Every 8-K that Medline (MDLN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MDLN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MDLN filings page.
Medline Inc. reported Q2 2026 net sales of $7.7 billion, up 11.6% year over year, with Organic Sales growth of 11.5%. Gross margin improved to 28.8%. For the first six months, net sales reached $15.0 billion, up 11.1%, with Organic Sales up 10.8%.
Profitability was pressured by a $336 million loss from the Tracy, California distribution-center fire, higher operating expenses and tariff impacts. Q2 net income fell 58.3% to $139 million, while Adjusted EBITDA rose 13.4% to $1.1 billion. The company recognized $332 million of IEEPA tariff refunds and accrued $89 million of related customer repayments, for a net benefit of $243 million to net income and Adjusted EBITDA.
Operating cash flow for the first six months was $1.1 billion and Free Cash Flow was $920 million. Medline updated 2026 guidance, raising Organic Sales growth to 9.0%–10.0% but lowering Adjusted EBITDA to $3.3–$3.4 billion, citing inflation from the Middle East conflict, increased operational and quality investments, and retail channel softness.
Medline Inc. disclosed that its Chief Operating Officer, Stephen L. Miller, has notified the company of his decision to retire for health-related reasons. The retirement will be effective August 30, 2026. Medline has begun a search for a successor to the COO role.
Medline Inc. held its 2026 Annual Meeting of Stockholders on June 11, 2026, where all 12 director nominees were elected to one-year terms extending to the 2027 annual meeting. Each director received over 1.15 billion shares voted in favor, with additional broker non-votes recorded.
Stockholders also approved, on an advisory basis, the Company’s executive compensation, with 1,189,280,399 shares for and 6,203,145 against. In a separate advisory vote on how often to hold these say-on-pay votes, stockholders supported an annual frequency, and the Company decided to continue holding them every year.
Finally, stockholders ratified the selection of Ernst & Young LLP as Medline’s independent auditor for the fiscal year ending December 31, 2026, with 1,211,242,117 shares for, 156,205 against, and 47,637 abstentions.
Medline Inc. outlines a major refinancing of its capital structure and a large secondary equity sale by existing investors. Indirect subsidiaries issued $1,250.0 million of 5.000% senior secured notes due 2031 and $750.0 million of 5.250% senior secured notes due 2033, both secured on a first‑lien basis and guaranteed by key domestic subsidiaries. The company also entered into a new $2,750.0 million senior secured term loan maturing in 2033, with 1.00% annual amortization and interest based on a base rate or Term SOFR plus an applicable margin. Net proceeds from the notes and the new term loan, together with cash on hand, were used to repay a 2028 term loan, refinance approximately $724.0 million of a 2030 term loan, and redeem approximately $500.0 million of 6.250% senior secured notes due 2029. Separately, selling stockholders affiliated with Blackstone, Hellman & Friedman and the Abu Dhabi Investment Authority completed an underwritten public offering of 72,554,594 Class A shares at $37.00 per share, with a 30‑day option for underwriters to buy up to an additional 10,883,189 shares.
Medline Inc. reported first quarter 2026 results, showing strong sales growth but lower profitability. Net sales rose 10.7% to $7.35 billion, driven by new 2025 customer implementations and growth with existing customers, while Organic Sales increased 10.1%.
Net income fell 25.8% to $239 million, mainly from higher cost of goods sold, tariffs, added operating expenses to support growth, and an IPO-related employee bonus, partly offset by higher sales and lower interest expense. Adjusted EBITDA declined 10.6% to $776 million, and operating margin narrowed to 5.7%.
Diluted EPS was $0.16, with Adjusted Diluted EPS of $0.33. Net cash from operating activities was $412 million, and Free Cash Flow was $316 million, both lower than a year ago. Management raised full-year 2026 Organic Sales growth guidance to 8.5%–9.5% and maintained Adjusted EBITDA guidance of $3.5–$3.6 billion, reflecting confidence in demand despite cost pressures.
Medline Inc. reported strong 2025 sales growth but weaker margins while completing its IPO. Full-year net sales rose to $28.4 billion, up 11.5% from $25.5 billion, with Organic Sales up 10.5%. Adjusted EBITDA increased 3.2% to $3.5 billion, while net income slipped 3.6% to $1.2 billion as tariffs and higher operating costs weighed on profitability.
For the fourth quarter, net sales grew 14.8% to $7.8 billion, but net income fell 37.7% to $180 million and Adjusted EBITDA was essentially flat at $805 million. Medline completed its initial public offering, ended 2025 with $1.7 billion in operating cash flow and $1.3 billion in Free Cash Flow, and reduced net debt to $10.8 billion, lowering Net Leverage to 3.1x from 4.9x. For 2026, the company targets 8–9% Organic Sales growth and Adjusted EBITDA of $3.5–$3.6 billion.