Medline Inc. Class A (MDLN) earnings date & stock reaction
MDLN · Medline Inc. Class A · Healthcare
MDLN
Medline Inc. Class A earnings is out
- 1WhenWed, 11/4 · before the US openReported
- 2What's expectedConsensus EPS $0.35 · Revenue $7.7B
- 3Usual reactionAvg. next-day move ±12.8% · fell after a beat 2 of 3 times · up 1 of last 3Report history ›
- 4The numbers
EPS $0.44
QoQ vs $0.50 -12.0%
'26.5$0.50'26.8$0.44'26.11Revenue $7.9B
QoQ vs $7.7B +2.8%
'26.5$7.7B'26.8$7.9B'26.11WhyThird-quarter revenue rose 10.4% YoY to $7.9 billion, but net income fell 1.2% YoY to $318 million due to inflationary inventory costs and higher operating expenses.
- 5Next-day price+18.36%Bigger than its usual ±12.8%Price around earningsAround this reportSector peer ResMed Inc. (10/29): beat, yet stock -9.1%A same-industry peer, ResMed Inc., reported within the 10 days before this one (6d earlier). How the market took it (next-day move -9.1%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.Ran up +7% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.
- 6What they said
Double-digit revenue growth and upward revision of annual guidance
Revenue & business
How did the business grow?
Reported progress
Strong Revenue Growth
Q3 net sales reached $7.9 billion, up 10.4% vs last year.
Organic Sales grew by 10.5% this quarter, demonstrating solid business momentum.
Profitability & costs
What changed in profitability?
Concern
Net Income Decline and Cost Pressures
Q3 net income decreased 1.2% vs last year to $318 million.
Rising inventory costs due to inflation and higher operating expenses weighed on profitability.
Concern
Operating Margin Headwinds
Despite revenue growth, operating expenses continue to rise due to inflation and unfavorable customer mix.
Company outlook
What is management forecasting?
Reported progress
Raised Annual Guidance
The company increased its full-year 2026 Organic Sales growth outlook to 10.0%–10.5% from the previous 9.0%–10.0%.
Other reported details
What else was reported?
Reported progress
Enhanced Shareholder Returns
The Board authorized a $1 billion share repurchase program to return value to shareholders.
Concern
Significant Drop in Year-to-Date Earnings
Net income for the first nine months fell 28.8% vs last year to $696 million.
The company incurred $316 million in losses related to the fire at its Tracy, California distribution center.
Management's words
“Medline delivered another strong quarter, with double-digit net sales growth, reflecting continued momentum across our business.”
Auto-summary · based on the Nov 4, 2026 earnings release.
- 7Did they deliverThis company doesn't give quarterly guidance — consensus only
- 85 days laterA week after the report
- 9Big holdersHoldings data is collected for featured stocks only
Medline Inc. Class A (MDLN) rose the day after earnings in 1 of its last 3 reports (33%), moving ±12.8% on average.
Past earnings reactions3 reports
What to watch
What actually moves this stock?
What really matters here
Organic (ex-M&A) revenue growth + procedure volume
In finance terms · Organic growth · procedure volume
What to watch next report
When results drop, check the metric above vs last quarter and whether guidance beats expectations.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
watches Organic growth · procedure volume
- Quarter ended Sep 2026+18.36%
- Quarter ended Jun 2026-12.79%
- Quarter ended Mar 2026-7.30%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
This report · Bigger gain than usual · Usual earnings move ±12.8%
EPS $0.44
QoQ vs $0.50 -12.0%
Revenue $7.9B
QoQ vs $7.7B +2.8%