SEC filings · customer concentration · PFE

Pfizer's major customers

McKesson accounted for 25% of Pfizer's revenue in FY 2025, about the same as 23% a year earlier. 1 listed supplier reports Pfizer as a customer worth 10% or more of their revenue, led by Repligen at 10%.

3major customers now
54%of revenue from them
1listed suppliers depending on it
2012–2026years covered
Free

Get an email when Pfizer's customer concentration changes

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.

Major customers of Pfizer

Customers that Pfizer 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
McKessonMCK25%from 23%FY 2018: 13%FY 2019: 15%FY 2020: 16%FY 2021: 9%FY 2022: 8%FY 2023: 16%FY 2024: 23%FY 2025: 25%8 yearsFY 2025 · filed 26 Feb 2026
CencoraCOR16%from 17%FY 2022: 5%FY 2023: 12%FY 2024: 17%FY 2025: 16%4 yearsFY 2025 · filed 26 Feb 2026
Cardinal HealthCAH13%from 14%FY 2018: 8%FY 2019: 9%FY 2020: 10%FY 2021: 5%FY 2022: 4%FY 2023: 10%FY 2024: 14%FY 2025: 13%8 yearsFY 2025 · filed 26 Feb 2026

Formerly disclosed

CustomerShare of revenueChange vs prior yearHistoryLatest filing
Government And Government Sponsored23%last FY 2022FY 2021: 13%FY 2022: 23%2 yearsFY 2022 · filed 23 Feb 2023
Cencora Inc.Formerly Amerisource Bergen12%last FY 2023FY 2021: 7%FY 2022: 5%FY 2023: 12%3 yearsFY 2023 · filed 22 Feb 2024
U.S. Government6%last FY 2024FY 2021: 13%FY 2022: 23%FY 2024: 6%3 yearsFY 2024 · filed 27 Feb 2025
AmerisourceBergen5%last FY 2022FY 2018: 8%FY 2019: 11%FY 2020: 14%FY 2021: 7%FY 2022: 5%5 yearsFY 2022 · filed 23 Feb 2023

Suppliers that depend on Pfizer

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

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
RepligenRGEN10%from 11%FY 2020: 11%FY 2021: 10%2 yearsFY 2021 · filed 22 Feb 2024

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
EyePointEYPT74%last FY 2017FY 2013: 17%FY 2017: 74%2 yearsFY 2017 · filed 18 Sept 2018
Maravai Lifesciences HoldingsMRVI26%last FY 2022FY 2020: 14%FY 2021: 23%FY 2022: 26%3 yearsFY 2022 · filed 18 Mar 2025
PersonalisPSNL13%last FY 2019FY 2018: 10%FY 2019: 13%2 yearsFY 2019 · filed 24 Feb 2022
Nektar TherapeuticsNKTR12%last FY 2024FY 2021: 13%FY 2022: 11%FY 2023: 10%FY 2024: 12%4 yearsFY 2024 · filed 13 Mar 2026
Fuelcell EnergyFCEL2%last FY 2022FY 2017: 4%FY 2018: 4%FY 2019: 6%FY 2020: 4%FY 2021: 5%FY 2022: 2%6 yearsFY 2022 · filed 20 Dec 2022
Halozyme TherapeuticsHALO1%last FY 2014FY 2012: 22%FY 2013: 4%FY 2014: 1%3 yearsFY 2014 · filed 2 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.

All companies · Latest dependency shifts · Bulk data and API