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Cencora(COR) - 2025 Q3 - Earnings Call Presentation

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]