McKesson Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−0.67%
vs ±6.2% implied · ×0.11
shaded = implied · ▲▼ = realized
McKesson has 14 disclosed suppliers and 7 disclosed customers in SEC filings.
McKesson Corp
994.58
SentenceWe 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.
SentenceAt 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.
basisMCK FY2026 revenue $403B
MCK 10-Kaccession 0000927653-26-000069
SentenceWe 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.
basisPCRX FY2025 revenue $726MMCK FY2026 revenue $403BFY mismatch
SentenceIn 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.
basisAVNS FY2025 revenue $701MMCK FY2026 revenue $403BFY mismatch
SentenceEach 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.
SentenceWe also source generic pharmaceutical drugs through our ClarusONE Sourcing Services LLP joint venture with Walmart Inc. ("ClarusONE").
MCK 10-Kaccession 0000927653-25-000036
SentenceServices 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.
MCK 10-Kaccession 0000927653-25-000036
SentenceDuring 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.
MCK 10-Kaccession 0000927653-25-000036
SentenceThis 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.
MCK 10-Kaccession 0000927653-25-000036
Expected move
Inputs8Q avg ±3.6%·×1.56·rich
straddle ±7.0%
spot 994.58exp Nov 20ATM strike 990ATM straddle 81.65IV 43%