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Owens & Minor (OMI) investor relations material
Owens & Minor Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary11 Aug, 2025
Executive summary
Products & Healthcare Services segment classified as discontinued operations and held for sale, with a $649M loss and $106M goodwill impairment recognized; focus shifts to Patient Direct business, which showed solid growth in Q2 2025.
Leadership expresses confidence in Patient Direct's future, citing favorable demographics and scale.
The Rotech acquisition was terminated, resulting in an $80M breakage fee and $18M in related financing fees.
Strategic shift enables concentration on organic growth, selective acquisitions, and operational efficiency.
Financial highlights
Q2 2025 revenue from continuing operations was $681.9M, up 3.3% year-over-year; adjusted EBITDA was $96.6M (14.2% margin), up from $91.1M (13.8%) in prior year.
Adjusted net income for Q2 2025 was $20.5M ($0.26/share), up from $19.3M ($0.25/share) last year; GAAP net loss from continuing operations was $(83.8)M, compared to $(6.7)M in Q2 2024.
Net debt at June 30, 2025 was $1.94B–$1.98B, with $383M in current maturities expected to be repaid from P&HS sale proceeds.
Cash from operating activities in Q2 was $38M, reversing Q1 outflow, aided by $94M working capital reduction; H1 2025 cash provided by operating activities was $2.5M.
Loss from discontinued operations was $785.2M for Q2 2025, driven by the P&HS segment's impairment and sale classification.
Outlook and guidance
2025 full-year guidance: revenue $2.76B–$2.82B, adjusted EBITDA $376M–$382M, adjusted EPS $1.02–$1.07, adjusted net income $81M–$85M, interest expense $97M–$100M, net CapEx $135M–$145M, and adjusted effective tax rate 29.5%–30.5%.
H2 2025 expected to see higher stranded costs due to divestiture, impacting profit seasonality.
Free cash flow for Patient Direct projected at $60M–$70M after CapEx and interest.
Loss of a major commercial payor contract (12% of net revenue) expected to have a net neutral impact through 2025, with transitions starting late Q4 2025 and continuing into 2026.
How will Kaiser contract loss impact 2026 growth?
How long will elevated stranded costs last?
Can you bridge new vs old EBITDA guidance?
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Next Owens & Minor earnings date
Q3 202531 Oct, 2025
Next Owens & Minor earnings date
Q3 202531 Oct, 2025
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Frequently asked questions
Owens & Minor, operates as a healthcare solutions company in the United States and internationally. The company develops healthcare information technology and directs revenue cycle management services primarily to acute care providers; and provides integrated business outsourcing solutions to commercial companies. It offers application development, electronic health record, revenue cycle management software, electronic claims benefits management, and customer relationship management software. Owens & Minor was founded in 1882 and is headquartered in Richmond, Virginia.
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