Cencora, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Cencora has 3 disclosed suppliers and 11 disclosed customers in SEC filings.
SentenceOur top 10 customers, including governmental agencies and group purchasing organizations ("GPO"), represented approximately 66% of revenue in fiscal 2025.
basisCOR FY2025 revenue $321B
COR 10-Kaccession 0001140859-25-000131
SentenceThe 10 largest suppliers in fiscal 2025 accounted for approximately 57% of our purchases.
COR 10-Kaccession 0001140859-25-000131
SentenceIn June 2021, we extended to 2029 (i) our distribution agreement, pursuant to which we distribute pharmaceuticals to Walgreens pharmacies, and (ii) our generics purchasing services arrangement, under which Walgreens Boots Alliance Development GmbH ("WBAD") provides a variety of services to us, including negotiating acquisition pricing with generic manufacturers on our behalf.
COR 10-Kaccession 0001140859-24-000177
SentenceIn fiscal 2025, Walgreens and Boots together accounted for approximately 25% of revenue and Evernorth Health Services accounted for approximately 13% of revenue.
COR 10-Kaccession 0001140859-25-000131
SentenceWe also have a distribution agreement, pursuant to which we will supply brand-name and generic pharmaceutical products to WBA's Boots UK Ltd. subsidiary through 2031.
COR 10-Kaccession 0001140859-24-000177
SentenceOur two largest customers, Walgreens Boots Alliance, Inc. ("WBA") and Evernorth Health Services (formerly Express Scripts, Inc.), accounted for approximately 26% and approximately 13%, respectively, of revenue in fiscal 2024.
COR 10-Kaccession 0001140859-24-000177
SentenceThe U.S. Healthcare Solutions reportable segment distributes a comprehensive offering of brand-name, specialty brand-name and generic pharmaceuticals, over-the-counter healthcare products, home healthcare supplies and equipment, and related services to a wide variety of healthcare providers, including acute care hospitals and health systems, independent and chain retail pharmacies, mail order pharmacies, medical clinics, long-term care and alternate site pharmacies, and other customers.
COR 10-Kaccession 0001140859-25-000131
SentenceThe U.S. Healthcare Solutions reportable segment distributes a comprehensive offering of brand-name, specialty brand-name and generic pharmaceuticals, over-the-counter healthcare products, home healthcare supplies and equipment, and related services to a wide variety of healthcare providers, including acute care hospitals and health systems, independent and chain retail pharmacies, mail order pharmacies, medical clinics, long-term care and alternate site pharmacies, and other customers.
COR 10-Kaccession 0001140859-25-000131
SentenceThe U.S. Healthcare Solutions reportable segment distributes a comprehensive offering of brand-name, specialty brand-name and generic pharmaceuticals, over-the-counter healthcare products, home healthcare supplies and equipment, and related services to a wide variety of healthcare providers, including acute care hospitals and health systems, independent and chain retail pharmacies, mail order pharmacies, medical clinics, long-term care and alternate site pharmacies, and other customers.
COR 10-Kaccession 0001140859-25-000131
SentenceAs previously disclosed, we received notice of non-renewal from an oncology customer, and in June 2025, our sales contract with that customer was terminated.
COR 10-Kaccession 0001140859-25-000131
SentenceIn fiscal 2025, Walgreens and Boots together accounted for approximately 25% of revenue and Evernorth Health Services accounted for approximately 13% of revenue.
COR 10-Kaccession 0001140859-25-000131
SentenceOur two largest customers, Walgreens Boots Alliance, Inc. ("WBA") and Evernorth Health Services (formerly Express Scripts, Inc.), accounted for approximately 26% and approximately 13%, respectively, of revenue in fiscal 2024.
COR 10-Kaccession 0001140859-24-000177
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−0.83%
vs ±7.2% implied · ×0.12
shaded = implied · ▲▼ = realized
Cencora, Inc.
330.63
Expected move
Inputsspot 330.84exp Feb 19ATM strike 330ATM straddle 48.70IV 34%