CAH · News · 20260807N

Competition and Market Share

CARDINAL HEALTH INC · 2026-08-07 · Importance 17 · Surprise 24

Cardinal Health, McKesson, and Cencora collectively control more than 90% of the U.S. drug distribution market, indicating a highly concentrated domestic wholesaling structure. Cencora’s specialty assets are reportedly performing strongly and helping offset industry headwinds. McKesson is also benefiting from specialty pharmaceuticals, oncology services, and prescription-volume growth, reinforcing specialty distribution as a key competitive battleground.

Key facts

• PensionDanmark Pensionsforsikringsaktieselskab increased its stake in Cardinal Health by 15.1% in the second quarter, purchasing 11,455 shares to bring its total holdings to 87,295 shares valued at $20.7 million. source