Filing Flows › Industries › Wholesale-Drugs, Proprietaries & Druggists' Sundries › Capital spending and supply chain
Wholesale-Drugs, Proprietaries & Druggists' Sundries: capital spending and supply chain
SIC 5122 · 7 companies with filed cash-flow statements
Analysis
7 companies in Wholesale-Drugs, Proprietaries & Druggists' Sundries (SIC 5122) spent $2.0B on capital projects over their latest twelve months, 11% of the $18.3B their operations generated; the three largest spenders — COR, CAH, MCK — account for 95%.
Capital spending is 0.3% of the industry's $758.2B of annual revenue.
By the industry's asset mix most of it goes to structures (36%); about $183M is imported.
The largest supplier of that spending is office and commercial structures ($255M).
Its largest supplying industries, by the input-output tables: semiconductor and related device manufacturing ($64.0B), imports ($60.4B), management of companies and enterprises ($51.8B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| COR Cencora | $761M | $4.8B | 16% | TTM to Q3 FY26 |
| CAH Cardinal Health | $698M | $5.6B | 12% | TTM to Q1 FY27 |
| MCK McKesson | $396M | $7.5B | 5% | TTM to Q2 FY27 |
| HLF Herbalife | $59.2M | $396M | 15% | TTM to Q3 2026 |
| NUS Nu Skin Enterprises | $41.5M | $15.2M | 273% | TTM to Q3 2026 |
| COSM Cosmos Health | $96K | −$9.8M | — | TTM to Q2 2026 |
| ESYN HWH International | $19K | −$936K | — | TTM to Q2 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| MCK | CVS | 24% | Stated in 10-K (sentence) | filing |
| COR | Walgreens and Boots UK Ltd | 25% | Stated in 10-K (XBRL) | filing |
| CAH | CVS | 30% | Stated in 10-K (sentence) | filing |
| COR | CI | 13% | Stated in 10-K (sentence) | filing |
| BMY | MCK | 36% | Stated in 10-K (XBRL) | filing |
| PFE | MCK | 25% | Stated in 10-K (XBRL) | filing |
| BMY | COR | 29% | Stated in 10-K (XBRL) | filing |
| AMGN | MCK | 34% | Stated in 10-K (XBRL) | filing |
| BMY | CAH | 22% | Stated in 10-K (XBRL) | filing |
| PFE | COR | 16% | Stated in 10-K (XBRL) | filing |
| AMGN | COR | 27% | Stated in 10-K (XBRL) | filing |
| PFE | CAH | 13% | Stated in 10-K (XBRL) | filing |
| AMGN | CAH | 16% | Stated in 10-K (XBRL) | filing |
| BHC | COR | 18% | Stated in 10-K (customer table) | filing |
| BHC | MCK | 16% | Stated in 10-K (customer table) | filing |
| BHC | CAH | 14% | Stated in 10-K (customer table) | filing |
| ONC | MCK | 18% | Stated in 10-K (XBRL) | filing |
| Keenova Therapeutics plc | COR | 48% | Stated in 10-K (customer table) | filing |
| ELAN | COR | 12% | Stated in 10-K (sentence) | filing |
| ALKS | MCK | 38% | Stated in 10-K (sentence) | filing |
| BLCO | MCK | 10% | Stated in 10-K (customer table) | filing |
| BLCO | CAH | 10% | Stated in 10-K (customer table) | filing |
| JAZZ | MCK | 10% | Stated in 10-K (customer table) | filing |
| EXEL | CAH | 12% | Stated in 10-K (customer table) | filing |
| ALKS | COR | 18% | Stated in 10-K (sentence) | filing |
| PCRX | MCK | 31% | Stated in 10-K (sentence) | filing |
| ALKS | CAH | 15% | Stated in 10-K (sentence) | filing |
| MRNA | CAH | 11% | Stated in 10-K (XBRL) | filing |
| PCRX | CAH | 26% | Stated in 10-K (sentence) | filing |
| AMPH | MCK | 24% | Stated in 10-K (XBRL) | filing |
| PCRX | COR | 22% | Stated in 10-K (sentence) | filing |
| AMPH | COR | 22% | Stated in 10-K (XBRL) | filing |
| AMPH | CAH | 19% | Stated in 10-K (XBRL) | filing |
| RIGL | MCK | 42% | Stated in 10-K (customer table) | filing |
| RIGL | COR | 19% | Stated in 10-K (customer table) | filing |
| AKBA | COR | 19% | Stated in 10-K (customer table) | filing |
| RIGL | CAH | 13% | Stated in 10-K (customer table) | filing |
| ADCT | MCK | 39% | Stated in 10-K (customer table) | filing |
| ADCT | COR | 39% | Stated in 10-K (XBRL) | filing |
| AKBA | MCK | 12% | Stated in 10-K (customer table) | filing |
The interactive money flow: switch views, follow each dollar →
Evidence grades: A filed figure · B computed from filed figures · C industry average (BEA input-output and fixed-asset tables) applied to filed figures. Estimates are not the companies’ own records. Not investment advice.