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Oncology Institute, Inc. (TOI)
NASDAQ:TOI
Earnings Data
Report Date
Nov 05, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
-0.12Last Year’s EPS
-0.18Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presents a predominantly positive outlook for the Oncology Institute with strong revenue growth, significant expansion in capitated contracts, and a positive forecast for adjusted EBITDA by year-end. Despite some challenges such as adjusted EBITDA loss and a sequential gross margin decline, the strategic focus on leadership, technology, and pharmacy business growth positions the company favorably.Company Guidance
Strong Revenue Growth
Year-over-year revenue growth of more than 20% with second quarter revenue of $120 million driven by pharmacy business records and 10% growth in fee-for-service business.
Capitated Contract Expansion
Addition of over 50,000 capitated lives in Nevada and California with new contracts, and expansion of existing partnerships, including 49,000 Medicaid patient lives in Nevada.
Pharmacy Business Growth
Impressive pharmacy growth of over 40% in Q2 versus Q2 of 2024, with a forecast of over 35% growth for the full year.
SG&A Reduction
SG&A of $26.9 million in Q2 represents a 3.5% decrease year-over-year, normalizing for one-time items, SG&A would have decreased 12%.
Positive Adjusted EBITDA Outlook
Company remains confident in achieving positive adjusted EBITDA in the fourth quarter of 2025.
Leadership and Technology Enhancements
New leadership roles and AI initiatives launched to drive transformation and reduce operational expenses.
TOI 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
TOI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Aug 13, 2025 | $4.10 | $3.67 | -10.49% |
May 14, 2025 | $2.37 | $3.04 | +28.27% |
Mar 24, 2025 | $1.00 | $1.24 | +24.00% |
Nov 13, 2024 | $0.26 | $0.24 | -7.69% |
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 Oncology Institute, Inc. (TOI) report earnings?
Oncology Institute, Inc. (TOI) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).
What is Oncology Institute, Inc. (TOI) earnings time?
Oncology Institute, Inc. (TOI) earnings time is at Nov 05, 2025, After Close (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 TOI EPS forecast?
TOI EPS forecast for the fiscal quarter 2025 (Q3) is -0.12.