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Guidance history, every release

Cencora (COR) · 8 releases, Nov 6, 2024 to Aug 5, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Nov 6, 2024 FY24 Q4	Feb 5, 2025 FY25 Q1	May 7, 2025 FY25 Q2	Aug 6, 2025 FY25 Q3	Nov 5, 2025 FY25 Q4	Feb 2, 2026 FY26 Q1	May 6, 2026 FY26 Q2	Aug 5, 2026 FY26 Q3
For FY2030
Planned investments to strengthen U.S. distribution network	—	—	—	—	New“$1 billion”	—	—	—
For FY2026
International Healthcare Solutions Segment Revenue	—	—	—	—	New“6% to 8% growth”	—	Raised“8% to 10% growth”	Lowered“~8% growth”
Other Revenue	—	—	—	—	New“0% to 4% growth”	—	Raised“1% to 5% growth”	Raised“~6% growth”
Revenue	—	—	—	—	New“5% to 7% growth”	Raised“7% to 9% growth”	Lowered“4% to 6% growth”	Reiterated“4% to 6% growth”
Revenue - International Healthcare Solutions Segment	—	—	—	—	—	New“7% to 9% growth”	—	—
Revenue - Other	—	—	—	—	—	New“1% to 5% growth”	—	—
U.S. Healthcare Solutions Segment Revenue	—	—	—	—	New“5% to 7% growth”	—	Lowered“4% to 6% growth”	Reiterated“4% to 6% growth”
Adjusted diluted earnings per share	—	—	—	—	New“$17.45 to $17.75”	Reiterated“$17.45 to $17.75”	Raised“$17.65 to $17.90”	Raised“$17.75 to $17.95”
Adjusted Diluted EPS	—	—	—	—	—	New“$17.45 to $17.75”	Raised“$17.65 to $17.90”	Raised“$17.75 to $17.95”
Adjusted operating income	—	—	—	—	New“8% to 10% growth”	Raised“growth of 11.5% to 13.5%”	Raised“12% to 14% growth”	Narrowed“13% to 14% growth”
International Healthcare Solutions Segment (1)(2) - Adjusted operating income	—	—	—	—	New“5% to 8% growth”	—	—	—
International Healthcare Solutions Segment (2)(3) - Adjusted operating income	—	—	—	—	—	New“5% to 8% growth”	Reiterated“5% to 8% growth”	Raised“~9% growth”
Other (1) - Adjusted operating income	—	—	—	—	New“1% to 4% decline”	—	—	—
Other (2) - Adjusted operating income	—	—	—	—	—	—	—	New“~10% growth”
U.S. Healthcare Solutions Segment (1) - Adjusted operating income	—	—	—	—	New“9% to 11% growth”	—	—	—
U.S. Healthcare Solutions Segment (2) - Adjusted operating income	—	—	—	—	—	New“14% to 16% growth”	Reiterated“14% to 16% growth”	Narrowed“14.5% to 15.5% growth”
Adjusted effective tax rate	—	—	—	—	New“20% to 21%”	Lowered“~20%”	Reiterated“~20%”	Reiterated“~20%”
Adjusted free cash flow	—	—	—	—	New“~$3.0B”	Reiterated“~$3.0B”	Reiterated“~$3.0B”	Reiterated“~$3.0B”
Capital expenditures	—	—	—	—	New“~$900M”	Reiterated“~$900M”	Reiterated“~$900M”	Reiterated“~$900M”
Diluted weighted average shares outstanding	—	—	—	—	New“~194M”	Raised“195.5M”	Revised“Under 195.5M”	Lowered“~194M”
Net interest expense	—	—	—	—	New“$315M to $335M”	Raised“$480M to $500M”	Narrowed“~$485M”	Raised“~$490M”
Other (1)	—	—	—	—	New“0% to 4% growth”	—	—	—
Other (2)	—	—	—	—	—	New“1% to 5% growth”	Reiterated“1% to 5% growth”	Raised“~6% growth”
Quarterly cash dividend	—	—	—	—	—	New“$0.60 per common share”	Reiterated“$0.60 per common share”	Reiterated“$0.60 per common share”
Repurchase in Shares	—	—	—	—	—	—	New“$1 Billion”	—
For FY2025
International Healthcare Solutions revenue growth	—	New“4 to 5 percent”	—	—	—	—	—	—
International Healthcare Solutions segment revenue growth	New“7 to 9 percent”	—	Lowered“3 to 4 percent”	Raised“6 to 7 percent”	—	—	—	—
International Healthcare Solutions segment revenue growth (constant currency basis)	—	—	New“6 to 8 percent”	Narrowed“7 to 8 percent”	—	—	—	—
Revenue growth	New“7 to 9 percent”	Raised“8 to 10 percent”	—	—	—	—	—	—
U.S. Healthcare Solutions revenue growth	—	New“9 to 11 percent”	—	—	—	—	—	—
U.S. Healthcare Solutions segment revenue growth	—	—	—	New“9 to 10 percent”	—	—	—	—
Adjusted consolidated operating income growth	—	New“11.5 to 13.5 percent”	Raised“13.5 to 15.5 percent”	Raised“15 to 16 percent”	—	—	—	—
Adjusted diluted earnings per share	New“$14.80 to $15.10”	—	—	—	—	—	—	—
Adjusted diluted EPS	—	New“$15.25 to $15.55”	Raised“$15.70 to $15.95”	Raised“$15.85 to $16.00”	—	—	—	—
Adjusted operating income growth	New“5 percent to 6.5 percent”	—	—	—	—	—	—	—
International Healthcare Solutions segment as reported operating income decline	—	—	New“1 to 4 percent”	—	—	—	—	—
International Healthcare Solutions segment operating income decline	—	—	—	New“approximately 6 percent”	—	—	—	—
International Healthcare Solutions segment operating income decline (constant currency basis)	—	—	—	New“approximately 5 percent”	—	—	—	—
International Healthcare Solutions segment operating income growth	New“5 to 6.5 percent”	—	—	—	—	—	—	—
International Healthcare Solutions segment operating income growth (constant currency basis)	—	New“approximately 5 percent”	Lowered“down 3 percent to flat”	—	—	—	—	—
U.S. Healthcare Solutions segment operating income growth	—	New“14.5 to 16.5 percent”	Raised“17.5 to 19.5 percent”	Raised“20 to 21 percent”	—	—	—	—
Adjusted effective tax rate	—	—	—	New“20.5 to 21 percent”	—	—	—	—
Adjusted free cash flow	New“$2.0 billion to $3.0 billion”	—	—	—	—	—	—	—
Capital expenditures	New“approximately $600 million”	—	—	—	—	—	—	—
Interest expense	New“$150 million to $170 million”	—	—	—	—	—	—	—
Net interest expense	—	New“$290 million to $310 million”	—	—	—	—	—	—
Quarterly cash dividend	—	New“$0.55 per common share”	Reiterated“$0.55 per common share”	Reiterated“$0.55 per common share”	—	—	—	—
Weighted average diluted shares outstanding	New“approximately 196 million”	Revised“under 196 million”	Lowered“195.0 to 195.5 million”	—	—	—	—	—
No period stated
Adjusted diluted earnings per share	—	—	—	—	New“9% to 13%”	—	—	—
Adjusted operating income	—	—	—	—	New“6% to 9%”	—	—	—
Capital deployment	—	—	—	—	New“3% to 4%”	—	—	—
Quarterly dividend	New“$0.55 per common share”	—	—	—	Raised“$0.60 per common share”	—	—	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.