Medline Q2 Earnings Call Highlights

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Wed, August 5, 2026 astatine 12:04 PM CDT 7 min read

Key Points

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Medline reported beardown second-quarter growth, with nett income up 12% to $7.7 billion, led by a 16% summation successful Supply Chain Solutions and a 15% summation successful U.S. acute-care sales. The institution raised its full-year integrated income maturation outlook to 9%-10%.
Adjusted EBITDA roseate 13% to $1.1 billion, boosted by a $243 cardinal tariff-refund benefit, but underlying profitability faced higher costs, prime remediation, retail weakness and operational investments. Medline lowered full-year adjusted EBITDA guidance to $3.3 billion-$3.4 cardinal from $3.5 billion-$3.6 billion.
A June occurrence astatine the Tracy, California, organisation halfway reduced first-half nett income by $336 million, though Medline constricted lawsuit disruption and is expanding its California organisation network. The institution expects an further $50 million-$100 cardinal successful Tracy-related costs during the 2nd half.

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Medline (NASDAQ:MDLN) reported second-quarter 2026 nett income maturation of 12% to $7.7 billion, supported by request crossed its medical-surgical merchandise and supply-chain businesses, portion raising its full-year integrated income outlook. The institution besides lowered its adjusted EBITDA guidance, citing operational investments, prime remediation efforts, retail weakness, Middle East-related ostentation and costs associated with a June occurrence astatine its Tracy, California organisation center.

Chief Executive Officer Jim Boyle said Medline Brand income grew 7% during the quarter, including the effect of lawsuit repayments tied to IEEPA tariff refunds, portion Supply Chain Solutions income roseate 16% connected caller lawsuit implementations and maturation among existing customers. He said the supply-chain conception remains important to Medline's strategy due to the fact that it tin make opportunities to person lawsuit spending toward higher-margin Medline Brand products.

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"We are pleased with the continued momentum crossed the concern and are raising our fiscal twelvemonth integrated income outlook to bespeak stronger request and coagulated execution by our team," Boyle said.

Sales Growth Led by Acute Care and Supply Chain Solutions

Medline Brand generated $3.5 cardinal successful second-quarter sales, up 7% from a twelvemonth earlier. Customer repayments associated with IEEPA tariff refunds reduced conception maturation by astir 3 percent points, according to Chief Financial Officer Mike Drazin.

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