Cencora Reports Fiscal 2026 Third Quarter Results
Cencora beat Q3 EPS ($4.48 vs $4.35) and revenue ($84.75B, +5.1%) on OneOncology deal and specialty growth; GLP-1 squeezed margins. For healthcare tech leaders, specialty consolidation amid GLP-1 disruption signals margin compression and accelerates supply-chain digitalization investment.
Cencora beats third-quarter earnings and revenue estimates, raised fiscal 2026 EPS guidance and maintains its annual sales forecast.