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Jun 30
Cencora Q3 2025 Earnings Report
Cencora reported strong growth in Q3 2025, driven by gains in U.S. Healthcare Solutions and a positive impact from the RCA acquisition.
Key Takeaways
Cencora delivered solid financial performance in Q3 2025 with higher revenue, EPS, and net income. Growth was fueled by strength in U.S. operations and benefits from recent acquisitions.
Revenue reached $80.7 billion, up from $74.2 billion a year ago.
GAAP EPS was $3.52; Adjusted EPS rose to $4.00.
Net income attributable to Cencora increased to $687 million.
The company raised FY25 adjusted EPS guidance to $15.85–$16.00.
Cencora
Cencora
Cencora Revenue by Segment
Cencora Revenue by Geographic Location
Revenue by Segment
U.S. Healthcare Revenue
CapyFin.comIntl. Healthcare Revenue
CapyFin.comRevenue by Geographic Location
United States Revenue
CapyFin.comInternational Revenue
CapyFin.com Forward Guidance
Cencora raised its fiscal 2025 guidance, citing strong earnings growth from the U.S. Healthcare Solutions segment.
Positive Outlook
- FY25 adjusted EPS raised to $15.85–$16.00
- Revenue growth forecast at ~9%
- U.S. Healthcare Solutions operating income growth projected at 20–21%
- Adj. consolidated operating income growth increased to 15–16%
- International segment revenue outlook improved to 6–7%
Challenges Ahead
- International operating income expected to decline ~6%
- On constant currency basis, Intl. operating income to decline ~5%
- Higher interest expenses due to debt from RCA acquisition
- Rising operating expenses from RCA integration and expansion
- Gross margin benefit partially offset by lower antitrust litigation gains
Revenue & Expenses
Visualization of income flow from segment revenue to net income