COR · 8-K · 20260805PR000032

Customer Dynamics

Cencora, Inc. · 2026-08-05 · Importance 17 · Surprise 24

Cencora continued to experience customer-related offsets in its U.S. Healthcare Solutions business. The company identified the 2025 loss of an oncology customer as a drag on revenue and segment operating income. Sales to its large mail-order customer were also lower, consistent with the second quarter, while specialty-product sales to health systems and physician practices increased.