{"filings":[{"id":3596078,"accession_number":"0001104659-26-117844","cik":2046386,"company_name":"Medline Inc.","ticker":"MDLN","form_type":"8-K","filed_at":"2026-10-21T20:17:26+00:00","items":["7.01"],"status":"ready","headline":"Medline exits all Medline Brand beds in voluntary field action; costs up to $220M vs $60M annual sales","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Field action initiated Oct 14, 2026 covers homecare, bariatric and long-term care beds plus pendants, accessories, replacement parts and bed-containing order packages.","Affected products posted net sales of about $60M for the 12 months ended June 27, 2026, within the Front Line Care category of the Medline Brand segment.","Estimated costs of up to $220M cover discontinuation, inventory impairment, disposal and customer credits; booked in 2026-2027 and excluded from Adjusted EBITDA.","Medline does not expect a material impact on FY2026 results or the full-year guidance issued Aug 5, 2026; actual customer credits may differ materially."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":48107261289.333694,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3485117,"accession_number":"0001104659-26-116255","cik":2046386,"company_name":"Medline Inc.","ticker":"MDLN","form_type":"8-K","filed_at":"2026-10-15T20:18:45+00:00","items":["5.02"],"status":"ready","headline":"Medline director Joseph P. Baratta resigns from board effective December 31, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Baratta notified Medline's board on October 13, 2026 of his resignation as a director, effective December 31, 2026.","Resignation coincides with his previously announced departure from Blackstone Inc., per the filing.","Company states the decision is not the result of any disagreement over operations, policies or practices.","No replacement director or committee reassignment was named in the filing; board expressed thanks for his service.","8-K signed October 15, 2026 by Chief Legal Officer Alex M. Liberman."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":48107261289.333694,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2061076,"accession_number":"0002046386-26-000049","cik":2046386,"company_name":"Medline Inc.","ticker":"MDLN","form_type":"8-K","filed_at":"2026-08-05T11:34:29+00:00","items":["2.02","9.01"],"status":"ready","headline":"Medline Q2 net sales up 11.6% to $7.7B; net income down 58.3%; updates FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $7.7B (+11.6% YoY); net income $139M (-58.3%); diluted EPS $0.07, adjusted EPS $0.50.","Q2 Adjusted EBITDA $1.06B (+13.4%); H1 Free Cash Flow $920M on $207M capex.","Tracy, CA distribution center fire caused $336M pre-insurance loss in Q2.","IEEPA tariff refunds: $332M benefit in COGS, offset by $89M customer repayments reducing sales.","FY2026 guidance: Organic Sales growth raised to 9.0%-10.0%; Adjusted EBITDA lowered to $3.3B-$3.4B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":48107261289.333694,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1553119,"accession_number":"0001104659-26-082249","cik":2046386,"company_name":"Medline Inc.","ticker":"MDLN","form_type":"8-K","filed_at":"2026-07-09T20:00:44+00:00","items":["5.02"],"status":"ready","headline":"Medline COO Stephen L. Miller to retire Aug 30 for health reasons; search underway","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["COO Stephen L. Miller notified company of retirement effective August 30, 2026, citing health reasons.","Company launching a search for a successor; no interim COO named.","Departure creates leadership gap in operations at a critical time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":48107261289.333694,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1027838,"accession_number":"0002046386-26-000037","cik":2046386,"company_name":"Medline Inc.","ticker":"MDLN","form_type":"8-K","filed_at":"2026-06-12T20:20:00+00:00","items":["5.07"],"status":"ready","headline":"Medline shareholders elect 12 directors, approve executive compensation and auditor at 2026 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 12 director nominees elected; highest withheld votes were for Robert R. Schmidt with 43,976,750 withheld.","Advisory vote on executive compensation approved: 1,189,280,399 for, 6,203,145 against.","Advisory vote on frequency set to one year (1,195,424,539 votes); board adopts annual advisory vote.","Ratification of Ernst & Young as independent auditor for FY2026 approved: 1,211,242,117 for, 156,205 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":48107261289.333694,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":787958,"accession_number":"0001193125-26-252557","cik":2046386,"company_name":"Medline Inc.","ticker":"MDLN","form_type":"8-K","filed_at":"2026-06-02T12:06:32+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Medline issues $2.0B senior secured notes & refinances $2.75B term loan; secondary offering of 72.6M shares at $37","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.25B of 5.000% senior secured notes due 2031 and $750M of 5.250% senior secured notes due 2033.","New $2.75B term loan facility (SOFR+1.50% or Base+0.50%) due 2033 refinances existing term loans.","Proceeds used to repay $724M of 2030 term loan and $500M of 6.250% notes due 2029.","Selling stockholders (Blackstone, Hellman & Friedman, ADIA) sold 72,554,594 shares at $37.00 per share.","Underwriters have a 30-day option to purchase up to an additional 10,883,189 shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":48107261289.333694,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97466,"accession_number":"0002046386-26-000022","cik":2046386,"company_name":"Medline Inc.","ticker":"MDLN","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Medline Q1 sales up 10.7% to $7.4B; net income down 25.8%, adjusted EBITDA down 10.6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $239M (-25.8% YoY); Diluted EPS $0.16; Adjusted Diluted EPS $0.33.","Organic sales growth 10.1%; total sales $7.4B driven by new customer signings and existing customer growth.","Adjusted EBITDA $776M (-10.6% YoY) on higher tariffs, operating expenses, and IPO-related bonus.","Raising full-year organic sales guidance to 8.5%-9.5% (prior 8%-9%); maintaining adjusted EBITDA outlook $3.5-$3.6B.","Free Cash Flow $316M; net cash from ops $412M, capex for distribution centers and manufacturing."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":7352000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":48107261289.333694,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112273,"accession_number":"0002046386-26-000007","cik":2046386,"company_name":"Medline Inc.","ticker":"MDLN","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Medline Q4 net income down 37.7% to $180M; FY25 EBITDA up 3.2%; guides FY26 organic sales growth 8-9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $7.8B (+14.8% YoY); net income $180M (-37.7%); Adj. EBITDA $805M (flat).","FY25 net sales $28.4B (+11.5%); net income $1.2B (-3.6%); Adj. EBITDA $3.5B (+3.2%).","FY25 organic sales growth 10.5%; net cash from ops $1.7B; Free Cash Flow $1.3B.","FY26 guidance: organic sales growth 8-9%; Adj. EBITDA $3.5-3.6B.","Margins pressured by tariffs and higher costs; $2.4B in new customer signings in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":28432000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":48107261289.333694,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128856,"accession_number":"0001193125-25-328884","cik":2046386,"company_name":"Medline Inc.","ticker":"MDLN","form_type":"8-K","filed_at":"2025-12-22T23:59:59+00:00","items":["1.01","3.03","5.03","5.02","8.01","9.01"],"status":"ready","headline":"Medline completes IPO of ~248M shares at $29; uses proceeds to repay debt and buy out pre-IPO owners","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO closed Dec 18, 2025: 248,439,654 shares of Class A common stock at $29.00 per share.","Net proceeds from 179M shares ($5,078M) used to purchase Common Units; Medline Holdings repaid $731M under New Euro Term Loan and $3,292M under 2028 Refinancing Term Loan.","Proceeds from 37M shares ($1,051M) and 32.4M shares ($919M) from over-allotment used to purchase/redeem shares and Common Units from certain pre-IPO owners.","Todd M. Bluedorn appointed to Board and Audit Committee; granted RSUs with $300,000 grant date fair value vesting March 30, 2027.","Amended and restated certificate of incorporation and bylaws effective; authorized capital stock includes 50B shares Class A, 50B shares Class B, and 5B shares preferred."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":48107261289.333694,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}