Cencora Q2 Earnings Call Highlights

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Sat, May 9, 2026 astatine 4:04 PM CDT 8 min read

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Cencora bushed connected earnings successful fiscal Q2, with adjusted diluted EPS up 7.5% to $4.75 and adjusted operating income rising 6%, portion escaped currency travel remained beardown astatine $1.1 cardinal for the quarter.
The institution raised full-year adjusted EPS guidance to $17.65-$17.90 and said it volition resume opportunistic stock repurchases, including plans to bargain backmost $1 cardinal of banal by year-end.
Management cut gross maturation guidance to 4%-6% from 7%-9% owed to faster marque conversions astatine a ample mail-order pharmacy lawsuit and slower-than-expected GLP-1 growth, adjacent arsenic planetary show remained solid.

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Cencora (NYSE:COR) reported higher fiscal second-quarter adjusted net and operating income, portion absorption raised its full-year adjusted EPS outlook and said it would resume opportunistic stock repurchases. The pharmaceutical organisation and healthcare services institution besides lowered its full-year gross maturation expectations, citing faster-than-anticipated marque conversions astatine a ample mail-order pharmacy lawsuit and slower expected maturation successful GLP-1 products.

President and Chief Executive Officer Bob Mauch said Cencora delivered operating income maturation successful some its U.S. and International Healthcare Solutions segments and adjusted diluted EPS maturation of 7.5% successful the quarter. He said the results reflected the resilience of the concern and supported management’s assurance successful fiscal 2026 guidance.

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“The captious relation we play successful the pharmaceutical proviso concatenation and the investments we are making let america to capitalize connected maturation opportunities,” Mauch said.

Adjusted EPS rises arsenic gross grows 4%

Executive Vice President and Chief Financial Officer Jim Cleary said Cencora generated adjusted diluted EPS of $4.75, up 7.5% from the prior-year quarter. Consolidated gross roseate 4% to $78.4 billion, driven by maturation successful some reportable segments and successful the company’s “other” category.

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Adjusted consolidated gross nett accrued 16% to $3.4 billion, portion gross nett borderline expanded 45 ground points to 4.31%. Cleary said the borderline summation was mostly driven by the February 2026 acquisition of OneOncology. Adjusted consolidated operating expenses roseate 22.5%, besides reflecting the OneOncology acquisition. Excluding some absorption services organizations, oregon MSOs, operating expenses grew 5% connected a constant-currency basis.

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