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Sep 30, 2025
Owens & Minor Q3 2025 Earnings Report
Owens & Minor reported its third quarter 2025 financial results, highlighting a strategic pivot to a pure-play home-based care business and the sale of its Products & Healthcare Services segment.
Key Takeaways
Owens & Minor reported a net loss of $150.28 million for the third quarter of 2025, a significant increase from a net loss of $12.77 million in the prior year. Revenue from continuing operations increased slightly to $697.3 million, up from $686.8 million in Q3 2024. The company's GAAP EPS from continuing operations was a loss of $0.07, while non-GAAP adjusted EPS from continuing operations was $0.25. The company is strategically reshaping its organization around its Patient Direct platform, focusing on long-term growth opportunities within home-based care.
Net loss significantly widened to $150.28 million in Q3 2025 from $12.77 million in Q3 2024, primarily due to a large loss from discontinued operations.
Revenue from continuing operations saw a modest increase of 1.5% year-over-year, reaching $697.3 million.
GAAP EPS from continuing operations was a loss of $0.07, while non-GAAP adjusted EPS from continuing operations was $0.25.
The company is transitioning to a pure-play home-based care business following the definitive agreement for the sale of its Products & Healthcare Services segment.
Forward Guidance
Owens & Minor reaffirmed its financial guidance for 2025 continuing operations, projecting revenue between $2.76 billion and $2.82 billion, adjusted EPS between $1.02 and $1.07, and adjusted EBITDA between $376 million and $382 million.
Positive Outlook
- Reaffirmed revenue guidance of $2.76 billion to $2.82 billion for 2025.
- Reaffirmed adjusted EPS guidance of $1.02 to $1.07 for 2025.
- Reaffirmed adjusted EBITDA guidance of $376 million to $382 million for 2025.
- Strategic pivot to home-based care is expected to drive sustainable growth.
- New nationwide preferred provider partnership agreement supports future growth.
Challenges Ahead
- GAAP guidance for EPS and EBITDA is not provided due to unpredictable elements.
- Restructuring and acquisition charges could significantly impact GAAP results.
- The outlook is based on assumptions subject to SEC-filed risk factors.
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