secwatch.observer — SEC 8-K summary
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Issuer:     Medline Inc. (MDLN)
CIK:        0002046386
Form:       8-K
Filed at:   2026-08-05T11:34:29+00:00
Accession:  0002046386-26-000049
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Medline Q2 net sales up 11.6% to $7.7B; net income down 58.3%; updates FY guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2046386/000204638626000049/0002046386-26-000049-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2046386/000204638626000049/mdln-20260805.htm
  HTML page:      https://secwatch.observer/filing/0002046386-26-000049

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer