Core Viewpoint - The article highlights Cencora (COR) as a promising growth stock, supported by its favorable Growth Score and Zacks Rank, indicating strong potential for outperformance in the market [2][10]. Earnings Growth - Cencora has a historical EPS growth rate of 14.7%, with projected EPS growth of 11.6% for the current year, surpassing the industry average of 8.6% [5][4]. Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 12.9%, significantly higher than the industry average of -9%. Its annualized cash flow growth rate over the past 3-5 years stands at 14.1%, compared to the industry average of 9.7% [6][7]. Earnings Estimate Revisions - The current-year earnings estimates for Cencora have been revised upward, with the Zacks Consensus Estimate increasing by 0.2% over the past month, indicating a positive trend in earnings estimate revisions [8]. Overall Positioning - Cencora holds a Growth Score of B and a Zacks Rank of 2, positioning it well for potential outperformance, making it an attractive option for growth investors [10].

Core Viewpoint - Cencora's recent earnings report shows a mixed performance with adjusted earnings per share beating estimates, while GAAP earnings per share declined significantly due to prior year credits related to litigation expenses [2][3]. Financial Performance - Adjusted earnings per share for Q1 fiscal 2025 was $3.73, exceeding the Zacks Consensus Estimate of $3.50 by 6.6% and improving 13.7% year over year [2]. - GAAP earnings per share was reported at $2.50, down 16.1% from the previous year [2]. - Total revenues reached $81.49 billion, reflecting a year-over-year increase of 12.8% and surpassing the Zacks Consensus Estimate by 4.3% [4]. Segment Analysis - **U.S. Healthcare Solutions**: Revenues were $74 billion, up 13.6% year over year, driven by market growth and increased sales of GLP-1 drugs and specialty products [5]. - **International Healthcare Solutions**: Revenues amounted to $7.5 billion, a 5.5% increase year over year, with operating income at $182.1 million, down 2.9% on a reported basis [7]. Margin Analysis - Adjusted gross profit was $2.5 billion, up 6.1% year over year, with an adjusted gross margin of 3.1%, down 20 basis points from the previous year [8]. - Adjusted operating income was $949.3 million, up 7.2% year over year, with an adjusted operating margin of 1.2%, contracting 7 basis points from the prior year [8]. Financial Update - Cash and cash equivalents at the end of Q1 were $3.22 billion, an increase from $3.13 billion in the previous quarter [9]. - Cumulative net cash used in operating activities was $2.72 billion, compared to $885.2 million in net cash provided a year ago [10]. Dividend Update - Cencora's board declared a quarterly dividend of 55 cents per share, payable on March 3, 2025, to shareholders of record on February 14, 2025 [11]. FY25 Guidance - The company updated its fiscal 2025 earnings and revenue outlook, projecting adjusted earnings per share in the range of $15.15-$15.45, indicating growth of 8-10% from the prior year [12]. - Revenue growth is now expected to be 8-10%, up from the previous guidance of 7-9% [13]. - Adjusted operating income is anticipated to improve by 11.5-13.5%, an increase from the earlier guidance of 5-6.5% [13]. Market Position - Cencora has a Zacks Rank 2 (Buy) and is expected to deliver above-average returns in the coming months despite a recent downward trend in estimates [17].

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to inherent risks and volatility [1] Group 1: Company Overview - Cencora (COR) is identified as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 14.7%, with projected EPS growth of 11.1% this year, surpassing the industry average of 11% [4] Group 2: Financial Metrics - Cencora's year-over-year cash flow growth stands at 12.9%, significantly higher than the industry average of -10.5% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 14.1%, compared to the industry average of 13.4% [6] Group 3: Earnings Estimates - There is a positive trend in earnings estimate revisions for Cencora, with the current-year earnings estimates increasing by 0.3% over the past month [7] - Cencora has achieved a Growth Score of B and a Zacks Rank of 2, indicating strong potential for outperformance [9]

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Walgreens Boots Alliance has sold more shares of drug distributor Cencora for proceeds of about $300 ... [+] million, “primarily for debt paydown and general corporate purposes,” the drugstore giant said Thursday night, Feb. 6, 2025. In this photo, Walgreens signage is displayed outside a Walgreens store June 4, 2003 in Niles, Illinois. (Photo by Tim Boyle/Getty Images)Getty ImagesWalgreens Boots Alliance has sold more shares of drug distributor Cencora for proceeds of about $300 million, “primarily for deb ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION FOR THE QUARTERLY PERIOD ENDED December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 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 TRANSITION PERIOD FROM ___________ TO___________ Commission file number 1-16671 CENCORA, INC. (Exact name of registrant as specified in its charter) | Delaware | | | 23-30 ...

Cencora, Inc. (COR) reported first-quarter fiscal 2025 adjusted earnings per share (EPS) of $3.73, which beat the Zacks Consensus Estimate of $3.50 by 6.6%. The bottom line also improved 13.7% year over year.GAAP EPS was $2.50, down 16.1% from the year-ago period’s level.The decline in GAAP EPS has likely resulted from the absence of a credit of $78.9 million related to litigation and opioid-related expenses recorded in the year-ago quarter.Stay up-to-date with all quarterly releases: See Zacks Earnings Cal ...

Financial Data and Key Metrics Changes - Cencora reported a revenue growth of 13% in Q1 2025, reaching $81.5 billion, primarily driven by strong performance in the U.S. healthcare solutions segment [22][8] - Adjusted diluted EPS increased by 14% to $3.73, prompting the company to raise its full-year adjusted diluted EPS guidance to a range of $15.25 to $15.55 [21][32] - Consolidated gross profit was $2.5 billion, up 6%, with a gross profit margin of 3.11%, a decrease of 20 basis points due to increased sales of low-margin GLP-1 products [23][24] Business Line Data and Key Metrics Changes - U.S. healthcare solutions segment revenue was $74 billion, up 14%, with GLP-1 product sales increasing by 53% year-over-year [26][27] - International healthcare solutions segment revenue was $7.5 billion, up approximately 6% on an as-reported basis and nearly 9% on a constant currency basis [28] Market Data and Key Metrics Changes - The company experienced strong prescription utilization trends in the U.S. healthcare solutions segment, contributing to overall revenue growth [21][26] - The international healthcare solutions segment's operating income was $182 million, down 3% on an as-reported basis, but up 3% on a constant currency basis [28] Company Strategy and Development Direction - Cencora is focused on advancing its leadership in specialty healthcare, enhancing efficiency through technology, and maintaining a customer-centric approach [10][15] - The acquisition of Retina Consultants of America (RCA) is part of the strategy to expand leadership in specialty healthcare and support community providers [12][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capitalize on positive industry trends and innovation, with a focus on driving value for stakeholders [19][39] - The company anticipates a challenging second quarter due to COVID-19 vaccine headwinds and expects to see improved performance in the international segment later in fiscal 2025 [38][62] Other Important Information - The company used $2.7 billion in cash during the quarter, resulting in negative adjusted free cash flow of $2.8 billion, but expects full-year adjusted free cash flow to be in the range of $2 billion to $3 billion [25][30] - Cencora's capital allocation strategy prioritizes deleveraging following the RCA acquisition [25] Q&A Session Summary Question: Strategic positioning in specialty business - Management emphasized a pharmaceutical-centered strategy and the importance of a strong customer portfolio to drive growth in specialty healthcare [44][46] Question: Revenue guidance and potential deceleration - Management noted that the revenue growth guidance reflects assumptions about GLP-1 growth and the impact of Humira's conversion to biosimilars [52][54] Question: World Courier business performance - Management acknowledged a challenging quarter for the World Courier business due to subdued clinical trial activity but expects improvement later in fiscal 2025 [61][62] Question: Update on Walgreens contract discussions - Management confirmed ongoing engagement with Walgreens to create value and that guidance includes assumptions regarding the contract [71][73] Question: MSO business challenges and physician enablement - Management highlighted the importance of physician leadership and value creation in the MSO model [77][79] Question: Competitive environment in ophthalmology MSO space - Management expressed confidence in RCA's leadership position and the ability to attract physicians and practices [83][84] Question: Guidance revision for U.S. business on an organic basis - Management indicated that the U.S. segment's performance is above initial guidance, driven by strong utilization trends [88] Question: COVID headwind impact - Management confirmed that the COVID-related headwind was as expected, with no significant contribution from exclusive COVID therapies in the current year [120]

For the quarter ended December 2024, Cencora (COR) reported revenue of $81.49 billion, up 12.8% over the same period last year. EPS came in at $3.73, compared to $3.28 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $78.12 billion, representing a surprise of +4.31%. The company delivered an EPS surprise of +6.57%, with the consensus EPS estimate being $3.50.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ex ...

Core Insights - Cencora reported quarterly earnings of $3.73 per share, exceeding the Zacks Consensus Estimate of $3.50 per share, and showing an increase from $3.28 per share a year ago, resulting in an earnings surprise of 6.57% [1] - The company achieved revenues of $81.49 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 4.31% and up from $72.25 billion year-over-year [2] - Cencora's stock has increased approximately 12% since the beginning of the year, outperforming the S&P 500's gain of 2.7% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $4.25 on revenues of $75 billion, while for the current fiscal year, the estimate is $15.14 on revenues of $320.36 billion [7] - The estimate revisions trend for Cencora is favorable, leading to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Medical Services industry, to which Cencora belongs, is currently ranked in the bottom 30% of over 250 Zacks industries, which may impact stock performance [8] - Medpace, another company in the same industry, is expected to report quarterly earnings of $2.97 per share, reflecting a year-over-year increase of 20.7%, with revenues projected at $536.37 million, up 7.6% from the previous year [9][10]