Cencora (COR) came out with quarterly earnings of $4 per share, beating the Zacks Consensus Estimate of $3.78 per share. This compares to earnings of $3.34 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of +5.82%. A quarter ago, it was expected that this prescription drug distributor would post earnings of $4.08 per share when it actually produced earnings of $4.42, delivering a surprise of +8.33%. The sustainability of the st ...

Financial Performance - Q3 Fiscal 2025 - Revenue increased by 8.7% year-over-year to $80.7 billion[13] - Adjusted diluted EPS increased 19.8% year-over-year to $4.00[10, 12] - Consolidated adjusted operating income grew by 20.6% year-over-year[12] Segment Performance - Q3 Fiscal 2025 - U S Healthcare Solutions segment revenue increased by 8.5% to $72.9 billion, with operating income up 29.1% to $0.9 billion[15, 16] - International Healthcare Solutions segment revenue increased by 10.5% to $7.8 billion, but operating income decreased by 12.9% to $156.2 million[17, 18] - On a constant currency basis, International Healthcare Solutions revenue increased by 8.8% and operating income decreased by 16.2%[17, 18] Fiscal Year 2025 Guidance - Cencora updated its fiscal year 2025 adjusted diluted EPS guidance to a range of $15.85 to $16.00[10] - The company anticipates consolidated revenue growth of approximately 9%[20] - Adjusted operating income is projected to increase by 15% to 16%[20]

Exhibit 99.1 CENCORA REPORTS FISCAL 2025 THIRD QUARTER RESULTS Revenue of $80.7 billion for the Third Quarter, an 8.7 percent Increase Year-Over-Year Third Quarter GAAP Diluted EPS of $3.52 and Adjusted Diluted EPS of $4.00 Adjusted Diluted EPS Guidance Range Raised to $15.85 to $16.00 for Fiscal 2025 CONSHOHOCKEN, PA, August 6, 2025 - Cencora, Inc. (NYSE: COR) reported that in its fiscal year 2025 third quarter ended June 30, 2025, revenue increased 8.7 percent year-over-year to $80.7 billion. On the basis ...

Core Insights - Cencora (COR) is expected to report its third-quarter fiscal 2025 results on August 6, with a history of earnings surprises, averaging 6% over the last four quarters [1][2] Revenue and Earnings Estimates - The Zacks Consensus Estimate for Cencora's revenues is $80.33 billion, reflecting an 8.2% increase from the same quarter last year [2] - The consensus estimate for earnings is $3.78 per share, indicating a 13.2% improvement year-over-year [2] Segment Performance - The U.S. Healthcare Solutions segment is driving growth, with revenues of $68.3 billion in the second quarter, an 11% year-over-year increase, supported by strong demand for specialty medicines [3][4] - Specialty products are a key growth area, with operating income in the U.S. segment rising 23% in the fiscal second quarter, despite a 10% sequential decline in GLP-1 revenue due to seasonal factors [4][10] - The International Healthcare Solutions segment showed modest performance, generating $7.2 billion in revenue last quarter, with a 1% increase reported and a 17% decline in operating income [6][10] Strategic Developments - Cencora's acquisition of Retina Consultants of America (RCA) is expected to enhance the company's margin profile, with RCA's impact becoming more visible as integration progresses [7] - The company has raised its full-year operating income outlook for the U.S. Healthcare Solutions segment, anticipating continued benefits from strong first-half performance [3] Earnings Outlook - The model does not predict an earnings beat for Cencora this quarter, with an Earnings ESP of 0.00% [11]

Core Insights - Analysts forecast Cencora (COR) will report quarterly earnings of $3.78 per share, reflecting a year-over-year increase of 13.2% and revenues of $80.33 billion, an 8.2% increase compared to the previous year [1] Earnings Estimates - There has been no revision in the consensus EPS estimate for the quarter over the last 30 days, indicating stability in analysts' forecasts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3] Revenue Projections - Revenue from Total International Healthcare Solutions is projected to reach $7.30 billion, a 3.5% year-over-year increase [5] - Revenue from Total U.S. Healthcare Solutions is estimated at $72.81 billion, indicating an 8.4% increase from the prior-year quarter [5] - Revenue for International Healthcare Solutions- Alliance Healthcare is expected to be $5.77 billion, a 2.3% increase year-over-year [6] - Revenue from U.S. Healthcare Solutions- Animal Health is forecasted at $1.41 billion, reflecting a 3.1% year-over-year increase [6] - Revenue for U.S. Healthcare Solutions- Human Health is likely to reach $70.79 billion, suggesting a 7.6% year-over-year increase [7] - Revenue for International Healthcare Solutions- Other Healthcare Solutions is expected to be $1.51 billion, indicating a 7.1% increase from the previous year [7] Operating Income Estimates - The consensus estimate for Non-GAAP Operating Income from International Healthcare Solutions is $183.01 million, compared to $179.39 million from the previous year [8] - Non-GAAP Operating Income from U.S. Healthcare Solutions is forecasted to be $844.83 million, up from $698.31 million in the same quarter last year [8] Stock Performance - Cencora shares have decreased by 3.4% over the past month, contrasting with a 2.3% increase in the Zacks S&P 500 composite [8] - Cencora holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the overall market in the near future [8]

Core Viewpoint - The market anticipates Cencora (COR) will report a year-over-year increase in earnings driven by higher revenues in its upcoming earnings report for the quarter ended June 2025 [1][3]. Earnings Expectations - Cencora is expected to post quarterly earnings of $3.78 per share, reflecting a year-over-year increase of +13.2% [3]. - Revenues are projected to reach $80.33 billion, representing an 8.2% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.39% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Cencora is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.49% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a likely earnings beat, especially when combined with a Zacks Rank of 2 (Buy) [10][12]. - Cencora has a Zacks Rank of 2, indicating a strong likelihood of exceeding the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Cencora exceeded the expected earnings of $4.08 per share by delivering $4.42, resulting in a surprise of +8.33% [13]. - The company has beaten consensus EPS estimates in each of the last four quarters [14]. Industry Comparison - Another player in the Zacks Medical Services industry, Organon (OGN), is expected to report earnings of $0.94 per share, indicating a year-over-year decline of -16.1% [18]. - Organon's revenues are projected to be $1.55 billion, down 3.4% from the previous year [18]. - Despite a stable consensus EPS estimate, Organon has a positive Earnings ESP of +5.32% and a Zacks Rank of 2, suggesting it may also beat consensus estimates [19].

Investors with an interest in Medical stocks should continue to track McKesson and Cencora. These stocks will be looking to continue their solid performance. The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has McKesson (MCK) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question. Another Medical stock, which ...

Core Insights - Citius Oncology has executed a distribution services agreement with Cencora to enhance its commercial infrastructure for the FDA-approved immunotherapy LYMPHIR [1][2][3] - The agreement aims to expand Citius Oncology's distribution network, ensuring product availability upon launch and supporting long-term scalability [2][3] - LYMPHIR is indicated for relapsed or refractory cutaneous T-cell lymphoma (CTCL) and is a targeted immune therapy that has shown antitumor activity [4][5] Company Overview - Citius Oncology is a majority-owned subsidiary of Citius Pharmaceuticals, focusing on developing and commercializing novel targeted oncology therapies [29][30] - The FDA approved LYMPHIR in August 2024, with an estimated initial market exceeding $400 million, indicating significant growth potential in an underserved market [29][30] - Citius Pharmaceuticals also has a late-stage pipeline that includes other critical care products, demonstrating a diverse portfolio [30] Product Details - LYMPHIR (denileukin diftitox-cxdl) is a recombinant fusion protein that targets IL-2 receptors, leading to cell death in tumors expressing these receptors [4][5] - The product is indicated for adult patients with r/r Stage I-III CTCL after at least one prior systemic therapy [8][29] - The drug has received regulatory approval in Japan for CTCL and peripheral T-cell lymphoma (PTCL) prior to its FDA approval [5]

Group 1 - Cencora (COR) is a notable stock in the Medical sector, currently outperforming the sector with a year-to-date return of 29.6% compared to an average loss of 5.3% for the Medical group [4][5] - Cencora holds a Zacks Rank of 2 (Buy), indicating positive analyst sentiment and an improving earnings outlook, with a 2.9% increase in the consensus estimate for full-year earnings over the past 90 days [3] - The Medical group ranks 4 within the Zacks Sector Rank, which includes 16 different groups, highlighting the relative strength of this sector [2] Group 2 - Cencora is part of the Medical Services industry, which consists of 58 stocks and currently ranks 68 in the Zacks Industry Rank, with an average loss of 3.9% year-to-date [5] - Catalyst Pharmaceutical (CPRX), another stock in the Medical sector, has also outperformed the sector with a year-to-date return of 19.6% and holds a Zacks Rank of 2 (Buy) [4][6] - The Medical - Drugs industry, which includes Catalyst Pharmaceutical, ranks 55 and has experienced a decline of 1.8% so far this year [6]

Core Insights - Albert Anthony is a Croatian-American media personality and analyst for financial platforms, focusing on dividend stocks and general market commentary [1] - He has gained over 1,000 followers since 2023 and has covered more than 200 companies across various sectors [1] - Anthony has a background in the IT sector and has worked with a top 10 financial firm in the US [1] - He plans to launch a new book in 2025 discussing his stock rating methodology [1] Company Overview - Albert Anthony & Co. is a sole proprietorship registered in Austin, Texas, and owns the Albert Anthony brand [1] - The company does not provide personalized financial advice and focuses on general market commentary based on publicly available data [1] Educational Background - Anthony holds a B.A. from Drew University and has completed coursework through the Corporate Finance Institute and Coursera [1]