Q2 2025 Oncology Institute Inc Earnings Call Transcript

Aug 13, 2025 / 09:00 PM GMT

Transcript 10-Q8-K

Key Points

Positve

The Oncology Institute Inc (TOI) reported a strong year-over-year revenue growth of over 20% in the second quarter of 2025.
The company achieved a significant improvement in adjusted EBITDA, reducing the loss by more than half compared to the same quarter last year.
TOI expanded its value-based contract pipeline, adding over 50,000 capitated lives in Nevada and California.
The pharmacy business experienced impressive growth of over 40% in the quarter compared to Q2 of 2024.
TOI is on track to achieve positive adjusted EBITDA in the fourth quarter of 2025.

Negative

Despite improvements, TOI still reported an adjusted EBITDA loss of 4.1 million in Q2 2025.
The gross margin declined approximately 190 basis points sequentially due to the absence of a one-time rebate from a drug supplier partner.
The company experienced a decrease in margin on capitation revenue, which is expected to improve over time as new contracts mature.
TOI's cash flow from operations was a loss of 15.2 million for the first half of 2025.
The company anticipates ending the year at the lower end of its free cash flow guidance due to increased pharmacy accounts receivable.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TOI.OQ - Oncology Institute Inc
Q2 2025 Oncology Institute Inc Earnings Call
Aug 13, 2025 / 09:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, greetings and welcome to the Oncology Institute. Second quarter 2025 earnings call. At this time, all participants are in the listen no need mode. A brief question and answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press star and 0 on your telephone keypad.

As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host, Mark Hepelizer, general counsel at TOI. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.