Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 898.34 · gapped above the open, then crossed back over prior close. High/low 910.00 at 8:45 am ET, 886.98 at 10:00 am ET.
McKesson Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Wholesale-Drugs, Proprietaries & Druggists' Sundries
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of MCK revenue | Skew |
|---|---|---|---|
| NXPLNextPlat Corp | 98.00% | 0.01% | 7,427× |
| PCRXPacira BioSciences, Inc. | 31.00% | 0.06% | 555× |
| CVSCVS Health Corporation | 24.08% | 24.00% | 1.0× |
| GILDGilead Sciences, Inc. | 20.00% | 1.46% | 14× |
| SUPNSupernus Pharmaceuticals, Inc. | 20.00% | 0.04% | 561× |
| EMBCEmbecta Corp. | 14.00% | 0.04% | 373× |
| AVNSAvanos Medical, Inc. | 13.00% | 0.02% | 575× |
| VTRSViatris Inc | 10.00% | 0.35% | 28× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“At March 31, 2026, sales to our largest customer represented approximately 24% of our total consolidated revenues and approximately 21% of our total trade receivables, and those of our ten largest customers combined accounted for approximately 73% of our consolidated revenues and approximately 43% of our trade receivables.”
$295B relationship
basisMCK fy2026 · closed 2026-03 $403B
FILING10-K0000927653-26-000069cik 0000927653
“Sales to our largest customer, CVS Health Corporation ("CVS"), accounted for approximately 24% of our total consolidated revenues in fiscal 2025 and comprised approximately 23% of total trade accounts receivable at March 31, 2025.”
$96.8B relationship1.0× more of MCK’s book than CVS’s
basisMCK fy2026 · closed 2026-03 $403BCVS fy2025 · closed 2025-12 $402B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“During fiscal 2024, our customer Rite Aid Corporation (including certain of its subsidiaries, "Rite Aid") filed a voluntary petition for reorganization under Chapter 11 of the Bankruptcy Code.”
FILING10-K0000927653-25-000036cik 0000927653
“In the year ended December 31, 2023, sales to Medline Industries, McKesson Corporation, and Owens & Minor, Inc. accounted for approximately 15%, 13%, and 6% of consolidated net sales, respectively.”
$91M relationship575× more of AVNS’s book than MCK’s
basisAVNS fy2025 · closed 2025-12 $701MMCK fy2026 · closed 2026-03 $403B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“McKesson Corporation 477,772 7.3% 3,823 1.8% 2028 - 2030”
$28M relationship262× more of DHC’s book than MCK’s
basisDHC fy2025 · closed 2025-12 $1.5BMCK fy2026 · closed 2026-03 $403B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“In 2025, three wholesale distributors (McKesson Corporation, Cardinal Health, Inc. and Cencora, Inc.) accounted for substantially all of AbbVie's pharmaceutical product sales in the United States.”
FILING10-K0001551152-26-000008cik 0001551152disclosed by ABBV
“We conduct business with the three major wholesalers in the U.S.: Cencora, Inc., Cardinal Health, and McKesson.”
FILING10-K0001023024-26-000014cik 0001023024disclosed by ANIP
“For example, for the fiscal year ended September 30, 2025, gross sales to Cencora, McKesson Corporation, and Cardinal Health, Embecta's three largest distributors, together represented approximately 42% of Embecta's worldwide gross sales.”
$151M relationship373× more of EMBC’s book than MCK’s
basisEMBC fy2025 · closed 2025-09 $1.1BMCK fy2026 · closed 2026-03 $403B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“McKesson Corporation 20 % 21 % 20 %”
$5.9B relationship14× more of GILD’s book than MCK’s
basisGILD fy2025 · closed 2025-12 $29.4BMCK fy2026 · closed 2026-03 $403B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“In 2025, 2024, and 2023, three wholesale distributors in the U.S.—McKesson Corporation, Cencora, Inc., and Cardinal Health, Inc.—each accounted for a significant percentage of our consolidated revenue.”
FILING10-K0000059478-26-000013cik 0000059478disclosed by LLY
“Our specialty distributor network sells to hospitals, physician practices and other sites of care and consists of McKesson, ASD/Oncology Supply, Cardinal Health, DMS Pharmaceutical Group and Bio Care.”
FILING10-K0001437749-26-005891cik 0001401667disclosed by PBYI
“We had three wholesalers each comprising 10 percent or more of our total revenue for the year ended December 31, 2025: McKesson Drug Company, Cardinal Health, Inc. and AmerisourceBergen Health Corporation, which accounted for 31%, 26% and 22% of our total revenues, respectively.”
$225M relationship555× more of PCRX’s book than MCK’s
basisPCRX fy2025 · closed 2025-12 $726MMCK fy2026 · closed 2026-03 $403B
“Each of our three major customers, Cencora, Inc., Cardinal Health, Inc., and McKesson Corporation, individually accounted for more than 20% of our total product revenue in 2024 and collectively accounted for more than 77% of our total product revenue in 2024.”
$144M relationship561× more of SUPN’s book than MCK’s
basisSUPN fy2025 · closed 2025-12 $719MMCK fy2026 · closed 2026-03 $403B
“McKesson Corporation * 10 % 11 %”
$1.4B relationship28× more of VTRS’s book than MCK’s
basisVTRS fy2025 · closed 2025-12 $14.3BMCK fy2026 · closed 2026-03 $403B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“We have maintained a relationship with a primary supplier that accounted for 98% of pharmaceutical purchases for the year ended December 31, 2025, and several supplementary suppliers. Our primary supplier for the years ended December 31, 2025 and 2024 was McKesson.”
$53M relationship7,427× more of NXPL’s book than MCK’s
basisNXPL fy2025 · closed 2025-12 $54MMCK fy2026 · closed 2026-03 $403B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Services in provider solutions include specialty drug distribution, group purchasing organizations ("GPO") like Onmark ® , technology solutions, practice consulting services, and vaccine distribution, including our exclusive distributor relationship with the Centers for Disease Control and Prevention's ("CDC") Vaccines for Children program.”
FILING10-K0000927653-25-000036cik 0000927653
“This business provides a variety of solutions, including practice operations, healthcare information technology, revenue cycle management and managed care contracting solutions, evidence-based guidelines, and quality measurements to support The U.S. Oncology Network ("USON"), one of the nation's largest networks of physician-led, integrated, community-based oncology practices dedicated to advancing high-quality, evidence-based cancer care.”
FILING10-K0000927653-25-000036cik 0000927653
“We also source generic pharmaceutical drugs through our ClarusONE Sourcing Services LLP joint venture with Walmart Inc. ("ClarusONE").”
FILING10-K0000927653-25-000036cik 0000927653
“We also source generic pharmaceutical drugs through our ClarusONE Sourcing Services LLP joint venture with Walmart Inc. ("ClarusONE").”
FILING10-K0000927653-26-000069cik 0000927653
“LYMPHIR, Citius Oncology has entered into distribution agreements with Cardinal Health, Cencora and McKesson Corporation.”
FILING10-K0001213900-25-125333cik 0001506251disclosed by CTXR
“Our primary wholesale distributor relationships currently include Cardinal Health, Inc., McKesson Corporation, Smith Drug Company, and Morris and Dickson Co. L.L.C., in addition to various generic drug manufacturers.”
FILING10-K0001193125-26-102172cik 0001802255disclosed by GRDN
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FILING10-K0000927653-25-000036cik 0000927653
FILING10-K0001606498-26-000004cik 0001606498disclosed by AVNS
FILING10-K0001075415-25-000012cik 0001075415disclosed by DHC
FILING10-K0001872789-25-000036cik 0001872789disclosed by EMBC
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001628280-26-012297cik 0001396814disclosed by PCRX
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001356576-25-000017cik 0001356576disclosed by SUPN
FILING10-K0001437749-26-010668cik 0001058307disclosed by NXPL
McKesson Corp has 14 disclosed suppliers and 7 disclosed customers. Each one is named in an SEC filing, either McKesson Corp’s own annual report or the counterparty’s, and carries the sentence that discloses it.
MCK (McKesson Corp) has 14 disclosed suppliers and 7 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: NXPL +5.34%, in consumer.