Cencoras Shares Fall 19% on 2842% Volume Drop Ranks 243rd Amid Strong Q3 Earnings and Strategic Expansion Moves

On August 7, 2025, Cencora (COR) closed at a 1.90% decline, with a trading volume of $0.48 billion, marking a 28.42% drop from the previous day. The stock ranked 243rd in terms of trading activity across the market. The company’s Q3 2025 earnings call highlighted strong financial performance, including a 21% increase in adjusted operating income and a 20% rise in adjusted diluted earnings per share (EPS). CEO Bob Mauch emphasized strategic priorities such as enhancing patient access to pharmaceuticals, strengthening specialty services, and fostering partnerships with leading healthcare providers.

Cencora’s U.S. Healthcare Solutions segment drove revenue growth, with $72.9 billion in sales, reflecting 9% year-over-year expansion. The segment’s operating income surged 29% to $902 million, attributed to strong demand for GLP-1 products and biosimilar conversions. Internationally, revenue rose 11% to $7.8 billion, though operating income declined 13% due to softness in higher-margin logistics and consulting services. CFO Jim Cleary noted that full-year adjusted free cash flow guidance of $2 billion to $3 billion remains unchanged, supported by $100 million in year-to-date performance.

The company raised fiscal 2025 EPS guidance to $15.85–$16, up from $15.70–$15.95, driven by robust U.S. segment execution. Challenges in the international business, including a 6% downward revision in operating income expectations, were offset by sequential improvements in global specialty logistics. Mauch underscored investments in digital transformation, talent development, and strategic acquisitions like Retina Consultants of America (RCA) to solidify Cencora’s position in specialty care and pharmaceutical distribution.

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