Description

Cencora, Inc.: Can the MSO Strategy with RCA & OneOncology Drive Sustainable Growth?

Cencora reported a robust performance in the first quarter of fiscal year 2025, showcasing significant growth across various metrics. The company recorded a revenue increase of 13%, reaching $81.5 billion, driven primarily by strong gains in the U.S. Healthcare Solutions segment. This growth included a substantial rise in sales of GLP-1 products, which alone saw a 53% year[1]over-year increase. The company’s adjusted earnings per share also grew by 14%, prompting an upward revision of the full-year adjusted EPS guidance.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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