The Oncology Institute's Q2 revenue up 21.5%, beats estimates
Overview
Oncology Institute Q2 revenue rises 21.5% yr/yr, beating analyst expectations, per LSEG data
Adjusted EBITDA improves to $(4.1) mln from $(8.7) mln in prior year
Co's revenue growth driven by 40% increase in pharmacy business and new capitated lives
Outlook
Oncology Institute reaffirms 2025 revenue guidance of $460 to $480 mln
Company expects 2025 gross profit between $73 mln and $82 mln
Oncology Institute anticipates Q3 2025 adjusted EBITDA of $(2.5) to $(3.5) mln
Result Drivers
PHARMACY GROWTH - Pharmacy business grew over 40% year-over-year, driving revenue increase, according to CEO Daniel Virnich
CAPITATED LIVES - Addition of over 50,000 new capitated lives boosted value-based business revenue
GEOGRAPHIC EXPANSION - Ongoing expansion into new Florida regions with a major health plan expected to double covered lives for that payor
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $119.80 mln | $114.60 mln (2 Analysts) |
Q2 Net Income |
| -$17 mln |
|
Q2 Gross Profit |
| $17.50 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 41.3% above its August 12 closing price of $4.11
Press Release: ID:nGNXBXC0C
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