Citable filing context
COR's research view summarizes recent SEC filing context, starting with management_change from Aug 14, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 14, 2026 | management_change | Lorence H. Kim, M.D. resigned from the Board of Directors of Cencora, Inc. effective August 13, 2026. |
| Aug 12, 2026 | other | Cencora reported that certain Walgreens volume outside the prime vendor agreement began moving outside the company. |
| Aug 5, 2026 | earnings | Cencora reported fiscal 2026 third quarter revenue of $84.8 billion and raised its adjusted EPS guidance. |
| Aug 12, 2026 | Guidance: adjusted_diluted_eps | 17.75 to 17.95 |
| Aug 5, 2026 | Guidance: adjusted_diluted_eps | 17.75 to 17.95 |
| Aug 5, 2026 | Guidance: adjusted_operating_income_growth | 13.00 to 14.00 |
| Aug 5, 2026 | mda_quarterly | Cencora (COR) reported strong financial performance for the quarter and nine-month period ended June 30, 2026, with revenue increasing 5.1% and 4.8%, respectively. Growth was primarily driven by the U.S. Healthcare Solutions segment, which benefited from robust unit volume and a 25.5% quarterly surge in sales of GLP-1 diabetes and weight-loss medications. International Healthcare Solutions also contributed to growth, bolstered by the European distribution business and global specialty logistics. Gross profit margins expanded, largely due to the February 2026 acquisition of OneOncology and the January 2025 acquisition of RCA, though these gains were partially offset by the lower-margin profile of GLP-1 products. Operating expenses rose significantly, reflecting integration costs for these acquisitions and a $249.5 million impairment charge related to the divested U.S. Consulting Services business. Liquidity remains stable, supported by $2.8 billion in cash and a newly expanded $7.0 billion multi-currency revolving credit facility. The company continues to manage a $4.2 billion opioid-related litigation liability, payable over 13 years. Key risks include potential volatility in manufacturer pricing, the impact of brand-to-generic drug conversions, inflationary pressures on operating costs, and exposure to foreign currency fluctuations in markets such as Turkey and Brazil. |
| May 6, 2026 | mda_quarterly | Cencora acquired OneOncology on February 2, 2026, for $7.387 billion to expand its U.S. specialty pharmaceutical leadership and community oncology provider network. Six-month revenue increased 4.7%, driven by strong unit volume growth in the U.S. Healthcare Solutions segment—specifically GLP-1 class diabetes and weight loss products—and growth in European distribution. Gross profit rose 18.6% over six months, aided by LIFO credits from declining manufacturer prices and the RCA and OneOncology acquisitions, though offset by reduced antitrust litigation gains. Operating expenses increased due to integration costs and a $249.5 million impairment of the U.S. Consulting Services business. Interest expenses climbed following the issuance of $3.0 billion in senior notes and $1.5 billion in term loans to fund the OneOncology transaction. Cash flow from operations shifted to a $1.0 billion outflow over six months, primarily due to a $2.2 billion decrease in accounts payable. The company carries a $4.3 billion accrued opioid litigation liability payable over 13 years. Primary risks include foreign exchange volatility—particularly the Turkish Lira and Euro—inflationary pressures on fuel and operating costs, and geopolitical instability in Ukraine and the Middle East. |
Source: SEC EDGAR filing text and events; period Aug 14, 2026; filed Aug 14, 2026.
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