Cencora swings to $340 million Q4 GAAP loss; adjusted EPS rises 15.0% to $3.84
Cencora reported fiscal fourth-quarter revenue of $83.7 billion, up 5.9%, but a GAAP net loss attributable to the company of $340 million, or $(1.75) per diluted share, driven by a $723.9 million PharmaLex goodwill impairment. Adjusted diluted EPS rose 15.0% to $3.84, and the company raised its long-term guidance and expects fiscal 2026 adjusted diluted EPS of $17.45 to $17.75, a 9% to 13% long-term EPS growth target.
Key points
- Q4 revenue $83.7 billion, up 5.9%; fiscal 2025 revenue $321.3 billion, up 9.3%
- Q4 GAAP diluted EPS $(1.75) versus $0.02 a year earlier; adjusted diluted EPS $3.84, up 15.0%
- Fiscal 2026 adjusted diluted EPS guidance of $17.45 to $17.75 versus $16.00 in fiscal 2025
- Quarterly dividend raised 9% to $0.60 per share, payable December 1, 2025
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.