Key Takeaways MDLN will post Q4 results on Feb. 25, marking its first report since going public in December.MDLN Prime Vendor model aims to deepen ties and boost branded product penetration.Consensus estimate calls for $7.52B in revenue and earnings of 24 cents per share.Medline Inc. (MDLN) is slated to report fourth-quarter 2025 results on Feb. 25, before market open. This will be MDLN’s first quarterly results as a publicly traded company after making its market debut on Dec. 17, 2025, marking an importan ...

Core Insights - Medline Inc. is one of the largest providers of medical-surgical products and supply chain solutions, having closed its upsized IPO in December 2025, raising over $7 billion [1][2] Company Overview - Medline's product portfolio includes surgical kits, wheelchairs, crutches, hospital beds, fluid delivery sets, syringes, and pressure monitoring lines [1] - The company commands a market capitalization of approximately $32 billion [2] Analyst Ratings and Forecasts - Bank of America Securities initiated coverage with a Buy rating and a price forecast of $50, indicating a 23% potential upside [2] - BTIG also initiated coverage with a Buy rating and a price target of $50, viewing Medline as the "gold standard" for logistics and supply chain services [3] - RBC Capital Markets initiated with an Outperform rating and a price forecast of $47 [4] - Piper Sandler initiated with an Overweight rating and a price target of $50, highlighting Medline's Prime Vendor strategy as crucial for sustained growth [6] - Stifel initiated with a Buy rating and a price forecast of $46 [6] - TD Cowen initiated with a Buy rating and a price target of $46 [7] Growth Projections - Analysts expect Medline to achieve sustainable high-single-digit organic growth driven by market share gains and strong demand in the medical-surgical sector [3][5] - Revenue growth for 2025 is projected at 11% year over year, outpacing many competitors in a $375 billion total addressable market [4] Strategic Positioning - Medline's unique vertically integrated business model positions it well to leverage macroeconomic tailwinds and pursue M&A or international market expansion with approximately $1 billion in available capital after debt repayment [5] - The company has a consistent history of growth, with a 58-year track record of annual growth, and is recognized as the largest pure-play publicly traded MedSurg product and distribution company [7] Market Dynamics - Analysts believe Medline can continue to gain market share and see margin expansion through the conversion to branded products and strategic acquisitions [8] - The company's combined portfolio breadth and low product costs have allowed it to capture significant market share from competitors [8] Stock Performance - Medline shares were reported to be up 3.44% at $41.91 at the time of publication [9]