COR Q3 2025

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Cencora posted a standout fiscal third quarter, with revenue climbing 8.7% year-over-year to $80.66 billion and adjusted diluted EPS jumping 19.8% to $4.00, as the pharmaceutical distributor rode strong demand for GLP-1 class products and specialty p… Read more Cencora posted a standout fiscal third quarter, with revenue climbing 8.7% year-over-year to $80.66 billion and adjusted diluted EPS jumping 19.8% to $4.00, as the pharmaceutical distributor rode strong demand for GLP-1 class products and specialty pharmaceuticals across its U.S. Healthcare Solutions segment. That domestic engine, which generated $72.88 billion in revenue, saw segment operating income surge 29.1% to $901.79 million, with the January 2025 acquisition of Retina Consultants of America providing a meaningful lift to margins, pushing U.S. Gross profit margin to 2.79% from 2.30% a year ago. Internationally, revenue grew 10.5% to $7.79 billion, though segment operating income fell 12.9% to $156.22 million on softness in specialty logistics and consulting. The solid domestic performance gave management confidence to raise full-year adjusted diluted EPS guidance to $15.85 to $16.00, with consolidated adjusted operating income growth now expected at 15% to 16%, even as some analysts flag the stock's elevated valuation as a reason for measured optimism.