Cencora delivered strong financial results with significant growth in operating income and EPS, particularly in the U.S. Healthcare Solutions segment. However, challenges in the International Healthcare Solutions segment and moderated growth in GLP-1 sales present some concerns. The raised fiscal 2025 guidance and specialty market leadership are positive indicators, suggesting a generally favorable outlook.

Company Guidance -

Q4 2025

During Cencora's Fiscal 2025 Third Quarter Earnings Call, the company reported substantial growth, with adjusted operating income increasing by 21% and adjusted diluted EPS rising by 20%. Cencora's consolidated revenue reached $80.7 billion, marking a 9% increase driven by both the U.S. and International Healthcare Solutions segments. The U.S. Healthcare Solutions segment, which represents the majority of Cencora's revenue, exhibited a 9% revenue growth and an impressive 29% increase in operating income, significantly influenced by specialty distribution and the acquisition of Retina Consultants of America (RCA). The International Healthcare Solutions segment saw an 11% revenue increase, although operating income declined by 13%, attributed to softness in global specialty logistics and consulting businesses. Cencora raised its full-year fiscal 2025 guidance, now expecting adjusted diluted EPS to be between $15.85 and $16, reflecting 15% to 16% growth, with consolidated operating income projected to grow by 15% to 16%. The company also anticipates U.S. segment operating income growth in the range of 20% to 21%, while the international segment is expected to see a 6% decline in operating income.

Strong Financial Performance

Cencora delivered strong performance with adjusted operating income growth of 21% and adjusted diluted EPS growth of 20%. Consolidated revenue was $80.7 billion, up 9% driven by revenue growth in both reporting segments.

U.S. Healthcare Solutions Segment Success

U.S. Healthcare Solutions segment revenue was $72.9 billion, up 9% with operating income increasing by 29% to $902 million, driven by growth across distribution businesses and the contribution from RCA.

Increased Fiscal 2025 Guidance

Cencora raised its fiscal 2025 EPS guidance to a range of $15.85 to $16, representing growth of 15% to 16%, and narrowed consolidated revenue guidance to be growth of approximately 9%.

Specialty Market Leadership

Cencora strengthened its leadership in the specialty market, particularly in retina and oncology, with investments in capabilities and partnerships, enhancing physician-centric approaches and supporting specialty product innovation.

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)	3.81 / -	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	$292.35	$283.78	-2.93%
May 07, 2025	$290.25	$303.99	+4.73%
Feb 05, 2025	$250.52	$252.22	+0.68%
Nov 06, 2024	$232.49	$243.80	+4.86%

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 3.81.

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