COR▲
Cencora Q2 Earnings Call: Five Analyst Questions Highlight Growth Drivers
Cencora reported second-quarter results that met revenue expectations and beat consensus on non-GAAP profitability, with management crediting specialty pharmaceuticals and digital transformation for the performance. Revenue was $84.75 billion versus analyst estimates of $84.43 billion, and adjusted EPS was $4.48 versus estimates of $4.35. The company slightly raised its full-year adjusted EPS guidance to $17.85 at the midpoint. During the earnings call, analysts from JPMorgan, Barclays, Evercore ISI, Deutsche Bank, and UBS questioned management on topics including U.S. pharma reacceleration, Part B versus Part D biosimilars, OneOncology growth sustainability, specialty logistics competition, and proposed ASP rule changes. CEO Robert Mauch and CFO Eva Boratto addressed these questions, emphasizing MSO strength, service intensity in infusion settings, integration progress, pharmaceutical-centric differentiation, and monitoring of policy developments.
Yahoo Finance·13dRead more ▾
Cencora Raises Fiscal 2026 EPS Guidance After Strong Q3
Cencora reported strong fiscal 2026 third quarter results, with adjusted operating income up 17% and adjusted EPS up 12%, and raised its full-year adjusted EPS guidance to a range of $17.75 to $17.95. Revenue was $84.8 billion, up 5%, driven by growth in both reportable segments and Other. The company cited strong execution in its U.S. Healthcare Solutions segment, including the performance of its OneOncology acquisition, and continued growth in its International segment. Cencora also repurchased $1 billion of shares during the quarter at an average price of $268 per share. The company now expects consolidated operating income growth of 13% to 14% for the full year, and it provided preliminary fiscal 2027 modeling considerations, including a potential $150 million operating income headwind from the pending MWI Animal Health and Covetrus merger.
The Motley Fool·14dRead more ▾
COR▲
Cencora Expands Credit Facilities and Resets Receivables Terms
Cencora has amended its credit and receivables facilities, adjusting the size and maturity profile of its multi-currency revolving credit facility and updating terms related to its receivables securitization structure. These financing changes represent material developments for the pharmaceutical and healthcare services company's capital structure and liquidity toolkit. The revised arrangements may influence how Cencora funds inventory, manages day-to-day cash needs, and supports future initiatives. Investors are watching the sector as companies manage working capital needs, rising financing costs, and complex supply chains.
Simply Wall St·21dRead more ▾
Health insurance stocks rise 37.4% on average after strong Q1 earnings
Health insurance provider stocks tracked by this publication posted a strong first quarter, with revenues beating analyst consensus estimates by 1.4% and next-quarter revenue guidance coming in line. As a group, share prices have risen 37.4% on average since the latest earnings results. Cencora reported revenues of $78.36 billion, up 3.8% year on year but falling short of expectations by 3.9%, leaving its stock flat. CVS Health delivered the biggest beat, with revenues of $100.4 billion up 6.2% year on year and exceeding estimates by 6.3%, driving a 29.2% stock gain. Molina Healthcare's revenues of $10.8 billion, down 3.1% year on year, met expectations but its full-year revenue guidance missed significantly, yet the stock surged 52.6%. Humana's revenues of $39.65 billion, up 23.5% year on year, met estimates and its full-year EPS guidance beat, propelling a 70.4% stock increase. Clover Health achieved the fastest revenue growth at 62% year on year to $749.2 million, beating estimates by 4.8%, and its stock jumped 65.9%.
Yahoo Finance·44dRead more ▾
Clover Health leads health insurance providers with 62% revenue growth in Q1
Health insurance providers reported strong first-quarter results, with revenues beating analyst consensus estimates by 1.4% on average. Clover Health stood out with revenue of $749.2 million, up 62% year over year and exceeding expectations by 4.8%, while also raising full-year EBITDA guidance. CVS Health posted the biggest beat, with revenue of $100.4 billion, up 6.2% and surpassing estimates by 6.3%. Centene reported $49.94 billion in revenue, up 7.1% and beating by 6.2%, though it lost 1.36 million customers. Molina Healthcare's revenue declined 3.1% to $10.8 billion, missing full-year guidance, and Cencora's revenue of $78.36 billion fell short of estimates by 3.9%. Since reporting, Clover Health's stock has surged 101%, while the group's shares are up 41.9% on average.
Yahoo Finance·55dRead more ▾
COR▼
Health Insurance Providers Stocks Q1 In Review: Alignment Healthcare Vs Peers
Alignment Healthcare reported first-quarter revenues of $1.24 billion, up 33.3% year on year, exceeding analysts' expectations by 1.3%. The company added 48,500 customers to reach a total of 284,800, but its EBITDA guidance for the next quarter missed analysts' expectations, making it the weakest guidance update among the 12 health insurance providers stocks tracked. CVS Health posted the biggest analyst estimate beat with revenues of $100.4 billion, up 6.2% year on year, while Cencora had the weakest quarter with revenues of $78.36 billion, falling short of expectations by 3.9%. Oscar Health reported revenues of $4.65 billion, up 52.6% year on year, but lagged analysts' expectations by 5.7%, and Progyny reported revenues of $328.5 million, up 1.4% year on year, surpassing expectations by 0.7% and achieving the highest guidance raise among its peers. Overall, the group's revenues beat consensus estimates by 1.4%, and share prices have risen 36.3% on average since the latest earnings results.
Yahoo Finance·56dRead more ▾
COR▲
Cencora Launches Nucleus Pilot, Appoints Verizon Executive as CHRO
Cencora has launched a multi-site pilot of its upgraded Nucleus inventory management solution for specialty physician practices, focusing on improving medication workflow efficiency and inventory visibility. The company also appointed Samantha Hammock, formerly of Verizon, as Chief Human Resources Officer, succeeding Silvana Battaglia. These operational and leadership changes may affect Cencora's specialty care operations and people strategy. The stock is at $286.13, with a mixed return profile including a 5.3% gain over the past week and a 15.6% decline year to date.
Simply Wall St·59dRead more ▾
COR
Cencora Stock Drops 15.8% in Six Months Despite Strong Fundamentals
Cencora's stock price fell to $287.06 over the past six months, a 15.8% decline that contrasts with the S&P 500's 6.2% gain, partly due to softer quarterly results. The company, formerly AmerisourceBergen, generated $328.7 billion in revenue over the past 12 months, giving it significant scale and negotiating leverage with suppliers. Its earnings per share grew at a 14.6% compound annual rate over five years, outpacing its 10.9% annualized revenue growth, while its five-year average return on invested capital reached 50.4%, placing it among the top healthcare firms. The stock now trades at 15.3 times forward earnings.
Yahoo Finance·61dRead more ▾
COR▲
StockStory flags Flex as a sell, highlights Cencora and Cardinal Health as large-cap picks
StockStory identifies Flex as a large-cap stock to sell, citing its below-average annual revenue growth of 2.8% over the last two years, a low free cash flow margin of 2.8% over five years, and shrinking returns on capital. In contrast, the firm names Cencora and Cardinal Health as attractive large-cap stocks. Cencora benefits from its $328.7 billion revenue scale, share buybacks that boosted earnings per share growth, and strong returns on capital, trading at 15.3 times forward earnings. Cardinal Health, with $250.7 billion in revenue, is projected to grow revenue 8.9% in the next twelve months and has grown annual earnings per share by 12.4% over five years, trading at 20.2 times forward earnings.
StockStory·62dRead more ▾
COR▼
Cencora Shares Down 18% Year to Date Despite Raised Earnings Guidance
Cencora shares have fallen 18% year to date after gaining nearly 50% in 2025, underperforming peers McKesson and Cardinal Health. The decline follows a reduced fiscal 2026 revenue growth outlook from 7-9% to 4-6%, but management raised adjusted earnings per share guidance to $17.70-$17.90, reflecting stronger margins. The company continues to expand in specialty pharmaceuticals, digital healthcare, and oncology services, with the OneOncology acquisition boosting gross profit margin by 45 basis points in the second quarter. Cencora currently trades at a forward price-to-earnings ratio of 14.49, below the industry average of 15.15, and holds a Zacks Rank #2.
Zacks Investment Research·69dRead more ▾
Cencora Launches Enhanced Nucleus Inventory Solution for Specialty Practices
Cencora has launched its next-generation Nucleus inventory management solution and initiated a multi-site pilot across more than 20 specialty physician practice locations. The enhanced platform, co-developed with specialty care providers and customer advisory boards, features a modular cabinet design, a larger integrated touchscreen, and a more unified interface to help providers manage complex medication workflows with greater efficiency, visibility, and control. Subject to favorable pilot outcomes, the company expects to scale production and installation later this year and expand availability to both existing and new customers. The launch underscores Cencora's continued investments in technology-enabled specialty solutions and strengthens its value proposition within the fast-growing specialty pharmaceutical market, which a Growth Market Reports study valued at $16.37 billion in 2025 and projects to reach $99.63 billion by 2031 at a compound annual growth rate of 35.12%.
Zacks Investment Research·69dRead more ▾
COR▲
Zacks Screens Four GARP Stocks With Strong Growth and Value Metrics
Zacks Investment Research identified four stocks that passed its growth-at-a-reasonable-price screen: Tapestry, Vertiv, Celestica, and Cencora. The screen required a Zacks Rank of 1 or 2, five-year historical and projected EPS growth of 10% to 25%, return on equity above the industry average, and price-to-earnings and price-to-book ratios below the industry average. Tapestry raised its fiscal 2026 revenue outlook to roughly $7.95 billion and saw its consensus earnings estimate rise 7.8% to $6.95 per share over the past 60 days. Vertiv lifted its 2026 guidance to net sales of $13.5 to $14 billion and adjusted EPS of $6.30 to $6.40, with its consensus estimate up 5.6% to $6.36. Celestica raised its full-year 2026 outlook to $19.0 billion in revenue and $10.15 in adjusted EPS, and its consensus estimate climbed 13.6% to $10.16. Cencora revised its fiscal 2026 adjusted EPS guidance to $17.70 to $17.90, and its consensus estimate edged up 0.8% to $17.72.
Zacks Investment Research·70dRead more ▾