週三，Cencora, Inc（NYSE：COR）公佈其2025財年第一季度銷售額增長12.8%，達到815億美元，超過市場預期的783.8億美元。 美國醫療解決方案部門的收入增長了13.6%，達到740億美元，主要是由於整體市場增長驅動的單位銷量增長，包括GLP-1類糖尿病和/或減肥產品的銷售額增加以及向醫師診所和醫療系統銷售的特殊產品增加。 公司報告的調整後每股收益（EPS）爲3.73美元，同比增長13.7%，超過市場預期的3.50美元。 調整後的毛利潤在2025年第一季度爲25億美元，比上一財年同期增長6.1%，這是由於兩個報告部門的毛利潤增加。 2025財年第一季度調整後的毛利潤佔收入的百分比爲3.11%，比上一年同期下降了20個基點，主要是由於GLP-1類糖尿病和/或減肥產品的銷售增加，這些產品的毛利潤較低，COVID-19疫苗銷售減少，以及缺乏毛利潤較高的獨家COVID-19治療銷售。 2025財年第一季度調整後的營業收入爲9.493億美元，比上一財年同期增長7.2%，主要是由於美國醫療解決方案部門增長了9.9%，但部分被國際醫療解決方案部門減少2.9%所抵消。 指導意見： Cencora預期調整後的攤薄每股收益爲15.25至15.55美元，高於1月2日提供的15.15至15.45美元的範圍以及最初的14.80至15.10美元的範圍，市場預期爲15.28美元。 預計2025年的收入增長爲8%-10%，相比先前指導的7%-9%。 美國醫療解決方案的收入增長預期爲9%-11%，高於先前的7%-9%的範圍。 國際醫療解決方案的收入增長預期爲4%-5%，先前爲7%-9%。 股價表現： 截至週三查看，COR股價下跌0.88%，至279.35美元。 更多閱讀： Aurora Cannabis股票因“創紀錄的”第三季度財報大漲

以上內容來自Benzinga Earnings專欄，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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