Cencora, Inc. (COR) is shifting its focus from traditional pharmaceutical distribution to higher-value services aimed at enhancing therapy delivery reliability. Notably, the company now holds the majority equity interest in OneOncology following a February 2026 transaction, and is also expanding partnerships with Retina Consultants of America (RCA). This strategy is designed to improve access to community healthcare providers and deepen relationships while adapting to the growing complexity of therapies.
In its specialty logistics segment, Cencora reported a second consecutive quarter of operating income growth, driven by advancements in cell and gene therapies and laboratory logistics. The company anticipates continued revenue contributions from GLP-1 drugs, despite their lower gross profit margins, citing them as a key factor in overall revenue growth during the March 2026 quarter.
Cencora is also enhancing its supply chain efficiency through AI-supported tools aimed at streamlining operations. The company’s fiscal 2026 net interest expense is projected at approximately $485 million, reflecting increased sensitivity due to recent acquisitions. Additionally, Cencora has initiated the sale of its MWI Animal Health business and U.S. Consulting Services to focus more on specialty distribution and provider-linked services.
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