Every material Form 8-K Cencora filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
Cencora amended its senior unsecured term loan, moving the maturity from January 2, 2028 to October 1, 2027 and changing the interest rate terms. It also amended its uncommitted money market credit line with Société Générale, setting borrowing limits of $500 million or $750 million depending on the time of year. The filing describes financing terms only and does not report new borrowing amounts or effects on earnings.
Term loan maturity moved from January 2, 2028 to October 1, 2027
Term loan margins range from 62.5 to 125.0 basis points over adjusted Term SOFR, based on public debt ratings
Money Market Facility borrowing limit is $500 million from April 1 to December 1 and $750 million from December 1 to March 31
Both amendments were entered into on September 5, 2025, and the Money Market Facility may be decreased or terminated at any time without prior notice
Cencora's board appointed director D. Mark Durcan as Chairman, effective October 1, 2025, succeeding Steven H. Collis, who is retiring as Executive Chairman and as a director at the end of the fiscal year ending September 30, 2025. The filing says Collis's retirement was not due to any disagreement with the company on its operations, policies or practices, and the board will shrink from 11 to 10 directors. The filing reports no financial results, so the change is a governance and leadership update rather than a change in company performance.
D. Mark Durcan named Chairman of the Board, effective October 1, 2025
Durcan has been a director since September 2015 and Lead Independent Director since March 2023
Steven H. Collis retires as Executive Chairman and director at the end of the fiscal year ending September 30, 2025
Board size reduced from 11 to 10 directors upon Collis's retirement
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Cencora filing is on SEC EDGAR ↗. 8-K briefs of other companies →