NASDAQ$TOI

Oncology Institute Inc/The · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

TOI reported Q4 2024 revenue of $100.0M, a net loss of $13.2M.

For Q4 2024, TOI reported Revenue was $100.0M, net loss was $13.2M. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $100.0M for Q4 2024.
  • Net loss $13.2M.
  • MD&A highlights operating priorities, liquidity, and sector risks.

Headline financials

Total Revenue

$100M

Previous: $85.8M+16.6%
EPS (adj)

-$0.14

Previous: -$0.21+33.3%
Clinic count

86

No prior period
Markets served

16

No prior period
Lives under value-based contracts

1.9M

Previous: 1.8M+5.6%
Net Income

-$13.2M

Previous: -$83.1M+84.1%
Operating Income

-$11.9M

Previous: -$77M+84.5%
Gross Profit

$15M

Previous: $12.8M+17.2%

Revenue & EPS history

Oncology Institute · Revenue · Quarterly

$100M

Q4 2024+16.6%vs Q4 2023
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

Outlook emphasizes clinical milestones, liquidity runway, and operating expense discipline.

Tailwinds

  • Pipeline progress and partnership economics.
  • Cash supports near-term operating plans.

Headwinds

  • Operating losses until commercial scale.
  • Financing and trial outcomes affect funding costs.

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 Q4 2024

Historical avgQ4 2024

+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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