Cencora, Inc. filed a Form 8-K with the SEC on August 12, 2026, disclosing that certain Walgreens volume began moving outside the company beginning July 1, 2026, while reaffirming its adjusted diluted EPS guidance range for fiscal year 2026.

Key Highlights

  • Volume shift began July 1, 2026: Certain Walgreens volume that was being serviced by Cencora separate from the prime vendor agreement began moving outside the company.
  • Prime vendor agreement unchanged: According to the filing, the prime vendor agreement "remains unchanged" and "constitutes the vast majority of the Company's business with Walgreens."
  • Previously contemplated: The filing states the volume shift "was fully contemplated" in Cencora's August 5, 2026 commentary on fourth quarter expectations for its U.S. Healthcare Solutions segment.
  • EPS guidance reaffirmed: Cencora is reaffirming its adjusted diluted EPS guidance range of $17.75 to $17.95 for fiscal year 2026.
  • Signed by CFO: The report was signed by Eva C. Boratto, Executive Vice President and Chief Financial Officer.

Cencora Addresses Walgreens Volume Movement and Fiscal 2026 Outlook

In the August 12, 2026 filing on NYSE:COR, Cencora disclosed that beginning July 1, 2026, certain Walgreens volume that had been serviced by Cencora outside of the prime vendor agreement started moving to other parties. The company was clear to distinguish this volume from the prime vendor arrangement, which the filing describes as "unchanged" and as constituting "the vast majority of the Company's business with Walgreens."

According to the filing, the volume movement was not unexpected. Cencora stated the development "was fully contemplated" in its August 5, 2026 commentary addressing fourth quarter expectations for the U.S. Healthcare Solutions segment. The company did not specify the dollar value or volume quantity of the business moving outside, nor did it identify which parties are absorbing the shifted volume.

Cencora also used the filing to reaffirm its previously issued adjusted diluted EPS guidance range of $17.75 to $17.95 for fiscal year 2026. The filing includes cautionary language noting that forward-looking statements, including the EPS guidance, "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." The company states it undertakes no obligation to publicly update or revise any forward-looking statements except as required by federal securities laws.

What Was Disclosed

Cencora's August 12, 2026 Form 8-K, filed under Item 7.01 (Regulation FD Disclosure), reported a shift of certain Walgreens volume outside the company beginning July 1, 2026, characterized the prime vendor agreement as unchanged, and reaffirmed fiscal year 2026 adjusted diluted EPS guidance of $17.75 to $17.95.