Walgreens has sold more shares of drug distributor Cencora for proceeds of about $400 million, which ... [+] will be used for “debt paydown and general corporate purposes.”In this 2013 photo, a sign marks the entrance to a Walgreens store in San Francisco's upscale Union Square shopping district. (Photo by Robert Alexander/Getty Images)Getty ImagesWalgreens Boots Alliance has sold more shares of drug distributor Cencora for proceeds of about $400 million, which will be used for “debt paydown and general cor ...

财务表现 - Cencora (COR) 2024年第一季度营收为684.1亿美元，同比增长7.8% [1] - 每股收益为3.80美元，较去年同期的3.50美元有所增长 [1] - 公司营收低于Zacks Consensus Estimate的703.5亿美元，营收惊喜为-2.75% [2] - 每股收益超出预期，为3.65美元的4.11% [2] 区域表现 - Cencora在最近报告的季度中表现良好，特别是在国际和美国医疗解决方案方面 [5] - 国际医疗解决方案营收为712亿美元，同比增长5.3% [5] - 美国医疗解决方案营收为612.9亿美元，同比增长8.1% [6] - 其他医疗解决方案营收为137亿美元，同比增长13.7% [11] 股票表现 - Cencora股票过去一个月回报率为-1.7%，表现略优于Zacks S&P 500综合指数的-4.1% [12]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM ___________ TO___________ Commission file number 1-16671 CENCORA, INC. (Exact name of registrant as specified in its charter) Delaware 23-3079390 (Stat ...

财务数据和关键指标变化 - 公司第二季度收入增长8%,调整后每股收益增长9% [28][29][30] - 公司毛利润增长7%,毛利率为3.70%,下降1个基点 [29] - 公司营业费用增长5%,主要用于支持收入增长,部分被去年实施的效率措施抵消 [29] - 公司营业利润增长11%,美国业务和国际业务均有良好增长 [30][34][36] 各条业务线数据和关键指标变化 - 美国医疗保健解决方案业务收入增长8%,主要得益于专科业务和健康系统的销售增长以及GLP-1产品销量增长 [34] - 国际医疗保健解决方案业务收入增长5%,按固定汇率计算增长10%,主要得益于巴西分销业务和加拿大业务的增长 [36] 各个市场数据和关键指标变化 - 公司在美国市场的收入和利润增长良好,主要受益于专科业务和GLP-1产品销量增长 [34] - 公司在国际市场的收入和利润增长也良好,主要得益于巴西分销业务和加拿大业务的增长 [36] 公司战略和发展方向及行业竞争 - 公司专注于制药中心的战略,通过提供集成的商业化服务来支持制药创新和产品上市 [13][14][18] - 公司与制药企业保持密切合作,了解他们的管线和需求,为他们提供全面的解决方案 [15][16][17][20] - 公司投资于技术和数据分析能力,为客户提供增值的数据驱动型解决方案 [19][20] - 公司在行业内保持领先地位,与大客户保持稳定的长期合作关系 [61][62][63] 管理层对经营环境和未来前景的评论 - 公司在复杂的监管环境中保持灵活应变能力,能够管理好各种监管要求 [75] - 公司对长期增长前景保持信心,预计未来5-8%的有机营业利润增长,再加上3-4%的资本部署带来的增长 [78] - 公司将继续投资创新和支持客户,以创造差异化价值 [91] 问答环节重要的提问和回答 问题1 **Elizabeth Anderson 提问** 询问管理层交接计划的细节和未来重点 [47][48] **Steve Collis 回答** 详细介绍了管理层交接计划的背景和考虑因素,以及新任CEO Bob Mauch未来的重点 [48][49] 问题2 **Lisa Gill 提问** 询问毛利率和营业利润率改善的具体驱动因素,以及下半年的影响 [50][51][52][53][54] **Jim Cleary 回答** 详细解释了毛利率和营业利润率改善的多个因素,包括价格调整、产品组合变化、成本管控等,并预测下半年的趋势 [53][54] 问题3 **Allen Lutz 提问** 询问通胀减免法案对公司的潜在影响 [67][68][69] **Steve Collis 回答** 分析了该法案可能带来的影响,并表达了公司希望保护创新和鼓励更合理的药品定价的立场 [68][69]

Cencora, Inc. Second Quarter Fiscal 2024 Earnings Call May 1, 2024 Cautionary Note Regarding Forward Looking Statements Certain of the statements contained in this presentation are “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the “Securities Exchange Act”). Words such as "aim," "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," "may," "might," "on ...

Cencora, Inc. (COR) reported second-quarter fiscal 2024 adjusted earnings per share (EPS) of $3.80, which beat the Zacks Consensus Estimate of 3.65 by 4.1%. The bottom line also improved 21% year over year.GAAP EPS was $2.09, up 27.9% from that reported in the year-ago period.Revenue DetailsRevenues totaled $68.4 billion, up 7.8% year over year. The top line, however, missed the Zacks Consensus Estimate by 2.8%.Segmental AnalysisU.S. Healthcare SolutionsRevenues in this segment totaled $61.3 billion, up 8.1 ...

Cencora (COR) came out with quarterly earnings of $3.80 per share, beating the Zacks Consensus Estimate of $3.65 per share. This compares to earnings of $3.50 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.11%. A quarter ago, it was expected that this prescription drug distributor would post earnings of $2.86 per share when it actually produced earnings of $3.28, delivering a surprise of 14.69%.Over the last four quarters, ...

Exhibit 99.1 CENCORA REPORTS FISCAL 2024 SECOND QUARTER RESULTS Revenue of $68.4 billion for the Second Quarter, a 7.8 Percent Increase Year-Over-Year Second Quarter GAAP Diluted EPS of $2.09 and Adjusted Diluted EPS of $3.80 Adjusted Diluted EPS Guidance Range Raised to $13.30 to $13.50 for Fiscal 2024 CONSHOHOCKEN, PA, May 1, 2024 - Cencora, Inc. (NYSE: COR) today reported that in its fiscal year 2024 second quarter ended March 31, 2024, revenue increased 7.8 percent year-over-year to $68.4 billion. On th ...

财报预测 - Cencora（COR）预计在即将发布的季度财报中，每股收益为3.65美元，同比增长4.3%[1] - 预计收入将达到703.5亿美元，同比增长10.9%[1] 收入预测 - 'Revenue- Total International Healthcare Solutions'预计为71.2亿美元，同比增长+5.2%[6] - 'Revenue- Total U.S. Healthcare Solutions'的共识预测为633.2亿美元，同比增长+11.7%[7] - 'Revenue- International Healthcare Solutions- Alliance Healthcare'的共识预测为50.4亿美元，同比变化-9.4%[8] - 'Revenue- U.S. Healthcare Solutions- Animal Health'的共识预测为13.7亿美元，同比增长+10.6%[9] - 'Revenue- U.S. Healthcare Solutions- Human Health'的共识预测为617.3亿美元，同比增长+11.3%[10] - 'Revenue- International Healthcare Solutions- Other Healthcare Solutions'的共识预测为19.8亿美元，同比增长+64.2%[11] 运营收入预测 - 分析师预测'Operating income- Non-GAAP- International Healthcare Solutions'将达到1.8329亿美元，与去年同期相比略有增长[12] - 'Operating income- Non-GAAP- U.S. Healthcare Solutions'的预测为7.7235亿美元，与去年同期相比略有增长[13]

Every portfolio needs a solid foundation of high-quality stocks that can provide steady returns through all market environments. While I often discuss more speculative growth and penny stock plays in my articles that some view as high-risk, high-reward bets, the core of your portfolio should revolve around a select few tried-and-true companies. We all know the big tech giants and other household names that seem to keep climbing higher. But today, I want to look beyond those ubiquitous stocks and highlight t ...