Cencora, Inc. (COR) Presents at Leerink Global Healthcare Conference 2026 Transcript

SA Transcripts158.9K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Cencora, Inc. (COR) Leerink Global Healthcare Conference 2026 March 10, 2026 2:20 PM EDT Company Participants James Cleary - Executive VP & CFOBennett Murphy - Senior VP Of Investor Relations & Enterprise Productivity and Treasury Conference Call Participants Michael Cherny - Leerink Partners LLC, Research Division Presentation Michael ChernyLeerink Partners LLC, Research Division Okay. Good afternoon, everyone. Welcome to this session of the Leerink Global Healthcare Conference. I'm Mike Cherny, the healthcare tech distribution analyst. It's my pleasure to have with us the Cencora team, Jim Cleary, CFO; Ben Murphy who does IR, Treasury, strategic projects, and I've probably left off some stuff there. But really appreciate the team being here. We're going to jump right in the fireside. But I mean, maybe, Jim, just -- anything you want to highlight from the last quarter that really stood out relative to just the underlying growth of what's been an extremely strong trend of the business? Question-and-Answer Session James ClearyExecutive VP & CFO Yes, Michael, thanks a lot for asking and also thanks a lot for having us here at your conference. And so we had a very good quarter in our U.S. segment. In the most recent quarter, we had 21% growth in the U.S. segment. So obviously, we were very pleased with that. And then I would also have to say kind of a big call out from the most recent quarter is we announced that we were going to be buying the portion of OneOncology that we didn't previously own. And then when we announced our first quarter results, we announced that we had closed on that acquisition. And we feel really good about our MSO strategy now that we own both Retina Consultants of America and OneOncology and feel that, that will be very good for our