Cencora shares edge up as results beats expectations, raises outlook

Published 05/02/2025, 12:48
Cencora shares edge up as results beats expectations, raises outlook

CONSHOHOCKEN, Pa. - On Wednesday, Cencora, Inc. (NYSE:COR) reported strong fiscal first quarter results that exceeded analyst estimates, driven by robust growth in its U.S. Healthcare Solutions segment. The company also raised its full-year earnings guidance.

Cencora’s stock was up 1.16% following the earnings release, as investors cheered the better-than-expected results and improved outlook.

The pharmaceutical services provider posted adjusted earnings per share of $3.73 for the quarter ended December 31, beating the consensus estimate of $3.49. Revenue surged 12.8% YoY to $81.5 billion, topping expectations of $78.22 billion.

"Cencora delivered an excellent start to fiscal 2025 as we focused on advancing our core capabilities and enhancing our value proposition through differentiated services and solutions," said Robert P. Mauch, President and CEO of Cencora.

The U.S. Healthcare Solutions segment, which accounts for over 90% of total revenue, saw sales jump 13.6% YoY to $74 billion. This was primarily due to overall market growth driven by unit volume increases, including higher sales of diabetes and weight loss drugs in the GLP-1 class.

Operating income in the U.S. segment rose 9.9% to $767.3 million. However, gross profit margin declined due to increased sales of lower-margin GLP-1 products and lower sales of higher-margin COVID-19 vaccines and therapies.

For fiscal 2025, Cencora raised its adjusted EPS guidance to $15.25-$15.55 from its previous outlook of $15.15-$15.45. The company now expects revenue growth of 8-10%, up from 7-9% previously.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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