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
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Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 1.84B | First six months 2026 | — |
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| Free Cash Flow non-GAAP | 920M | First six months 2026 | — |
| Organic Sales non-GAAP | 10.8% | First six months 2026 | — |
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| 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.
|
$46.67B | -14.9% | +11.5% | — | 2.6% |
|
ISRG
Intuitive Surgical Inc
|
$141.76B | -30.3% | +20.5% | 46.1 | 1.9% |
|
BDX
Becton Dickinson & Co
|
$49.96B | — | +8.2% | — | 3.7% |
|
ALC
Alcon Inc
|
$35.97B | -5.8% | +10.5% | — | 2.8% |
|
RMD
Resmed Inc
|
$32.78B | -6.8% | +13.4% | 21.8 | 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 | +1.5% | -10.2% | -28.0% | -9.0% | -14.9% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +1.1% | -14.6% | -41.8% | -12.9% | -28.8% |