The Oncology Institute shares tumble 7% as earnings miss overshadows revenue beat

Published 14/08/2025, 12:44
 The Oncology Institute shares tumble 7% as earnings miss overshadows revenue beat

CERRITOS, Calif. - The Oncology Institute, Inc. (NASDAQ:TOI) reported second quarter earnings that missed analyst expectations on Thursday, despite posting strong revenue growth that exceeded forecasts.

The company’s shares fell 7.07% in pre-market trading after the release.

The value-based community oncology group reported a second quarter loss of $0.15 per share, missing analyst estimates of a $0.09 loss by $0.06. Revenue came in at $119.8 million, surpassing the consensus estimate of $112.56 million and representing a 21.5% increase from $98.6 million in the same quarter last year.

The revenue growth was primarily driven by exceptional performance in TOI’s pharmacy business, which grew over 40% YoY, along with the addition of more than 50,000 new capitated lives to its value-based business. Despite this strong top-line performance, the company’s net loss widened to $17 million compared to $15.5 million in the year-ago period.

"We delivered another strong quarter with over 20% year-over-year revenue growth," said Daniel Virnich, CEO of TOI. "The momentum we’re seeing in new contract signings, combined with continued strength in pharmacy, gives us increasing confidence that we’ll achieve revenue at the high end of our guidance range for the year and achieve Adjusted EBITDA positivity as we exit 2025."

The company reaffirmed its full-year 2025 guidance, projecting revenue between $460 million and $480 million, and noted it expects to reach the higher end of that range given first-half performance. TOI also anticipates Adjusted EBITDA of approximately $(2.5) to $(3.5) million in the third quarter of 2025.

TOI’s retail pharmacy and dispensary set fill records, contributing $62.6 million in revenue and over $11 million in gross profit in the second quarter. The company is also expanding its partnership into new geographic regions of Florida with a major health plan, which it expects will double the amount of lives it covers for this payor.

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