Cencora Inc.Raised fiscal 2026 EPS guidance and strong Q3 results

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.
Cencora Inc.Raised fiscal 2026 EPS guidance and strong Q3 results
OneOncology acquisition performing well in U.S. Healthcare Solutions
Pending MWI Animal Health and Covetrus merger may create operating income headwind