Cencora discloses Walgreens volume shift; reaffirms FY2026 EPS guidance

Cencora, Inc.

Beginning July 1, 2026, certain Walgreens volume serviced outside the prime vendor agreement began moving away from Cencora.
Prime vendor agreement unchanged and constitutes vast majority of Walgreens business.
Volume shift fully contemplated in Aug 5, 2026 commentary on Q4 U.S. Healthcare Solutions expectations.
Reaffirms FY2026 adjusted diluted EPS guidance of $17.75-$17.95.

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