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Oncology Institute, Inc. (TOI)
NASDAQ:TOI
Earnings Data
Report Date
Mar 05, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.09Last Year’s EPS
-0.14Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reflects strong financial performance with significant revenue growth, improvements in adjusted EBITDA, and successful expansion efforts, particularly in Florida. However, challenges such as a cybersecurity incident and a one-time reserve impact were noted. The positives, including increased guidance and strategic advancements, substantially outweigh the negatives.Company Guidance
Revenue Growth
Third quarter revenue reached $137 million, marking a 23% increase compared to the previous year. The Pharmacy business grew by 42%, and the fee-for-service business saw a 13% year-over-year growth.
Pharmacy Business Success
The Pharmacy segment achieved record performance with revenue increasing by 57.4% year-over-year due to higher prescription volumes and improved pharmacy attachment.
Adjusted EBITDA Improvement
The adjusted EBITDA loss for Q3 was $3.5 million, a $4.7 million improvement compared to the same quarter last year. The company achieved its first adjusted EBITDA profitability in September.
Expansion in Florida
Significant progress was made in Florida with Elevance Health, expanding Medicare Advantage lives and opening a new TOI Florida pharmacy location.
AI Enablement Efforts
Introduction of AI in revenue cycle management and patient call centers, reducing submission time from 18 minutes to 5 seconds, expected to save over $2 million in operating expenses.
Increased Guidance for 2025
Full year revenue guidance was raised to $495-505 million, and adjusted EBITDA loss guidance improved to a range of negative $13 million to negative $11 million.
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 |
|---|---|---|---|
Nov 13, 2025 | $3.08 | $3.97 | +28.90% |
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% |
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 Mar 05, 2026, After Close (Confirmed).
What is Oncology Institute, Inc. (TOI) earnings time?
Oncology Institute, Inc. (TOI) earnings time is at Mar 05, 2026, 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 (Q4) is -0.09.