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Dec 31, 2024
Cencora Q1 2025 Earnings Report
Cencora reported revenue increase driven by U.S. Healthcare Solutions segment, with GAAP diluted EPS of $2.50 and adjusted diluted EPS of $3.73, and raised adjusted diluted EPS guidance for fiscal year 2025.
Key Takeaways
Cencora reported a strong start to fiscal year 2025, with revenue increasing by 12.8% year-over-year to $81.5 billion. GAAP diluted EPS was $2.50, while adjusted diluted EPS increased by 13.7% to $3.73. The company has raised its adjusted diluted EPS guidance for fiscal year 2025 to a range of $15.25 to $15.55.
Revenue increased by 12.8% year-over-year to $81.5 billion.
GAAP diluted EPS was $2.50, a decrease compared to the prior year's $2.98.
Adjusted diluted EPS increased by 13.7% to $3.73, from $3.28 in the prior year.
Adjusted diluted EPS guidance for fiscal year 2025 has been raised to $15.25 to $15.55.
Forward Guidance
Cencora updated its fiscal year 2025 financial guidance for revenue, operating income, net interest expense, and adjusted diluted EPS following the closing of the RCA acquisition and continued momentum in the U.S. Healthcare Solutions reportable segment.
Positive Outlook
- Revenue growth to be in the range of 8 to 10 percent.
- U.S. Healthcare Solutions revenue growth to be in the range of 9 to 11 percent.
- Adjusted diluted EPS to be in the range of $15.25 to $15.55.
- Adjusted consolidated operating income growth to be in the range of 11.5 to 13.5 percent.
- U.S. Healthcare Solutions segment operating income growth to be in the range of 14.5 to 16.5 percent.
Challenges Ahead
- International Healthcare Solutions revenue growth to be in the range of 4 to 5 percent.
- International Healthcare Solutions segment as reported operating income growth to be flat.
- Net interest expense to be in the range of $290 million to $310 million.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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