周三，Cencora, Inc（NYSE：COR）公布其2025财年第一季度销售额增长12.8%，达到815亿美元，超过市场预期的783.8亿美元。 美国医疗解决方案部门的收入增长了13.6%，达到740亿美元，主要是由于整体市场增长驱动的单位销量增长，包括GLP-1类糖尿病和/或减肥产品的销售额增加以及向医师诊所和医疗系统销售的特殊产品增加。 公司报告的调整后每股收益（EPS）为3.73美元，同比增长13.7%，超过市场预期的3.50美元。 调整后的毛利润在2025年第一季度为25亿美元，比上一财年同期增长6.1%，这是由于两个报告部门的毛利润增加。 2025财年第一季度调整后的毛利润占收入的百分比为3.11%，比上一年同期下降了20个基点，主要是由于GLP-1类糖尿病和/或减肥产品的销售增加，这些产品的毛利润较低，COVID-19疫苗销售减少，以及缺乏毛利润较高的独家COVID-19治疗销售。 2025财年第一季度调整后的营业收入为9.493亿美元，比上一财年同期增长7.2%，主要是由于美国医疗解决方案部门增长了9.9%，但部分被国际医疗解决方案部门减少2.9%所抵消。 指导意见： Cencora预期调整后的摊薄每股收益为15.25至15.55美元，高于1月2日提供的15.15至15.45美元的范围以及最初的14.80至15.10美元的范围，市场预期为15.28美元。 预计2025年的收入增长为8%-10%，相比先前指导的7%-9%。 美国医疗解决方案的收入增长预期为9%-11%，高于先前的7%-9%的范围。 国际医疗解决方案的收入增长预期为4%-5%，先前为7%-9%。 股价表现： 截至周三查看，COR股价下跌0.88%，至279.35美元。 更多阅读： Aurora Cannabis股票因“创纪录的”第三季度财报大涨

以上内容来自Benzinga Earnings专栏，原文如下：

On Wednesday, Cencora, Inc (NYSE:COR) reported first-quarter 2025 sales increased 12.8% to $81.5 billion, beating the consensus of $78.38 billion.  

The sales jump reflects a 13.6% increase in revenue within the U.S. Healthcare Solutions segment of $74 billion due to overall market growth primarily driven by unit volume growth, including increased sales of products labeled for diabetes and/or weight loss in the GLP-1 class and increased sales of specialty products to physician practices and health systems. 

The company reported adjusted EPS of $3.73, up 13.7% year over year, beating the consensus of $3.50.

Also Read: Cencora Acquires Retina Care Practice Network For $4.6 Billion, Boosts Dividend On Better Than Expected Q4 Earnings

Adjusted gross profit in the first quarter of fiscal 2025 was $2.5 billion, a 6.1% increase compared to the same period in the previous fiscal year due to the increase in gross profit in both reportable segments.

Adjusted gross profit as a percentage of revenue was 3.11% in the fiscal 2025 first quarter, a decrease of 20 basis points from the prior year quarter due to the decline in U.S. Healthcare Solutions gross profit margin primarily due to increased sales of products labeled for diabetes and/or weight loss in the GLP-1 class, which have lower gross profit margins, lower COVID-19 vaccine sales and a lack of exclusive COVID-19 therapy sales, which have higher gross profit margins.

In the first quarter of fiscal 2025, adjusted operating income was $949.3 million, a 7.2% increase compared to the same period in the prior fiscal year, driven by a 9.9% increase in the U.S. Healthcare Solutions segment, partially offset by a 2.9% decrease in the International Healthcare Solutions segment.

Guidance: Cencora expects adjusted diluted EPS of $15.25 to $15.55, up from the previous range of $15.15 to $15.45 provided on January 2 and the initial guidance range of $14.80 to $15.10 and consensus of $15.28.

Revenue growth in 2025 is expected to be 8%-10% compared to prior guidance of 7%-9%.

• U.S. Healthcare Solutions revenue growth is expected to be 9%-11%, up from a previous range of 7%-9%.
• International Healthcare Solutions revenue growth to be 4%-5%, from the previous range of 7%-9%.

Price Action: COR stock is down 0.88% at $279.35 at the last check on Wednesday.

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