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The Oncology Institute Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | -$0.0875 |
| EPS actual | -$0.0200 |
| EPS Surprise | 77.14% |
| Revenue estimate | 142.1M |
| Revenue actual | 147.441M |
| Revenue Surprise | 3.76% |
| Release date | Mar 12, 2026 |
| EPS estimate | -$0.0900 |
| EPS actual | -$0.0600 |
| EPS Surprise | 33.33% |
| Revenue estimate | 139.785M |
| Revenue actual | 141.957M |
| Revenue Surprise | 1.55% |
| Release date | Nov 13, 2025 |
| EPS estimate | -$0.113 |
| EPS actual | -$0.0169 |
| EPS Surprise | 85.06% |
| Revenue estimate | 122.632M |
| Revenue actual | 136.564M |
| Revenue Surprise | 11.36% |
| Release date | Aug 13, 2025 |
| EPS estimate | -$0.120 |
| EPS actual | -$0.182 |
| EPS Surprise | -52.08% |
| Revenue estimate | 113.317M |
| Revenue actual | 119.802M |
| Revenue Surprise | 5.72% |
Last 4 Quarters for The Oncology Institute
Below you can see how TOIIW performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 13, 2025 |
| Price on release | $0.137 |
| EPS estimate | -$0.120 |
| EPS actual | -$0.182 |
| EPS surprise | -52.08% |
| Date | Price |
|---|---|
| Aug 07, 2025 | $0.108 |
| Aug 08, 2025 | $0.180 |
| Aug 11, 2025 | $0.158 |
| Aug 12, 2025 | $0.142 |
| Aug 13, 2025 | $0.137 |
| Aug 14, 2025 | $0.136 |
| Aug 15, 2025 | $0.130 |
| Aug 18, 2025 | $0.133 |
| Aug 19, 2025 | $0.130 |
| 4 days before | 27.53% |
| 4 days after | -5.03% |
| On release day | -0.729% |
| Change in period | 21.12% |
| Release date | Nov 13, 2025 |
| Price on release | $0.167 |
| EPS estimate | -$0.113 |
| EPS actual | -$0.0169 |
| EPS surprise | 85.06% |
| Date | Price |
|---|---|
| Nov 07, 2025 | $0.150 |
| Nov 10, 2025 | $0.165 |
| Nov 11, 2025 | $0.168 |
| Nov 12, 2025 | $0.168 |
| Nov 13, 2025 | $0.167 |
| Nov 14, 2025 | $0.160 |
| Nov 17, 2025 | $0.160 |
| Nov 18, 2025 | $0.210 |
| Nov 19, 2025 | $0.190 |
| 4 days before | 11.53% |
| 4 days after | 13.50% |
| On release day | -4.36% |
| Change in period | 26.58% |
| Release date | Mar 12, 2026 |
| Price on release | $0.0351 |
| EPS estimate | -$0.0900 |
| EPS actual | -$0.0600 |
| EPS surprise | 33.33% |
| Date | Price |
|---|---|
| Mar 06, 2026 | $0.0550 |
| Mar 09, 2026 | $0.0550 |
| Mar 10, 2026 | $0.0550 |
| Mar 11, 2026 | $0.0512 |
| Mar 12, 2026 | $0.0351 |
| Mar 13, 2026 | $0.0730 |
| Mar 16, 2026 | $0.0717 |
| Mar 17, 2026 | $0.0470 |
| Mar 18, 2026 | $0.0478 |
| 4 days before | -36.18% |
| 4 days after | 36.18% |
| On release day | 107.98% |
| Change in period | -13.09% |
| Release date | May 07, 2026 |
| Price on release | $0.0440 |
| EPS estimate | -$0.0875 |
| EPS actual | -$0.0200 |
| EPS surprise | 77.14% |
| Date | Price |
|---|---|
| May 01, 2026 | $0.0537 |
| May 04, 2026 | $0.0429 |
| May 05, 2026 | $0.0400 |
| May 06, 2026 | $0.0468 |
| May 07, 2026 | $0.0440 |
| May 08, 2026 | $0.0550 |
| May 11, 2026 | $0.0457 |
| May 12, 2026 | $0.0335 |
| May 13, 2026 | $0.0400 |
| 4 days before | -18.06% |
| 4 days after | -9.09% |
| On release day | 25.00% |
| Change in period | -25.51% |
The Oncology Institute Earnings Call Transcript Summary of Q1 2026
The Oncology Institute (TOI) reported a strong start to 2026 with first-quarter revenue of $147.4M, up 41% year-over-year, driven by rapid Specialty Pharmacy growth (revenue up 78% YoY) and expanding capitated business. Pharmacy delivered record fills and maintained healthy gross margins (19.2%), supporting gross profit growth to $23.3M. Capitated revenue is growing quickly (54% YoY) and now represents a larger portion of patient services, with Florida proving to be a key market: TOI says the Florida market is now profitable and expects delegated Medicare Advantage coverage to expand to ~200,000 MA lives across 25 counties by July 1, with seven new clinics planned for the year. TOI is reaffirming 2026 guidance while materially improving free cash flow expectations (now +$5M to +$15M) due to vendor renegotiations and scale benefits. Adjusted EBITDA is expected to be $0 to +$9M for the year, and revenue guidance is $630M–$650M. The company is pursuing AI initiatives (revenue cycle, prior auth, patient call center) to capture ~$2M of 2026 OpEx savings and plans to launch a proprietary provider portal to drive pathway adherence, provider engagement, and additional ancillary capture (including Part D). Balance sheet: $30.3M cash on hand; $85.9M outstanding senior secured convertible note (maturing Aug 9, 2027) with refinance discussions ongoing. Management emphasized focus on scaling delegated capitation, deepening payor partnerships, and continuing tech/operational investments to drive sustained profitability.
