Cencora, Inc. 8-K

What Happened

• Cencora filed an 8‑K (Feb 10, 2026) to revise the presentation of segment results in its Annual Report on Form 10‑K for the fiscal year ended September 30, 2025 (originally filed Nov 25, 2025). The change reflects a reorganization of business components and a new reporting structure that the company began using in its fiscal 2026 first‑quarter Form 10‑Q (for the quarter ended Dec 31, 2025), filed Feb 4, 2026.
• The company is updating Part I, Item 1 (Business), Part II, Item 7 (MD&A), and Part II, Item 8 (Financial Statements and Supplementary Data) of the 2025 Form 10‑K to conform to the re‑aligned segment presentation. The 8‑K clarifies that the audited consolidated financial statements are not being restated.

Key Details

• New reporting structure: three groupings — U.S. Healthcare Solutions; International Healthcare Solutions; and Other (non‑reportable).
• U.S. Healthcare Solutions = U.S. Human Health (excluding legacy U.S. Consulting Services).
• International Healthcare Solutions = Alliance Healthcare, Innomar, World Courier, and strategic components of Pharmalex.
• Other (not a reportable segment) = MWI Animal Health, Profarma, U.S. Consulting Services, and other components of Pharmalex; the company is exploring strategic alternatives for these businesses.
• Revised items are presented in Exhibit 99.1 to the 8‑K; the filing does not amend the company’s audited consolidated financial statements.

Why It Matters

• For investors, this is a presentation change that affects how Cencora groups and reports revenue/operating results by segment, which can change how trends are analyzed across periods and peers. It does not change the audited financials themselves, but you should review the revised segment disclosures (and the Feb 4, 2026 10‑Q) to understand how the business is being tracked going forward and whether this affects comparability of prior results.