Renowned investor Jim Cramer has publicly praised Medline, calling it a 'terrific company' following robust financial results and expansion in healthcare logistics. His endorsement highlights the firm’s operational efficiency and market positioning.
- Medline reported Q4 revenue of $2.4 billion, up 11% YoY.
- Adjusted EBITDA reached $580 million, a 13% increase from prior year.
- Customer retention grew 17% due to digital platform enhancements.
- Institutional ownership increased by 6.5 percentage points in 2025.
- Stock price surged 9% after Jim Cramer's endorsement.
Jim Cramer delivered a strong endorsement of Medline during a recent segment on CNBC, describing the healthcare supply chain leader as a 'terrific company' with durable competitive advantages. The comment comes amid a period of sustained growth and margin improvement across its core distribution networks. Medline reported fourth-quarter revenue of $2.4 billion, up 11% year-over-year, driven by increased demand for medical devices and hospital inventory solutions. Adjusted EBITDA reached $580 million, reflecting a 13% increase and underscoring the company’s ability to manage costs amid rising supply chain volatility. These figures highlight Medline’s resilience and scaling capacity in a fragmented industry. The company’s focus on digital integration—particularly its expanded e-commerce platform and AI-driven inventory forecasting tools—has contributed to a 17% rise in customer retention rates over the past fiscal year. This strategic shift has bolstered investor confidence, with institutional ownership increasing by 6.5 percentage points since the beginning of 2025. Market sentiment reflects Cramer’s optimism: Medline’s stock rose 9% in the trading session following his remarks, outperforming the broader health care sector index. Analysts note that the company’s diversified client base, spanning acute-care hospitals to outpatient clinics, reduces exposure to single-payer risk and supports long-term stability.