Form 10-Q · Quarterly report
Cencora 10-Q, filed Aug 5, 2026
- Filed
- CIK
- 0001140859
- Accession no.
- 0001140859-26-000034
Summary
Cencora's revenue rose 5.1% to $84.75 billion for the quarter ended June 30, 2026, and 4.8% to $249.0 billion for the nine-month period, driven by growth in both of its reportable segments and by a 25.5% increase in sales of GLP-1 diabetes and weight-loss products. Gross profit rose 24.1% in the quarter, helped by the February 2026 acquisition of OneOncology and higher LIFO credits, partly offset by lower antitrust settlement gains.
Key points
- U.S. Healthcare Solutions revenue rose 4.9% in the quarter and 4.3% over nine months, aided by specialty product sales to health systems and physician practices and by GLP-1 sales, offset by brand price declines and the loss of an oncology customer and a grocery customer.
- International Healthcare Solutions revenue rose 5.9% in the quarter and 9.4% over nine months, led by the European distribution business.
- Gross profit rose 24.1% to $3.61 billion in the quarter and 20.4% to $10.27 billion over nine months, with U.S. Healthcare Solutions' gross margin up 63 basis points to 3.17% in the quarter.
- Effective tax rates were 22.1% for the quarter and 21.6% for the nine months, compared with 23.0% and 22.3% a year earlier; Cencora divested its U.S. Consulting Services business in April 2026.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 2. Management’s Discussion Executive Summary This executive summary provides highlights from the results of operations that follow: •Revenue increased by $4.1 billion, or 5.1%, and $11.4 billion, or 4.8%, from the prior year quarter and nine-month period, respectively, primarily due to growth in both reportable segments. U.S. Healthcare Solutions’ revenue increased by $3.5 billion, or 4.9%, and $9.1 billion, or 4.3%, from the prior year quarter and nine-month period, respectively, primarily due to overall market growth largely driven by unit volume growth, including increased sales of specialty products to health systems and physician practices and increased sales of $2.3 billion, or…
An excerpt of the text as filed with the SEC, cut for length.
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