Strong Financial Performance: Cencora reported a 21% increase in adjusted operating income and a 20% increase in adjusted diluted EPS for Fiscal Q3 2025, driven primarily by robust performance in the U.S. Healthcare Solutions segment. Consolidated revenue rose to $80.7 billion, marking a 9% year-over-year increase, indicating continued momentum in the pharmaceutical distribution space.

Updated Fiscal 2025 Guidance: The company raised its fiscal 2025 EPS guidance to a range of $15.85 to $16.00 (from $15.70 to $15.95), reflecting strong U.S. segment performance but a cautious outlook for international operations. Revenue growth guidance was narrowed to approximately 9%, with U.S. segment growth expected between 9% to 10% and International segment growth of 6% to 7% as currency fluctuations and market conditions play a role.

Ongoing Challenges in International Business: The International Healthcare Solutions segment saw a revenue growth of 11% year-over-year but a decline in operating income by 13%. Factors contributing to this include subdued clinical trial activity impacting specialty logistics and a decline in consulting projects. The company anticipates a gradual recovery but has flagged risks associated with these inconsistent trends.