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 -

Q2 2025

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.

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
Aug 11, 2025	2025 (Q2)	0.28 / -	0.36	―	―	―
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)
Aug 04, 2023	2023 (Q2)	0.18 / 0.18	0.76	-76.32% (-0.58)
May 05, 2023	2023 (Q1)	-0.09 / 0.05	0.96	-94.79% (-0.91)

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.