Albert Anthony is a Croatian-American media personality and Analyst for financial media platforms Investing.com and Seeking Alpha, where he has grown over +1K followers since 2023. Writing general markets commentary and opinion as The Analyst, he has covered over +200 companies in multiple sectors, with a focus on dividend stocks. The author grew up in the NYC area and has also called home Austin Texas and his parents' native Croatia, where he took part in many business/innovation conferences as a business ...

Summary of Cencora (COR) 2025 Conference Call Company Overview - **Company**: Cencora (COR) - **Date of Conference**: May 13, 2025 - **Key Speakers**: Bob Mach (CEO), Jim Cleary (EVP and CFO), Bennett Murphy (SVP and Head of IR and Treasury) Industry Insights - **Industry**: Specialty Pharmaceuticals and Healthcare Distribution Key Points and Arguments Business Model and Pricing - The company has evolved its business model over the past decade, moving from a reliance on generics to a more diversified approach that includes fixed fee contracts and specialty medications [2][10] - The impact of potential changes to drug pricing, such as the MFN executive order, is uncertain, but the company believes it will not harm community providers or patient access [4][5][9] - Cencora has been proactive in Washington, advocating for providers and patient access to pharmaceuticals, which positions them favorably in discussions about pricing changes [6][7][8] Financial Performance - Cencora has experienced strong earnings growth, with a 23% increase in US operating income in the most recent quarter [18] - The company has outperformed its guidance multiple times this fiscal year, driven by strong utilization trends and sales of specialty products [15][17] - The company expects continued strong performance in 2025, with no significant changes anticipated compared to 2024 [16][20] Specialty and Health Systems - Cencora is well-positioned in the specialty market, particularly within health systems, which are increasingly setting up their own pharmacies [21][22] - The company provides consulting services to health systems to help them expand their pharmacy services, including specialty and infusion pharmacies [27][28] Generics and Inventory Management - Cencora maintains disciplined inventory levels and focuses on strong product access for customers, particularly in the generics market [31][32][33] - The company is cautious about potential tariffs on pharmaceuticals but is not significantly altering its inventory strategy [29][30] Operating Expenses and Growth Strategy - The company emphasizes operating leverage, aiming for operating expenses to grow slower than gross profit [36][37] - Cencora is focused on productivity initiatives to enhance efficiency as it continues to grow [39] Market Opportunities - Cencora is targeting organic growth in oncology and retina specialties, with a focus on attracting smaller physician practices [41][42] - The company is optimistic about the adoption of biosimilars in the physician space, which is already strong [49][50] Capital Deployment - Cencora plans to maintain balanced capital deployment, with approximately $600 million allocated for capital expenditures this year, primarily for technology and infrastructure [52][53] - The company has a strategy for opportunistic share repurchases and aims to grow dividends at a sustainable rate [54][55] Future Outlook - The leadership team is excited about the growth potential in specialty pharmaceuticals, driven by innovation and technology [56][57] - The focus on customer centricity and active engagement with stakeholders is expected to sustain the company's momentum [58][59] Additional Important Insights - The company has a long-term partnership with physicians in oncology and retina, which enhances its competitive position [45][46] - Cencora's unique understanding of the pharmaceutical supply chain allows it to advocate effectively for its stakeholders [7][8] This summary captures the essential insights and strategic directions discussed during the conference call, highlighting Cencora's positioning within the specialty pharmaceuticals industry and its proactive approach to market challenges.

Cencora, Inc. (COR) reported second-quarter fiscal 2025 adjusted earnings per share (EPS) of $4.42, which beat the Zacks Consensus Estimate of $4.08 by 8.3%. The bottom line also improved 16.3% year over year.GAAP EPS was $3.68, up 76.1% from the year-ago period’s level. The significant gain was primarily driven by robust top-line growth. (Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.)Revenue DetailsRevenues totaled $75.45 billion, up 10.3% year over year. The top line beat the Z ...

Cencora, Inc COR on Wednesday reported second-quarter 2025 sales increased 10.3% to $75.5 billion, missing the consensus of $75.68 billion, primarily due to an 11.4% increase in revenue within the U.S. Healthcare Solutions segment.U.S. Healthcare Solutions revenue was $68.3 billion, due to overall market growth primarily driven by unit volume growth, including increased sales of products labeled for diabetes and/or weight loss in the GLP-1 class and specialty products to physician practices and health syste ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM ___________ TO___________ Commission file number 1-16671 CENCORA, INC. (Exact name of registrant as specified in its charter) | Delaware | | | 23-30793 ...

Cencora (COR) Q2 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Hello, everyone, and thank you for joining the Senkora Fiscal twenty twenty five Second Quarter Results Conference Call. My name is Lucy, and I will be coordinating your call today. I will now hand over to your host, Bennett Murphy, Senior Vice President, Head of Investor Relations and Treasury to begin. Please go ahead. Speaker1 Thank you. Good morning, good afternoon and thank you all for joining us for this conference call to discuss S ...

Cencora (COR) came out with quarterly earnings of $4.42 per share, beating the Zacks Consensus Estimate of $4.08 per share. This compares to earnings of $3.80 per share a year ago. These figures are adjusted for non- recurring items. There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have ch ...

Cencora, Inc. Second Quarter Fiscal 2025 Earnings Call Certain of the statements contained in this presentation are "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the "Securities Exchange Act"). Words such as "aim," "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," "may," "might," "on track," "opportunity," "plan," "possible," "potential," "predict ...

Exhibit 99.1 CENCORA REPORTS FISCAL 2025 SECOND QUARTER RESULTS Revenue of $75.5 billion for the Second Quarter, a 10.3 percent Increase Year-Over-Year Second Quarter GAAP Diluted EPS of $3.68 and Adjusted Diluted EPS of $4.42 Adjusted Diluted EPS Guidance Range Raised to $15.70 to $15.95 for Fiscal 2025 CONSHOHOCKEN, PA, May 7, 2025 - Cencora, Inc. (NYSE: COR) reported that in its fiscal year 2025 second quarter ended March 31, 2025, revenue increased 10.3 percent year-over-year to $75.5 billion. On the ba ...

The medical device sector saw steady sales growth in the first quarter of 2025, supported by innovation in AI, wearables, and personalized care. However, earnings gains were more modest as global tariffs, inflationary costs, and supply chain disruptions continued to pressure margins. Despite resilient demand, companies faced operational and financial headwinds that tempered overall profitability. Per the latest Earnings Preview, 45% of the companies in the Medical sector, comprising 57.9% of the sector’s ma ...