COR · 10-Q · 2026Q2 · Full report

Opioid Litigation Liability

Cencora, Inc. · 2026-08-05 · Importance 58 · Surprise 42 · Contradicted

As of June 30, 2026, Cencora had $4.2 billion of accrued liabilities for the Distributor Settlement Agreement and other opioid-related litigation settlements. The liability is expected to be paid over the next 13 years, including an estimated $396.2 million payable before June 30, 2027. The settlements cover 48 of 49 eligible states and 99% by population of eligible political subdivisions in those settling states; Cencora also recorded a $102.0 million reduction in opioid liability from a dismissal of opioid litigation and an $86.8 million credit from a derivative lawsuit settlement during the nine months ended June 30, 2026.

Key facts

• Litigation and opioid-related (credit) expenses, net in the three months ended June 30, 2026 include a $102.0 million reduction of opioid liability related to the dismissal of opioid litigation. source
• Our accrued litigation liability related to the Distributor Settlement Agreement and other opioid-related litigation for which we have reached settlement agreements was $4.2 billion as of June 30, 2026 and is expected to be paid over the next 13 years. source
• Litigation and opioid-related (credit) expenses, net were a credit of $88.6 million in the three months ended June 30, 2026 and an expense of $17.97 million in the three months ended June 30, 2025. source
• The nine months ended June 30, 2026 include an $86.8 million credit related to a derivative lawsuit settlement. source
• We currently estimate that $396.2 million of opioid-related litigation liability will be paid prior to June 30, 2027. source

Impact estimates