COR
Market read
The latest filing is mixed. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 15 directly disclosed connections are confirming.
Invalidation: The isolated read changes if COR's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 15 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Interest expense, net and the respective weighted average interest rates for the nine months ended June 30, 2026 and 2025 are as follows: 2026 2025 (dollars in thousands) Amount Weighted Average Interest Rate Amount Weighted Average Interest Rate Interest exp…”10-Q · Aug 5, 2026 ↗
“Gross profit increased by $700.1 million, or 24.1%, and $1,742.7 million, or 20.4%, from the prior year quarter and nine-month period, respectively, primarily due to the increases in gross profit in both reportable segments and higher last-in, first-out (“LIF…”10-Q · Aug 5, 2026 ↗
“The cash used in the above items was offset in part by the following: • An increase in accounts payable of $1.3 billion due to the increase in our inventory balances and the timing of scheduled payments to our suppliers; • Net income of $0.6 billion; and • Po…”10-Q · Feb 4, 2026 ↗
“Healthcare Solutions $ 1,883,563 $ 1,454,809 29.5% International Healthcare Solutions 789,422 764,242 3.3% Other 324,481 317,672 2.1% Intersegment eliminations (4,220) (1,724) Gains from antitrust litigation settlements 12,152 22,870 LIFO credit 77,562 7,324…”10-Q · Feb 4, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for COR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-05 against the comparable filing from 2025-08-06.
Capital and cash conversion
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“The cash provided by the above items was offset in part by the following: • An increase in accounts receivable of $1.0 billion primarily due to an increase in sales and the timing of scheduled payments from our customers; • An increase in inventories of $0.9 billion to support the increase in business volume; and • A decrease in accrued expenses of $0.3 billion primarily due to the payment of accrued liabilities that were on our Consolidated Balance Sheet as of September 30, 2024, including $0.2 billion of opioid litigation settlement payments.”
“The cash provided by the above items was offset in part by the following: • An increase in inventories of $1.0 billion to support the increase in business volume; • An increase in accounts receivable of $0.8 billion primarily due to an increase in sales and the timing of scheduled payments from our customers; and • A decrease in accrued expenses of $0.2 billion primarily due to the payment of accrued liabilities that were on our Consolidated Balance Sheet as of September 30, 2025.”
“Healthcare Solutions’ gross profit margin of 2.96% in the current year nine-month period increased 52 basis points from the prior year nine-month period primarily due to the January 2025 acquisition of RCA and the February 2026 acquisition of OneOncology, offset in part by higher sales of GLP-1s, which have lower gross profit margins.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
“The Company’s customers with the largest accounts receivable balances are: McKesson Corporation, Cencora, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 17 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
COR is currently a Participant in the organic co-movement group Equity Risk. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for COR; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.