Cencora’s U.S. Healthcare Solutions business reported year-over-year revenue growth of 8% in the most recent quarter, driven by increased demand for specialty pharmaceuticals and accelerating adoption of biosimilars. The segment now represents approximately 45% of the company’s total revenue, reflecting Cencora’s strategic investments in cold-chain distribution and specialty pharmacy services. Management highlighted a 12% uptick in oncology and autoimmune therapy volumes, underpinned by long-standing contracts with five of the top ten health systems in the United States.

While the U.S. segment outperforms, Cencora’s international operations grew just 2% globally, as pricing pressures in Europe and Latin America compressed margins by 150 basis points. Management cited intensified competition from local distributors in the U.K. and slower rollout of biosimilar insulin products in Brazil. To counter these trends, Cencora plans to expand its value-added logistics network in Asia and invest $200 million in automation technologies across three major European hubs by the end of fiscal 2026.

Cencora will announce first-quarter fiscal 2026 results on Wednesday, February 4, 2026, before the market opens. A conference call featuring Robert P. Mauch, President & Chief Executive Officer, and James F. Cleary, Executive Vice President & Chief Financial Officer, is scheduled for 8:30 a.m. ET and will be webcast at investor.cencora.com. Replay availability via telephone and webcast will extend for up to twelve months, ensuring analysts and institutional investors have ample access to management commentary.

Ranked #10 on the Fortune 500 and #18 on the Global Fortune 500, Cencora generated over $300 billion in revenue last fiscal year, supported by a global workforce of more than 51,000 employees. Management maintains a target adjusted operating margin of 4.5% to 5.0% for fiscal 2026, driven by cost synergies from recent distribution center consolidations and ongoing supply-chain enhancements. The company reiterated its long-term goal of mid-single-digit organic revenue growth, underpinned by continued specialty drug expansion and new biosimilar launches.