MMSIMEDIUM SIGNALOPPORTUNITY10-K

MMSI demonstrates solid operational execution with double-digit revenue growth and meaningfully improved operating leverage driving strong cash generation.

The company's 11.8% revenue growth combined with 18.6% operating income expansion indicates successful operational scaling and margin improvement. The substantial 34.7% increase in operating cash flow to $297.4M suggests strong underlying business fundamentals and cash conversion efficiency.

Comparing 2026-02-24 vs 2025-02-25View on EDGAR →
FINANCIAL ANALYSIS

MMSI delivered balanced growth across key metrics with revenue reaching $1.5B and gross profit expanding to $738.3M, while operating expenses grew at a controlled pace. The company strengthened its balance sheet position with cash increasing to $446.4M and stockholders' equity growing to $1.6B. The notable improvement in operating cash flow generation, coupled with expanding margins, signals effective operational management and healthy business momentum.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
+34.7%
$220.8M$297.4M

Operating cash flow surged 34.7% — exceptional cash generation, highest quality earnings signal.

Operating Income
P&L
+18.6%
$155.7M$184.7M

Operating income improving — cost discipline or growing revenue base absorbing fixed costs.

Cash & Equivalents
Balance Sheet
+18.5%
$376.7M$446.4M

Cash grew 18.5% — improving liquidity position supports investment and shareholder returns.

R&D Expense
P&L
+15.8%
$51.4M$59.5M

R&D investment increased 15.8% — signals commitment to future product development, though near-term margin impact.

Stockholders Equity
Balance Sheet
+14.9%
$1.4B$1.6B

Equity base grew 14.9% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Gross Profit
P&L
+14.8%
$643.3M$738.3M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

SG&A Expense
P&L
+13.9%
$399.7M$455.2M

SG&A increased modestly — likely reflects growth-related hiring or sales expansion investment.

Current Assets
Balance Sheet
+12.6%
$923.8M$1.0B

Current assets grew 12.6% — improving short-term liquidity or inventory/receivables build.

Revenue
P&L
+11.8%
$1.4B$1.5B

Revenue growing 11.8% — solid top-line momentum, watch margins for quality of growth.

Total Assets
Balance Sheet
+11.1%
$2.4B$2.7B

Asset base grew 11.1% — expansion through organic growth, acquisitions, or capital deployment.

LANGUAGE CHANGES
NEW — 2026-02-24
PRIOR — 2025-02-25
ADDED
As of February 20, 2026, the registrant had 59,431,931 shares of common stock outstanding.
The following are some of the important risks and uncertainties that could cause our actual results to differ from our expectations in any forward-looking statements: inherent risks and uncertainties associated with consequences of Merit s executive succession planning activities and leadership transition; risks and uncertainties regarding trade policies or related actions implemented by the U.S.
or other countries, including existing, proposed or prospective tariffs, duties or other measures; risk and uncertainties relating to Merit s integration of businesses or products acquired from third parties, including the acquisitions of the businesses and products from Pentax of America, Inc.
in 2025 and from Cook Medical Holdings LLC and EndoGastric Solutions, Inc.
Merit Oncology Our oncology products are dedicated to the accurate diagnosis and localization of breast and soft tissue tumors and the innovative treatment of early-stage breast cancer.
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REMOVED
As of February 21, 2025, the registrant had 58,834,568 shares of common stock outstanding.
The following are some of the important risks and uncertainties that could cause our actual results to differ from our expectations in any forward-looking statements: inherent risks and uncertainties associated with Merit s integration of businesses or products acquired from third parties, including the businesses and products acquired from Cook Medical Holdings LLC and EndoGastric Solutions, Inc.
Cardiac Intervention We manufacture and sell a variety of products designed to treat various heart conditions.
Custom Procedural Solutions Our custom procedural solutions product category is comprised of standard and custom kit and pack solutions that include items needed for peripheral procedures, safety and waste management products, and hemostasis accessories.
The principal product offerings in this product category include: Critical care products; Dual Cap Disinfection Protection System and Medallion syringes; Manifold kits; and Trays and packs.
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