Amerisource Bergen Corp.

Strong Q3 performance; EPS up ~12% and business momentum - Revenue: $84.8B (+5% YoY), supported by both segments and “Other.” - Adjusted operating income: $1.2B (+17% YoY) (driven by strong execution in U.S. and International, plus contributions from OneOncology). - Adjusted EPS: +12% YoY (also supported by share repurchases).

Guidance raised for FY2026 (key forecast change) - FY2026 adjusted EPS guidance increased to $17.75–$17.95 (from $17.70–$17.90). - Revenue guidance unchanged overall: - U.S. Healthcare Solutions revenue: still 4%–6% growth, but company expects lower half of that range given current assumptions. - International Healthcare Solutions revenue: raised—~8% growth at low end of prior range; ~7% constant currency. - Other revenue: ~6% growth expected. - Consolidated adjusted operating income growth: now 13%–14% (raised bottom end). - Q4 commentary (implied): management indicated strong double-digit growth sequentially, with U.S. benefiting from easier expense comparisons and the lapped oncology customer loss.

Capital return/buybacks: $1B repurchase in the quarter; share count down - Company executed $1B of opportunistic share repurchases in Q3. - Diluted share count: 193.9M (-0.7% YoY) reflecting buybacks. - This also influenced below-the-line items: net interest expense guidance slightly up (lower interest income after repurchases). - No dividend mentioned; emphasis is on buybacks.