Cencora raises adjusted operating income outlook after $4.6 billion OneOncology deal
Cencora reported fiscal first-quarter 2026 revenue of $85.9 billion, up 5.5% year over year, with GAAP diluted EPS of $2.87 (up 14.8%) and adjusted diluted EPS of $4.08 (up 9.4%). The company raised its adjusted operating income growth guidance to 11.5% to 13.5% and reaffirmed adjusted diluted EPS guidance of $17.45 to $17.75, citing the OneOncology acquisition and U.S. Healthcare Solutions performance.
Key points
- Revenue of $85.9 billion for the quarter ended December 31, 2025, up 5.5% year over year
- GAAP diluted EPS of $2.87 versus $2.50 a year earlier; adjusted diluted EPS of $4.08 versus $3.73
- Adjusted operating income growth guidance raised to 11.5% to 13.5% from 8% to 10%; adjusted diluted EPS guidance reaffirmed at $17.45 to $17.75
- OneOncology majority stake acquired February 2, 2026 for approximately $4.6 billion in cash, funded with new debt
The filing
Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing 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 February 04, 2026.
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