Cencora, Inc. (COR) reported fourth-quarter fiscal 2024 adjusted earnings per share (EPS) of $3.34, which beat the Zacks Consensus Estimate of $3.21 by 4%. The bottom line also improved 16.8% year over year.GAAP EPS was 2 cents, down 98.8% from the year-ago period.The significant decline in the fiscal fourth-quarter GAAP EPS has likely resulted from increased operating expenses. This was led by $418 million of goodwill impairment charges related to PharmaLex, along with increased litigation and opioid-relat ...

On Wednesday, Cencora, Inc.’s COR fourth-quarter 2024 sales increased 14.7% to $79.1 billion, beating the consensus of $77.65 billion.  The sales jump reflects a 15.7% increase in revenue within U.S. Healthcare Solutions and a 5.5% increase in revenue within International Healthcare Solutions.The company reported adjusted EPS of $3.34, up 16.8% year over year, beating the consensus of $3.22.Also Read: Opioid Settlement: Drug Distributors McKesson, Cencora, Cardinal Health To Pay $300M To Health InsurersConc ...

财务数据和关键指标变化 - Cencora在2024财年第四季度的调整后每股收益（EPS）为3.34美元，同比增长17% [23] - 2024财年总收入为791亿美元，同比增长15% [24] - 2024财年总收入为2940亿美元，同比增长12% [33] - 2024财年调整后每股收益为13.76美元，同比增长15% [23] - 2024财年净利息支出为2100万美元，同比下降66% [27] - 2024财年有效税率为20.8% [28] 各条业务线数据和关键指标变化 - 美国医疗解决方案部门的收入为717亿美元，同比增长16% [29] - 国际医疗解决方案部门的收入为74亿美元，同比增长近6% [30] - 美国医疗解决方案部门的营业收入增长10%，达到6.97亿美元 [29] - 国际医疗解决方案部门的营业收入为1.54亿美元，同比下降9% [30] 各个市场数据和关键指标变化 - 美国市场的GLP-1产品销售额同比增长55%，达到31亿美元 [29] - 国际市场的收入在按固定汇率计算时增长8% [30] 公司战略和发展方向和行业竞争 - Cencora计划收购视网膜顾问公司（RCA），以增强其在视网膜管理服务组织（MSO）领域的能力 [12] - 公司将继续专注于以客户为中心的战略，推动创新以保持其在医疗行业的领导地位 [20] - Cencora在专科药品领域的投资和发展将继续是其战略重点 [10][12] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望乐观，预计2025财年调整后每股收益将在14.80至15.10美元之间，增长8%至10% [37] - 管理层提到，尽管面临COVID产品的头寸压力，但整体业务动能依然强劲 [38] 其他重要信息 - Cencora在2024财年向股东返还了19亿美元，包括15亿美元的股票回购 [36] - 公司宣布将季度股息提高8%，这是连续第20年增加股息 [36] 问答环节所有提问和回答 问题: 关于新任CEO的看法及IRA的影响 - 新任CEO表示将继续执行公司的战略，认为公司在动态市场中仍然处于良好位置 [46] - 管理层对IRA的影响进行了建模，认为将能够管理相关风险 [57] 问题: 关于RCA收购的战略 - 管理层强调RCA的收购将增强其在专科药品市场的领导地位，并支持社区提供者 [54] 问题: 关于COVID产品的影响 - 管理层确认COVID产品的影响已纳入2025财年的预期中 [38] 问题: 关于与Walgreens的关系 - 管理层表示与Walgreens的关系良好，双方持续合作以推动业务发展 [72]

Cencora (COR) reported $79.05 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 14.7%. EPS of $3.34 for the same period compares to $2.86 a year ago.The reported revenue represents a surprise of +1.76% over the Zacks Consensus Estimate of $77.68 billion. With the consensus EPS estimate being $3.21, the EPS surprise was +4.05%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

Cencora (COR) came out with quarterly earnings of $3.34 per share, beating the Zacks Consensus Estimate of $3.21 per share. This compares to earnings of $2.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.05%. A quarter ago, it was expected that this prescription drug distributor would post earnings of $3.18 per share when it actually produced earnings of $3.34, delivering a surprise of 5.03%.Over the last four quarters, t ...

业绩总结 - Cencora第四季度收入为791亿美元，同比增长14.7%[6] - 调整后的稀释每股收益为3.34美元，同比增长16.8%[7] - 美国医疗解决方案部门收入为717亿美元，同比增长15.7%[8] - 国际医疗解决方案部门收入为74亿美元，同比增长5.5%[12] - 财政2024年总收入为294亿美元，同比增长12.1%[14] - 财政2024年净收入为15亿美元，同比下降13.5%[15] - 2024财年GAAP净收入为1,509,120千美元，稀释每股收益为7.53美元[28] - 2024财年调整后非GAAP净收入同比增长12.4%[28] - 2023财年净收入为2,452,369千美元，稀释每股收益为11.99美元[31] 未来展望 - 财政2025年指导显示，预计收入增长为7%至9%[16] - 调整后的自由现金流预计为20亿至30亿美元[18] - 调整后的每股收益预计为14.80至15.10美元[18] 用户数据 - 2024年第三季度GAAP毛利润为2,492,417千美元，毛利率为3.15%[24] - 2024年第三季度GAAP运营费用为2,365,778千美元，运营费用率为2.99%[24] - 2024年第三季度GAAP运营收入为126,639千美元，运营收入率为0.16%[24] - 2024财年GAAP毛利润为9,910,029千美元，毛利率为3.37%[28] - 2024财年GAAP运营费用为7,734,780千美元，运营费用率为2.63%[28] 新产品和新技术研发 - Cencora计划收购视网膜顾问公司，以增强其在高增长领域的领导地位[5] 负面信息 - 由于反垄断诉讼和土耳其高通胀影响，调整后的净收入为2,452,369千美元[31] - 2024财年收入受到外汇转换影响减少995.9百万美元[41] - 2024财年国际医疗解决方案部门的收入受到外汇转换影响减少995.9百万美元[41] 其他新策略 - 2023财年自由现金流为3,064.3百万美元，运营活动提供的现金为3,484.7百万美元[41] - 由于收购相关的无形资产摊销，调整后的营业费用为5,722,842千美元[36]

财务状况 - 公司2022年第三季度营收为1.14亿美元，同比增长18%。[1] - 公司2022年前三季度营收为3.24亿美元，同比增长17%。[1] - 公司2022年第三季度毛利率为78.5%，同比下降1.5个百分点。[1] - 公司2022年前三季度毛利率为79.1%，同比下降1.1个百分点。[1] 现金流 - 公司2022年第三季度经营活动产生的现金流量净额为2,800万美元。[1] - 公司2022年前三季度经营活动产生的现金流量净额为7,800万美元。[1] - 公司2022年第三季度自由现金流为2,300万美元。[1] - 公司2022年前三季度自由现金流为6,800万美元。[1] 用户增长 - 公司2022年第三季度月活跃用户数达到1.06亿，同比增长13%。[1] - 公司2022年第三季度付费用户数达到2,200万，同比增长16%。[1] - 公司2022年第三季度付费转化率为20.8%，同比提升0.5个百分点。[1] 产品发展 - 公司在2022年第三季度推出了新的视频编辑功能。[1] - 公司在2022年第三季度推出了新的社交功能。[1] - 公司在2022年第三季度推出了新的电商功能。[1] 未来展望 - 公司预计2022年全年营收将达到4.4亿至4.5亿美元。[1] - 公司预计2022年全年经营利润率将在25%至27%之间。[1] - 公司将继续专注于产品创新和用户增长。[1]

Cencora (COR) is slated to report fiscal fourth-quarter 2024 results on Nov. 06, before market open.In the last reported quarter, the company delivered a positive earnings surprise of 5.03%. COR’s earnings beat estimates in all the trailing four quarters, delivering an average surprise of 6.59%.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Q4 EstimatesThe Zacks Consensus Estimate for revenues is pegged at $77.68 billion, up 12.7% compared with the prior-year quarter. The consensus ...

Analysts on Wall Street project that Cencora (COR) will announce quarterly earnings of $3.21 per share in its forthcoming report, representing an increase of 12.2% year over year. Revenues are projected to reach $77.68 billion, increasing 12.7% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 0.2% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this time ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Cencora (COR) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on November 6, 2024, might help the stock move higher if these key numbers are better than exp ...