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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Charles Rhyee | TD Cowen | 8 questions · 13% challenging |
| Elizabeth Anderson | Evercore ISI | 8 questions · 0% challenging |
| Erin Wright | Morgan Stanley | 8 questions · 0% challenging |
| George Hill | Deutsche Bank | 8 questions · 0% challenging |
| Eric Percher | Nephron Research | 8 questions · 0% challenging |
| Kevin Caliendo | UBS | 8 questions · 38% challenging |
| Mike Cherny | Leerink Partners | 8 questions · 0% challenging |
| Lisa Gill | JPMorgan | 8 questions · 0% challenging |
| Daniel Grosslight | Citigroup | 7 questions · 0% challenging |
| Allen Lutz | Bank of America | 7 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Nephron Research | 1 analyst | 8 questions · 0% challenging |
| UBS | 1 analyst | 8 questions · 38% challenging |
| Morgan Stanley | 1 analyst | 8 questions · 0% challenging |
| TD Cowen | 1 analyst | 8 questions · 13% challenging |
| Deutsche Bank | 1 analyst | 8 questions · 0% challenging |
| Evercore ISI | 1 analyst | 8 questions · 0% challenging |
| JPMorgan | 1 analyst | 8 questions · 0% challenging |
| Leerink Partners | 1 analyst | 8 questions · 0% challenging |
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 |
No 8-K events recorded for this window.
Calendar quarter Q1 2026Earnings call May 6, 2026
FY2026 Q2 in brief
Cencora posted Q2 revenue of $78.4 billion, up 4%, with adjusted diluted EPS of $4.75 reflecting 7.5% growth.
Newest quarter FY2026 Q3 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Cencora (COR), FY2026 Q2: 8/10. Scores: Cencora’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: COR daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What COR and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we're very pleased to have announced the South acquisition, and we see very good bolt-on opportunities for our MSO businesses over time”
Cencora announced the South (iSouth) MSO acquisition (not yet in FY26 guidance) and sees further bolt-on opportunities across its MSO platform.
“the February 2026 acquisition of OneOncology”
Cencora's February 2026 acquisition of OneOncology lifted consolidated gross margin and is expected to ramp accretion over the fiscal year as it integrates with the RCA MSO platform.
“the agreement to merge MWI Animal Health with Covetrus”
Cencora agreed to merge its MWI Animal Health business with Covetrus, part of its portfolio optimization toward a pharmaceutical-centric strategy.
GAAP revenue YoY +3.85% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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| 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 Q2Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| 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% |