Cencora Raises Fiscal 2026 EPS Outlook on Specialty Strength

Earnings

โดย Zacks Investment Research·

Summary · why it matters

Cencora raised its fiscal 2026 adjusted earnings outlook after third-quarter results showed faster profit growth across both healthcare solutions segments. Adjusted earnings per share rose 12% year over year to $4.48, topping the Zacks Consensus Estimate by 2.5%. Third-quarter revenues increased 5.1% to $84.76 billion, while adjusted operating income advanced 17% to $1.24 billion. Cencora lifted fiscal 2026 adjusted earnings guidance to $17.75-$17.95 per share from $17.70-$17.90, and narrowed adjusted operating income growth expectations upward to 13%-14% from 12%-14%, while maintaining consolidated revenue growth guidance of 4%-6%. U.S. Healthcare Solutions revenues rose 4.9% to $74.9 billion, with segment operating income up 15.9% to $966.2 million, driven by OneOncology and GLP-1 demand. International Healthcare Solutions revenues increased 5.9% to $7.7 billion, with operating income up 20.8% to $165.9 million. However, GLP-1 sales carry lower margins, and net interest expense increased 72% to $140.7 million due to debt from the OneOncology acquisition.

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