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.