US · Healthcare · Medical Instruments & Supplies
EPS came in at 0.42 against a street estimate of 0.32 — a beat of 31.2%.
Analysts rate Medline Inc. Class A Common Stock a buy (23 buy, 4 hold, 0 sell out of 27) with an average price target of $44.31.
MIXED Medline raised FY26 organic sales guidance to 9–10% on strong 12% Q2 growth, but cut EBITDA guidance citing Tracy fire, quality investments, and operational headwinds. Underlying margin pressure offsets robust top-line execution. Q2 2026 Acute care drives growth; non-acute held back by retail. International volume growth in Canada and Europe supports momentum. Analysts pressed on nature and permanence of operational investment costs, Middle East macro assumptions, and pathway to restore earnings leverage. Management clarified investments are intentional, growth-supporting, and partially reversible; emphasized disciplined cost savings and pricing optionality to recover margin over time. 2026-08-05…
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| Fund | Stake |
|---|---|
| The Carlyle Group Inc | 21.32% |
| H&F Corporate Investors X, Ltd. | 8.08% |
| FMR Inc | 5.35% |
| Capital Research Global Investors | 4.56% |
| Amvescap Plc. | 4.37% |
| BlackRock Inc | 3.01% |
| Morgan Stanley - Brokerage Accounts | 2.46% |
| Lone Pine Capital LLC | 2.39% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $7,856 million, up from $7,115 million in the third quarter of 2025. • Nine-month 2026 net sale | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales rose 10.4% to $7.9 billion, with Organic Sales up 10.5%. • Third-quarter net income fell 1.2% to $31 | 2026-11-04 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Medline initiated a voluntary field action on October 14, 2026, covering the removal, discontinuation and market exit of all Medli | 2026-10-21 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Medline Inc. reported that Joseph P. Baratta will resign from its Board of Directors effective December 31, 2026. • The resignati | 2026-10-15 |
| Quarterly report · Q2 2026 MEDLINE INC. – FORM 10-Q SUMMARY FOR RETAIL INVESTORS Quarter Ended June 27, 2026 --- HEADLINE NUMBERS • Net sales (6 months): $15,037 million vs. | 2026-08-05 |
| Results announced · Q3 2026 MEDLINE INC. - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 net sales: $7.7 billion, up 11.6% year-over-year • Q2 2026 net income: $139 milli | 2026-08-05 |
| Board / officer change · Q3 2026 MEDLINE INC. (MDLN) - 8-K SUMMARY HEADLINE NUMBERS • Company: Medline Inc., Delaware incorporated, trading on Nasdaq under ticker MDLN • Principal l | 2026-07-09 |
| Shareholder vote results · Q2 2026 MEDLINE INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held on June 11, 2026 • Total shares voted (all director elections | 2026-06-12 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.