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Dec 31, 2025
Medline Inc Q4 2025 Earnings Report
Medline reported strong revenue growth in Q4 2025, with higher net sales offset by margin pressure and lower net income.
Key Takeaways
Medline generated 7787000000 in net sales in Q4 2025, up 14.8% year-over-year, while net income declined to 180000000 due to higher costs of goods sold and increased operating expenses, including IPO-related costs.
Net sales increased 14.8% year-over-year to 7787000000.
Gross profit was 1914000000 with gross margin of 24.6%.
Net income declined 37.7% year-over-year to 180000000.
Adjusted EBITDA was 805000000, approximately flat versus prior year.
Revenue by Segment
Forward Guidance
For full year 2026, Medline expects Organic Sales growth of 8% to 9% and Adjusted EBITDA of 3500000000 to 3600000000.
Positive Outlook
- Expected Organic Sales growth of 8% to 9% in 2026.
- Adjusted EBITDA guidance of 3500000000 to 3600000000.
- Strong volume-driven growth momentum.
- Broad product portfolio and distribution footprint.
- Continued investment capacity following IPO.
Challenges Ahead
- Gross margin declined to 24.6% from 27.3%.
- Operating margin decreased to 5.5% from 7.3%.
- Net income declined 37.7% year-over-year.
- Higher costs of goods sold due to tariffs.
- Increased operating expenses including IPO-related costs.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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