (EPS growth +7.5%, gross profit +16%, operating income +6%), a raised EPS range, improved operating income guidance, robust international performance, and the resumption of $1B share repurchases against material near-term revenue pressures (reduced consolidated revenue guidance from 7%–9% to 4%–6%) driven by WAC price reductions, account losses and faster mail-order brand conversions. Management highlighted transitory items (weather, COVID vaccine comparisons) and acquisition-related expense impacts but maintained confidence in long-term operating income growth and free cash flow generation.Company Guidance
Adjusted EPS Growth and Raised Full-Year EPS Guidance
Adjusted diluted EPS for Q2 was $4.75, up 7.5% year-over-year. Management raised full-year adjusted EPS guidance to $17.65–$17.90 (from $17.45–$17.75).
Strong Gross Profit and Margin Expansion
Consolidated gross profit was $3.4 billion, up 16% year-over-year, and consolidated gross profit margin improved to 4.31%, an increase of 45 basis points (driven in part by the OneOncology acquisition).
Operating Income and Segment Profitability
Consolidated operating income was $1.3 billion, up 6% year-over-year. U.S. Healthcare Solutions operating income increased 6% to $998 million; International Healthcare Solutions operating income rose ~14% as-reported (~13% constant currency) to $176 million.
International and Global Specialty Momentum
International Healthcare Solutions revenue was $7.6 billion, up 13% as-reported (7% constant currency). Global specialty logistics showed a second consecutive quarter of operating income growth and new contract wins in cell & gene therapies and laboratory logistics.
Strong Cash Generation and Capital Allocation Actions
Ended the quarter with $2.2 billion of cash and generated $1.1 billion of free cash flow in the quarter. Full-year adjusted free cash flow guidance remains ~ $3.0 billion. Company resumed opportunistic share repurchases with a plan to repurchase $1.0 billion of shares by calendar year-end and expects diluted shares under 195.5 million.
Operating Income Guidance Raised
Updated full-year consolidated operating income growth guidance increased to 12%–14% (from 11.5%–13.5%), while U.S. Healthcare Solutions operating income guidance remained strong at 14%–16% growth.
COR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
COR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $305.20 | $252.16 | -17.38% |
Feb 04, 2026 | $360.30 | $328.65 | -8.78% |
Nov 05, 2025 | $342.59 | $352.00 | +2.75% |
Aug 06, 2025 | $290.16 | $281.65 | -2.93% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cencora, Inc. (COR) report earnings?
Cencora, Inc. (COR) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is Cencora, Inc. (COR) earnings time?
Cencora, Inc. (COR) earnings time is at Aug 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is COR EPS forecast?
COR EPS forecast for the fiscal quarter 2026 (Q3) is 4.37.