Cencora, Inc. — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Cencora reported Q3 FY2026 revenue of $84.8 billion (+5.1% YoY) and adjusted diluted EPS of $4.48 (+12.0% YoY). The company raised its full-year adjusted EPS guidance from $17.70–$17.90 to $17.75–$17.95, driven by strong gross profit growth (+24.1% GAAP, +23.2% adjusted) primarily from the February 2026 OneOncology acquisition. The company repurchased $1 billion of shares in Q3 (completed earlier than expected by end of calendar 2026), reducing diluted shares outstanding to 193.9M (-0.7% YoY). Operating income grew 29.1% GAAP and 17.0% adjusted despite 21.9% increase in operating expenses tied to OneOncology integration.
Why this rating
Guidance raise and strong operational performance are positive; however, relative to $37.9B market cap, the $0.05 midpoint EPS raise and 5.1% revenue growth are moderate adjustments. OneOncology integration still underway.
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