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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Cencora (COR) is 8/10.
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.
Scored from Cencora’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $79.05B | +14.7% | $0.02 | -99.0% | 2.7% | 0.9% | 0.0% | $818M |
| FY2025 Q1 | $81.49B | +12.8% | $2.50 | -16.1% | 2.8% | 1.0% | 0.6% | $-2.82B |
| FY2025 Q2 | $75.45B | +10.3% | $3.68 | +76.1% | 3.5% | 1.3% | 1.0% | $3.22B |
| FY2025 Q3 | $80.66B | +8.7% | $3.52 | +45.5% | 3.3% | 1.2% | 0.9% | $-74M |
| FY2025 Q4 | $83.73B | +5.9% | $-1.75 | -10333.9% | 3.1% | 1.0% | -0.4% | $2.88B |
| FY2026 Q1 | $85.93B | +5.5% | $2.87 | +14.8% | 3.3% | 1.2% | 0.7% | $-2.42B |
| FY2026 Q2 | $78.36B | +3.8% | $8.40 | +128.3% | 4.2% | 1.7% | 2.1% | $1.17B |
| FY2026 Q3 | $84.75B | +5.1% | $3.94 | +11.9% | 4.3% | 1.3% | 0.9% | $2.43B |
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