Q2 FY2026 EarningsQ2 FY2026 results showed a top-line beat but significant bottom-line miss on a GAAP basis due to a one-time distribution center fire. Revenue reached $7.69B, beating the $7.51B consensus, driven by strong existing customer growth and 11.5% organic expansion. However, GAAP EPS of $0.07 significantly missed the $0.20 mean expectation due to $336M in fire-related losses, while FY26 Adjusted EBITDA guidance was lowered to $3.3B-$3.4B (below previous $3.5B-$3.6B) due to Middle East logistics costs and retail softness.
Financial report interval: 2026.03.30 - 2026.06.30
Preview: Medline(MDLN) predict that the Revenue is 7.685 B (--%), Beat estimate;the EBIT is 981 M (--%), Beat estimate;the EPS is 0.161 (--%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
7.68B--
7.52B--
+0.17B--%
EBITExceed expectations
0.98B--
0.68B--
+0.31B--%
EPSMiss expectations
0.1614--
0.2042--
-0.0428--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf