The Oncology Institute (TOI) Announces Third Quarter 2025 Financial Earnings Results And Increases Full Year 2025 Guidance.

The Oncology Institute, Inc. (TOI) today announced its financial results for the most recent quarter, revealing a diluted earnings per share (EPS) of -$0.14, which fell short of analysts’ expectations by $0.03. The company’s EPS estimate was projected at -$0.11, highlighting a miss in performance compared to market forecasts. As TOI continues to navigate the competitive landscape of oncology care, these results reflect the ongoing challenges faced in achieving profitability.

Key Highlights:

• The Oncology Institute reported a 36.7% increase in consolidated revenue to $136.6 million for Q3 2025 compared to Q3 2024.
• Fee-for-service revenue grew by 13%, driven by organic growth in Florida and Oregon.
• Retail Pharmacy and Dispensary set fill records, generating $75.9 million in revenue and $12.8 million in gross profit in Q3.
• The company signed new in-network MSO providers in Florida and opened a new pharmacy location.
• Full-year 2025 revenue guidance was increased from $460-$480 million to $495-$505 million.
• Adjusted EBITDA guidance for the full year was updated to $(11) to $(13) million.

Summary: The Oncology Institute, Inc. (NASDAQ: TOI) reported strong financial results for the third quarter of 2025, with consolidated revenue reaching $136.6 million, a significant increase of 36.7% compared to the same period last year. This growth was largely attributed to a 13% rise in fee-for-service revenue, driven by continued organic growth in key markets such as Florida and Oregon. The company’s retail pharmacy and dispensary operations also set new records, contributing $75.9 million in revenue. Additionally, TOI has expanded its network by signing new in-network MSO providers and opening a new pharmacy location in Florida.

Management expressed optimism about the company’s trajectory, with CEO Daniel Virnich stating, “We had a solid third quarter across all lines of our business… These were just some of the factors that allowed us to increase our full-year guidance and reaffirm our positive outlook for Q4 adjusted EBITDA.” The company has updated its full-year revenue guidance to a range of $495 to $505 million, reflecting its strong performance and growth potential in the oncology care sector.

The Oncology Institute, Inc. (TOI) has experienced a tumultuous ride in the stock market, with its price plummeting by 16.14% over the past week and 9.50% in the last month. Despite this recent downturn, the company has shown remarkable resilience over the past year, boasting an astonishing 1082.76% increase, which highlights its potential in the oncology sector. However, the fundamental metrics tell a more complex story; TOI’s negative price-to-earnings ratio of -6.58 and a return on invested capital of -78.34% raise concerns about its profitability and operational efficiency. The company’s net profit margin stands at -15.56%, indicating ongoing challenges in converting revenue into profit. On a brighter note, TOI has achieved a revenue growth rate of 20.39% over the past two years, suggesting that while the company is currently struggling, it may be laying the groundwork for future success. Investors will need to weigh these mixed signals carefully as they consider the stock’s potential for recovery amidst its recent volatility.

The Oncology Institute, Inc., an oncology company, provides medical oncology services in the United States. Its services include physician services, in-house infusion and dispensary, clinical trial services, radiation, outpatient stem cell transplants and transfusions programs, and patient support. The company also offers and manages clinical trial services, such as managing clinical trials, palliative care programs, and stem cell transplants services. It serves adult and senior cancer patients. The company operates 67 clinic locations. The Oncology Institute, Inc. was founded in 2007 and is based in Cerritos, California.