MMEDMiniMed Group, Inc.
Surgical & Medical Instruments & Apparatus
- Revenue
- $3.1B
- 14% YoY
- Operating margin
- -6.1%
- 14% YoY
- EBITDA
- −$34M
- 1033% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired48% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|
| Revenue | $2.5B | $2.7B | $3.1B | 14% |
| Operating income | −$69M | −$146M | −$190M | 30% |
| Net income | −$112M | −$213M | −$333M | 56% |
| Operating cash flow | $41M | $140M | −$197M | 241% |
| Capex | $148M | $193M | $223M | 16% |
| Stock-based comp | $38M | $41M | $46M | 12% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $8M | $4M | 71 | 93 |