NASDAQHealth CareMedical Instruments & SuppliesSnapshot 2026-07-09
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Create your account →Intact: The reason to own it still holds.
Medline aims for adjusted EBITDA near $3.55 billion in 2026. It targets organic sales growth of 8% to 9%. The company announced a share buyback program, showing capital return focus. Recent earnings beats support solid execution.
Medline faces supply chain risks after a warehouse fire. FDA warnings highlight quality control problems. These issues could hurt sales and margins.
The price is about 53% above our fair value near $28 but 37% below the Street median near $45. The market expects moderate growth, but we see risks from operational challenges.
Breaks if: Adjusted EBITDA falls below $3.5 billion in FY26
Continue to target Adjusted EBITDA in the range of $3.5 to $3.6 billion for fiscal year 2026.
Stated as a priority in 2 of last 2 quarters. Management maintained the Adjusted EBITDA outlook at $3.5 to $3.6 billion for full year 2026. Financial results show operating income of $422 million in 2026-Q1 and revenue growth from $6.64 billion in 2025-Q1 to $7.35 billion in 2026-Q1, consistent with the outlook. The trajectory is delivering as expected.
“is maintaining its Adjusted EBITDA outlook of $3.5 to $3.6 billion”
“For full year 2026, the Company expects ... Adjusted EBITDA of $3.5 to $3.6 billion.”
Breaks if: organic sales growth falls below 7% in FY26
Achieve organic sales growth in the range of 8% to 9% for the full year 2026.
Stated in 1 quarter (2025-Q4). Revenue increased from $6.64 billion in 2025-Q1 to $7.35 billion in 2026-Q1, indicating growth consistent with the 8% to 9% organic sales growth target. The trajectory shows progress toward this goal.
“For full year 2026, the Company expects Organic Sales growth of 8% to 9%.”
Breaks if: additional FDA warnings or prolonged supply shortages
Breaks if: no buyback program announced or executed within 1 year
Implement a share repurchase program as part of capital allocation strategy.
Newly stated in 2026-Q2. Management announced a share buyback program supported by issuance of $2 billion in senior secured notes. No prior quarters mention this priority. The financial impact is recent and the trajectory is newly initiated.
“Entry Into a Material Definitive Agreement... issued $1,250 million and $750 million senior secured notes...”
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
