Owens & Minor Q2 Earnings Preview: Revenue Expected at $2.73 Billion, EPS at -$0.31

Owens & Minor Inc (OMI) is set to release its Q2 2025 earnings on Aug 11, 2025. The consensus estimate for Q2 2025 revenue is $2.73 billion, and the earnings are expected to come in at -$0.31 per share. The full year 2025's revenue is expected to be $10.98 billion and the earnings are expected to be -$0.67 per share. Analyst estimates have increased for revenue and decreased for earnings. The average target price is $10.00 with a high estimate of $13.00 and a low estimate of $7.50. The average brokerage recommendation is 2.8, indicating a "Hold" status.

Owens & Minor Inc (OMI), a leading medical supply and logistics company, is scheduled to release its Q2 2025 earnings on Aug 11, 2025. The consensus estimate for Q2 2025 revenue is $2.73 billion, with earnings expected to come in at -$0.31 per share. For the full year 2025, revenue is projected to reach $10.98 billion, with earnings expected to be -$0.67 per share. Analyst estimates have shown an increase in revenue forecasts and a decline in earnings estimates over the past 90 days.

According to GuruFocus, revenue estimates for OMI have increased from $10.94 billion to $10.98 billion for the full year 2025 and from $11.19 billion to $11.26 billion for 2026. Earnings estimates, however, have decreased from $0.37 per share to -$0.67 per share for the full year 2025 and from $1.12 per share to $0.84 per share for 2026 [1].

The average target price for OMI, as per the one-year price targets offered by 5 analysts, is $10.00, with a high estimate of $13.00 and a low estimate of $7.50. This implies an average upside of 58.48% from the current price of $6.31. GuruFocus estimates the GF Value for OMI in one year to be $19.70, suggesting an upside of 212.20% from the current price. The average brokerage recommendation from 6 firms is 2.8, indicating a "Hold" status [1].

In the previous quarter (2025-03-31), OMI's actual revenue was $2.63 billion, missing analysts' expectations by -0.99%. Earnings were -$0.32 per share, missing expectations by -93.94%. Following the release, OMI's stock dropped by -9.92% [1].

Owens & Minor missed analysts' revenue expectations by 1.6% in the last quarter, reporting revenues of $2.63 billion, flat year on year. Adjusted earnings were -$0.28 per share, a slight miss of analysts' full-year EPS guidance estimates. Analysts expect revenue to grow by 2.1% year on year to $2.73 billion in the current quarter, slowing from the 4.2% increase recorded in the same quarter last year. Adjusted earnings are expected to be $0.28 per share [2].

The majority of analysts covering OMI have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. However, OMI has missed Wall Street’s revenue estimates three times over the last two years. Its peers in the healthcare providers & services segment have shown varying performances, with McKesson delivering year-on-year revenue growth of 23.4% and CVS Health reporting revenues up 8.4% [2].

When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares [2].

References:
[1] https://finance.yahoo.com/news/owens-minor-inc-omi-q2-132512918.html
[2] https://finance.yahoo.com/news/owens-minor-omi-reports-earnings-030258426.html