MDLN · Medline Inc.
Key customers — 74% of revenue (the year ended December 31, 2025)
“approximately $19.7 billion (or 69% of consolidated net sales and 74% of U.S. net sales) was from sales to member hospitals under contract with our largest GPOs: Vizient Supply, LLC, HealthTrust Purchasing Group, L.P., and Premier Healthcare Alliance, L.P.”
Key customers — 69% of revenue (the year ended December 31, 2025)
“approximately $19.7 billion (or 69% of consolidated net sales and 74% of U.S. net sales) was from sales to member hospitals under contract with our largest GPOs: Vizient Supply, LLC, HealthTrust Purchasing Group, L.P., and Premier Healthcare Alliance, L.P.”
5 customers — 11.3% of revenue (the year ended December 31, 2025)
“For the year ended December 31, 2025, our top five U.S. customers represented approximately $3.2 billion (or 11.3%) of our net sales.”
Price & Indicators
The closing range uses available history since Dec 17, 2025; less than a full year is stored.
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TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted Diluted EPS non-GAAP | $0.83 | first six months 2026 | — |
| Adjusted EBITDA non-GAAP | $1.84B | first six months 2026 | — |
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| Adjusted EBITDA Margin non-GAAP | 11.7% | Trailing Twelve months ended June 27, 2026 | — |
| Adjusted Net Income non-GAAP | $1.1B | Six months ended June 27, 2026 | — |
| Free Cash Flow non-GAAP | $920M | first six months 2026 | — |
| Medline Brand segment Adjusted EBITDA Margin non-GAAP | 26.2% | Six months ended June 27, 2026 | — |
| Net Leverage non-GAAP | 2.9 | Trailing Twelve months ended June 27, 2026 | — |
| Organic Sales growth non-GAAP | 10.8% | first six months 2026 | — |
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| Supply Chain Solutions segment Adjusted EBITDA non-GAAP | $391M | Six months ended June 27, 2026 | — |
| Total new customer signings | $2.4B | full year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Medical Instruments & Supplies — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MDLN
this stock
Medline Inc.
|
$44.58B | -19.3% | +11.5% | — | 2.6% |
|
ISRG
Intuitive Surgical Inc
|
$140.51B | -29.8% | +20.5% | 45.7 | 1.9% |
|
BDX
Becton Dickinson & Co
|
$49.24B | — | +8.2% | — | 3.7% |
|
ALC
Alcon Inc
|
$35.55B | -5.8% | +10.5% | — | 2.8% |
|
RMD
Resmed Inc
|
$33.38B | -4.2% | +13.4% | 22.2 | 10.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MDLN | -4.5% | -8.8% | -30.6% | -13.7% | -19.3% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -4.0% | -11.7% | -42.2% | -16.6% | -32.0% |