The company said revenue for the quarter ended December 31, 2023 rose 15.0% year over year to $72.3 billion. GAAP diluted EPS was $2.98, compared with $2.33 a year earlier, and adjusted diluted EPS was $3.28, compared with $2.71 a year earlier.

1. 01

   The company said revenue for the quarter ended December 31, 2023 rose 15.0% year over year to $72.3 billion. GAAP diluted EPS was $2.98, compared with $2.33 a year earlier, and adjusted diluted EPS was $3.28, compared with $2.71 a year earlier.

2. 02

   Cencora said GAAP operating income for Q1 rose 30.0% to $822.9 million. Operating expenses reflected a $0.1 billion reduction in the opioid litigation settlement accrual. The company said it committed in December 2023 to prepay the net present value of a future obligation and made the prepayment in January 2024.

3. 03

   Cencora said U.S. Healthcare Solutions revenue was $65.2 billion, up 15.9%, and segment operating income was $698.1 million, up 22.0%. It said International Healthcare Solutions revenue was $7.1 billion, up 6.9%, and segment operating income was $187.6 million, up 16.3%.

4. 04

   Cencora raised its adjusted diluted EPS outlook for fiscal 2024 to $13.25 to $13.50 from the previous range of $12.70 to $13.00. The company said it expects revenue growth of 10 to 12%, compared with its previous range of 7 to 10%.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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