Description

Cencora’s Big GLP-1 Test: Can Specialty Volumes Offset Pricing Headwinds?

Cencora, Inc. reported its fiscal 2026 second quarter results with consolidated revenue of $78.4 billion, reflecting a 4% increase year-over-year, driven primarily by growth in its U.S. and International Healthcare Solutions segments, as well as the Other segment. Adjusted diluted earnings per share (EPS) rose 7.5% to $4.75, positioning the company to attain an updated full-year EPS guidance range of $17.65 to $17.90, an upward revision from prior forecasts. The company highlighted operating income growth of 6% to $1.3 billion, led by a 6% increase in the U.S. Healthcare Solutions segment and a 14% increase in International Healthcare Solutions. This growth was supported by volume increases, specialty pharmaceutical sales—including GLP-1 products—and acquisitions such as OneOncology. However, revenue growth in the U.S.