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Cencora
Cencora (COR) investor relations material
Cencora 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Strategic direction and performance
Achieved 9% revenue growth and 16% increases in adjusted operating income and EPS, generating $3B in free cash flow over the past year.
Fiscal 2025 revenue reached $321B, with adjusted operating income at $4.2B and adjusted diluted EPS at $16.00, both up 16% year-over-year.
Focused on digital transformation, talent development, and continuous productivity improvements.
Prioritizing growth-oriented investments and regularly reviewing business alignment with strategy.
Designated a new segment including MWI Animal Health, Profarma, legacy U.S. patient hub services, and part of PharmaLex.
Strategic vision and growth priorities
Targeting 10%–14% long-term adjusted diluted EPS growth on a constant currency basis, focusing on higher-margin, high-growth businesses.
Emphasizing specialty pharmaceuticals, enhanced patient access, and customer-centricity through data and technology.
Leveraging global distribution and local expertise to connect patients to pharmaceuticals via strategic partnerships.
Building on a legacy of leadership in specialty and innovation, with investments advancing a pharmaceutical-centric strategy.
Investment and growth initiatives
Announced $1B investment in supply chain infrastructure through 2030, focusing on capacity and cold chain.
Expanded global specialty logistics and 3PL offerings, especially in Europe.
Raised long-term guidance for operating income and EPS, reflecting U.S. healthcare solutions strength and OneOncology's expected contribution.
MSO services identified as a key growth driver, streamlining provider back-office functions and enhancing pharma relationships.
Completed acquisition of Retina Consultants of America and announced intent to accelerate full acquisition of OneOncology.
How will $1B supply chain investment impact growth?
How do MSOS acquisitions enhance pharma partnerships?
Identify key higher-margin, high-growth businesses.
Prioritize divestment candidates in 'Other' segment?
What drives margin improvement beyond revenue growth?
How will CMMI impact physician reimbursement?
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Next Cencora earnings date
Q1 20264 Feb, 2026
Cencora
Next Cencora earnings date
Q1 20264 Feb, 2026
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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
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