• Reported GAAP EPS of -$0.02 up 90.48% YoY • Reported revenue of $147.44M up 41.22% YoY • The Oncology Institute anticipates Q2 2026 Adjusted EBITDA of -$1M to $1M, reflecting seasonal improvement. The company updated its 2026 Free Cash Flow guidance to $5 million to $15 million, an increase from previous guidance.
Bullish
The Oncology Institute delivered strong revenue growth, notably a 78% increase in Specialty Pharmacy revenue, and expanded its Medicare Advantage lives while preparing to launch a new provider portal.
Bearish
The Oncology Institute reported continued net losses and negative Adjusted EBITDA, alongside a decrease in cash and cash equivalents, while facing risks from competitive conditions and cybersecurity threats.