Owens & Minor, Inc. (OMI)

The past six months have seen several significant events impacting Owens & Minor's stock price. On May 8, 2025, the company reported its first-quarter 2025 adjusted EPS of $0.23, beating estimates, but the stock traded lower. In June 2025, the company terminated an acquisition with Rotech Healthcare Holdings Inc. due to regulatory hurdles, resulting in an $80 million payment to Rotech. On August 11, 2025, Owens & Minor reported second-quarter 2025 adjusted earnings of $0.26, missing estimates, and classified its Products & Healthcare Services segment as discontinued operations, causing the stock to decline. On October 7, 2025, Owens & Minor announced an agreement to sell its Products & Healthcare Services segment to Platinum Equity for $375 million in cash and a retained equity stake, initially causing the stock to surge. On October 30, 2025, the company reported third-quarter 2025 financial results, with adjusted EPS declining to $0.25 due to product cost increases and other factors. Overall, the stock has experienced a significant decline over the past 12 and 30 months.

Owens & Minor's business experiences traditional seasonality, with earnings typically weighted more heavily towards the back half of the year. Both the Products & Healthcare Services segment and the Patient Direct segment are expected to benefit from seasonality, showing sequential growth from the third to the fourth quarter. The Patient Direct segment saw strong demand in diabetes and sleep supplies in Q1 2025.

Owens & Minor is a global healthcare solutions company operating in the medical equipment, supplies, and distribution industry. The company manufactures, distributes, and provides technology services through two segments: Products & Healthcare Services and Patient Direct. The Products & Healthcare Services segment offers medical and surgical supplies, along with services like supplier and inventory management. The Patient Direct segment focuses on in-home care, providing products and services for diabetes treatment, home respiratory therapy, and other home medical equipment. Owens & Minor is shifting its focus towards the Patient Direct segment and divesting its Products & Healthcare Services segment.

Owens & Minor has a global presence with over 20,000 employees in 70 countries. The company has facilities across the Asia Pacific region, Europe, Latin America, and North America. Its manufacturing facilities are located in the United States, Thailand, Honduras, Mexico, and Ireland.

Information specifically detailing events that have affected Owens & Minor's brand reputation in the past year is not extensively available. The company's communications primarily focus on financial performance, strategic initiatives, and its mission of empowering customers to advance healthcare.

Owens & Minor's ownership is predominantly held by institutional investors, accounting for approximately 71.65% of the company's stock. Insiders own 20.48%, and public companies and individual investors own 7.87%. Major institutional shareholders include Coliseum Capital Management, LLC, Vanguard Group Inc, and BlackRock, Inc. Coliseum Capital Management, LLC is the largest individual shareholder, owning 13.10 million shares, representing 16.94% of the company.