Cencora (COR) Q1 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 4, 2026 astatine 9:04 AM CST 45 min read

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Wednesday, Feb. 4, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Robert Mauch

• Chief Financial Officer — James Cleary

Robert Mauch: Thank you, Bennett. Hi, everyone, and convey you for joining Cencora's fiscal 2026 archetypal 4th net call. I'll statesman by thanking our squad members who thrust our beardown show portion advancing our purpose. This morning, we were pleased to denote that we've completed our acquisition of the bulk of the remaining equity involvement successful OneOncology. And I invited CEO, Dr. Jeff Patton, and the full OneOncology squad to Cencora. Your committedness to and expertise successful supporting assemblage oncology practices is simply a cornerstone of the Cencora strategy. In 2026, we delivered adjusted operating income maturation of 12% and adjusted diluted EPS maturation of 9%, driven by our market-leading capabilities.

To bespeak our performance, and the publication from our precocious completed acquisition of OneOncology, we are raising our fiscal 2026 guidance to bespeak year-over-year adjusted operating income maturation of 11.5% to 13.5%. Our results were driven by continued spot successful our US healthcare solutions business, arsenic we executed our pharmaceutical-centric strategy and worked to beforehand commercialized solutions. Our dedication to knowing lawsuit needs and delivering tailored services creates long-standing strategical relationships fueling our growth. We are furthering the lawsuit acquisition and our operational excellence leveraging exertion and precocious analytics. Our solutions differentiate america successful the marketplace and let america to capitalize connected beardown specialty pharmaceutical utilization trends. We person 3 maturation priorities halfway to our strategy.

First, strengthening our enactment successful specialty. Second, starring with marketplace leaders. And lastly, enhancing diligent entree to pharmaceuticals. On today's call, I'll absorption connected however our MSO enlargement is advancing each maturation priority. I'll statesman with however our MSO footprint strengthens our enactment successful specialty. Our investments successful pharmaceutical-centric MSOs correspond a earthy hold of our long-standing enactment successful specialty pharmaceuticals. Complementing our existing specialty organisation and GPO services. Our MSOs supply practices with captious back-office and administrative enactment portion strengthening our narration with pharmaceutical companies. We expect to thrust important worth for physicians crossed OneOncology and Retina Consultants of America by creating an MSO level that leverages the capabilities of these marketplace leaders.