NORTHFIELD, Ill., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Medline Inc. (“Medline”) (Nasdaq: MDLN) today announced that it plans to report fourth quarter and full year 2025 financial results on Wednesday, February 25, 2026. A press release and supplemental materials will be issued before the market opens. The company will host a webcast and conference call at 9:30am ET/ 8:30am CT to discuss the financial results. Information about Medline’s financial results, including a link to the live webcast, will be available ...

Acme United Corporation (US: ACU – $42.27) has taken a major strategic step with the acquisition of the assets of SLED Distribution, LLC, which operates under the brand name “My Medic.” The transaction represents the largest acquisition in Acme United’s history to date and significantly strengthens the Company’s position in the growing market for tactical, trauma, and emergency response products. Founded in 2014, My Medic is a leading supplier of life-saving medical kits and emergency preparedness products, ...

PARSIPPANY, N.J., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Embecta Corp. (“embecta”) (Nasdaq: EMBC), a global company that is advancing its 100-year legacy in insulin delivery to become a broad-based medical supplies company, will host a conference call to discuss its fiscal first quarter 2026 financial results, provide an operational update, and host a question and answer session, at 8:00 a.m. Eastern Time (ET) on Thursday, February 5, 2026. Those who would like to participate may access the live webcast here, or ...

Medline Inc. (NASDAQ:MDLN) is one of the stocks Jim Cramer recently looked at. Asking about the stock, a caller mentioned that they started their position when it was at $39. Cramer commented: I’m going to tell you about Medline. That stock is unbelievable. I think it is a [buy, buy, buy, buy, buy, buy, buy, buy, buy]. That’s nine buys, just for the record. Stock market data showing an upward trajectory. Photo by Burak The Weekender on Pexels Medline Inc. (NASDAQ:MDLN) supplies medical and surgical pr ...

Company Overview - Medline is a major player in the healthcare industry, founded in 1966, providing medical-surgical products and supply chain solutions across various points of care [3] - The company offers over 335,000 products under various brand names, employing over 43,000 people and operating more than 29 million square feet of warehousing [2] IPO Details - Medline's IPO occurred on December 17, 2025, raising gross proceeds of $6.26 billion by selling 216,034,482 shares at $29 each, marking it as the largest IPO of 2025 [1] - The underwriters exercised their option to purchase an additional 32,405,172 shares, resulting in a market capitalization of approximately $34 billion [1] Market Performance and Analyst Ratings - Morgan Stanley's analyst Patrick Wood views Medline as a solid investment due to its position as the largest medical supply distributor in the U.S. market, with a unique business model and significant scale [8] - The stock has a Strong Buy consensus rating based on 26 reviews, with 22 Buys and 4 Holds, currently priced at $43.41, and an average target price of $47.24, indicating a potential 9% gain in the next 12 months [8] Industry Context - The U.S. IPO market has shown signs of revival, with 342 companies going public by mid-December 2025, representing a 57% increase year over year, and aggregate proceeds exceeding $75 billion, approximately 80% higher than the previous year [6] - Cooling inflation and the Federal Reserve's shift toward interest-rate easing have improved equity market conditions, making stocks more attractive [5]

PresentationHi, everyone. My name is Caroline Borowski, and I'm a Vice President here at the JPMorgan Healthcare Investment Bank. It is my pleasure to introduce the CEO of Embecta, Dev Kurdikar.Devdatt KurdikarPresident, CEO & Director Thank you, Caroline. It's a pleasure to be here. As Caroline said, I am the President and CEO of Embecta. And I'm pleased to be joined here today by Jake Elguicze, our Chief Financial Officer. We have Ginny Blocki, our Head of Strategy; and Pravesh Khandelwal, our Head of Inv ...

Core Insights - Medline Industries has expanded its automation partnership with Ranpak Holdings by integrating automated packaging equipment at its distribution center, enhancing operational efficiency and sustainability [1][4] Group 1: Automation Partnership - Medline has installed Ranpak's Cut'it! EVO and Form'it! systems at its facility, which allows for the modification of shipping carton heights and rapid assembly of corrugated boxes [1][2] - The integration of these systems enables Medline to process over 10,000 cartons daily, significantly improving packaging efficiency [3] Group 2: Sustainability and Efficiency - The use of Ranpak's solutions allows Medline to reduce its packaging assortment from 18 different carton types to just four, while also transitioning some manual tasks to automated processes [4] - Medline's vice-president highlighted the operational benefits of using smaller and more sustainable packages, which enhances customer satisfaction and reduces shipping volume [2][3] Group 3: Future Developments - Ranpak recently launched the FillPak Mini, a new system aimed at businesses with limited packing space, showcasing the company's commitment to innovative packaging solutions [5]

Medline Conference Call Summary Company Overview - Medline is a healthcare supply company that has transitioned from a privately held entity to a publicly traded company, marking its first presentation at the JPMorgan Healthcare Conference as a public entity [1][2][3] - The company has a history of 59 years, with total revenue growing from approximately $450 million in 1996 to about $27 billion in the trailing twelve months as of September [3][4] Core Mission and Business Model - Medline's mission is to improve healthcare efficiency by delivering value through clinical, financial, and operational outcomes [4] - The Medline brand accounts for up to 60% of a hospital's medical-surgical budget, with a commitment to guarantee savings [4][5] - The company operates a vast supply chain with over 335,000 products, including 190,000 Medline brand products, and employs 43,000 people [5][6] Financial Performance and Growth - Medline reported a trailing twelve-month revenue of $27.4 billion, with a projection of $25.5 billion for 2024 [5][6] - The company has experienced 58 years of consecutive growth at an 18% compound annual growth rate (CAGR) [6] - Medline's business model is split almost evenly between Medline brand products ($12.5 billion revenue, 26% EBITDA margin) and distributed products from third-party manufacturers ($13 billion revenue, 5% EBITDA margin) [15] Market Opportunities and Trends - The total addressable market (TAM) for Medline is over $375 billion, with $200 billion internationally and $175 billion in the U.S. [11] - The healthcare market is expected to grow organically by 3%-4% due to demographic shifts, particularly among those aged 50 and older [11][12] - Non-acute care markets, such as surgery centers and physician offices, are projected to grow faster than acute care markets [12][43] Strategic Initiatives - Medline aims to sign $1 billion in new prime vendor relationships annually, with $2.1 billion already closed in the first three quarters of 2025 [17][39] - The company is focused on converting existing customers to Medline brand products, with a 98% retention rate [18] - Medline has a strong emphasis on innovation, with over 400 510(k) clearances and 2,100 granted patents [20] Challenges and Risk Management - The company faces challenges from Medicare and Medicaid cuts, as well as reimbursement concerns [13][14] - Medline has absorbed tariff costs to maintain customer relationships and is actively working on supplier diversification to mitigate future impacts [37][57] - The anticipated impact of tariffs is quantified at $525 million, with a significant portion affecting margins in 2025 and 2026 [56] Competitive Landscape - Medline differentiates itself by being a manufacturer first, with 33 owned manufacturing facilities and exclusive partnerships with 300 global suppliers [45] - The company has invested significantly in supply chain capabilities, including robotics and automation, to enhance efficiency [46] Future Outlook - Medline is committed to maintaining a disciplined approach to capital allocation, focusing on business investments and potential opportunistic M&A [32][31] - The company aims for long-term, high single-digit revenue growth and adjusted EBITDA growth in line with sales growth starting in 2027 [32][34] Conclusion - Medline's focus on customer value, operational efficiency, and innovation positions it well for future growth despite market challenges [62]

Several analysts initiated coverage on Medline Inc. (NASDAQ:MDLN) on Monday, one of the largest providers of medical-surgical products and supply chain solutions.Its product portfolio includes surgical kits, wheelchairs, crutches, hospital beds, fluid delivery sets, syringes, and pressure monitoring lines, among others.In December 2025, Medline closed its upsized initial public offering of 248.44 million shares at $29.00 per share, raising over $7 billion.Reuters noted that the Medline IPO was the biggest g ...

Core Viewpoint - The article discusses recent initiations of coverage by various financial institutions on several companies, highlighting their ratings and price targets, as well as the strategic insights behind these ratings. Group 1: Netflix (NFLX) - HSBC initiated coverage with a Buy rating and a price target of $107, citing Netflix's acquisitions as a response to challenges in a maturing video streaming industry, and labeling it the "undisputed global streaming leader" [1]. Group 2: Medline (MDLN) - Barclays initiated coverage with an Overweight rating and a price target of $50, emphasizing the company's scale, private-label differentiation, and logistics capabilities. Multiple firms including Wolfe Research, JPMorgan, and Goldman Sachs also started coverage with Buy-equivalent ratings, while Deutsche Bank and Wells Fargo initiated with Neutral-equivalent ratings [1]. Group 3: Andersen Group (ANDG) - Baird initiated coverage with an Outperform rating and a price target of $40, describing the company as a "highly differentiated premium provider" of tax, valuation, and advisory services. UBS and Deutsche Bank also initiated with Buy-equivalent ratings, while Morgan Stanley and Wells Fargo provided Neutral-equivalent ratings [1]. Group 4: Rocket Companies (RKT) - JPMorgan reinstated coverage with a Neutral rating and a price target of $24, expressing a constructive view on the company's new strategy but suggesting that investors may have already priced in lower rate scenarios and market share gains from acquisitions [1]. Group 5: Hims & Hers (HIMS) - Evercore ISI initiated coverage with an In Line rating and a price target of $33, viewing the current valuation as "reasonable" while noting that the market may be underestimating the durability and diversity of Hims' core platform [1].