Owens & Minor, Inc. (OMI)

Owens & Minor's stock price has declined significantly over the past six months. On October 7, 2025, the company announced an agreement to sell its Products & Healthcare Services segment to Platinum Equity, causing the stock to surge. On August 11, 2025, the company reported its second-quarter 2025 earnings, missing estimates and slashing full-year guidance, leading to a stock price drop. In June 2025, the company terminated its acquisition of Rotech Healthcare due to regulatory concerns. On May 8, 2025, the company released its first-quarter 2025 earnings, with revenue missing expectations but non-GAAP profit exceeding estimates. On February 28, 2025, the company reported its fourth-quarter and full-year 2024 financial results and announced discussions regarding the potential sale of its Products & Healthcare Services segment and authorized a share repurchase program.

The demand for Owens & Minor's products and services, particularly within its Patient Direct segment, is influenced by favorable demographic trends and reimbursement policies. While the company has indicated that its segments generally benefit from seasonality, specific details regarding the typical seasonal fluctuations for its products and services are not explicitly provided. The profit path for the second half of 2025 for the Patient Direct business is not expected to reflect its typical seasonality due to anticipated increases in stranded costs as the divestiture of the P&HS segment approaches.

Owens & Minor, Inc. (OMI) is a global healthcare solutions company providing essential products and services from hospitals to homes, operating in medical distribution and healthcare services. The company is divided into two segments: Products & Healthcare Services, offering medical and surgical supplies and related services, and Patient Direct, focusing on in-home care products and services.

Owens & Minor operates globally with over 20,000 employees in 70 countries. It has facilities across the Asia Pacific region, Europe, Latin America, and North America, with manufacturing sites in the US, Thailand, Honduras, Mexico, and Ireland.

Owens & Minor has been undergoing a strategic transformation, focusing on its Patient Direct segment and divesting its Products & Healthcare Services business. Financial performance has eroded investor confidence, but investments in technology, automation, and analytics aim to improve supply chain visibility and customer experience, contributing to its standing as a global healthcare solutions provider.

Owens & Minor's ownership is predominantly held by institutional investors, who collectively hold approximately 95% of the company's shares. Retail and individual investors hold about 4% of the shares, while company executives and directors hold approximately 1%. Recent insider buying activity suggests internal confidence in the company's future.