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SEC filings · customer concentration · EXEL

Exelixis's major customers

Cencora accounted for 22% of Exelixis's revenue in FY 2026, about the same as 18% a year earlier.

6major customers now
85%of revenue from them
0listed suppliers depending on it
2011–2026years covered
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Major customers of Exelixis

Customers that Exelixis 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
CencoraCOR22%from 18%FY 2022: 18%FY 2023: 17%FY 2025: 18%FY 2026: 22%4 yearsFY 2026 · filed 10 Feb 2026
McKessonMCK19%from 16%FY 2016: 7%FY 2017: 11%FY 2018: 12%FY 2020: 12%FY 2021: 14%FY 2022: 17%FY 2023: 17%FY 2025: 16%FY 2026: 19%10 yearsFY 2026 · filed 10 Feb 2026
CVS HealthCVS15%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
Accredo Health12%from 11%FY 2016: 9%FY 2017: 11%FY 2018: 14%FY 2020: 13%FY 2021: 9%FY 2022: 10%FY 2023: 12%FY 2025: 11%FY 2026: 12%10 yearsFY 2026 · filed 10 Feb 2026
Optum Specialty Pharmacy10%from 9%FY 2020: 13%FY 2021: 8%FY 2022: 10%FY 2023: 10%FY 2025: 9%FY 2026: 10%7 yearsFY 2026 · filed 10 Feb 2026
Ipsen7%▼ from 15%FY 2016: 17%FY 2017: 15%FY 2018: 21%FY 2020: 16%FY 2021: 21%FY 2022: 10%FY 2023: 8%FY 2025: 15%FY 2026: 7%11 yearsFY 2026 · filed 10 Feb 2026

Formerly disclosed

CustomerShare of revenueChange vs prior yearHistoryLatest filing
Bristol Myers SquibbBMY52%last FY 2013FY 2011: 59%FY 2012: 66%FY 2013: 52%3 yearsFY 2013 · filed 29 Feb 2016
SanofiSNY39%last FY 2011FY 2011: 39%1 yearFY 2011 · filed 20 Feb 2014
Merck & Co.MRK22%last FY 2012FY 2012: 22%1 yearFY 2012 · filed 2 Mar 2015
AmerisourceBergen17%last FY 2023FY 2017: 8%FY 2018: 9%FY 2020: 11%FY 2021: 14%FY 2022: 18%FY 2023: 17%7 yearsFY 2023 · filed 6 Feb 2024
Caremark13%last FY 2018FY 2016: 9%FY 2017: 16%FY 2018: 13%3 yearsFY 2018 · filed 22 Feb 2019
Daiichi Sankyo12%last FY 2012FY 2012: 12%1 yearFY 2012 · filed 2 Mar 2015
Diplomat Specialty Pharmacy5%last FY 2020FY 2013: 45%FY 2014: 99%FY 2015: 83%FY 2016: 33%FY 2017: 18%FY 2018: 9%FY 2020: 5%9 yearsFY 2020 · filed 25 Feb 2020

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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