异动解读 | 业绩超预期并上调全年盈利指引，Cencora盘中大涨5.21%

异动解读08-05

Cencora（COR）今日盘中股价大幅拉升，涨幅达5.21%，引起市场广泛关注。

消息面上，公司今日盘前公布了第三季度财报，业绩表现全面超出华尔街预期，并同步上调了全年盈利指引。受专科药品需求强劲推动，公司第三季度总营收达847.5亿美元，高于分析师预期的843.2亿美元；调整后每股收益为4.48美元，远超市场预期的4.35美元。其中，按营收计算最大的美国医疗保健业务销售额增长4.9%，至748.6亿美元，专科药品和GLP-1类药物表现尤为强劲。基于此，Cencora将全年调整后每股收益预期上调至17.75至17.95美元，此前预期为17.65至17.90美元。

此外，Cencora高管在电话会议中明确表示，公司的战略重心正聚焦于视网膜与肿瘤两大治疗领域，未来并购活动将严格围绕"增值型补强式收购"展开，而非盲目扩张。这一清晰的资本配置路径进一步提振了市场对公司长期增长前景的信心。

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