The stock may react positively to strong revenue growth and IPO completion, but investors should monitor whether management can control cost pressures that are eroding profitability. The 2026 guidance suggests continued growth but at potentially compressed margins.
Price Chart
Executive Summary
Medline reported strong full-year 2025 revenue growth of 11.5% to $28.4 billion, but net income declined 3.6% to $1.2 billion due to higher costs from tariffs, headcount investments, and IPO-related expenses. Adjusted EBITDA grew 3.2% to $3.5 billion. The company completed its IPO and provided 2026 guidance for organic sales growth of 8-9% and Adjusted EBITDA of $3.5-$3.6 billion.
Key Financial Metrics
Key Facts
- Fourth quarter 2025 net sales: $7.8 billion (+14.8% YoY)
- Full year 2025 net sales: $28.4 billion (+11.5% YoY)
- Fourth quarter 2025 net income: $180 million (-37.7% YoY)
- Full year 2025 net income: $1.2 billion (-3.6% YoY)
- Full year 2025 Adjusted EBITDA: $3.5 billion (+3.2% YoY)
- Completed IPO in Q4 2025
- 2026 guidance: 8-9% organic sales growth and $3.5-$3.6 billion Adjusted EBITDA
Financial Impact
Revenue growth of 11.5% with declining profitability due to cost pressures
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Medline Brand | $13.7K | +9.6% |
| Supply Chain Solutions | $14.7K | +13.2% |
Risk Factors
- Continued margin pressure from tariffs and operating costs
- Integration costs from acquisitions
- Execution risk on IPO-related growth initiatives
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0002046386-26-000007 |
| Document: mdln-20260225.htm | 0002046386-26-000007 |
| Document: 0002046386-26-000007-index-headers.html | 0002046386-26-000007 |
| Document: 0002046386-26-000007-index.html | 0002046386-26-000007 |
| Document: 0002046386-26-000007.txt | 0002046386-26-000007 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 5, 2026 8w ago | 8-K | $36.67 $36.30 | ▼ −1.00% | ▼ −0.39% | $35.61 (−2.88%) |
Aug 5, 2026 8w ago | Press Release | $36.67 $36.30 | ▼ −1.00% | ▼ −0.39% | $35.61 (−2.88%) |
Jul 9, 2026 12w ago | 8-K | $41.04 $35.23 | ▼ −14.16% | ▼ −16.58% | $35.61 (−13.23%) |
Jun 11, 2026 16w ago | Institutional Cluster | $37.13 $40.85 | ▲ +10.02% | ▲ +8.13% | $35.61 (−4.09%) |
Jun 2, 2026 17w ago | 8-K | $33.19 $41.73 | ▲ +25.73% | ▲ +27.30% | $35.61 (+7.29%) |
Jun 1, 2026 17w ago | Insider Cluster | $33.19 $41.73 | ▼ −25.73% | ▼ −27.30% | $35.61 (−7.29%) |
Jun 1, 2026 17w ago | Insider Cluster | $33.19 $41.73 | ▼ −25.73% | ▼ −27.30% | $35.61 (−7.29%) |
May 22, 2026 19w ago | EFFECT | $37.01 $35.31 | ▼ −4.59% | ▼ −3.18% | $35.61 (−3.78%) |
May 22, 2026 19w ago | Press Release | $37.01 $35.31 | ▲ +4.59% | ▲ +3.18% | $35.61 (+3.78%) |
May 20, 2026 19w ago | Press Release | $36.25 $35.94 | ▲ +0.86% | ▲ +1.60% | $35.61 (+1.77%) |
US Market Status
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