On January 2, 2025, Cencora acquired an approximately 85% interest in RCA for $4.4 billion in cash, with potential for up to $500 million in contingent consideration. RCA's future operating results will be consolidated as part of the U.S. Healthcare Solutions segment.

Sales of products labeled for diabetes and/or weight loss in the GLP-1 class increased by $3.2 billion, or 53.0%, contributing significantly to the U.S. Healthcare Solutions segment's revenue growth.

The company recorded a $35.5 million loss on the divestiture of non-core businesses in the three months ended December 31, 2024.

The effective tax rate decreased from 23.0% to 20.4%, primarily due to the benefit of income taxed at rates lower than the U.S. statutory rate and benefits associated with equity compensation.

The Company purchased $385.4 million of its common stock during the quarter, leaving $932.2 million of availability under the share repurchase program.

The Board of Directors increased the quarterly dividend by 8% from $0.51 to $0.55 per share, demonstrating confidence in the company's financial position.

The accrued litigation liability related to the Distributor Settlement Agreement and other opioid-related litigation was $4.8 billion as of December 31, 2024, highlighting the ongoing financial risk associated with these lawsuits.

The Department of Justice filed a civil complaint against the Company, ABDC, and ICS, alleging violations of the Controlled Substances Act. The Company denies the allegations and intends to defend itself vigorously in the litigation.

The company anticipates a potential June 2025 loss of an oncology customer following its pending acquisition.

The company notes that sales of products labeled for diabetes and/or weight loss in the GLP-1 class increased by $3.2 billion, or 53.0%.

A number of contracts with customers are typically subject to expiration each year. The company may lose a key customer if an existing contract with such customer expires without being extended, renewed, or replaced.

Competition and industry consolidation of both customers and suppliers resulting in increasing pressure to reduce prices for our products and services.

Distribution, selling, and administrative expenses increased by $73.3 million, or 5.2%, compared to prior year quarter primarily to support our revenue growth.

Days payable outstanding decreased, indicating a shorter payment cycle to suppliers, which may impact cash flow management.

Business transformation efforts in the three months ended December 31, 2024 and 2023 included rebranding costs associated with the Company's name change to Cencora and non-recurring expenses related to significant strategic initiatives to improve operational efficiency.

Significant capital expenditures in the three months ended December 31, 2024 included investments relating to the expansion and enhancement of our distribution network and various technology initiatives.

Business transformation efforts include non-recurring expenses related to significant strategic initiatives to improve operational efficiency, including certain technology initiatives.

The company's ability to maintain the strength and security of information technology systems and any inability or failure by us or third-party business partners to anticipate or detect data or information security breaches or other cyber-attacks.

The company issued $1.8 billion in senior notes in December 2024 to finance a portion of the RCA acquisition, indicating a strategic allocation of capital towards growth through acquisition.

The company continues to repurchase shares, signaling confidence in its financial position and future prospects.

The Board of Directors increased the quarterly dividend by 8% from $0.51 to $0.55 per share, demonstrating a commitment to returning capital to shareholders.

The provided document does not contain any specific information regarding ESG initiatives, environmental commitments, social responsibility initiatives, or governance practices.

The company's ability to respond to general macroeconomic conditions and geopolitical uncertainties, including financial market volatility and disruption, inflationary concerns, interest and currency exchange rates, changes as a result of the U.S. presidential election, and uncertain economic conditions in the United States and abroad.

Changes in the United States healthcare and regulatory environment, including changes that could impact prescription drug reimbursement under Medicare and Medicaid and declining reimbursement rates for pharmaceuticals.

We recognized expense in Cost of Goods Sold of $7.2 million and $17.2 million in the three months ended December 31, 2024 and 2023, respectively, related to the impact of Turkey highly inflationary accounting driven by the continued weakening of the Turkish Lira.