Cencora (COR) Q1 FY26 earnings call

Cencora delivered a strong first quarter, driven by robust performance in its U.S. Healthcare Solutions segment and the strategic acquisition of OneOncology. The company raised its full-year operating income guidance, reflecting confidence in its specialty-focused strategy and the value creation opportunities from its MSO platform. Management emphasized leveraging MSO capabilities to enhance physician support and patient access, while also prioritizing debt reduction.