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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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($308.9B)

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US Pharmaceutical (89%)
Medical-Surgical Solutions (7%)
Prescription Technology Solutions (4%)

Segment Breakdown & Key Customers

Product Details

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.

Macro & Market Context

헬스케어Sector News

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)

Upcoming Catalysts

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

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of McKesson Corporation.

Company Info

Headquarters

Irving, TX

Founded

1833

Employees

51,000

Sector Overview헬스케어

Sector News

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)

Key Themes

  • CMS 메디케어 어드밴티지 수가 인하 → 보험사 마진 압박
  • AI 영상진단·병리학 도입 가속 — Tempus, Veracyte 수혜
  • GLP-1 보험 적용 확대 논의 → UNH·CVS 비용 증가 리스크

Upcoming Catalysts

  • CMS 메디케어 최종 수가 발표 (2026.Q2)
  • UNH/HUM/CVS Q1 실적 (2026.04)