Q3 FY2026 EarningsQ3 FY26 beat consensus across the board, with revenue of $84.8B (+0.72% vs. consensus) and adjusted EPS of $4.48 (+3.04% vs. consensus). The beat was driven by a significant adjusted gross margin expansion to 4.16% (+43.7bp vs. consensus), fueled by the OneOncology acquisition and strong GLP-1 and specialty product volumes. Management raised FY26 adjusted EPS guidance to $17.75–$17.95, reflecting confidence despite higher interest expenses and the loss of a major oncology customer.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Cencora(COR) the Revenue is 84.75 B (+5.07%), Beat estimate;the EBIT is 1.238 B (+16.98%), Beat estimate;the EPS is 3.94 (+11.93%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
84.75B5.07%
84.15B4.32%
+0.61B0.75%
EBITExceed expectations
1.24B16.98%
1.19B12.42%
+0.05B4.56%
EPSExceed expectations
3.9411.93%
3.7957.81%
+0.14504.12%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf