Cencora 2025 Q3 Earnings Strong Performance as Net Income Rises 41.5%

Cencora (COR) reported its fiscal 2025 Q3 earnings on August 6, 2025, delivering results that exceeded expectations. The company not only beat estimates but also raised its full-year adjusted diluted EPS guidance, reflecting confidence in its performance and strategic direction.

Revenue
The total revenue of Cencora increased by 8.7% to $80.66 billion in 2025 Q3, up from $74.24 billion in 2024 Q3.

Earnings/Net Income
Cencora's earnings showed robust growth, with EPS rising 45.5% to $3.55 in 2025 Q3 from $2.44 in 2024 Q3. The company's net income also improved, reaching $689.75 million in 2025 Q3, a 41.5% increase from $487.59 million in 2024 Q3. These metrics indicate a strong earnings performance.

Price Action
The stock price of Cencora has edged up 0.59% during the latest trading day, has edged down 2.75% during the most recent full trading week, and has dropped 6.19% month-to-date.

Post Earnings Price Action Review
A strategy of buying Cencora shares after the earnings beat and selling them 30 days later yielded impressive results over the past three years, achieving an overall return of 87.51%, with a CAGR of 23.59%. The strategy demonstrated strong risk-adjusted returns, evidenced by a Sharpe ratio of 1.20 and a maximum drawdown of 0.00%, underscoring its effectiveness and stability.

CEO Commentary
Robert P. Mauch, President and Chief Executive Officer, highlighted the company’s strong third-quarter performance, attributing it to its pharmaceutical-centric strategy and customer-focused initiatives. He expressed confidence in Cencora’s long-term trajectory, emphasizing digital transformation, talent development, and operational productivity as key drivers.

Guidance
Cencora raised its fiscal 2025 adjusted diluted EPS guidance to a range of $15.85 to $16.00 from $15.70 to $15.95, reflecting continued confidence in operational performance and strategic growth drivers.

Additional News
On August 6, 2025, Cencora released its 2025 Q3 earnings report, highlighting the role of its U.S. operations in driving increased EPS. The report, however, does not include additional details on mergers, acquisitions, or executive changes within the three-week period. There were no announced dividend or stock buyback programs linked to the earnings release. The report appears to be the primary business update during this period.