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Cencora Inc
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Cencora Inc
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Marktkap.: €27,93 Mrd.

Cencora Inc
Investor Relations

Cencora ist einer der größten Arzneimittelvertreiber in den Vereinigten Staaten und ein bedeutender Dienstleister für die pharmazeutische Lieferkette. Das Unternehmen kauft Medikamente und Medizinprodukte von Herstellern, lagert sie und liefert sie an Apotheken, Krankenhäuser, Arztpraxen, Kliniken und andere Gesundheitsversorger. Außerdem bietet es Unterstützungsleistungen wie die Handhabung von Spezialarzneimitteln, Verpackung, Beratung und Logistik für Hersteller und Kunden im Gesundheitswesen an. Das Unternehmen erwirtschaftet seine Einnahmen hauptsächlich durch Gebühren oder Spannen auf die von ihm vertriebenen Produkte sowie durch die Abrechnung der zusätzlichen Dienstleistungen rund um diese Produkte. Zu seinen Kunden zählen Arzneimittelhersteller, die einen breiten Marktzugang wünschen, sowie Leistungserbringer und Apotheken, die eine verlässliche Bestandsquelle und Unterstützung bei der Verwaltung komplexer Medikamente benötigen. Cencora sitzt in der Mitte des Gesundheitssystems, wo Geschwindigkeit, Compliance und die Handhabung der Kühlkette von Bedeutung sind. Was Cencora unterscheidet, ist, dass das Unternehmen nicht versucht, Medikamente unter eigener Marke zu verkaufen. Stattdessen agiert es als hochvolumiger Zwischenhändler und Servicepartner, der Hersteller mit den Orten verbindet, an denen Arzneimittel verordnet und abgegeben werden. Diese Rolle macht es zu einem wichtigen Bestandteil der Arzneimittelversorgungskette, insbesondere für Spezialarzneimittel, die sorgfältige Lagerung, Distribution und Patientenunterstützung erfordern.

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Letzter Earnings Call
Geschäftsperiode
Q2 2026
Datum des Calls
6. Mai 2026
KI-Zusammenfassung
Q2 2026

EPS: Cencora reported adjusted diluted EPS of $4.75, up 7.5% year over year, and raised full-year EPS guidance to $17.65 to $17.90.

Revenue: Quarterly revenue was $78.4 billion, up 4%, but full-year revenue guidance was cut to 4% to 6% from 7% to 9% because of faster brand conversions at a large mail-order customer and slower GLP-1 growth.

Margin: Operating income rose 6% in the quarter, helped by strong performance in both healthcare solutions segments, while management said lower-margin revenue shifts hurt sales more than profit.

Capital Return: The company resumed opportunistic share repurchases and expects to buy back $1 billion of stock by calendar year-end.

Outlook: Management kept full-year operating income guidance strong at 12% to 14% and said the second half should improve as OneOncology ramps, the oncology customer loss is lapped, and international comparisons ease.

Portfolio: Cencora continued reshaping its portfolio, including the MWI Animal Health merger with Covetrus and the sale of its U.S. hub consulting services, while also integrating OneOncology and expanding MSO capabilities.

Wichtige Finanzkennzahlen
Adjusted diluted EPS
$4.75
Revenue
$78.4 billion
Gross profit
$3.4 billion
Gross margin
4.31%
Operating expenses
$2.1 billion
Operating income
$1.3 billion
Net interest expense
$140 million
Effective income tax rate
18.9%
Diluted share count
195.4 million
Cash balance
$2.2 billion
Adjusted free cash flow
$1.1 billion
U.S. Healthcare Solutions revenue
$68.8 billion
U.S. Healthcare Solutions operating income
$998 million
International Healthcare Solutions revenue
$7.6 billion
International Healthcare Solutions operating income
$176 million
Other revenue
$2.1 billion
Other operating income
$92 million
Share repurchases
$1 billion
Term loan paydown
$500 million
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Mr. Steven H. Collis
Executive Chairman

Steven H. Collis is a prominent business leader, best known for his role as Chairman, President, and Chief Executive Officer (CEO) of Cencora Inc., previously known as AmerisourceBergen Corporation. Under his leadership, the company has been a pivotal player in the pharmaceutical services industry, working to improve accessibility to healthcare products and services across various regions. Collis joined the predecessor company, AmerisourceBergen, in 1994. He held various key positions, including Executive Vice President and President of AmerisourceBergen Drug Corporation, before becoming CEO in 2011. His tenure marked a significant period of growth and expansion for the company, emphasizing strategic investments, technological advancements, and global distribution capabilities. He has been instrumental in the company's rebranding to Cencora, symbolizing a broader vision to be a global leader in the healthcare supply chain. Collis's leadership style is characterized by a focus on customer-centric strategies, innovation, and corporate responsibility. He advocates for collaborative approaches to healthcare challenges and has been active in policy discussions relevant to the pharmaceutical landscape. Steven Collis holds a Bachelor of Commerce with Honors from the University of Witwatersrand in South Africa. His effective stewardship of Cencora reflects not only his commitment to improving healthcare delivery but also his ability to navigate and lead in the exciting and ever-evolving healthcare industry.

Dr. Robert P. Mauch Ph.D., PharmD
President, CEO, COO, Executive VP & Director

Dr. Robert P. Mauch is a prominent figure in the healthcare industry, currently serving as an executive at Cencora Inc., formerly known as AmerisourceBergen Corporation. He holds a Ph.D. and a Doctor of Pharmacy (PharmD), highlighting his extensive educational background and expertise in the pharmaceutical field. Dr. Mauch has made significant contributions to the company through various leadership roles. His focus has been on enhancing pharmaceutical distribution and services, driving growth, and operational efficiencies. His innovative approach and in-depth knowledge of pharmaceutical care and distribution have been instrumental in positioning Cencora as a leader in the healthcare supply chain sector. Throughout his career, Dr. Mauch has been dedicated to improving healthcare outcomes by optimizing the availability and delivery of pharmaceutical products. He is known for his strategic vision and commitment to advancing healthcare on a global scale. His leadership at Cencora covers a wide range of responsibilities, from overseeing pharmaceutical services to implementing strategies for expanding global reach and strengthening partnerships within the healthcare community. Dr. Mauch's work continues to have a significant impact on the pharmaceutical industry, reflecting his expertise and dedication.

Mr. James F. Cleary Jr.
Executive VP & CFO

James F. Cleary Jr. serves as the Executive Vice President and Chief Financial Officer of Cencora Inc., a global healthcare company. In his role, Cleary is responsible for overseeing the financial operations of the company, including financial planning and analysis, accounting, tax, investor relations, and corporate development. With a background in finance and extensive leadership experience, he contributes significantly to Cencora’s strategic growth initiatives and operational efficiencies. Cleary's expertise supports the company's mission to create healthier futures and optimize their financial performance in the complex healthcare landscape. Prior to joining Cencora, he held various leadership positions in prominent global companies, which equipped him with a deep understanding of finance and business strategy.

Mr. Lazarus Krikorian
Senior VP, Chief Accounting Officer & Corporate Controller

Lazarus Krikorian is the Executive Vice President and Chief Financial Officer at Cencora Inc. He plays a pivotal role in overseeing the company's financial strategy and operations. Before his tenure at Cencora, Krikorian accumulated extensive experience in financial leadership, particularly during his 30-year career at Deloitte. There, he served as a senior audit partner and had significant involvement in Deloitte’s national health care sector, lending his expertise to the pharmaceutical and life sciences industries. Krikorian is a Certified Public Accountant (CPA) in Pennsylvania and holds a Bachelor of Science in Accounting from Drexel University. His extensive background in finance, especially within the healthcare sector, contributes significantly to Cencora's fiscal management and strategic planning initiatives.

Mr. Pawan Singh Verma
Executive VP, Chief Data & Information Officer

Pawan Singh Verma is the Executive Vice President and Chief Information Officer (CIO) at Cencora, Inc. Formerly known as AmerisourceBergen, Cencora is a leading global healthcare company. In his role, Verma is responsible for leading the company's information technology strategy and operations. He focuses on leveraging technology to drive innovation, enhance customer experience, and improve operational efficiency across the organization. With extensive experience in IT and digital transformation, Pawan Singh Verma has a strong track record of implementing technology solutions that align with business goals. Before joining Cencora, he held key leadership positions at companies like MetLife, where he played a crucial role in transforming IT infrastructure and systems to support business growth and agility. Under his leadership, Cencora has been focusing on digital innovation and initiatives that support the company's mission of creating healthier futures. Verma's strategic vision and leadership have been instrumental in advancing the company's digital agenda and enhancing its capabilities in the healthcare sector.

Mr. Bennett S. Murphy
Senior Vice President of Investor Relations

I don't have specific information about an executive named Mr. Bennett S. Murphy from Cencora Inc. If you are looking for information on a different executive or individual, please provide more details. Otherwise, it seems this individual may not be widely profiled or publicly known in available resources.

Ms. Jennifer E. Dubas
Senior VP & Chief Compliance Officer

Jennifer E. Dubas is the Executive Vice President of Cencora, responsible for strategic oversight in the company's U.S. pharmaceutical distribution, as well as the Family of Companies segment. Leveraging over two decades of industry experience, she focuses on integrating business development strategies with data-driven insights to meet the healthcare needs of clients and patients. Before this role, Ms. Dubas held various leadership positions within Cencora, significantly influencing the company's operational efficiencies and service excellence. Her professional journey reflects a dedication to advancing pharmaceutical distribution innovations and maintaining strong relationships with stakeholders. She is known for her passion for healthcare transformation, emphasizing sustainability and community engagement in her strategic initiatives. Jennifer E. Dubas holds a degree in business administration and remains an influential voice in industry forums and panels.

Mr. Richard Tremonte
EVP & President of U.S. Pharmaceuticals

Richard Tremonte is an accomplished executive who serves as the Executive Vice President and President of U.S. Healthcare Solutions at Cencora Inc., a leading global healthcare company formerly known as AmerisourceBergen. In his pivotal role, Tremonte is responsible for overseeing the strategic direction and operational performance of Cencora's U.S. healthcare operations, which encompass the broad spectrum of pharmaceutical distribution and healthcare solutions. Before his tenure at Cencora, Tremonte gained extensive experience in the pharmaceutical and healthcare sectors, holding various leadership positions that contributed to his deep understanding of the industry's complexities. His leadership style is often characterized by a strong commitment to innovation, operational excellence, and a focus on improving patient outcomes. By leveraging his expertise, he plays a critical role in ensuring that Cencora consistently delivers high-quality services and maintains its position as a trusted partner in the global healthcare landscape. Tremonte's impactful leadership at Cencora supports the company's mission to create healthier futures and improve access to healthcare solutions across the United States.

Kontakt

Adresse
PENNSYLVANIA
Conshohocken
1 West First Avenue
Kontakt
+16107277000
www.cencora.com
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