Cencora, Inc. Reports Strong Fiscal 2025 Results

Cencora, Inc. ( (COR) ) has released its Q4 earnings. Here is a breakdown of the information Cencora, Inc. presented to its investors.

Cencora, Inc. is a leading global pharmaceutical solutions organization that partners with pharmaceutical innovators to improve market access to therapies, focusing on secure and reliable delivery of pharmaceuticals and healthcare products. In its fiscal year 2025, Cencora reported a revenue increase of 9.3% to $321.3 billion, with a 5.7% rise in GAAP diluted EPS to $7.96 and a 16.3% increase in adjusted diluted EPS to $16.00. The company also announced a 9% increase in its quarterly dividend and raised its long-term guidance expectations.

Cencora’s fourth-quarter revenue rose by 5.9% to $83.7 billion, driven by growth in both U.S. and International Healthcare Solutions. Despite a GAAP diluted EPS loss of $(1.75) due to increased operating expenses and goodwill impairment charges, the adjusted diluted EPS increased by 15% to $3.84. The acquisition of Retina Consultants of America contributed to the growth in gross profit and operating income.

The U.S. Healthcare Solutions segment saw a 5.7% revenue increase, while the International Healthcare Solutions segment experienced a 7.6% rise. Operating income for the U.S. segment grew by 25.1%, whereas the International segment saw a slight decrease of 2.0%. Cencora’s strategic focus on growth-oriented investments and digital transformation is expected to drive future growth.

Looking ahead to fiscal 2026, Cencora anticipates revenue growth of 5% to 7% and adjusted operating income growth of 8% to 10%. The company remains confident in its foundation in pharmaceutical distribution and its ability to drive value for stakeholders through focused execution and strategic initiatives.