Cencora updates Walgreens volume and EPS outlook

Cencora, Inc. reports that beginning July 1, 2026, certain Walgreens volume that had been serviced separately from the existing prime vendor agreement began moving outside Cencora.

Rhea-AI Filing Summary

Cencora, Inc. reports that beginning July 1, 2026, certain Walgreens volume that had been serviced separately from the existing prime vendor agreement began moving outside Cencora. The company states that the prime vendor agreement, which it describes as constituting the vast majority of its Walgreens business, remains unchanged.

Cencora also reaffirms its previously issued fiscal 2026 adjusted diluted EPS guidance in the range of $17.75 to $17.95. The company includes cautionary language that these are forward-looking statements based on current expectations and subject to risks and uncertainties described in its periodic reports.

8-K Event Classification

Item 7.01 — Regulation FD Disclosure

1 item

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Key Figures

Adjusted diluted EPS guidance low end: $17.75 Adjusted diluted EPS guidance high end: $17.95 Walgreens volume shift effective date: July 1, 2026

3 metrics

Adjusted diluted EPS guidance low end $17.75 Fiscal year 2026 adjusted diluted EPS guidance range reaffirmed

Adjusted diluted EPS guidance high end $17.95 Fiscal year 2026 adjusted diluted EPS guidance range reaffirmed

Walgreens volume shift effective date July 1, 2026 Date when certain Walgreens volume began moving outside Cencora

Key Terms

prime vendor agreement, Regulation FD Disclosure, forward-looking statements

3 terms

prime vendor agreement financial

"The prime vendor agreement, which remains unchanged, constitutes the vast majority"

A prime vendor agreement is a contract where a buyer designates a single supplier to handle most purchasing, delivery and billing for a category of goods or services. It works like having one main grocery store deliver all your household items instead of ordering from many stores, and matters to investors because it can change a company’s sales volume, margins and predictability by concentrating orders, cutting transaction costs, and shaping supply-chain risk.

Regulation FD Disclosure regulatory

"Item 7.01. Regulation FD Disclosure. Beginning July 1, 2026, certain Walgreens"

Regulation FD disclosure requires public companies to share important, market-moving information with everyone at the same time instead of tipping off analysts or large investors first. Think of it as making sure all players on a field hear the same announcement simultaneously; that fairness helps investors trust that stock prices reflect the same information and reduces the risk of sudden, unfair trading advantages or regulatory penalties for selective leaks.

forward-looking statements regulatory

"Certain of the statements contained in this on Form 8-K are “forward-looking statements”"

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What Walgreens business change did Cencora (COR) disclose?

Cencora disclosed that starting July 1, 2026, certain Walgreens volume previously serviced separately from the prime vendor agreement began moving outside Cencora. The company notes the prime vendor agreement remains in place and represents most of its Walgreens relationship.

Did Cencora (COR) change its fiscal 2026 EPS guidance?

Cencora reaffirmed its fiscal 2026 adjusted diluted EPS guidance range of $17.75 to $17.95. The company indicates this guidance already contemplated the Walgreens volume shift discussed in recent commentary on its U.S. Healthcare Solutions segment.

How important is the Walgreens prime vendor agreement to Cencora (COR)?

Cencora states that the Walgreens prime vendor agreement constitutes the vast majority of its business with Walgreens. The agreement remains unchanged despite certain separate Walgreens volume beginning to move outside the company as of July 1, 2026.

How did Cencora (COR) describe the Walgreens volume shift in its outlook?

Cencora said the movement of certain Walgreens volume outside the company was fully contemplated in its August 5, 2026 commentary on fourth quarter expectations for its U.S. Healthcare Solutions segment, and it reaffirmed its adjusted EPS guidance range for fiscal 2026.

What forward-looking statement cautions did Cencora (COR) provide?

Cencora stated that its guidance and other projections are forward-looking statements based on current expectations, not guarantees of future performance, and that risks and uncertainties are discussed in its Form 10-K and other Exchange Act reports.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/12/2026 - 12:38 PM EDT Learn about SEC filing dates

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 12, 2026

Cencora, Inc.

(Exact name of registrant as specified in its charter)

Commission File Number: 1-16671

Delaware		23-3079390
(State or other jurisdiction		(I.R.S. Employer
of incorporation or organization)		Identification No.)

1 West First Avenue  Conshohocken, PA		19428-1800
(Address of principal executive offices)		(Zip Code)

(610) 727-7000

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol(s)	Name of exchange on which registered
Common stock, par value $0.01 per share	COR	New York Stock Exchange (NYSE)
2.875% Senior Notes 2028	COR28	New York Stock Exchange (NYSE)
3.625% Senior Notes 2032	COR32	New York Stock Exchange (NYSE)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 7.01. Regulation FD Disclosure.

Beginning July 1, 2026, certain Walgreens volume that was being serviced by Cencora, Inc. (the “Company” or “Cencora”) separate from the prime vendor agreement began moving outside the Company. The prime vendor agreement, which remains unchanged, constitutes the vast majority of the Company's business with Walgreens. This was fully contemplated in Cencora’s August 5, 2026 commentary on fourth quarter expectations for its U.S. Healthcare Solutions segment.

Cencora is reaffirming its previously issued adjusted diluted EPS guidance range of $17.75 to $17.95 for fiscal year 2026.

Cautionary Note Regarding Forward-Looking Statements

Certain of the statements contained in this Current Report on Form 8-K are “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the “Securities Exchange Act”). Words such as “aim,” “anticipate,” “believe,” “can,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “might,” “on track,” “opportunity,” “plan,” “possible,” “potential,” “predict,” “project,” “seek,” “should,” “strive,” “sustain,” “synergy,” “target,” “will,” “would” and similar expressions are intended to identify such forward-looking statements, but the absence of these words does not mean the statement is not forward-looking. These statements are based on management’s current expectations and are subject to uncertainty and changes in circumstances and speak only as of the date hereof. These statements are not guarantees of future performance and are based on assumptions and estimates that could prove incorrect or could cause actual results to vary materially from those indicated. A more detailed discussion of the risks and uncertainties that could cause our actual results to differ materially from those indicated is included (i) in the “Risk Factors” and “Management's Discussion and Analysis” sections in the Company’s Annual Report on Form 10-K for the fiscal year ended September 30, 2025 and elsewhere in that report and (ii) in other reports filed by the Company pursuant to the Securities Exchange Act. The Company undertakes no obligation to publicly update or revise any forward-looking statements, except as required by the federal securities laws.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	CENCORA, INC.
August 12, 2026	By:	/s/ Eva C. Boratto
	Name:	Eva C. Boratto
	Title:	Executive Vice President and Chief Financial Officer

Filing Exhibits & Attachments

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• EX-101 XBRL TAXONOMY EXTENSION SCHEMA 3.6 KB
• EX-101 XBRL TAXONOMY EXTENSION DEFINITION LINKBASE 26.3 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE 36.2 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE 25.0 KB