v3.26.1
Business Segment Information (Tables)
 9 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Schedule Reportable and Operating Segment Disaggregated Revenue
The following illustrates reportable and operating segment disaggregated revenue as required by Accounting Standards Codification 606, “Revenue from Contracts with Customers,” for the periods indicated:
Three months ended
June 30,		Nine months ended
June 30,
(in thousands)2026202520262025
U.S. Healthcare Solutions$74,860,763 $71,342,873 $219,837,666 $210,717,432 
International Healthcare Solutions:
Alliance Healthcare6,601,430 6,229,963 19,648,593 18,001,154 
Other Healthcare Solutions1,079,026 1,023,433 3,221,585 2,907,916 
Total International Healthcare Solutions7,680,456 7,253,396 22,870,178 20,909,070 
Other:
Animal Health1,519,782 1,471,692 4,426,888 4,214,709 
Other non-strategic businesses733,548 635,772 2,010,960 1,851,617 
Total Other2,253,330 2,107,464 6,437,848 6,066,326 
Intersegment eliminations(39,712)(40,201)(102,923)(88,563)
Revenue$84,754,837 $80,663,532 $249,042,769 $237,604,265 
Schedule of Reportable Segment Operating Income
The following illustrates reportable segment cost of goods sold information for the periods indicated:
Three months ended
June 30,		Nine months ended
June 30,
(in thousands)2026202520262025
U.S. Healthcare Solutions$72,484,221 $69,531,741 $213,325,288 $205,570,117 
International Healthcare Solutions6,858,416 6,517,889 20,444,427 18,693,060 
Other1,924,740 1,792,348 5,473,147 5,115,156 
Intersegment eliminations(35,382)(38,784)(90,105)(84,516)
Total segment cost of goods sold$81,231,995 $77,803,194 $239,152,757 $229,293,817 
The following illustrates reportable segment operating expenses information for the periods indicated:
Three months ended
June 30,		Nine months ended
June 30,
(in thousands)2026202520262025
U.S. Healthcare Solutions$1,410,364 $977,482 $3,716,570 $2,681,771 
International Healthcare Solutions656,188 598,232 1,941,946 1,758,957 
Other219,854 228,012 672,915 673,886 
Intersegment eliminations(1,650)(1,719)(5,568)(4,069)
Total segment operating expenses$2,284,756 $1,802,007 $6,325,863 $5,110,545 
The following illustrates reportable segment operating income information for the periods indicated:
Three months ended
June 30,		Nine months ended
June 30,
(in thousands)2026202520262025
U.S. Healthcare Solutions$966,178 $833,650 $2,795,808 $2,465,544 
International Healthcare Solutions165,852 137,275 483,805 457,053 
Other108,736 87,104 291,786 277,284 
Intersegment eliminations(2,680)302 (7,250)22 
Total segment operating income$1,238,086 $1,058,331 $3,564,149 $3,199,903 
The following illustrates depreciation and amortization by reportable segment for the periods indicated:
Three months ended
June 30,		Nine months ended
June 30,
(in thousands)2026202520262025
U.S. Healthcare Solutions$111,563 $74,322 $277,809 $207,383 
International Healthcare Solutions36,433 35,354 109,177 99,813 
Other4,295 19,450 33,564 58,373 
Acquisition-related intangibles amortization117,208 124,869 358,642 426,736 
Total depreciation and amortization$269,499 $253,995 $779,192 $792,305 
The following illustrates capital expenditures by reportable segment for the periods indicated:
Three months ended
June 30,		Nine months ended
June 30,
(in thousands)2026202520262025
U.S. Healthcare Solutions$146,601 $109,704 $309,550 $210,198 
International Healthcare Solutions62,271 59,509 153,263 168,179 
Other17,167 14,003 48,220 39,792 
Total capital expenditures$226,039 $183,216 $511,033 $418,169 
Schedule of Reconciliation of Total Segment Operating Income to Income Before Income Taxes The following reconciles total segment operating income to income before income taxes for the periods indicated:
Three months ended
June 30,		Nine months ended
June 30,
(in thousands)2026202520262025
Total segment operating income$1,238,086 $1,058,331 $3,564,149 $3,199,903 
Gains from antitrust litigation settlements5,494 9,495 34,184 231,011 
LIFO credit94,304 52,058 381,896 19,913 
Türkiye highly inflationary impact
(15,405)(14,776)(38,447)(36,410)
Acquisition-related intangibles amortization(117,208)(124,869)(358,642)(426,736)
Litigation and opioid-related credit (expenses), net88,643 (17,974)160,936 (46,263)
Acquisition and divestiture-related deal and integration expenses(113,069)(52,838)(355,652)(190,930)
Restructuring and other expenses, net(60,628)(41,773)(115,667)(140,390)
Impairment of assets, including goodwill— — (249,498)— 
Operating income1,120,217 867,654 3,023,259 2,610,098 
Other income, net(16,882)(110,417)(1,123,921)(48,997)
Interest expense, net140,705 81,794 353,574 213,715 
Income before income taxes$996,394 $896,277 $3,793,606 $2,445,380