McKesson Corporation

MCKintermediary

McKesson is the largest pharmaceutical distributor in the US, connecting drug manufacturers with pharmacies and health systems. It distributes roughly one-third of all medications used in North America.

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Продукты и выручка

Доля выручки продукта

Структура выручки ($308.9B)

Статические данные (загрузка финансов…)

US Pharmaceutical (89%)

Medical-Surgical Solutions (7%)

Prescription Technology Solutions (4%)

Структура сегментов и ключевые клиенты

Подробности продукта

Pharmaceutical Distribution84%

Wholesale distribution of branded/generic drugs to pharmacies, hospitals, and health systems. Largest US drug distributor by revenue.

Medical-Surgical Distribution10%

Medical supplies and equipment distributed to physician offices and alternate care sites.

Prescription Technology Solutions6%

CoverMyMeds prior authorization platform, RelayHealth pharmacy network, and specialty pharmacy software.

Связи цепочки поставок

Ключевые клиенты

CVS Health Corporation

Drug distribution

Влияние: ~$50B annual

Walgreens Boots Alliance

Drug distribution

Влияние: ~$40B annual

Партнёры

UnitedHealth Group

Specialty pharmacy services

Влияние: significant

Макро- и рыночный контекст

헬스케어Новости сектора

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

Предстоящие катализаторы

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

AI-анализ

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Информация о компании

Штаб-квартира

Irving, TX

Основана

1833

Сотрудники

51,000

Веб-сайт

mckesson.com

Обзор сектора — 헬스케어

Новости сектора