Cencora Q1 EPS beats estimates as margins rise; keeps FY EPS forecast
Overview
Pharmaceutical solutions firm's fiscal Q1 revenue rose 5.5% yr/yr, slightly missing expectations
Adjusted EPS for fiscal Q1 beat analyst expectations
Company completed acquisition of OneOncology, enhancing specialty MSO footprint
Outlook
Cencora raises adjusted operating income growth forecast to 11.5% to 13.5% for fiscal 2026
Company reaffirms fiscal 2026 adjusted diluted EPS guidance range at $17.45 to $17.75
Cencora expects fiscal 2026 revenue growth of 7% to 9%
Result Drivers
SEGMENT GROWTH - Revenue growth driven by 5% increase in U.S. Healthcare Solutions and 9.6% increase in International Healthcare Solutions
ACQUISITION IMPACT - Completion of OneOncology acquisition raised adjusted operating income guidance
GROSS PROFIT MARGIN - Increase in gross profit margin attributed to higher sales and acquisition of RCA
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q1 Revenue | Slight Miss* | $85.93 bln | $86.03 bln (12 Analysts) |
Q1 Adjusted EPS | Beat | $4.08 | $4.04 (15 Analysts) |
Q1 EPS |
| $2.87 |
|
Q1 Net Income |
| $566.13 mln |
|
Q1 Adjusted Operating Income | Beat | $1.10 bln | $1.06 bln (11 Analysts) |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Press Release: ID:nBw5MGNFDa
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