Cencora demonstrated strong financial performance and raised its fiscal guidance due to excellent execution in its U.S. Healthcare Solutions segment. However, challenges in the International Healthcare Solutions segment and increased net interest expenses pose concerns. Despite these challenges, the positive aspects significantly outweigh the negative, particularly due to strong specialty performance and increased revenue and profit.

Company Guidance

During the Cencora Fiscal 2025 Third Quarter Results call, the company announced a strong performance with adjusted operating income growth of 21% and adjusted diluted EPS growth of 20%. In response to their outperformance, particularly in the U.S. segment, Cencora raised its fiscal 2025 guidance, now expecting EPS to range from $15.85 to $16, representing a growth of 15% to 16%. The consolidated revenue for the quarter stood at $80.7 billion, up 9%, driven by robust growth in the U.S. Healthcare Solutions segment. The company also reported a consolidated gross profit of $2.9 billion, marking a 21% increase. Operating expenses rose by 21% to $1.8 billion, largely due to the acquisition of Retina Consultants of America (RCA) and efforts to support revenue growth. The effective income tax rate was slightly down to 20.7% from 21.0% in the previous year. Cencora also maintained its full-year adjusted free cash flow guidance of $2 billion to $3 billion, with a year-to-date adjusted free cash flow of approximately $100 million.

Strong Financial Performance

Cencora delivered strong performance with adjusted operating income growth of 21% and adjusted diluted EPS growth of 20% for the third quarter of fiscal 2025.

Increased Fiscal 2025 Guidance

Due to strong performance, Cencora raised its fiscal 2025 EPS guidance to a range of $15.85 to $16, representing growth of 15% to 16%.

U.S. Healthcare Solutions Segment Success

U.S. Healthcare Solutions segment operating income increased by 29%, driven by growth in specialty sales to physician practices and health systems.

Revenue and Gross Profit Growth

Consolidated revenue was $80.7 billion, up 9%, with consolidated gross profit at $2.9 billion, up 21%.

Strong Specialty Leadership

Cencora is strengthening its leadership in specialty through enhancing capabilities with Retina Consultants of America (RCA), supporting innovation in retina treatments.

Cencora (COR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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COR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q4)	3.79 / -	3.34	―	―	―
Aug 06, 2025	2025 (Q3)	3.85 / 4.00	3.34	19.76% (+0.66)
May 07, 2025	2025 (Q2)	4.12 / 4.42	3.8	16.32% (+0.62)
Feb 05, 2025	2025 (Q1)	3.50 / 3.73	3.28	13.72% (+0.45)
Nov 06, 2024	2024 (Q4)	3.23 / 3.34	2.86	16.78% (+0.48)
Jul 31, 2024	2024 (Q3)	3.22 / 3.34	2.92	14.38% (+0.42)
May 01, 2024	2024 (Q2)	3.69 / 3.80	3.5	8.57% (+0.30)
Jan 31, 2024	2024 (Q1)	2.90 / 3.28	2.71	21.03% (+0.57)
Nov 02, 2023	2023 (Q4)	2.81 / 2.86	2.6	10.00% (+0.26)
Aug 02, 2023	2023 (Q3)	2.82 / 2.92	2.62	11.45% (+0.30)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

COR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$291.80	$283.25	-2.93%
May 07, 2025	$289.71	$303.43	+4.74%
Feb 05, 2025	$250.05	$251.75	+0.68%
Nov 06, 2024	$232.05	$243.35	+4.87%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Cencora (COR) report earnings?

Cencora (COR) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Cencora (COR) earnings time?

Cencora (COR) earnings time is at Nov 06, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is COR EPS forecast?

COR EPS forecast for the fiscal quarter 2025 (Q4) is 3.79.

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