COR · 10-Q · 2026Q2 · Full report

Geographic Market Commentary

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

International Healthcare Solutions revenue increased 5.9% in the quarter and 9.4% year to date, led by the European distribution business. Other Healthcare Solutions revenue increased 10.8% year to date, while the Other category benefited from increased sales at the less-than-wholly-owned Brazil distribution business and the animal health business. The company’s foreign operations represented approximately 10% of consolidated revenue, with major exposures in the U.K., Eurozone, Türkiye, Brazil, and Canada.

Key facts

• Revenue from our foreign operations during the nine months ended June 30, 2026 was approximately 10% of our consolidated revenue. source
• We have risks from other geopolitical trends and events, such as rising nationalism, the conflict in Ukraine, and evolving conditions in the Middle East. source
• If inflation persists or increases, our operations and financial results could be adversely affected, particularly in certain global markets. source
• The financial impact of these conflicts has not been material to our financial results. source