Oncology Institute Q3 revenue jumps, partly on organic growth in Florida, Oregon

Oncology Institute

13/11/2025 21:31

Overview

Oncology Institute Q3 revenue rises 36.7% yr/yr, driven by organic growth in Florida, Oregon

Net loss for Q3 widens slightly to $16.5 mln compared to $16.1 mln last year

The cancer clinics operator updates full-year revenue guidance to $495-$505 mln

Outlook

Company updates full-year revenue guidance to $495 mln-$505 mln, from prior outlook of $460-$480 mln

Company revises full-year Adjusted EBITDA guidance to $(11) mln-$(13) mln

Company expects Q4 Adjusted EBITDA of $0 to $2 mln

Result Drivers

ORGANIC GROWTH - Fee-for-service revenue grew 13% over Q3 2024, driven by organic growth in Florida and Oregon

PHARMACY RECORDS - Retail Pharmacy and Dispensary set fill records, contributing $75.9 mln in revenue and $12.8 mln in gross profit

NEW PROVIDERS - Signed several new in-network MSO providers in Florida and opened a new pharmacy location

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 EPS
-$0.14
Q3 Net Income
-$16.50 mln
Q3 Gross Profit
$18.90 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "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 $7.00, about 51% above its November 12 closing price of $3.43

Press Release: ID:nGNX6tf0N5

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(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.)