Cencora (COR) FY2025 10-K Annual Report

Filed: Nov 25, 2025
Consumer Staples
Wholesale-Drugs, Proprietaries & Druggists' SundriesSEC EDGAR

Cencora (COR) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Nov 25, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Cencora FY2025 10-K Analysis

Business Overview

  • Core business: Pharmaceutical distribution competing with manufacturers, chain drugstores, specialty distributors, packaging, and healthcare technology firms
  • Emphasized regulatory compliance due to new U.S. and EU laws (DSCSA, Falsified Medicines Directive, EU Critical Medicines Act, EU HTA Regulation effective Jan 2025)
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Management Discussion & Analysis

  • Revenue $321.3B, up 9.3% YoY; U.S. Healthcare Solutions revenue $291.0B, up 9.7% ($25.6B increase); International Solutions $30.4B, up 6.1% ($1.7B increase)
  • Operating margin total 0.82% approx. (operating income $2.63B / revenue $321.3B); U.S. Healthcare margin 1.23%, up 12 bps YoY; International margin decreased 9.1% YoY
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Risk Factors

  • Board oversight of cybersecurity delegated to Audit Committee and Compliance and Risk Committee with quarterly meetings and ongoing updates
  • CDIO with 25+ years experience and CISO with 20+ years oversee cybersecurity risk management and incident response
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Cencora FY2025 Key Financial Metrics
XBRL

Revenue

$321.3B

+9.3% YoY

Net Income

$1.6B

+3.0% YoY

Gross Margin

3.6%

+20bp YoY

Operating Margin

0.8%

+8bp YoY

Net Margin

0.5%

-3bp YoY

ROE

103.1%

-13057bp YoY

Total Assets

$76.6B

+14.1% YoY

EPS (Diluted)

$7.96

+5.7% YoY

Operating Cash Flow

$3.9B

+11.2% YoY

Source: XBRL data from Cencora FY2025 10-K filing on SEC EDGAR. All figures in USD.

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