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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
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Medline
Medline (MDLN) investor relations material
Medline Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Achieved record $2.4 billion in new customer signings and strong demand across acute and non-acute care channels, with major wins including the U.S. Department of Veterans Affairs and a large faith-based IDN.
Completed a successful IPO, raising over $7 billion, enhancing growth investment capacity, and strengthening the balance sheet.
Continued investment in automation, technology, and product innovation, including AI-powered supply chain solutions and Medline Brand portfolio expansion.
Fourth quarter net sales rose 14.8% year-over-year to $7.8 billion, driven by volume growth in both core segments.
Financial highlights
Annual net sales for 2025 grew 12% year-over-year to $28.4 billion, with 11% organic growth.
Adjusted EBITDA reached $3.5 billion, up 3.2% versus prior year, with margin declining 100 basis points to 12.2% due to tariffs and investments.
Full year 2025 net income was $1.2 billion, down 3.6% year-over-year, impacted by higher costs of goods sold (tariffs) and IPO-related expenses.
Gross margin for 2025 was 26.4%, down from 27.3% in 2024; operating margin was 7.8%, down from 8.4%.
Free cash flow for the year was $1.3 billion, reflecting capital investments and legal settlements.
Outlook and guidance
2026 organic sales growth expected in the range of 8%-9%, driven by new customer signings and continued strong utilization.
Adjusted EBITDA guidance for 2026 is $3.5-$3.6 billion, including a $200 million incremental tariff headwind.
Capital expenditures projected at $500 million, with effective tax rate expected between 17.5%-19.5%.
Approximately 1.4 billion fully diluted shares outstanding estimated for 2026.
Explain Q4 net income decline despite sales growth?
Factors influencing 2026 sales growth guidance
IPO impact on debt and leverage position
Tariff impact: What's the latest assessment?
M&A focus areas for 2026
Symbotic pilot: Expected impact on operations?
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Next Medline earnings date
Barclays 28th Annual Global Healthcare Conference11 Mar, 2026
Medline
Next Medline earnings date
Barclays 28th Annual Global Healthcare Conference11 Mar, 2026
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