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SEC filings · customer concentration · GILD

Gilead Sciences's major customers

Cardinal Health accounted for 29% of Gilead Sciences's revenue in FY 2025, about the same as 29% a year earlier. 1 listed supplier reports Gilead Sciences as a customer worth 10% or more of their revenue, led by Macrogenics at 24%.

3major customers now
74%of revenue from them
1listed suppliers depending on it
2014–2026years covered
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Major customers of Gilead Sciences

Customers that Gilead Sciences 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
Cardinal HealthCAH29%from 29%FY 2016: 16%FY 2017: 19%FY 2018: 21%FY 2019: 21%FY 2020: 21%FY 2021: 22%FY 2022: 25%FY 2023: 28%FY 2024: 29%FY 2025: 29%10 yearsFY 2025 · filed 24 Feb 2026
McKessonMCK24%from 23%FY 2016: 22%FY 2017: 23%FY 2018: 21%FY 2019: 22%FY 2020: 20%FY 2021: 20%FY 2022: 20%FY 2023: 24%FY 2024: 23%FY 2025: 24%10 yearsFY 2025 · filed 24 Feb 2026
CencoraCOR21%from 21%FY 2021: 23%FY 2022: 18%FY 2023: 22%FY 2024: 21%FY 2025: 21%5 yearsFY 2025 · filed 24 Feb 2026

Formerly disclosed

CustomerShare of revenueChange vs prior yearHistoryLatest filing
AmerisourceBergen18%last FY 2022FY 2016: 18%FY 2017: 20%FY 2018: 20%FY 2019: 21%FY 2020: 27%FY 2021: 23%FY 2022: 18%7 yearsFY 2022 · filed 22 Feb 2023

Suppliers that depend on Gilead Sciences

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

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
MacrogenicsMGNX24%newFY 2014: 11%FY 2025: 24%2 yearsFY 2025 · filed 9 Mar 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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