MDLN · Medline Inc. · Fails to Deliver
Key customers — 74% of revenue (the year ended December 31, 2025)
“for 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)
“for 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.”
Fails to deliver — shares from a trade that were not delivered to the buyer by the settlement date — published by the SEC twice a month. Persistent fails can reflect settlement problems or naked short selling.
Fails to Deliver History
| Settlement Date | Quantity | Price | Value |
|---|---|---|---|
| 2026-09-11 | 98,285 | $32.39 | $3,183,451 |
| 2026-09-04 | 34 | $36.59 | $1,244 |
| 2026-09-02 | 27 | $35.11 | $948 |
| 2026-08-31 | 7,690 | $35.28 | $271,303 |
| 2026-08-27 | 7,500 | $34.58 | $259,350 |
| 2026-08-26 | 2 | $35.64 | $71 |
| 2026-08-25 | 73 | $34.70 | $2,533 |
| 2026-08-24 | 7,867 | $34.26 | $269,523 |
| 2026-08-14 | 1,518,584 | $35.58 | $54,031,219 |
| 2026-08-13 | 773 | $35.50 | $27,442 |
| 2026-08-06 | 133,877 | $36.67 | $4,909,270 |
| 2026-08-05 | 1,515 | $42.04 | $63,691 |
| 2026-08-03 | 209,098 | $39.28 | $8,213,369 |
| 2026-07-31 | 4 | $39.12 | $156 |
| 2026-07-30 | 2,301 | $40.08 | $92,224 |
| 2026-07-29 | 10 | $40.51 | $405 |
| 2026-07-28 | 2,296 | $39.70 | $91,151 |
| 2026-07-23 | 674 | $37.18 | $25,059 |
| 2026-07-21 | 12,608 | $38.88 | $490,199 |
| 2026-07-17 | 38 | $41.11 | $1,562 |
| 2026-07-16 | 17,443 | $39.44 | $687,952 |
| 2026-07-15 | 17,450 | $38.66 | $674,617 |
| 2026-07-14 | 26 | $40.58 | $1,055 |
| 2026-07-10 | 32,194 | $40.85 | $1,315,125 |
| 2026-07-08 | 828 | $43.01 | $35,612 |
| 2026-07-06 | 81 | $43.19 | $3,498 |
| 2026-07-01 | 1,079 | $39.44 | $42,556 |