M&A
confidence high
sentiment positive
materiality 0.75
Cencora, Inc. (COR): M&A transaction — Cencora completes $4.4B acquisition of Retina Consultants of America; raises FY2025 adjusted EPS guidance
Cencora, Inc.
- Cencora acquires ~85% interest in Retina Consultants of America for $4.4B cash outlay, with post-closing adjustment.
- RCA becomes Cencora subsidiary; certain RCA physicians and management retain minority equity interest.
- FY2025 adjusted diluted EPS guidance raised to $15.15-$15.45 from prior $14.80-$15.10, reflecting RCA contribution and momentum.
- Acquisition expands Cencora's specialty leadership, MSO solutions, and value for physicians and patients.