Nov 4, 9:25 AM ET
Cencora reorganized its operating model and will report three segments starting in fiscal 2027: Pharmaceutical Distribution and Services, Specialty Pharmaceutical and Provider Services, and Other. The company also furnished unaudited revised segment results for fiscal 2026 and 2025 under the new structure, which show total revenue of $337.4 billion and total segment operating income of $4.8 billion for fiscal 2026, up from $321.3 billion and $4.2 billion in fiscal 2025.
- Beginning in the first quarter of fiscal 2027, reporting segments are Pharmaceutical Distribution and Services, Specialty Pharmaceutical and Provider Services, and Other
- Fiscal 2026 total revenue was $337,397,299 thousand, compared with $321,332,819 thousand in fiscal 2025
- Fiscal 2026 total segment operating income was $4,813,047 thousand, compared with $4,222,973 thousand in fiscal 2025
- MWI Animal Health, Profarma and other PharmaLex components are in Other, a non-reportable category where the company is exploring strategic alternatives
Read the filing on SEC.gov ↗
Nov 4, 6:37 AM ET
Cencora reported fourth-quarter fiscal 2026 revenue of $88.4 billion, up 5.5 percent, and full-year revenue of $337.4 billion, up 5.0 percent. The company also announced a 10 percent increase in its quarterly dividend and projected fiscal 2027 adjusted diluted earnings per share to be between $19.40 and $19.75.
- Fourth-quarter fiscal 2026 revenue increased 5.5 percent to $88.4 billion compared to the prior year period.
- Full-year fiscal 2026 GAAP diluted EPS was $17.95, and adjusted diluted EPS was $17.97.
- The quarterly dividend was increased by 10 percent to $0.66 per common share, payable on November 30, 2026.
- Fiscal 2027 adjusted diluted EPS is expected to range from $19.40 to $19.75, reflecting growth of 8 percent to 10 percent.
Read the filing on SEC.gov ↗
Oct 21, 7:48 AM ET
Cencora signed a merger agreement to acquire American Oncology Network (AON), valuing AON at an enterprise value of $2.4 billion, including $2.3 billion at closing and up to $100 million in contingent value rights. The same day, Cencora said its fiscal 2026 adjusted diluted EPS is now expected to be at least $17.90, at the high end of its prior $17.75 to $17.95 range, and that the deal is expected to be accretive to adjusted diluted EPS in the second year after closing.
- Enterprise value of $2.4 billion: $2.3 billion at closing plus up to $100 million in CVRs
- Cencora expects to pay about $1.7 billion to raise its AON stake to 75%, assuming holders keep up to 25% through an equity rollover
- Fiscal 2026 adjusted diluted EPS now expected to be at least $17.90, the high end of the prior $17.75 to $17.95 range
- Fiscal 2027 expectations to be discussed on the fourth quarter fiscal 2026 earnings call on November 4, 2026
Read the filing on SEC.gov ↗
Sep 25, 8:11 AM ET
Cencora's Board appointed Robert E. Sanchez, former Chair and CEO of Ryder System, as a director effective October 1, 2026, expanding the board from ten to eleven members. The filing describes this as a board governance change and does not report any financial results or guidance.
- Board appointed Robert E. Sanchez on September 24, 2026; effective date October 1, 2026
- Board increased from ten to eleven members to accommodate the appointment
- Sanchez will receive the same compensation as other non-employee directors; he has not been named to any committee
- Sanchez retired as Chair and CEO of Ryder System in March 2026 and currently serves on the Texas Instruments board
Read the filing on SEC.gov ↗
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