Owens and Minor Misses Fiscal Q2 Targets
Owens Minor (NYSE:OMI), a leading health care logistics and home health product distribution provider, reported its second quarter 2025 earnings on August 11, 2025. The most notable news was the company's continued transition into a pure-play Patient Direct business, following the reclassification of its Products Healthcare Services (P) segment as discontinued operations. Reported GAAP revenue was $681.9 million—well below analyst expectations of $2,730.4 million—and Adjusted non-GAAP earnings per share (EPS) were $0.26, missing the consensus estimate by $0.02. While the Patient Direct segment delivered growth in revenue and adjusted operating profitability, Results were shaped by significant one-time charges and transition costs, resulting in a much larger reported GAAP loss. Overall, the quarter reflected a company in mid-transition, with operational improvements in core Patient Direct, but major one-off expenses weighing on the reported results.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
Owens Minor (NYSE:OMI) provides logistics, distribution, and direct-to-patient delivery of health care products and services in the United States. The company is best known for its Patient Direct division, which supplies home medical equipment and supplies, including diabetes management products and sleep therapy devices, directly to patients across the country.
Source Fool.com
