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MDMDLN

Medline Inc.

$MDLN·$32B·Medical - Instruments & Supplies·Healthcare
$35.96-1.7%YTD-14.8%1Y-12.3%
Price updated 8h ago·X counts updated 5d ago
MDMDLN
$MDLNMedline Inc.
$35.96-1.67%94 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MDLN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

94X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MDLN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MDLN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Medline is a recently-IPO'd medical-supplies giant growing 10%+ YoY — multiple securities-fraud investigations are the new overhang.

Medline is the US medical-supplies manufacturer and distributor that recently went public — hospitals, clinics, long-term care, and surgical-center distribution plus private-label medical devices. The stock is -15% YTD on new securities-fraud investigations despite growing 10%+.

  • Growth is real and accelerating: Q1 2026 revenue of $7.4B at +10.7% YoY after +22%, +15%, and +11% in prior quarters — this is a scaling medical-supplies franchise with 24% gross margins and 7% operating margins.
  • EPS beats are compounding: last four prints at +42%, +12%, -6%, 0% — the operating-leverage story is landing, with Q2 2026 EPS of $0.50 (beat) suggesting the margin trajectory is intact.
  • Securities-fraud investigations from Kaplan Fox, BFA Law, and Bragar Eagel are the live overhang — this is specifically about alleged disclosure issues ahead of or during the IPO, with no quantified liability yet.

Nov 4 Q3 earnings with revenue growth above 10% plus the IPO-related investigation outcome clarity restarts the move; a reserve build on legal matters or an operating-margin miss and the stock drifts.

What to watch: Nov 4 Q3 earnings — organic revenue growth above 10%, operating-margin trend above 7%, 2027 guide, and any update on the securities-fraud investigations. A credible resolution of the legal overhang plus a clean beat re-rates it; a reserve build and the stock drifts further.

On the calendar: 2026-11-04 — Q3 2026 earnings

Read the AI verdict on $MDLN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures and distributes medical-surgical supplies (gloves, gowns, IV sets) directly to hospitals, surgery centers, and post-acute facilities.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $MDLN.

Medical - Instruments & Supplies · Healthcare

No material change from last week — Procedure-volume normalization lifting surgical robotics and sterile supply demand.

What this means for $MDLN

Partial — Manufactures and distributes medical-surgical supplies (gloves, gowns, IV sets) directly to hospitals, surgery centers, and post-acute facilities.

Industry benchmark

9-name peer basket
+1.2%YTD
+5.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
28.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.50$0.35+41.9%
Q1 2026May 6, 2026$0.33$0.30+11.8%
Q4 2025Feb 25, 2026$0.22$0.24-5.6%
Q3 2025Nov 4, 2025$0.31——
Next earningsWed, Nov 4·consensus EPS $0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$7.4B+10.7%22.6%5.7%$0.16$316.0M
Q4 FY25$7.8B+21.9%24.6%5.5%$0.22$571.0M
Q3 FY25$7.1B+15.0%23.9%8.1%$0.41$535.0M
Q2 FY25$6.9B—25.1%9.1%$0.42$103.0M

Forward consensus

5-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$31.2B$31.2B – $31.3B$1.49$1.35 – $1.5520
FY27$33.7B$33.5B – $33.8B$1.57$1.40 – $1.6820
FY28$36.3B$35.8B – $37.4B$1.79$1.26 – $2.0221
FY29$39.1B$38.8B – $39.5B$2.03$2.01 – $2.0610
FY30$41.9B$41.6B – $42.4B$2.29$2.27 – $2.3210

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.23%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 509.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.415-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 8Gic Private Ltd10% owner7.8M sh$274.8MSellOct 6Gic Private Ltd10% owner9.3M sh$325.0MSellOct 5Gic Private Ltd10% owner1.7M sh$60.4MSellOct 2Gic Private Ltd10% owner9.7M sh$336.2MSellAug 14Gic Private Ltd10% owner100.0K sh$3.6MSellAug 13Gic Private Ltd10% owner1.5M sh$53.7MSellAug 7Gic Private Ltd10% owner590.3K sh$21.0MSellAug 6Gic Private Ltd10% owner272.0K sh$9.6MSellAug 5Gic Private Ltd10% owner2.0M sh$70.4MSellMay 28Bcp 8 Holdings Mozart Manager L.l.c.10% owner33.3M sh$1.2B
+ 7 other (3 others · 2 awards · 2 conversions) in window

See when $MDLN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeOct 158-K — Item 5.02: Officer or director change
8-KOfficer or director changeJul 98-K — Item 5.02: Officer or director change
AI summary

Modine Manufacturing announced that Chief Operating Officer Stephen Miller will retire on August 30, 2026, citing health reasons. Miller has been a key figure in the company's transformation toward data center thermal management and Climate Solutions. His planned departure will require Modine to identify a successor or redistribute his responsibilities among the existing leadership team. The retirement was characterized as planned and health-related rather than related to any disagreement with management or board direction.

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Medline Inc. held its 2026 Annual Meeting on June 11, 2026. Shareholders voted on: (i) election of 12 director nominees; (ii) Say-on-Pay on an advisory basis; (iii) frequency of future Say-on-Pay advisory votes; and (iv) ratification of Ernst & Young LLP as auditor for fiscal 2026. The Say-on-Pay frequency vote is notable as a first-time disclosure for this recently-listed PE-backed medical supply company, reflecting standard public company compliance.

8-KMaterial agreementJun 28-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Medline's indirect subsidiaries issued $2.0B in new senior secured notes on May 28, 2026: $1.25B at 5.000% due 2031 and $750M at 5.250% due 2033, with Wilmington Trust as trustee and subsidiary guarantors. Material refinancing of Medline's private-company debt stack at fixed rates, locking in long-term financing.

424B4Prospectus supplement (offering)May 26424B4
AI summary

Selling stockholders of Medline Inc. (MDLN) offered 72,554,594 shares of Class A common stock at $37.00/share ($2.685 billion gross); Medline receives no proceeds from this secondary offering. Underwriting discounts are $0.4625/share; selling stockholders net ~$36.54/share (~$2.651B). Underwriters hold an overallotment option for 10,883,189 additional shares; delivery expected May 28, 2026. Lead underwriters include Goldman Sachs, Morgan Stanley, BofA, and JPMorgan. This is a large secondary sale with no new company dilution.

S-1Initial registrationMay 20S-1
AI summary

Medline Inc. (MDLN) filed an S-1 registration statement on May 20, 2026, initiating the registration process for an initial public offering. Medline is a Northfield, Illinois-based private healthcare supply company — one of the largest private companies in the U.S. — with CEO James Boyle. The S-1 filing marks the beginning of Medline's path to a public listing; the company had previously been taken private by a private equity consortium in 2021 for approximately $34 billion. This is a potentially large and transformative IPO for the healthcare supplies sector.

+ 18 other (7 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

MDLN Securities Announcement: Medline Investors with Losses may have Rights in an Ongoing Securities Fraud Investigation – Contact BFA Lawglobenewswire.com·22h agoMedline to build Midwestern network with new 800,000-square-foot facility in Van Buren Township, Mich.prnewswire.com·2d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Medline Inc. - MDLNprnewswire.com·2d ago$MDLN Investors: A Securities Fraud Investigation is Pending on behalf of Medline Investors that Lost Money after 13% Stock Drop – Contact BFA Lawglobenewswire.com·3d agoMedline Inc. Investigation Continues: Investors May Contact Kirby McInerney LLP, a Securities Fraud Law Firm, If You Lost Money On Your MDLN Investmentsnewsfilecorp.com·3d ago

In themes

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Voices on X · last 7 days

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