Overview

* Cencora ( COR ) fiscal Q4 revenue rises 5.9% yr/yr, beating analyst expectations

* Adjusted EPS for fiscal Q4 beats consensus, rising 15% to $3.84

* Company raises quarterly dividend by 9% and long-term guidance

Outlook

* Cencora ( COR ) expects fiscal 2026 revenue growth of 5% to 7%

* Company projects fiscal 2026 adjusted EPS between $17.45 and $17.75

* Cencora ( COR ) raises long-term guidance for adjusted EPS and operating income

Result Drivers

* REVENUE GROWTH - Revenue increased 5.9% in Q4, driven by growth in U.S. and International Healthcare Solutions segments

* GROSS PROFIT BOOST - Gross profit rose 18.5% in Q4, aided by RCA acquisition and LIFO credit

* OPERATING EXPENSES IMPACT - Operating expenses increased 24.1% in Q4, due to goodwill impairment and RCA acquisition costs

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $83.73 $83.45

Revenue bln bln (13

Analysts

)

Q4 Beat $3.84 $3.78

Adjusted (14

EPS Analysts

)

Q4 EPS -$1.75

Q4 Net -$333.07

Income mln

Q4 Miss $1 bln $1.01

Adjusted bln (12

Operatin Analysts

g Income )

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"

* Wall Street's median 12-month price target for Cencora Inc ( COR ) is $347.50, about 0.9% above its November 4 closing price of $344.53

* The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release:

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)