SEC filings · customer concentration · BMY

Bristol Myers Squibb's major customers

McKesson accounted for 36% of Bristol Myers Squibb's revenue in FY 2025, about the same as 34% a year earlier.

3major customers now
87%of revenue from them
0listed suppliers depending on it
2011–2026years covered
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Major customers of Bristol Myers Squibb

Customers that Bristol Myers Squibb named in its annual report as 10% or more of revenue. A missing year means the customer was below that line or not named.

CustomerShare of revenueChange vs prior yearHistoryLatest filing
McKessonMCK36%from 34%FY 2019: 26%FY 2020: 31%FY 2021: 32%FY 2022: 32%FY 2023: 33%FY 2024: 34%FY 2025: 36%7 yearsFY 2025 · filed 11 Feb 2026
CencoraCOR29%from 29%FY 2021: 25%FY 2022: 25%FY 2023: 29%FY 2024: 29%FY 2025: 29%5 yearsFY 2025 · filed 11 Feb 2026
Cardinal HealthCAH22%from 22%FY 2019: 17%FY 2020: 19%FY 2021: 20%FY 2022: 21%FY 2023: 23%FY 2024: 22%FY 2025: 22%7 yearsFY 2025 · filed 11 Feb 2026

Formerly disclosed

CustomerShare of revenueChange vs prior yearHistoryLatest filing
Amerisorce Bergen25%last FY 2022FY 2019: 20%FY 2020: 25%FY 2021: 25%FY 2022: 25%4 yearsFY 2022 · filed 14 Feb 2023

Suppliers that depend on Bristol Myers Squibb

Listed companies whose annual report names Bristol Myers Squibb as a customer worth 10% or more of their revenue. If Bristol Myers Squibb cuts orders or switches supplier, these are the companies that feel it.

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Rigel PharmaceuticalsRIGL82%last FY 2016FY 2015: 60%FY 2016: 82%2 yearsFY 2016 · filed 28 Feb 2019
BridgeBio PharmaBBIO81%last FY 2023FY 2022: 98%FY 2023: 81%2 yearsFY 2023 · filed 24 Feb 2026
ExelixisEXEL52%last FY 2013FY 2011: 59%FY 2012: 66%FY 2013: 52%3 yearsFY 2013 · filed 29 Feb 2016
Nektar TherapeuticsNKTR36%last FY 2020FY 2018: 89%FY 2020: 36%2 yearsFY 2020 · filed 5 Mar 2024
RepligenRGEN27%last FY 2013FY 2012: 24%FY 2013: 27%2 yearsFY 2013 · filed 17 Mar 2015

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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