NASDAQ$TOI

Oncology Institute Inc/The · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

The Oncology Institute reported Q3 2025, revenue of $136.6M, a net loss of $16.5M.

For Q3 2025, The Oncology Institute reported revenue of $136.6M, a net loss of $16.5M. Management discussed operating trends, liquidity, and priorities as disclosed in the quarterly filing.

  • Revenue $136.6M.
  • Net loss $12.2M.
  • The Oncology Institute updated strategic and capital priorities in the filing.

Headline financials

Total Revenue

$137M

Previous: $99.9M+36.7%
EPS (adj)

-$0.14

Previous: -$0.18+22.2%
Clinic count

80

Previous: 86-7.0%
Markets served

22

Previous: 14+57.1%
Lives under value-based contracts

1.9M

Previous: 1.9M+0.0%
Capital Expenditures

-$2.14M

Previous: -$2.03M-5.2%
Net Income

-$16.5M

Previous: -$16.1M-2.4%
Operating Income

-$8.05M

Previous: -$13.9M+41.9%
Gross Profit

$18.9M

Previous: -$13.9M+236.4%

Revenue & EPS history

Oncology Institute · Revenue · Quarterly

$137M

Q3 2025+36.7%vs Q3 2024
Beat estimate in 8 of 13 quarters(62%)
ActualEstimate

Revenue by segment

Oncology Institute · $82M total across 3 segments · Q3 2023

  • Patient Services
    $53.6M+20.2%
  • Dispensary
    $26.8M+42.2%
  • Clinical Trials & Other
    $1.61M

Forward guidance

The filing discusses The Oncology Institute's outlook, capital deployment, and key risks without relying solely on numeric EPS guidance.

Tailwinds

  • The Oncology Institute cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations.

Headwinds

  • GAAP profitability remained under pressure in the quarter.
  • Macro, competitive, and cost pressures may affect margins.
  • Segment mix and one-time items can affect comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+2.6%

Avg return

Earnings day

+2.7%

Avg return

5 days after

+8.0%

Avg return

30 days after

62%

13 / 21 earnings

Positive

+28.9%

Q3 2025

Best reaction

-23.4%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.8%+5.8%+27.9%
Q4 2025+8.4%+37.4%+17.6%
Q3 2025+28.9%+6.2%+22.7%
Q1 2025+28.3%+17.3%+4.2%
Q4 2024+24.5%+14.5%+189.2%
Q3 2024-23.4%-43.8%-5.1%
Q2 2024-20.4%-11.1%-26.9%
Q1 2024+3.6%-26.5%-46.6%
Q4 2023+8.9%-7.7%-32.0%
Q3 2023+5.7%+46.6%-27.6%
Q2 2023-10.1%-13.3%+28.3%
Q1 2023+4.2%-6.3%+29.2%
Q4 2022+1.9%-5.8%-30.6%
Q3 2022-4.3%-35.5%-66.4%
Q2 2022+0.6%-1.2%-9.6%
Q1 2022-14.7%-11.8%-6.5%
Q2 2021+10.3%+31.4%+48.1%
Q4 2020+10.3%+31.4%+48.1%
Q4 2021-14.6%+18.5%+26.5%
Q3 2021+0.0%+10.0%-23.6%
Q1 2021-0.2%+1.0%+0.7%

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