Cencora Inc.

Strong Q2 Performance: Cencora reported a revenue growth of 10% year-over-year, reaching $75.5 billion, and an adjusted diluted EPS growth of 16%, prompting the company to raise its full-year EPS guidance to a range of $15.70 to $15.95, up from $15.30 to $15.60. This reflects performance mainly driven by the U.S. Healthcare Solutions segment.

Growth Drivers: The growth was attributed to successful positioning in the specialty medication market, increased volume in GLP-1 products (which saw a growth of $2.2 billion or 36% year-over-year, despite a sequential decline), and deepening customer partnerships. The company emphasized the importance of understanding customer needs to enhance capabilities and remaining competitive.

Challenges in International Segment: The International Healthcare Solutions segment reported minimal growth of 1% year-over-year, with guidance revised down due to ongoing demand softness in clinical trial activities and specialty logistics services. Operating income is projected to decline by 4% to 1% for this segment, reflecting unfavorable market conditions.