Core Insights - Cencora, Inc reported a 10.3% increase in second-quarter 2025 sales to $75.5 billion, slightly missing the consensus estimate of $75.68 billion, primarily driven by an 11.4% revenue increase in the U.S. Healthcare Solutions segment [1] Financial Performance - U.S. Healthcare Solutions revenue reached $68.3 billion, attributed to market growth driven by unit volume increases, particularly in diabetes and weight loss products in the GLP-1 class, as well as specialty products sold to physician practices and health systems [2] - Adjusted EPS for the quarter was $4.42, reflecting a 16.3% year-over-year increase, surpassing the consensus estimate of $4.11 [2] - Adjusted gross profit for the second quarter was $2.9 billion, a 15.2% increase year-over-year, mainly due to growth in the U.S. Healthcare Solutions segment, although partially offset by a decline in the International Healthcare Solutions segment [3] - Adjusted gross profit margin improved to 3.86%, up 16 basis points, while adjusted operating income rose to $1.2 billion, a 15.3% increase, driven by the U.S. Healthcare Solutions segment [4] Guidance and Outlook - Cencora updated its fiscal year 2025 financial guidance, projecting adjusted diluted EPS between $15.70 and $15.95, an increase from the previous range of $15.30 to $15.60, compared to the consensus of $15.46 [5] - Revenue growth for the International Healthcare Solutions segment is now expected to be between 3% and 4%, down from the previous estimate of 4% to 5% [5] - Adjusted consolidated operating income growth is anticipated to be between 13.5% and 15.5%, an increase from the prior range of 11.5% to 13.5% [6]