Cencora

At the Morgan Stanley Global Healthcare Conference, Cencora presented its strategy focused on specialty pharmaceuticals—especially oncology and retinal diseases—and a multi‑stage expansion plan for MSO platforms such as OneOncology and RCA. Management expects adjusted operating earnings growth in Healthcare Solutions of 14.5–15.5% and sees Part B biosimilars, the recovery of World Courier and international 3PL as key growth drivers. In the third quarter, Cencora completed opportunistic share repurchases of $1 billion, repaid a $800 million term loan and reported that short‑term volume shifts at Walgreens are small and already reflected in the outlook. » Więcej na de.investing.com

Cencora said at the Wells Fargo healthcare conference that specialty pharmaceuticals are driving the strong fiscal 2026 and are expected to continue growing in both the physician and hospital businesses. GLP‑1 sales rose in Q3 by 25% to $2.3 billion but remain unprofitable, while OneOncology grew organically from about 1,700 to over 2,300 providers. Management emphasized ongoing investments in oncology, biosimilars and data services and the stability of the relationship with Walgreens despite a small volume shift; an opportunistic share buyback of over $1 billion was also executed. » Więcej na de.investing.com

Cencora confirmed its adjusted diluted earnings-per-share target for 2026 in a range of $17.75 to $17.95. The stock fell about 4.8% after the report, after Walgreens shifted certain business volumes outside the collaboration effective July 1. Cencora stresses that the main supplier agreement with Walgreens still accounts for the majority of the business and that the volume shift was already reflected in the disclosures on August 5. » Więcej na de.investing.com

Cencora reported adjusted EPS of $4.48 for Q3 2026 on revenue of $84.8 billion, surpassing Wall Street estimates. Adjusted operating income rose 17% and adjusted gross profit increased 23%; specialty businesses like OneOncology made a significant contribution. The company raised its full-year adjusted EPS guidance to $17.75–17.95, left its revenue forecast unchanged and reiterated a consolidation of operational growth. The stock rose about 4.3% in premarket trading. » Więcej na de.investing.com

At the Leerink conference Cencora reported US growth of 21% and raised its company forecast by 3.5 points to 11.5–13.5%; expected US operating income growth is now 14–16%. The acquisition of OneOncology, synergies with Retina Consultants of America and an MSO strategy are expected to drive further growth in specialty markets. The sale of MWI to Covetrus yielded $3.5 billion in cash, preferred stock and a 34% stake, and includes a partnership with Walgreens through 2031. Cencora said it is confident it can protect gross profit despite the Inflation Reduction Act through contract design and plans complementary bolt-on acquisitions. » Więcej na de.investing.com