SEC filings · customer concentration · CVS

Who depends on CVS Health

2 listed suppliers report CVS Health as a customer worth 10% or more of their revenue, led by Cardinal Health at 28%.

0major customers now
—of revenue from them
2listed suppliers depending on it
2017–2026years covered
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When a new annual report adds a 10% customer, drops one, or moves a share by 5 points or more, you get the change and the filing link. Up to 10 companies per address, no account, unsubscribe with one click.

Suppliers that depend on CVS Health

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

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Cardinal HealthCAH28%from 30%FY 2022: 25%FY 2023: 25%FY 2024: 24%FY 2025: 30%FY 2026: 28%5 yearsFY 2026 · filed 11 Aug 2026
ExelixisEXEL15%from 17%FY 2017: 16%FY 2018: 13%FY 2020: 15%FY 2021: 14%FY 2022: 17%FY 2023: 17%FY 2025: 17%FY 2026: 15%9 yearsFY 2026 · filed 10 Feb 2026

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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