Cencora Q1 EPS beats estimates as margins rise; keeps FY EPS forecast

Reuters

Feb 04

Cencora Q1 EPS beats estimates as margins rise; keeps FY EPS forecast

Overview

Pharmaceutical solutions firm's fiscal Q1 revenue rose 5.5% yr/yr, slightly missing expectations
Adjusted EPS for fiscal Q1 beat analyst expectations
Company completed acquisition of OneOncology, enhancing specialty MSO footprint

Outlook

Cencora raises adjusted operating income growth forecast to 11.5% to 13.5% for fiscal 2026
Company reaffirms fiscal 2026 adjusted diluted EPS guidance range at $17.45 to $17.75
Cencora expects fiscal 2026 revenue growth of 7% to 9%

Result Drivers

SEGMENT GROWTH - Revenue growth driven by 5% increase in U.S. Healthcare Solutions and 9.6% increase in International Healthcare Solutions
ACQUISITION IMPACT - Completion of OneOncology acquisition raised adjusted operating income guidance
GROSS PROFIT MARGIN - Increase in gross profit margin attributed to higher sales and acquisition of RCA

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q1 Revenue	Slight Miss*	$85.93 bln	$86.03 bln (12 Analysts)
Q1 Adjusted EPS	Beat	$4.08	$4.04 (15 Analysts)
Q1 EPS		$2.87
Q1 Net Income		$566.13 mln
Q1 Adjusted Operating Income	Beat	$1.10 bln	$1.06 bln (11 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Press Release: ID:nBw5MGNFDa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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keeps FY EPS forecast</title></head><body><p><span>Overview</span></p><ul><li><p>Pharmaceutical solutions firm's fiscal Q1 revenue rose 5.5% yr/yr, slightly missing expectations</p></li><li><p>Adjusted EPS for fiscal Q1 beat analyst expectations</p></li><li><p>Company completed acquisition of OneOncology, enhancing specialty MSO footprint</p></li></ul><p><span>Outlook</span></p><ul><li><p>Cencora raises adjusted operating income growth forecast to 11.5% to 13.5% for fiscal 2026</p></li><li><p>Company reaffirms fiscal 2026 adjusted diluted EPS guidance range at $17.45 to $17.75</p></li><li><p>Cencora expects fiscal 2026 revenue growth of 7% to 9%</p></li></ul><p><span>Result Drivers</span></p><ul><li><p>SEGMENT GROWTH - Revenue growth driven by 5% increase in U.S. Healthcare Solutions and 9.6% increase in International Healthcare Solutions</p></li><li><p>ACQUISITION IMPACT - Completion of OneOncology acquisition raised adjusted operating income guidance</p></li><li><p>GROSS PROFIT MARGIN - Increase in gross profit margin attributed to higher sales and acquisition of RCA</p></li></ul><p><span>Key Details</span></p><table><tbody><tr><td><p><span>Metric</span></p></td><td><p><span>Beat/Miss</span></p></td><td><p><span>Actual</span></p></td><td><p><span>Consensus Estimate</span></p></td></tr><tr><td><p>Q1 Revenue</p></td><td><p>Slight Miss*</p></td><td><p>$85.93 bln</p></td><td><p>$86.03 bln (12 Analysts)</p></td></tr><tr><td><p>Q1 Adjusted EPS</p></td><td><p>Beat</p></td><td><p>$4.08</p></td><td><p>$4.04 (15 Analysts)</p></td></tr><tr><td><p>Q1 EPS</p></td><td></td><td><p>$2.87</p></td><td></td></tr><tr><td><p>Q1 Net Income</p></td><td></td><td><p>$566.13 mln</p></td><td></td></tr><tr><td><p>Q1 Adjusted Operating Income</p></td><td><p>Beat</p></td><td><p>$1.10 bln</p></td><td><p>$1.06 bln (11 Analysts)</p></td></tr></tbody></table><p>*Applies to a deviation of less than 1%; not applicable for per-share numbers.</p><p>Press Release: <span>ID:nBw5MGNFDa</span></p><p>For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.</p><p>(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1585245621.USD","symbol_name":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260204:nL1N3Z00H9:1","article_id":"2608363279","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608363279","pubTimestamp":1770205095,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"Cencora Q1 EPS beats estimates as margins rise; keeps FY EPS forecastOverviewPharmaceutical solutions firm's fiscal Q1 revenue rose 5.5% yr/yr, slightly missing expectationsAdjusted EPS for fiscal Q1 ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","BK4588":"碎股","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0058720904.USD":"联博国际健康护理基金A","COR":"CENCORA","BK4585":"ETF&股票定投概念","BK4084":"特种房地产投资信托","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4529":"IDC概念","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4175":"保健护理产品经销商","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC"},"translate_title":"随着利润率上升，Cencora第一季度每股收益超出预期；维持财年每股收益预测","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COR":0.9},"content_text":"Cencora Q1 EPS beats estimates as margins rise; keeps FY EPS forecastOverviewPharmaceutical solutions firm's fiscal Q1 revenue rose 5.5% yr/yr, slightly missing expectationsAdjusted EPS for fiscal Q1 beat analyst expectationsCompany completed acquisition of OneOncology, enhancing specialty MSO footprintOutlookCencora raises adjusted operating income growth forecast to 11.5% to 13.5% for fiscal 2026Company reaffirms fiscal 2026 adjusted diluted EPS guidance range at $17.45 to $17.75Cencora expects fiscal 2026 revenue growth of 7% to 9%Result DriversSEGMENT GROWTH - Revenue growth driven by 5% increase in U.S. Healthcare Solutions and 9.6% increase in International Healthcare SolutionsACQUISITION IMPACT - Completion of OneOncology acquisition raised adjusted operating income guidanceGROSS PROFIT MARGIN - Increase in gross profit margin attributed to higher sales and acquisition of RCAKey DetailsMetricBeat/MissActualConsensus EstimateQ1 RevenueSlight Miss*$85.93 bln$86.03 bln (12 Analysts)Q1 Adjusted EPSBeat$4.08$4.04 (15 Analysts)Q1 EPS$2.87Q1 Net Income$566.13 mlnQ1 Adjusted Operating IncomeBeat$1.10 bln$1.06 bln (11 Analysts)*Applies to a deviation of less than 1%; not applicable for per-share numbers.Press Release: ID:nBw5MGNFDaFor questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport,express","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}