Cencora Shares Down 18% Year to Date Despite Raised Earnings Guidance

Earnings
โดย Zacks Investment Research·Read original
Summary · why it matters

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.

Impact on stocks 4

Health Care▼ · 3 stocks
Cencora Inc.
COR
▼ NegativeCapitalDemandrelevance

Cencora raised EPS guidance and trades at a discount, but shares fell 18% YTD due to reduced revenue outlook.

Cardinal Health Inc
CAH
▼ NegativeDemandrelevance

Cencora's reduced revenue growth outlook signals weaker demand, and Cardinal Health is a peer that may face similar headwinds.

McKesson Corporation
MCK
▼ NegativeDemandrelevance

Cencora's reduced revenue growth outlook signals weaker demand, and McKesson is a peer that may face similar headwinds.

Biotech & Genomic Medicine▲ · 1 stocks

Off-coverage companies 1

OneOncologyPrivate▲ Positive
Demandrelevance

OneOncology acquisition boosted Cencora's gross profit margin, indicating positive demand for oncology services.

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