Cencora (COR)
NYSEHealth CareMedical DistributionSnapshot 2026-07-07
$304.49+1.99%
Close 2026-07-07 · 1-day change
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Track COR free→Cencora is growing steadily with revenue up about 4% to 5% yearly. Profit margins are expected near 12.5% next quarter. The company raised its EPS guidance to about $17.8 for fiscal 2026. It completed a $4.6 billion acquisition to expand healthcare solutions.
Growth could slow below analyst expectations of 7%. Profit margins might compress from the current raised guidance near 12.5%. Management changes and volatile execution could hurt results. Debt from acquisitions may pressure cash flow.
The stock price is about 4% above our fair value near $292, which is 18% below the Street median target. Analysts expect roughly 7% revenue growth, which aligns with company guidance. Our view is more conservative than the Street.
Breaks if: Share repurchases fall significantly short of $1 billion by end 2026
Cencora plans to repurchase $1 billion in shares by the end of calendar 2026.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: EPS guidance falls below $17.65 for fiscal 2026
Cencora has raised its adjusted diluted EPS guidance range for fiscal 2026.
Stated in 4 of last 4 quarters. Adjusted diluted EPS guidance has been raised to a range of $17.65 to $17.90 for fiscal 2026. This reflects a consistent upward revision in EPS guidance, indicating management's confidence in achieving higher earnings. The trajectory is delivering on the stated priority.
“Adjusted diluted EPS guidance has been raised to a range of $17.65 to $17.90.”
“Adjusted diluted EPS guidance has been raised from $17.45 to $17.75 to a range of $17.65 to $17.90.”
“Adjusted diluted EPS guidance has been raised from $15.85 to $16.00.”
“Adjusted diluted EPS guidance has been raised from $15.70 to $15.95.”
Breaks if: Operating margin falls below 11.5% next quarter
Cencora has raised its adjusted diluted EPS guidance range for fiscal 2026.
Stated in 4 of last 4 quarters. Adjusted diluted EPS guidance has been raised to a range of $17.65 to $17.90 for fiscal 2026. This reflects a consistent upward revision in EPS guidance, indicating management's confidence in achieving higher earnings. The trajectory is delivering on the stated priority.
“Adjusted diluted EPS guidance has been raised to a range of $17.65 to $17.90.”
“Adjusted diluted EPS guidance has been raised from $17.45 to $17.75 to a range of $17.65 to $17.90.”
“Adjusted diluted EPS guidance has been raised from $15.85 to $16.00.”
“Adjusted diluted EPS guidance has been raised from $15.70 to $15.95.”
Breaks if: YoY revenue growth falls below 7% next year
Cencora has raised its adjusted diluted EPS guidance range for fiscal 2026.
Stated in 4 of last 4 quarters. Adjusted diluted EPS guidance has been raised to a range of $17.65 to $17.90 for fiscal 2026. This reflects a consistent upward revision in EPS guidance, indicating management's confidence in achieving higher earnings. The trajectory is delivering on the stated priority.
“Adjusted diluted EPS guidance has been raised to a range of $17.65 to $17.90.”
“Adjusted diluted EPS guidance has been raised from $17.45 to $17.75 to a range of $17.65 to $17.90.”
“Adjusted diluted EPS guidance has been raised from $15.85 to $16.00.”
“Adjusted diluted EPS guidance has been raised from $15.70 to $15.95.”
Cencora completed the acquisition of OneOncology to enhance its healthcare solutions.
Stated in 2 of last 2 quarters. The acquisition of OneOncology was completed for approximately $4.6 billion, funded through new debt financing. This strategic move is expected to enhance Cencora's healthcare solutions, and the trajectory is delivering on the acquisition priority.
“The Company acquired the majority of the outstanding equity interests in OneOncology.”
“Cencora is raising its long-term guidance to reflect the expected contribution from adding OneOncology.”