Oncology Institute beats Q4 revenue estimates, net loss narrows

Oncology Institute

12/03/2026 21:14

Overview

U.S. oncology care provider's Q4 revenue grew 41.6% yr/yr, beating analyst expectations

Company's Q4 net loss narrowed compared to prior year

Adjusted EBITDA for Q4 turned positive, reflecting improved operations

Outlook

Company sees 2026 revenue between $630 mln and $650 mln

Company expects 2026 gross profit of $97 mln to $107 mln

Company anticipates 2026 adjusted EBITDA of $0 to $9 mln

Result Drivers

CAPITATED CARE EXPANSION - Co said growth was driven by continued expansion of its capitated care model and new payor partnerships

WORKING CAPITAL MANAGEMENT - Disciplined working capital management contributed to positive cash flow from operations in Q4

GROSS PROFIT MARGIN - Overall increase in gross profit margin supported improved operational results

Company press release: ID:nGNX5PdkFF

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$142 mln
$139.78 mln (4 Analysts)
Q4 EPS
-$0.06
Q4 Net Income
-$7.5 mln
Q4 Gross Profit
$22.7 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the healthcare facilities & services peer group is "buy"

Wall Street's median 12-month price target for Oncology Institute Inc is $6.50, about 135.5% above its March 11 closing price of $2.76

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)