Education
About Us
Working with TipRanks
Follow Us
Owens & Minor (OMI)
NYSE:OMI
Earnings Data
Report Date
Aug 01, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.29Last Year’s EPS
0.36Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: -5.41%
|Next Earnings Date:Aug 01, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of positive and negative aspects. On the positive side, there was significant growth in the Patient Direct segment and successful investments in commercial resources and distribution centers. On the negative side, the company faces substantial tariff impacts, foreign currency headwinds, and a decline in the P&HS segment revenue. Despite these challenges, the reaffirmation of guidance and strategic initiatives indicate a cautiously optimistic outlook.Company Guidance
During the Owens & Minor First Quarter 2025 Earnings Conference Call, the company provided guidance on various financial metrics and strategic initiatives. The Patient Direct segment reported a mid-single-digit growth in top-line revenue and a remarkable 31% increase in operating income, amounting to a $14 million gain with a 173 basis point expansion. The company's overall revenue for the quarter was $2.6 billion, reflecting a 2.3% growth compared to the prior year on a same-day basis. The Products and Healthcare Services segment experienced a slight decline in reported revenue by 0.8%, though it grew by 0.7% on a same-sales day basis. Adjusted operating income improved by approximately 7%, reaching $61 million, with Patient Direct's segment operating income growing by 31%. Adjusted net income increased by 20%, translating to $18 million or $0.23 per share. The company reaffirmed its guidance for 2025, anticipating that at least 70% of earnings and cash flow will be generated in the second half of the year. Additionally, Owens & Minor is implementing price increases in response to tariffs, primarily affecting the Products and Healthcare Services segment, with an estimated annual exposure of $100 million to $150 million.Patient Direct Segment Growth
The Patient Direct segment saw a top-line growth in the mid-single digits, with operating income growing by 31%, translating to a $14 million increase and a 173 basis point expansion.
Successful Sleep Journey Investment
Investments in the sleep journey led to a meaningful increase in sleep starts and high single-digit revenue growth in sleep supplies for the first quarter.
Expansion in Commercial Resources
Expansion in commercial resources resulted in double-digit growth in categories like wound supplies, ostomy, and urology.
New Distribution Centers
Opened new state-of-the-art distribution centers in Morgantown, West Virginia, and Sioux Falls, South Dakota.
Record Collection Rates
Record collection rates were achieved in the Byram division, with plans to replicate this in the Apria division by year-end.
Revenue Growth
Overall revenue for the quarter was $2.6 billion, up 2.3% on a same-day basis compared to the prior year.
Adjusted Operating Income Increase
Adjusted operating income increased by about 7% versus Q1 2024.
OMI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OMI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $7.76 | $6.99 | -9.92% |
Feb 28, 2025 | $6.89 | $9.58 | +39.04% |
Nov 04, 2024 | $13.36 | $12.00 | -10.18% |
Aug 02, 2024 | $16.42 | $16.20 | -1.34% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Owens & Minor (OMI) report earnings?
Owens & Minor (OMI) is schdueled to report earning on Aug 01, 2025, TBA Not Confirmed.
What is Owens & Minor (OMI) earnings time?
Owens & Minor (OMI) earnings time is at Aug 01, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OMI EPS forecast?
OMI EPS forecast for the fiscal quarter 2025 (Q2) is 0.29.
