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Cencora, Inc.(COR)Earnings, Financials & Key Ratios
COR•NYSE
$304.48
38.3× P/E·Price updated Jul 7, 2026
AboutCencora, Inc. sources and distributes pharmaceutical products. Its U.S. Healthcare Solutions segment distributes pharmaceuticals, over-the-counter healthcare products, home healthcare supplies and equipment, and related services to acute care hospitals and health systems, independent and chain retail pharmacies, mail order pharmacies, medical clinics, long-term care and alternate site pharmacies, and other customers. The company also provides pharmacy management, staffing, and other consulting services; supply management software to retail and institutional healthcare providers; packaging solutions to various institutional and retail healthcare providers; clinical trial support, product post-approval, and commercialization support services; data analytics, outcomes research, and additional services for biotechnology and pharmaceutical manufacturers; and pharmaceuticals, vaccines, parasiticides, diagnostics, micro feed ingredients, and other products to the companion animal and production animal markets. In addition, this segment distributes plasma and other blood products, injectable pharmaceuticals, vaccines, and other specialty products; and provides other services primarily to physicians who specialize in various disease states, primarily oncology, as well as to other healthcare providers, including hospitals and dialysis clinics. The company's International Healthcare Solutions segment offers international pharmaceutical wholesale and related service, and global commercialization services; and distributes pharmaceuticals, other healthcare products, and related services to pharmacies, doctors, health centers and hospitals primarily in Europe. This segment also provides specialty transportation and logistics services for the biopharmaceutical industry. The company was formerly known as AmerisourceBergen Corporation and changed its name to Cencora, Inc. in August 2023. Cencora, Inc. was incorporated in 2001 and is headquartered in Conshohocken, Pennsylvania.Show more
- Revenue$321.33B+9.3%
- EBITDA$4.71B+13.3%
- Net Income$1.55B+3.0%
- EPS (Diluted)7.96+5.7%
- Gross Margin3.16%+6.6%
- EBITDA Margin1.46%+3.7%
- Operating Margin1.14%+9.8%
- Net Margin0.48%-5.8%
- ROE122.67%-40.9%
COR Price & Volume
Cencora, Inc. (COR) stock price & volume — 10-year historical chart
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Decelerating Growth Amidst Persistent Margin Structural Constraints
Investment Thesis • Updated 2026Q2
VerdictNeutral
Growth:Decelerating
Profitability:Strained
Financial:Strained
Cash Flow:Mixed
Primary Risk:High leverage and volatility
Key Thesis Takeaways
- Cencora faces a challenging outlook as revenue growth has decelerated significantly from 15.0% in 2024Q1 to 3.8% by 2026Q2, signaling potential saturation in its core pharmaceutical distribution business.
- The company's reliance on inorganic growth is evidenced by a ballooning goodwill balance of $16.5 billion, which, combined with a thin equity base and current ratios consistently below 1.0, creates substantial financial sensitivity.
- Investors should monitor whether management can stabilize cash flow volatility and improve operating margins, which have remained constrained between 0.9% and 1.5% over the last ten quarters.
Verdict Logic
while the forward P/E of 16.09 suggests a moderate valuation, the extreme volatility in net income and the $4.7 billion acquisition outflow in 2026Q2 warrant caution regarding long-term capital allocation efficiency.
COR Growth Metrics
Cencora, Inc. (COR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years8.98%
5 Years11.09%
3 Years10.43%
TTM5.95%
Profit CAGR
10 Years-
5 Years-
3 Years-2.92%
TTM50.51%
EPS CAGR
10 Years-
5 Years-
3 Years-0.33%
TTM51.33%
Return on Capital
10 Years20.99%
5 Years20.69%
3 Years21.41%
Last Year23.09%
COR Recent Earnings
Cencora, Inc. (COR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (91%)●Beat Revenue 7/12 qtrs (64%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$4.75-1.5%
$4.82
Rev
$78.4B-3.4%
$81.1B
Q1 2026
Feb 4, 2026Metric
Actual
Est
EPS
$4.08+0.7%
$4.05
Rev
$85.9B-0.1%
$86.1B
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$3.84+1.3%
$3.79
Rev
$83.7B+0.3%
$83.5B
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$4.00+3.9%
$3.85
Rev
$80.7B+0.7%
$80.1B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $4.75vs $4.82-1.5% | $78.4Bvs $81.1B-3.4% |
| Q1 2026 | Feb 4, 2026 | $4.08vs $4.05+0.7% | $85.9Bvs $86.1B-0.1% |
| Q4 2025 | Nov 5, 2025 | $3.84vs $3.79+1.3% | $83.7Bvs $83.5B+0.3% |
| Q3 2025 | Aug 6, 2025 | $4.00vs $3.85+3.9% | $80.7Bvs $80.1B+0.7% |
Based on last 12 quarters of dataView full earnings history →
Latest COR News
Recent stock market news and headlines for Cencora, Inc. (COR)
Business Wire·6 days ago
Cencora Announces Date and Time for Third Quarter Fiscal 2026 Earnings ReleaseCONSHOHOCKEN, Pa.--(BUSINESS WIRE)--Cencora, Inc. (NYSE: COR) today announced that it plans to release its results for the Third Quarter of Fiscal 2026 on Wednesday, August 5, 2026, prior to the opening of trading on the New York Stock Exchange. The Company will host a conference call to discuss the results at 8:30 a.m. ET on August 5, 2026. Participating in the conference call will be: Robert P. Mauch, President & Chief Executive Officer Eva C. Boratto, Executive Vice President & Chief.
Zacks Investment Research·Jun 18, 2026
COR Stock Down Nearly 18% YTD: Should You Buy, Hold or Sell?COR shares are down 18% YTD, but rising EPS guidance, specialty pharma growth and strategic expansion could make this pullback worth watching.
Zacks Investment Research·Jun 18, 2026
Cencora Launches Enhanced Nucleus Solution for Specialty PracticesCOR's enhanced Nucleus platform targets complex specialty medication workflows, with a pilot underway across more than 20 physician practice sites.
Zacks Investment Research·Jun 18, 2026
Bet on 5 Top-Ranked Stocks With Rising P/E for Solid ReturnsRising P/E ratios can signal confidence and momentum. Discover 5 stocks backed by strong earnings growth and upside potential.
Peers Comparison
Key metrics vs top competitors for Cencora, Inc. (COR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $304.48 | $59.24B | 38.25 | 9.31% | 0.48% | 122.67% | 0.74% | |
| $807.33 | $97.04B | 21.04 | 12.36% | 1.18% | — | — | |
| $239.71 | $56.41B | 37.16 | -1.87% | 0.62% | — | — | |
| $2.24 | $171.11M | -0.16 | -74.19% | -39.85% | — | — | |
| $86.84 | $9.89B | 26.56 | 4.03% | 2.95% | 8.14% | — | |
| $104.33 | $133.12B | 75.06 | 7.85% | 0.72% | 3.86% | — |
Compare COR vs Peers
Cencora, Inc. (COR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
COR SEC Filings & Documents
Cencora, Inc. (COR) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 6, 2026·SEC
Material company update
Mar 23, 2026·SEC
Material company update
Mar 17, 2026·SEC
10-K Annual Reports
1FY 2025
Nov 25, 2025·SEC
10-Q Quarterly Reports
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COR Frequently Asked Questions
Cencora, Inc. (COR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Cencora, Inc.'s revenue?
Cencora, Inc. (COR) reported $328.68B in revenue for fiscal year 2025. This represents a 5820% increase from $5.55B in 1996.
How fast is Cencora, Inc. growing?
Cencora, Inc. (COR) grew revenue by 9.3% over the past year. This is steady growth.
Is COR profitable?
Yes, Cencora, Inc. (COR) is profitable, generating $2.55B in net income for fiscal year 2025 (0.5% net margin).
Dividend & Returns
Does COR pay dividends?
Yes, Cencora, Inc. (COR) pays a dividend with a yield of 0.74%. This makes it attractive for income-focused investors.
What is COR's return on equity?
Cencora, Inc. (COR) has a return on equity (ROE) of 122.7%. This is excellent, indicating efficient use of shareholder capital.
What is Cencora, Inc.'s free cash flow?
Cencora, Inc. (COR) generated $1.56B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.