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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| George Hill | Deutsche Bank | 7 | 0% |
| Mike Cherny | Leerink Partners | 7 | 0% |
| Charles Rhyee | TD Cowen | 7 | 14% |
| Elizabeth Anderson | Evercore ISI | 7 | 0% |
| Kevin Caliendo | UBS | 7 | 29% |
| Eric Percher | Nephron Research | 7 | 0% |
| Lisa Gill | JPMorgan | 7 | 0% |
| Erin Wright | Morgan Stanley | 7 | 0% |
| Dan Grosslight | Citigroup | 6 | 0% |
| Allen Lutz | Bank of America | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Nephron Research | 1 | 7 | 0% |
| UBS | 1 | 7 | 29% |
| Morgan Stanley | 1 | 7 | 0% |
| TD Cowen | 1 |
| 7 |
| 14% |
| Deutsche Bank | 1 | 7 | 0% |
| Evercore ISI | 1 | 7 | 0% |
| JPMorgan | 1 | 7 | 0% |
| Leerink Partners | 1 | 7 | 0% |
Cencora posted Q2 revenue of $78.4 billion, up 4%, with adjusted diluted EPS of $4.75 reflecting 7.5% growth. Revenue growth slowed on multiple fronts, but core U.S. operating income growth remained within the long-range plan. The company raised full-year EPS guidance to $17.65 to $17.90, progressed on the MWI divestiture and portfolio optimization, and saw the international segment return to strong growth. GLP-1 sales increased $1.9 billion year-over-year.
Competitive Dynamics | M&A | Revenue Growth | Guidance Reliability | Demand | Margin | Pricing | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 3 | 3 | 1 | 3 | 1 | 3 | |
| 2025Q1 | 9 | 3 | 4 | 5 | 3 | |||
| 2025Q2 | 6 | 3 | 4 | 1 | 4 | 2 | 1 | 1 |
| 2025Q3 | 4 | 3 | 6 | 2 | 1 | 2 | 3 | 3 |
| 2025Q4 | 4 | 6 | 1 | 4 | 1 | 3 | 1 | |
| 2026Q1 | 3 | 7 | 3 | 5 | 1 | 1 | 2 | 2 |
| 2026Q2 | 5 | 2 | 1 | 3 | 3 | 4 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Competitive Dynamics | 6 | 9 | 6 | 4 | 4 | 3 | 5 |
| M&A | 3 | 3 | 3 | 3 | 6 | 7 | 2 |
| Revenue Growth | 3 | 4 | 4 | 6 | 1 | 3 | 1 |
| Guidance Reliability | 1 | 5 | 1 | 2 | 4 | 5 | 3 |
| Demand | 3 | 3 | 4 | 1 | 1 | 1 | 3 |
| Margin | 2 | 2 | 3 | 1 | 4 | ||
| Pricing | 1 | 1 | 3 | 1 | 2 | 3 | |
| Regulation Policy | 3 | 1 | 3 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
COR Cencora | 8 | +3.9% | |
| CAH Cardinal Health | 9 | +11.1% | |
| HSIC Henry Schein | 6 | +6.3% | |
| MCK McKesson Corporation | 8 | +6.0% |