Owens & Minor misses Q2 revenue, adjusted EPS expectations

Accendra Health

11/08/2025 11:39

Overview

Owens & Minor Q2 revenue from continuing ops rises, but misses analysts' expectations

Adjusted EPS for Q2 misses consensus

Co classifies Products & Healthcare Services segment as discontinued operations

Outlook

Company to provide 2025 financial outlook during earnings call

Owens & Minor focuses on Patient Direct segment post-divestiture

Company confident in leading evolving market with favorable trends

Result Drivers

PATIENT DIRECT FOCUS - Co emphasizes transition to pure-play Patient Direct business, citing favorable demographic trends and scale

DISCONTINUED OPERATIONS - Products & Healthcare Services segment classified as discontinued due to impending sale

REVENUE GROWTH - Revenue from continuing operations increased compared to prior year, driven by Patient Direct segment

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$681.90 mln
$2.73 bln (6 Analysts)
Q2 Adjusted EPS
Miss
$0.26
$0.27 (6 Analysts)
Q2 Net Income
-$869.06 mln
Q2 Adjusted EBITDA
Miss
$96.60 mln
$128.80 mln (6 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy."

Wall Street's median 12-month price target for Owens & Minor Inc is $10.00, about 29.1% above its August 8 closing price of $7.09

The stock recently traded at 4 times the next 12-month earnings vs. a P/E of 4 three months ago

Press Release: ID:nBwbrNt3ga

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)