COR · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

Cencora, Inc. · 2026-08-05 · Importance 43 · Surprise 32 · In source text

Revenue increased 5.1% year over year to $84.8 billion in the June 2026 quarter and 4.8% to $249.0 billion for the nine-month period. U.S. Healthcare Solutions revenue rose 4.9% to $74.9 billion in the quarter and 4.3% to $219.8 billion year to date, while International Healthcare Solutions revenue increased 5.9% to $7.7 billion and 9.4% to $22.9 billion, respectively. GLP-1 products for diabetes and/or weight loss grew 25.5% to $2.3 billion in the quarter and 19.7% to $5.2 billion year to date, partially offset by lower manufacturer prices, lost oncology and grocery customers, and lower mail-order sales from brand conversions. European distribution revenue increased $0.4 billion in the quarter and $1.6 billion year to date, while Other revenue increased 6.9% and 6.1%, respectively.

Key facts

• Revenue increased by $4.1 billion, or 5.1%, from the prior year quarter and $11.4 billion, or 4.8%, from the prior year nine-month period. source
• U.S. Healthcare Solutions’ revenue increased by $3.5 billion, or 4.9%, from the prior year quarter and $9.1 billion, or 4.3%, from the prior year nine-month period. source
• International Healthcare Solutions’ revenue increased by $0.4 billion, or 5.9%, from the prior year quarter and $2.0 billion, or 9.4%, from the prior year nine-month period. source
• Revenue in Other increased by $0.1 billion, or 6.9%, from the prior year quarter and $0.4 billion, or 6.1%, from the prior year nine-month period. source

Impact estimates