Education
About Us
Working with TipRanks
Follow Us
Cencora (DE:ABG)
XETRA:ABG
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
4.12Last Year’s EPS
3.75Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong execution and clear growth momentum: revenue, gross profit, adjusted EPS and consolidated operating income all increased, leadership completed a strategic MSO acquisition (OneOncology), and management raised both revenue and operating income guidance for fiscal 2026. Key drivers included specialty growth (including GLP-1s), RCA outperformance, and MSO expansion. Near-term pressures were acknowledged — higher operating and interest expenses from acquisitions and financing, a seasonal negative free cash flow quarter, timing-related international operating income weakness, and customer off-boarding — but management framed many as transitory or expected to normalize over the year. Overall, positive operational trends and upgraded guidance outweigh the near-term challenges.Company Guidance
Revenue Growth and Raised Top-Line Guidance
Consolidated revenue of $85.9 billion, up 5.5% year-over-year. Company raised full-year consolidated revenue growth guidance to 7%–9% (from prior 5%–7%), reflecting stronger growth across reportable segments and contributions from OneOncology.
Earnings and Operating Income Expansion
Adjusted diluted EPS of $4.08 in the quarter, up 9% year-over-year. Consolidated operating income increased 12% year-over-year. Management raised full-year consolidated adjusted operating income growth guidance to 11.5%–13.5% (from 8%–10%).
US Healthcare Solutions Strength
US Healthcare Solutions revenue $76.2 billion, up 5%. US segment operating income increased 21% to $831 million, driven by specialty growth, strong health system volumes, physician practice sales, RCA contribution and early OneOncology results. Full-year US operating income guidance raised to 14%–16%.
Gross Profit and Margin Improvement
Consolidated gross profit of $3.0 billion, up 18% year-over-year. Gross profit margin improved to 3.48%, a 37 basis point increase, with RCA acquisition cited as a margin contributor.
Specialty Product Momentum (GLP-1s)
Continued strong sales in GLP-1 products, which grew by $1.0 billion or 11% versus the prior-year quarter, contributing to US segment strength.
Strategic Acquisitions and MSO Expansion
Completed acquisition of the majority of remaining equity interest in OneOncology (ownership increased from 35% to 92% with ~8% retained by practices/management) and celebrated one-year anniversary of Retina Consultants of America (RCA). OneOncology expected to be neutral to adjusted EPS in first 12 months and to be a meaningful operating income contributor thereafter.
Improving Full-Year Cash Flow Outlook
Negative adjusted free cash flow of $2.4 billion in the quarter (seasonal working capital), improved versus negative $2.8 billion prior-year quarter. Company expects full-year adjusted free cash flow of approximately $3.0 billion as working capital dynamics unwind.
DE:ABG 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
DE:ABG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | €308.29 | €284.38 | -7.76% |
Nov 05, 2025 | €299.52 | €288.31 | -3.74% |
Aug 06, 2025 | €250.80 | €249.46 | -0.54% |
May 07, 2025 | €253.03 | €252.88 | -0.06% |
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 (DE:ABG) report earnings?
Cencora (DE:ABG) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Cencora (DE:ABG) earnings time?
Cencora (DE:ABG) earnings time is at May 06, 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 the P/E ratio of Cencora stock?
The P/E ratio of Cencora is N/A.
What is DE:ABG EPS forecast?
DE:ABG EPS forecast for the fiscal quarter 2026 (Q2) is 4.12.