HighGravityData

Cencora

Guidance from Cencora’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
26 items
Releases tracked
8
Latest release
Aug 5, 2026
Data checked
Aug 5, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Aug 5, 2026 release

Each item compared with the same item in the previous release (May 6, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
LoweredInternational Healthcare Solutions Segment Revenuefor FY2026“8% to 10% growth”“~8% growth”Filing ↗
RaisedOther Revenuefor FY2026“1% to 5% growth”“~6% growth”Filing ↗
RaisedAdjusted diluted earnings per sharefor FY2026“$17.65 to $17.90”“$17.75 to $17.95”Filing ↗
RaisedAdjusted Diluted EPSfor FY2026“$17.65 to $17.90”“$17.75 to $17.95”Filing ↗
NarrowedAdjusted operating incomefor FY2026“12% to 14% growth”“13% to 14% growth”Filing ↗
RaisedInternational Healthcare Solutions Segment (2)(3) - Adjusted operating incomefor FY2026“5% to 8% growth”“~9% growth”Filing ↗
NewOther (2) - Adjusted operating incomefor FY2026—“~10% growth”Filing ↗
NarrowedU.S. Healthcare Solutions Segment (2) - Adjusted operating incomefor FY2026“14% to 16% growth”“14.5% to 15.5% growth”Filing ↗
LoweredDiluted weighted average shares outstandingfor FY2026“Under 195.5M”“~194M”Filing ↗
RaisedNet interest expensefor FY2026“~$485M”“~$490M”Filing ↗
RaisedOther (2)for FY2026“1% to 5% growth”“~6% growth”Filing ↗
ReiteratedRevenuefor FY2026“4% to 6% growth”“4% to 6% growth”Filing ↗
ReiteratedU.S. Healthcare Solutions Segment Revenuefor FY2026“4% to 6% growth”“4% to 6% growth”Filing ↗
ReiteratedAdjusted effective tax ratefor FY2026“~20%”“~20%”Filing ↗
ReiteratedAdjusted free cash flowfor FY2026“~$3.0B”“~$3.0B”Filing ↗
ReiteratedCapital expendituresfor FY2026“~$900M”“~$900M”Filing ↗
Show 6 items not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedPlanned investments to strengthen U.S. distribution networkfor FY2030“$1 billion”—Filing ↗
Not restatedRevenue - International Healthcare Solutions Segmentfor FY2026“7% to 9% growth”—Filing ↗
Not restatedOther (1) - Adjusted operating incomefor FY2026“1% to 4% decline”—Filing ↗
Not restatedAdjusted operating incomefor the long term“6% to 9%”—Filing ↗
Not restatedOther (1)for FY2026“0% to 4% growth”—Filing ↗
Not restatedCapital deploymentfor the long term“3% to 4%”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
International Healthcare Solutions Segment Revenue“~8% growth”for FY2026GAAP-tiedNov 5, 20253Filing ↗
Other Revenue“~6% growth”for FY2026GAAP-tiedNov 5, 20253Filing ↗
Revenue“4% to 6% growth”for FY2026GAAP-tiedNov 5, 20254Filing ↗
Revenue - International Healthcare Solutions Segment“7% to 9% growth”for FY2026GAAP-tiedFeb 2, 20261Filing ↗
Revenue - Other“1% to 5% growth”for FY2026GAAP-tiedFeb 2, 20261Filing ↗
U.S. Healthcare Solutions Segment Revenue“4% to 6% growth”for FY2026GAAP-tiedNov 5, 20253Filing ↗
Adjusted diluted earnings per share“$17.75 to $17.95”for FY2026Company-definedNov 5, 20254Filing ↗
Adjusted Diluted EPS“$17.75 to $17.95”for FY2026Company-definedFeb 2, 20263Filing ↗
Adjusted operating income“13% to 14% growth”for FY2026Company-definedNov 5, 20254Filing ↗
International Healthcare Solutions Segment (1)(2) - Adjusted operating income“5% to 8% growth”for FY2026Company-definedNov 5, 20251Filing ↗
International Healthcare Solutions Segment (2)(3) - Adjusted operating income“~9% growth”for FY2026Company-definedFeb 2, 20263Filing ↗
Other (1) - Adjusted operating income“1% to 4% decline”for FY2026Company-definedNov 5, 20251Filing ↗
Other (2) - Adjusted operating income“~10% growth”for FY2026Company-definedAug 5, 20261Filing ↗
U.S. Healthcare Solutions Segment (1) - Adjusted operating income“9% to 11% growth”for FY2026Company-definedNov 5, 20251Filing ↗
U.S. Healthcare Solutions Segment (2) - Adjusted operating income“14.5% to 15.5% growth”for FY2026Company-definedFeb 2, 20263Filing ↗
Adjusted effective tax rate“~20%”for FY2026Company-definedNov 5, 20254Filing ↗
Adjusted free cash flow“~$3.0B”for FY2026Company-definedNov 5, 20254Filing ↗
Capital expenditures“~$900M”for FY2026Company-definedNov 5, 20254Filing ↗
Diluted weighted average shares outstanding“~194M”for FY2026GAAP-tiedNov 5, 20254Filing ↗
Net interest expense“~$490M”for FY2026Company-definedNov 5, 20254Filing ↗
Other (1)“0% to 4% growth”for FY2026Company-definedNov 5, 20251Filing ↗
Other (2)“~6% growth”for FY2026Company-definedFeb 2, 20263Filing ↗
Quarterly cash dividend“$0.60 per common share”for FY2026Declared actionFeb 2, 20263Filing ↗
Repurchase in Shares“$1 Billion”for FY2026Declared actionMay 6, 20261Filing ↗
Next year and medium term
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Planned investments to strengthen U.S. distribution network“$1 billion”for FY2030Company-definedNov 5, 20251Filing ↗
Long term
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Adjusted diluted earnings per share“9% to 13%”for the long termCompany-definedNov 5, 20251Filing ↗
Adjusted operating income“6% to 9%”for the long termCompany-definedNov 5, 20251Filing ↗
Capital deployment“3% to 4%”for the long termCompany-definedNov 5, 20251Filing ↗
No period stated
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Quarterly dividend“$0.60 per common share”—Declared actionNov 6, 20242Filing ↗

How one item moved

Adjusted operating income, for FY2026 — every statement across the year, each linked to its filing.

Nov 5, 2025
New
“8% to 10% growth”
Feb 2, 2026
Raised
“growth of 11.5% to 13.5%”
May 6, 2026
Raised
“12% to 14% growth”
Aug 5, 2026
Narrowed
“13% to 14% growth”

How your Healthcare payers & distributors sector group guides

12 companies in Healthcare payers & distributors. What they guide on, and who reported this season.

Most-guided metric families
Revenue
11
Adjusted EPS
11
GAAP EPS
10
Tax rate
9
Share count
8
Dividends
8
Buybacks
8
Capex
6
This season’s releases
UnitedHealth GroupOct 13, 20265 changes
Cardinal HealthAug 11, 202613 changes
CencoraAug 5, 202611 changes
CVS HealthAug 5, 20265 changes
McKessonAug 5, 20261 change
LabcorpJul 30, 20262 changes
The Cigna GroupJul 30, 20263 changes
HumanaJul 29, 20264 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2030FY2026FY2025Long-termNo period
International Healthcare Solutions revenue growth——1 statement——
International Healthcare Solutions Segment Revenue—4 statements3 statements——
International Healthcare Solutions segment revenue growth (constant currency basis)——2 statements——
Other Revenue—4 statements———
Revenue—4 statements2 statements——
The full record for Cencora and its Healthcare payers & distributors peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Aug 5, 2026FY2026 Q30001140859-26-00003217Open filing ↗
May 6, 2026FY2026 Q20001140859-26-00001817Open filing ↗
Feb 2, 2026FY2026 Q10001140859-26-00000415Open filing ↗
Nov 5, 2025FY2025 Q40001140859-25-00012820Open filing ↗
Aug 6, 2025FY2025 Q30001140859-25-00011910Open filing ↗
May 7, 2025FY2025 Q20001140859-25-0000819Open filing ↗
Feb 5, 2025FY2025 Q10001140859-25-00003210Open filing ↗
Nov 6, 2024FY2024 Q40001140859-24-00014810Open filing ↗
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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