Medline (MDLN) Q1 FY26 earnings call

Medline delivered a strong start to the year with double-digit sales growth, driven by new customer implementations and existing customer demand, leading to an upward revision of full-year organic sales guidance. Despite anticipated cost pressures from tariffs and geopolitical factors, the company maintains its EBITDA outlook, focusing on strategic investments in supply chain technology and operational efficiency to navigate challenges and capitalize on long-term growth opportunities.