Cencora Rises 1.83% on $280M Volume as 385th-Busiest Stock Ahead of Earnings Report

Cencora (COR) rose 1.83% on August 4, 2025, with a trading volume of $0.28 billion, ranking 385th in daily trading activity. The stock is set to report Q3 2025 earnings on August 6, with analysts forecasting revenue of $80.33 billion and EPS of $3.78, reflecting year-over-year growth of 8.2% and 13.2%, respectively.

Strong performance in the U.S. Healthcare Solutions segment has driven momentum, with $68.3 billion in Q2 revenue, a 11% year-over-year increase. This growth is attributed to heightened demand for specialty medicines, including GLP-1 therapies, and robust performance across physician practices. Operating income for the segment rose 23% in Q2, supported by biosimilars adoption and expanded services for specialty providers. While GLP-1 revenue grew 36% annually, it dipped 10% from the prior quarter due to seasonal factors.

The acquisition of Retina Consultants of America is expected to enhance margins as integration progresses. Though the deal had minimal revenue impact initially, it positively affected gross and operating margins. The company has raised full-year operating income guidance for the U.S. segment, with Q3 expected to reflect sustained benefits from first-half performance. However, the International Healthcare Solutions segment faces challenges, with Q2 revenue up 1% but operating income declining 17% due to weaker clinical trial logistics and consulting demand.

Zacks’ model does not anticipate an earnings beat for Cencora this quarter, despite a Zacks Rank #2 (Buy). The Earnings ESP stands at 0.00%, indicating alignment between estimates and consensus. The U.S. segment’s healthy profit margins and specialty product mix are expected to offset modest international results, though revenue growth may moderate slightly. Adjusted operating income for the U.S. segment is projected at $833.7 million, while the international segment is forecast to generate $189.3 million.

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