The earnings call highlighted strategic shifts, including a major divestiture and focus on home-based care, which is expected to drive future growth. Despite positive developments, such as growth in key segments and improved free cash flow, challenges remain, including a decline in adjusted EBITDA and operational issues in the P&HS segment.

Company Guidance

During the Owens & Minor third quarter 2025 earnings call, the company provided guidance for the full year, projecting revenue between $2.76 billion and $2.82 billion, with adjusted net income expected to range from $1.02 to $1.07 per share and adjusted EBITDA between $376 million and $382 million. The company emphasized its strategic shift towards focusing on the home-based care market, highlighted by the sale of its Products & Healthcare Services segment. This focus is expected to enhance cash flow consistency, with debt repayment prioritized to enhance financial flexibility. The company plans to invest in technology and automation to optimize cost efficiency and customer experience. It also anticipates a stable free cash flow trend going into 2026, despite the upcoming loss of a large customer contract, which is not expected to significantly impact profitability due to its low-margin nature.

Divestiture Agreement with Platinum Equity

Owens & Minor announced a definitive agreement to sell the Products & Healthcare Services segment to Platinum Equity, retaining equity interest due to Platinum's operational expertise.

Focus on Home-Based Care

The company will rebrand and focus exclusively on the Patient Direct business, which is expected to generate improved and consistent cash flow.

Growth in Key Categories

Year-over-year growth in sleep therapy, ostomy, and urology segments. Revenue for the third quarter was $697 million, up from $687 million the previous year.

Improved Free Cash Flow

Continuing operations generated $28 million of free cash flow in the third quarter and $78 million for the first nine months.

Owens & Minor (OMI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

OMI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 25, 2026	2025 (Q4)	0.23 / -	0.55	―	―	―
Oct 30, 2025	2025 (Q3)	0.23 / 0.25	0.42	-40.48% (-0.17)
Aug 11, 2025	2025 (Q2)	0.28 / 0.26	0.36	-27.78% (-0.10)
May 08, 2025	2025 (Q1)	0.20 / 0.23	0.19	21.05% (+0.04)
Feb 28, 2025	2024 (Q4)	0.52 / 0.55	0.69	-20.29% (-0.14)
Nov 04, 2024	2024 (Q3)	0.41 / 0.42	0.44	-4.55% (-0.02)
Aug 02, 2024	2024 (Q2)	0.33 / 0.36	0.18	100.00% (+0.18)
May 03, 2024	2024 (Q1)	0.18 / 0.19	0.05	280.00% (+0.14)
Feb 20, 2024	2023 (Q4)	0.66 / 0.69	0.28	146.43% (+0.41)
Nov 03, 2023	2023 (Q3)	0.38 / 0.44	0.41	7.32% (+0.03)

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
Oct 30, 2025	$4.96	$3.97	-19.96%
Aug 11, 2025	$7.09	$4.63	-34.70%
May 08, 2025	$7.76	$6.99	-9.92%
Feb 28, 2025	$6.89	$9.58	+39.04%

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.