)
Visual
earnings real time
Cencora (COR) investor relations material
Cencora Citi Annual Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi Annual Global Healthcare Conference 2025 summary2 Dec, 2025
Financial performance and guidance
Fiscal 2025 ended with EPS and adjusted operating income up 16%, and stock up 55%.
Operating income guidance for 2026 is 8%-10% consolidated, 9%-11% for U.S. healthcare, factoring in a 1% headwind.
Long-term operating income growth guidance raised to 6%-9%, with EPS growth expected at 9%-13%.
Growth is driven by strong pharmaceutical utilization and specialty product sales.
Confidence in long-term growth is underpinned by pharmaceutical innovation and demographic trends.
Market and policy dynamics
Policy changes, such as insurance coverage shifts, are hard to quantify but access to pharmaceuticals remains critical.
Older populations and strong employment data support continued pharmaceutical utilization.
Advocacy efforts aim to protect community-based providers from negative impacts of drug pricing reforms.
Specialty and MSO business evolution
Expansion into MSOs in oncology and retina leverages existing specialty distribution strengths.
MSO growth is driven by both organic expansion and acquisitions, with clinical trial leadership as a differentiator.
Plans to acquire the remaining 65% of OneOncology, with a put-call structure active from June 2026 to June 2028.
Synergies between RCA and OneOncology expected, especially in clinical trials and back office functions.
What specific drivers sustain outsized growth?
How does MSO strategy differentiate Cencora?
OneOncology acquisition: capital deployment impact?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Cencora earnings date
Q1 20264 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Cencora Inc (formerly AmerisourceBergen Corporation) provides pharmaceutical products and health-related services. The company offers a range of prescription drugs, generic drugs and other products for patients in pharmacies, hospitals and surgery centers. It also distributes medical supplies and equipment to hospitals, surgical centers, physicians' offices and other end users; and offers a range of comprehensive supply chain management services for pharmaceutical companies. In addition to medication, nutritional supplements and over-the-counter products make up a substantial portion of its sales. The company provides services to the pharmaceutical industry, including drug distribution and logistics solutions. AmerisourceBergen Corporation is based in Conshohocken, Pennsylvania
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage