Cencora's Q3 revenue slightly beats estimates on Healthcare Solutions growth
COR•Quarterly results and drivers
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Pharmaceutical solutions provider's fiscal Q3 revenue grew 5.1% yr/yr, slightly beating analyst expectations
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Adjusted EPS for fiscal Q3 rose 12% to $4.48, beating analyst expectations
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Company repurchased $1 bln of shares during the quarter
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Segment growth - Revenue growth was primarily driven by a 4.9% increase in U.S. Healthcare Solutions and a 5.9% increase in International Healthcare Solutions
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GLP-1 sales impact - Increased sales of GLP-1s supported revenue growth but weighed on gross profit margins
Outlook, valuation and analyst coverage
- Cencora raises fiscal 2026 adj diluted EPS guidance to $17.75-$17.95
- Cencora sees fiscal 2026 adj operating income growth of 13% to 14%
| Metric | Beat/Miss | Actual | Consensus Estimate |
| Q3 Revenue | Slight Beat* | $84.75 bln | $84.31 bln (11 Analysts) |
| Q3 Adjusted EPS | Beat | $4.48 | $4.35 (13 Analysts) |
| Q3 EPS | $3.94 | ||
| Q3 Net Income |
