COR Q4 2025

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Cencora posted a clean beat across both headline metrics in fiscal Q4 2025, with adjusted diluted EPS of $3.84 edging past the $3.79 consensus estimate by 1.32% and revenue of $83.73 billion topping expectations by 0.41% while climbing 5.9% year over… Read more Cencora posted a clean beat across both headline metrics in fiscal Q4 2025, with adjusted diluted EPS of $3.84 edging past the $3.79 consensus estimate by 1.32% and revenue of $83.73 billion topping expectations by 0.41% while climbing 5.9% year over year. The primary engine behind the quarter was the U.S. Healthcare Solutions segment, which generated $75.79 billion in revenue, up 5.7%, as robust demand for GLP-1 class products and specialty sales to health systems and physician practices drove volume, with the January 2025 acquisition of Retina Consultants of America providing an additional lift to U.S. Gross profit margins. A $723.88 million goodwill impairment charge tied to the PharmaLex consulting business weighed heavily on GAAP results, a concern that has drawn attention from investors weighing the impairment against the company's 9% dividend hike to $0.60 per share quarterly. Looking ahead, Cencora guided fiscal 2026 adjusted diluted EPS to $17.45 to $17.75 on revenue growth of 5% to 7%, while raising its long-term adjusted EPS growth target to 9% to 13%, signaling confidence in its trajectory despite near-term consulting headwinds.