COR · 8-K · 20260805PR000032
Guidance and Outlook
Cencora, Inc. · 2026-08-05 · Importance 73 · Surprise 76 · No source text
Cencora raised fiscal 2026 adjusted diluted EPS guidance from $17.70-$17.90 to $17.75-$17.95. The company expects consolidated revenue growth of 4%-6%, adjusted operating income growth of 13%-14%, and adjusted free cash flow of approximately $3.0 billion for fiscal 2026. Guidance includes approximately $490 million of net interest expense and capital expenditures of approximately $900 million, compared with fiscal 2025 capital expenditures of $668 million. International Healthcare Solutions revenue guidance is approximately 8% growth on an as-reported basis, with further constant-currency details referenced in the company’s investor presentation.
Key facts
- Cencora expects fiscal 2026 revenue growth of 4% to 6% (2026 Guidance) versus fiscal 2025 actuals $321.3B source
- Company raised fiscal 2026 adjusted diluted EPS guidance to a range of $17.75 to $17.95 (from prior $17.70 to $17.90) source
- The Company has provided non-GAAP fiscal year 2026 guidance for diluted earnings per share, operating income, effective income tax rate, and free cash flow source
- The Company does not provide forward looking guidance on a GAAP basis for such metrics because certain financial information, the probable significance of which cannot be determined, is not available and cannot be reasonably estimated source
- The Company's non-GAAP fiscal year 2026 guidance excludes the same or similar items as those that are excluded from the historical non-GAAP financial measures, as well as significant items that are outside the control of the Company or inherently unusual, non-operating, unpredictable, non-recurring or non-cash in nature source
- Conference call to discuss results scheduled at 8:30 a.m. ET on August 5, 2026 with dial-in +1 (833) 461-5787 and meeting ID 632 369 927 source
- Bennett S. Murphy is Senior Vice President, Investor Relations and Enterprise Productivity and can be contacted at bennett.murphy@cencora.com source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +9.5% | Cencora expects fiscal 2026 revenue growth of 4% to 6% (2026 Guidance) versus fiscal 2025 actuals $321.3B |
| net_income | positive | probable | — | Company raised fiscal 2026 adjusted diluted EPS guidance to a range of $17.75 to $17.95 (from prior $17.70 to $17.90) |
| operating_income | unclear | probable | — | The Company has provided non-GAAP fiscal year 2026 guidance for diluted earnings per share, operating income, effective income tax rate,… |
| cash | unclear | probable | — | The Company has provided non-GAAP fiscal year 2026 guidance for diluted earnings per share, operating income, effective income tax rate,… |