Cencora
0HF3.L
$340.47 1.03%
Exchange: LSE | Sector: Healthcare | Industry: Medical Distribution
Q1 2025
Published: Feb 5, 2025

Earnings Highlights

  • Revenue of $81.49B up 12.8% year-over-year
  • EPS of $2.50 decreased by 16.3% from previous year
  • Gross margin of 3.1%
  • Net income of 488.60M
  • "Management stated, 'Re-evaluating our operational frameworks is crucial for improving profit margins.'" - CEO, Cencora
0HF3.L
Cencora

Executive Summary

In Q1 2025, Cencora experienced a revenue growth of 12.78% year-over-year, amounting to $81.49 billion, demonstrating resilience amid a challenging healthcare distribution landscape. Despite this growth, net income showed a decline of 18.77% year-over-year, indicating pressure on profitability, with a net income of $488.6 million. Management highlighted that increased operational costs significantly impacted margins, with a gross profit margin of only 3.15%, a reflection of intensified competition and rising logistics expenses in the distribution segment. Cencora is keen on reassessing its operational strategies to enhance margins while continuing to scale its market presence, particularly in international markets.

Key Performance Indicators

Revenue
Increasing
81.49B
QoQ: 3.08% | YoY: 12.78%
Gross Profit
Increasing
2.56B
3.14% margin
QoQ: 2.63% | YoY: 18.98%
Operating Income
Decreasing
706.25M
QoQ: 457.69% | YoY: -5.98%
Net Income
Decreasing
488.60M
QoQ: 14 347.07% | YoY: -18.77%
EPS
Decreasing
2.52
QoQ: 12 500.00% | YoY: -16.28%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2025 80,663.53 3.52 +8.7% View
Q2 2025 75,453.67 3.68 +10.3% View
Q1 2025 81,487.06 2.50 +12.8% View
Q4 2024 79,050.11 0.02 +14.7% View
Q3 2024 74,241.35 2.42 +7.7% View