Cencora, Inc. (COR) earnings on August 5, 2026
Prior outlook: Pessimistic Outcome: Missed
Cencora stock climbed after the company reported better-than-expected quarterly results and raised its annual profit forecast. The shares rose as high as 6.75% during the day before settling at a 3.75% gain at closing.
COR price around the earnings
317.22
Change: +3.6%
2026-08-05, 20:00 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Missed
- Thesis published
- Results released
100% beat rate and +16.5% analyst upside overshadowed by FTC merger investigation; regulatory uncertainty now material.
Context analyzed before publication
- Trend
- Sharp reversal from +15.1 to -72.7 on FTC news; trend strength collapse reflects institutional selling into retail euphoria.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.57
- Analysts covering the stock
- 12
- Average price target
- 356.67
- Lowest price target
- 320
- Highest price target
- 412
- Upside to price target
- 16.5%
- Quarterly earnings growth
- 128.6%
- Revenue growth
- 3.8%
- Forward EPS
- 19.82
- Trailing EPS
- 12.96
- Analyst moves in the last 60 days
- 2
- Strong buy: 4
- Buy: 8
- Hold: 2
- Sell: 0
- Strong sell: 0
- Strong buy
- 4
- Buy
- 8
- Hold
- 2
- Sell
- 0
- Strong sell
- 0
- June 24, 2026 · B of A Securities: Maintains rating (Neutral → Neutral)
- June 10, 2026 · Barclays: Maintains rating (Overweight → Overweight)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- High
- Normalized volume
- 99%
News
There is no news coverage available for this event.
Technicals
Evidence
- Price when the context was analyzed
- 306.3
- Average true range (ATR)
- 2.2%
- Distance to 52-week high
- -17.9%
- 14-day change (14d)
- +1.0%
- 30-day change (33d)
- +3.2%
- 30-day relative strength
- -0.3%
- SPY change (33d)
- +3.5%
- Nearest support
- 306.07
- Distance to nearest support
- 0.1%
- Nearest resistance
- 308.77
- Distance to nearest resistance
- 0.8%
- Volume accumulation ratio (14d / 46d)
- 0.72
- Mid: 306.07 (0.1% away, 0.04 ATR, 19 touches)
- Mid: 302.93 (1.1% away, 0.51 ATR, 25 touches)
- Mid: 300 (2.1% away, 0.95 ATR, 25 touches)
- Major: 308.77 (0.8% away, 0.37 ATR, 40 touches)
- Mid: 311.49 (1.7% away, 0.79 ATR, 12 touches)
- Major: 314.73 (2.8% away, 1.27 ATR, 24 touches)
Trends
Evidence
- Average earnings surprise
- +1.8%
- May 6, 2026: actual EPS 4.75 vs estimate 4.73 (surprise +0.5%)
- February 4, 2026: actual EPS 4.08 vs estimate 4.04 (surprise +1.0%)
- November 5, 2025: actual EPS 3.84 vs estimate 3.79 (surprise +1.4%)
- August 6, 2025: actual EPS 4 vs estimate 3.84 (surprise +4.2%)
Expected move
- Implied move
- +2.5%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 2.8%
- 75th percentile move
- 4.8%
- 90th percentile move
- 5.9%
- Up / down moves
- 12 / 8
- Average up move
- +2.9%
- Average down move
- -5.4%
Monitoring and close
What Cencora, Inc. reported
- Status
- Finished
| Actual EPS | 4.48 |
|---|---|
| EPS estimate | 4.35 |
| EPS surprise | +3.0% |
| Revenue | $84,754 million |
| Revenue estimate | $84,315 million |
| Revenue surprise | +0.5% |
Cencora expands credit facilities and adjusts receivables terms, strengthening liquidity. The improved annual outlook keeps investor sentiment optimistic.
Sources (13)
- Cencora (COR) Expands Credit Facilities And Resets Receivables Terms (opens in a new tab) — Yahoo
- Cencora Sees Specialty Growth Continue While GLP-1 Mix Weighs on Margins (opens in a new tab) — Benzinga
- COR Stock Gains as Q3 Earnings Beat on Segment Growth, EPS View Raised (opens in a new tab) — Zacks
- Cencora (COR) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (opens in a new tab) — Zacks
- Cencora, Inc. 2026 Q3 - Results - Earnings Call Presentation (opens in a new tab) — SeekingAlpha
- Cencora raises full-year guidance after stronger-than-expected third-quarter results (opens in a new tab) — InvestorsHub
- Cencora (COR) Surpasses Q3 Earnings Estimates (opens in a new tab) — Zacks
- Cencora (NYSE:COR) Shares Tick Up as Fiscal Q3 Results Meet Estimates, Full-Year Guidance Adjusted (opens in a new tab) — ChartMill
- Cencora’s (NYSE:COR) Q2 CY2026 Earnings Results: Revenue In Line With Expectations (opens in a new tab) — StockStory
- Cencora Raises FY2026 Adj EPS Guidance from $17.70-$17.90 to $17.75-$17.95 vs $17.79 Est; Affirms FY2026 Sales Guidance of $334.152B-$340.578B vs $337.203B Est (opens in a new tab) — Benzinga
- Cencora beat expectations with adjusted earnings of $4.48 per share and sales of $84.754 billion, above forecasts. — Benzinga
- Cencora Q3 Adj. EPS $4.48 Beats $4.35 Estimate, Sales $84.754B Beat $84.315B Estimate (opens in a new tab) — Benzinga
- Cencora Reports Fiscal 2026 Third Quarter Results (opens in a new tab) — Yahoo
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, results beat expectations on both earnings and revenue, and the price is indicating +3.1% pre-market, a move in line with the stock's usual reaction (about 3%). The figures overturn the prior pessimistic scenario. In the 1,275 similar cases in our market history, the close held that direction 86% of the time.
How the stock reacted
- Outcome
- Missed
- Consolidated
- +3.8%
- Max favorable move (MFE)
- 0%
- Max adverse move (MAE)
- 6.8%