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Sep 30, 2024

Cencora Q4 2024 Earnings Report

Cencora reported a revenue increase of 14.7 percent, reaching $79.1 billion, and an adjusted diluted EPS of $3.34 for the fourth quarter.

Key Takeaways

Cencora's fiscal 2024 fourth quarter saw a significant revenue increase of 14.7% to $79.1 billion. GAAP diluted EPS was $0.02, while adjusted diluted EPS rose by 16.8% to $3.34. The company also announced an 8% increase in its quarterly dividend.

Revenue increased by 14.7% to $79.1 billion in the fourth quarter.

GAAP diluted EPS was $0.02 for the quarter.

Adjusted diluted EPS increased by 16.8% to $3.34 in the fiscal fourth quarter.

The company increased its quarterly dividend by 8 percent.

Total Revenue
$79.1B
Previous year: $68.9B
+14.7%
EPS
$3.34
Previous year: $2.86
+16.8%
Effective Tax Rate
94%
Previous year: 21.8%
+331.2%
Gross Profit
$2.49B
Previous year: $2.25B
+10.6%
Cash and Equivalents
$3.13B
Previous year: $2.59B
+20.9%
Free Cash Flow
$818M
Previous year: $1.65B
-50.5%
Total Assets
$67.1B
Previous year: $62.6B
+7.3%

Cencora

Cencora

Forward Guidance

Cencora introduced its full fiscal year 2025 financial guidance, which reflects adjusted operating income growth of 5 percent to 6.5 percent and adjusted diluted EPS growth of 8 percent to 10 percent.

Positive Outlook

  • Revenue growth to be in the range of 7 to 9 percent
  • U.S. Healthcare Solutions segment revenue growth to be in the range of 7 to 9 percent
  • International Healthcare Solutions segment revenue growth to be in the range of 7 to 9 percent
  • Adjusted diluted earnings per share to be in the range of $14.80 to $15.10
  • Adjusted operating income growth to be in the range of 5 to 6.5 percent

Challenges Ahead

  • Interest expense to be in the range of $150 million to $170 million
  • Adjusted effective tax rate of approximately 21 percent
  • Adjusted free cash flow to be in the range of $2.0 billion to $3.0 billion
  • Capital expenditures to be approximately $600 million
  • Weighted average diluted shares outstanding to be approximately 196 million