Cencora (COR) reported net income attributable to the company of US$ 3.5 billion in fiscal year 2026, ended September 30, 2026, versus US$ 1.6 billion in the prior year. Earnings per share (EPS) were US$ 17.95, up 125.5%. Revenue totaled US$ 337.4 billion, an increase of 5.0%.
Adjusted earnings per share (non-GAAP, which excludes items the company considers non-recurring) were US$ 17.97 for the year, up 12.3% from US$ 16.00 in the prior fiscal year. The difference between the reported and adjusted figures includes, among other items, a US$ 1.1 billion gain from the remeasurement of its stake in OneOncology, acquired in February 2026.
In fiscal fourth quarter 2026, revenue was US$ 88.4 billion, up 5.5%. Net income attributable to Cencora was US$ 519.4 million, versus a net loss of US$ 339.7 million a year earlier, when there was a US$ 723.9 million goodwill impairment charge at PharmaLex. EPS was US$ 2.71, and adjusted EPS was US$ 4.66, up 21.4%.
The company declared a quarterly dividend of US$ 0.66 per share, up 10% from the previous US$ 0.60. The payment will be made on November 30, 2026 to shareholders of record on November 13, 2026.
For fiscal year 2027, Cencora projects adjusted EPS between US$ 19.40 and US$ 19.75, an increase of 8% to 10%. It expects revenue growth of 3% to 5% and adjusted operating income growth of 4% to 6%. Starting in fiscal first quarter 2027, it will report new segments.
