)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Owens & Minor (OMI) investor relations material
Owens & Minor Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Announced definitive agreement to sell the Products & Healthcare Services (P&HS) segment to Platinum Equity for $375 million, retaining an equity interest, with the transaction expected to close in Q1 2026.
Strategic shift positions the company as a pure-play home-based care business, focusing on the Patient Direct platform and long-term growth.
Nationwide preferred provider agreements, including a new deal with Optum, are expected to drive organic growth in home-based care.
Financial results were impacted by a $80 million transaction breakage fee and $18 million in transaction financing fees due to the terminated Rotech acquisition.
Forward-looking statements reflect expectations for 2025 performance, including cost-saving initiatives and the anticipated segment sale.
Financial highlights
Q3 2025 revenue from continuing operations was $697.3 million, up from $686.8 million in Q3 2024.
Adjusted EBITDA for Q3 2025 was $92.2 million, down from $107.7 million in Q3 2024; year-to-date adjusted EBITDA was $285 million, up 6.3%.
Adjusted net income per share for Q3 2025 was $0.25, compared to $0.36 in Q3 2024; year-to-date adjusted net income per share was $0.80 versus $0.64 last year.
Basic and diluted loss per share from continuing operations was $(0.07) for Q3 2025.
Net loss from discontinued operations was $145 million for Q3 2025, driven by goodwill impairment and loss on classification to held for sale.
Outlook and guidance
Reaffirmed 2025 full-year guidance: revenue between $2.76–$2.82 billion, adjusted net income $1.02–$1.07 per share, and adjusted EBITDA $376–$382 million.
Full-year revenue expected toward the bottom of the guidance range due to updated interest expense allocation.
2026 guidance not yet published; expect to provide details with Q4 results.
The sale of the P&HS segment is expected to close in Q1 2026, with proceeds intended to repay $280 million in debt and focus on Patient Direct.
Anticipates strong 2026 performance, with the loss of a large, low-margin customer contract offset by improved margins and cash flow.
Details on preferred provider partnership?
Breakdown of $951M discontinued ops loss?
Post-divestiture capital deployment strategy?
Post-divestiture stranded cost reduction plan?
Patient Direct diabetes growth strategy?
Preferred agreements to offset 2026 customer loss?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Owens & Minor earnings date
Q4 202527 Feb, 2026
Next Owens & Minor earnings date
Q4 202527 Feb, 2026
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage