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Sep 30, 2021

Cencora Q4 2021 Earnings Report

AmerisourceBergen reported strong fourth quarter and fiscal year 2021 results, marked by a revenue increase of 19.6% and adjusted diluted EPS growth of 26.5%.

Key Takeaways

AmerisourceBergen's Q4 2021 revenue increased by 19.6% to $58.9 billion. GAAP diluted EPS was $2.08, while adjusted diluted EPS increased by 26.5% to $2.39. The company's performance was driven by growth in Pharmaceutical Distribution Services and the acquisition of Alliance Healthcare.

Revenue increased 19.6% to $58.9 billion for the fourth quarter.

GAAP diluted EPS was $2.08 for the fourth quarter.

Adjusted diluted EPS increased 26.5% to $2.39 for the fourth quarter.

Revenue increased 12.7% to $214.0 billion for fiscal year 2021.

Total Revenue
$58.9B
Previous year: $49.2B
+19.6%
EPS
$2.39
Previous year: $1.89
+26.5%
Effective Tax Rate
21.2%
Previous year: 21.1%
+0.5%
Adjusted Effective Tax Rate
20.3%
Previous year: 21.7%
-6.5%
Gross Profit
$2.1B
Previous year: $1.35B
+55.9%
Cash and Equivalents
$2.55B
Previous year: $4.6B
-44.6%
Free Cash Flow
$845M
Previous year: $1.18B
-28.4%
Total Assets
$57.3B
Previous year: $43.9B
+30.5%

Cencora

Cencora

Cencora Revenue by Segment

Forward Guidance

AmerisourceBergen has introduced its fiscal year 2022 financial guidance, which reflects growth in both of its new reportable segments.

Positive Outlook

  • Revenue growth in the high-single digit to low-double digit percent range
  • U.S. Healthcare Solutions revenue in the range of $207 to $212 billion, representing growth of 2% to 5%
  • International Healthcare Solutions revenue of approximately $26 to $27 billion
  • Adjusted diluted earnings per share to be in the range of $10.50 to $10.80
  • Adjusted operating income growth in the mid- to high-teens percent range

Challenges Ahead

  • Interest expense growth to be in the mid-teens percent range
  • Adjusted effective tax rate to be approximately 21 percent to 22 percent
  • Adjusted free cash flow to be approximately $2 to $2.5 billion
  • Capital expenditures in the $500 million range
  • Weighted average diluted shares are expected to be approximately 212 million for the fiscal year