05:25 PM EDT, 08/06/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
COR delivered a strong Jun-Q, with EPS of $4.00 vs. $3.34 (+19.8% Y/Y) beating consensus by $0.16. Revenue of $80.7B rose 8.7% Y/Y, 0.7% above consensus. U.S. Healthcare segment sales grew 8.5% Y/Y, due to pharma volumes, particularly specialty and GLP-1 drugs, with the RCA acquisition supporting EBIT growth (+29.1% Y/Y) and margin expansion to 1.24% vs. 1.04%. COR raised guidance, with consolidated adjusted EBIT growth target lifted to 15.5% vs. 14.5% and U.S. Healthcare segment EBIT growth midpoint raised to 20.5% from 18.5%. Weaker clinical trial activity globally hurts higher-margin logistics and consulting operations, prompting a guidance cut for International Healthcare, as EBIT growth guidance sank to a 6% decline vs. a prior midpoint of -2.5%. In our view, COR's ability to pass through cost increases provides a buffer against potential tariff-related import cost increases for pharmaceuticals, and we think the company remains well positioned despite the uncertain policy environment.