Cencora's quarterly revenue expanded from $74.2B in 2024Q3 to $88.4B in 2026Q4, roughly 19 percent growth, but gross margins of 2.7 to 4.3 percent and operating margins near 1 percent leave little room for error.
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Revenue grew about 19 percent to $88.4B in 2026Q4 while operating margin stayed between roughly 0.9 and 1.7 percent, indicating that top-line expansion has not translated into meaningful margin improvement.
Cencora reported year-over-year revenue increases of 3.8% and 5.5% in recent quarters, demonstrating consistent top-line growth.
GAAP diluted EPS significantly improved year-over-year, from $3.68 to $8.40 in the most recent quarter.
The company has updated its financial guidance due to recent share repurchases, indicating active capital management.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $4.66+1.7% vs $4.58 | $88.4B+0.5% vs $88.0B |
Q3 2026 Aug 5, 2026 | $4.48+3.0% vs $4.35 | $84.8B+0.5% vs $84.3B |
Q2 2026 May 6, 2026 | $4.75-1.5% vs $4.82 | $78.4B-3.4% vs $81.1B |
Q1 2026 Feb 4, 2026 | $4.08+0.7% vs $4.05 | $85.9B-0.1% vs $86.1B |
BDX, COR and UNF recently hiked dividends, offering investors steady income opportunities as market volatility, inflation and economic uncertainty persist.
Cencora NYSE: COR reported higher fiscal fourth-quarter revenue and adjusted earnings as specialty drug sales and its acquisition of OneOncology contributed to growth. The company also introduced a new reporting structure that separates its specialty operations from its broader pharmaceutical distribution business.
COR's Q4 earnings and revenues beat estimates as specialty drug demand fuels growth and margins expand. The company raises its fiscal 2027 outlook.
Cencora, Inc. (COR) Q4 2026 Earnings Call Transcript
Benchmark COR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Cencora, Inc. (COR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $333.56 | $64.9B | 18.36 | 5% | 1.03% | 110.59% | 0.74% | |
| $1060.84 | $123.8B | 26.34 | 12.36% | 1.12% | — | 0.29% | |
| $271.72 | $63.64B | 34.82 | 14.23% | 0.71% | — | 0.76% | |
| $0.20 | $15.62M | -0.01 | -74.19% | -6.72% | — | — | |
| $86.05 | $9.8B | 23.00 | 4.03% | 3.07% | 8.83% | — | |
| $83.85 | $106.99B | 9.79 | 7.85% | 2.63% | 14.1% | 3.19% |
Cencora, Inc. (COR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Cencora, Inc. (COR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 4, 2026·SEC
Nov 4, 2026·SEC
Oct 21, 2026·SEC
Nov 25, 2025·SEC
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Cencora, Inc. (COR) stock FAQ — growth, dividends, profitability & financials explained
Cencora, Inc. (COR) reported $337.40B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 4217% more than the $7.82B of fiscal year 1997.
Cencora, Inc. (COR) grew revenue by 5.0% over the trailing twelve months, compared with the twelve months before.
Yes. Cencora, Inc. (COR) earned $3.48B in net income over the trailing twelve months (a 1.0% net margin).
Yes. Cencora, Inc. (COR) pays a dividend that yields 0.74% at the current price, a small yield.
Cencora, Inc. (COR) had a return on equity (ROE) of 110.6% over the trailing twelve months. That is well above the market's typical 10-15%.
Cencora, Inc. (COR) generated $3.88B in free cash flow over the trailing twelve months.
