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Medline10-K: Supply chain disruption

Tariffs caused a $290M adverse impact in 2025, with a $200M incremental impact expected in 2026.

What happened

Medline is facing significant financial pressure from global trade tariffs, with a $290 million hit to pre-tax income in 2025 and a projected $200 million incremental impact in 2026. This creates a strong incentive to find supply chain optimization, sourcing, and financial modeling solutions to mitigate these costs.

Source

SEC EDGARFeb 25, 2026

Annual report (Form 10-K)

Medline 10-K for FY2025

Filing excerpt

For the year ended December 31, 2025, the net adverse impact to income before taxes from tariffs and tariff developments was approximately $290 million.

sec.gov/Archives/edgar/data/2046386/000204638626000009/mdln-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 25, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$290M (net adverse impact to income before taxes from tariffs for the year ended December 31, 2025)

Details

CIK
2046386
Accession number
0002046386-26-000009
Timeframe
Current year
Filing year
2026
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Regions named

  • U.S.

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
supplyChainDisruption

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/24aa9ba7-d02a-4088-9409-6d7a136f74c1 returns this record as JSON. POST /v1/companies/enrich returns every signal for medline.com.

{
  "signal_id": "24aa9ba7-d02a-4088-9409-6d7a136f74c1",
  "signal_type": "sec-10k",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-03-03T05:49:05.617+00:00",
  "company": {
    "name": "Medline",
    "domain": "medline.com"
  },
  "data": {
    "detail": "Medline is facing significant financial pressure from global trade tariffs, with a $290 million hit to pre-tax income in 2025 and a projected $200 million incremental impact in 2026. This creates a strong incentive to find supply chain optimization, sourcing, and financial modeling solutions to mitigate these costs.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "net adverse impact to income before taxes from tariffs for the year ended December 31, 2025",
      "dollar_millions": 290
    },
    "summary": "Tariffs caused a $290M adverse impact in 2025, with a $200M incremental impact expected in 2026.",
    "excerpts": "For the year ended December 31, 2025, the net adverse impact to income before taxes from tariffs and tariff developments was approximately $290 million.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/2046386/000204638626000009/mdln-20251231.htm",
    "filing_date": "2026-02-25",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "U.S."
    ]
  }
}

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