Key takeaways
- Revenue increased 5.5% year over year to $85.9 billion in the first quarter of fiscal 2026.
- Adjusted diluted EPS rose 9.4% to $4.08, while GAAP diluted EPS increased to $2.87.
- Cencora raised its fiscal 2026 adjusted operating income growth outlook to 11.5%–13.5% following the OneOncology acquisition.
Cencora reported solid financial results for the first quarter of fiscal 2026, ended December 31, 2025, with revenue increasing 5.5% year over year to $85.9 billion. Growth was supported by continued momentum across the company’s U.S. Healthcare Solutions and International Healthcare Solutions segments.
GAAP diluted earnings per share rose to $2.87 from $2.50 a year earlier, while adjusted diluted EPS increased to $4.08. Adjusted operating income reached approximately $1.1 billion during the quarter.
During the period, Cencora completed its acquisition of OneOncology, a management services organization supporting oncology practices. Reflecting the transaction and strong segment performance, the company raised its fiscal 2026 adjusted operating income growth outlook to 11.5%–13.5% and reaffirmed its adjusted diluted EPS guidance range of $17.45 to $17.75.
The company’s Other segment, which includes MWI Animal Health, reported revenue growth, partially offset by softer performance in consulting services. Cencora also declared a quarterly cash dividend of $0.60 per share, payable March 2, 2026.
Information sourced from the company’s press release.
