Owens & Minor (OMI)
Market Price (12/26/2025): $2.71 | Market Cap: $209.5 MilSector: Health Care | Industry: Health Care Distributors
Owens & Minor (OMI)
Market Price (12/26/2025): $2.71Market Cap: $209.5 MilSector: Health CareIndustry: Health Care Distributors
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 92% | Weak multi-year price returns2Y Excs Rtn is -134%, 3Y Excs Rtn is -167% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 1033% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -70% | Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 13% | Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -2.8% |
| Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption, and Digital Health & Telemedicine. Themes include Supply Chain Digitization, Direct-to-Consumer Brands (Staples), Show more. | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -644% | |
| Key risksOMI key risks include [1] significant financial strain from a substantial debt load and accelerating losses, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 92% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -70% |
| Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption, and Digital Health & Telemedicine. Themes include Supply Chain Digitization, Direct-to-Consumer Brands (Staples), Show more. |
| Weak multi-year price returns2Y Excs Rtn is -134%, 3Y Excs Rtn is -167% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 13% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 1033% |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -2.8% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -644% |
| Key risksOMI key risks include [1] significant financial strain from a substantial debt load and accelerating losses, Show more. |
Why The Stock Moved
Qualitative Assessment
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Here are the key points explaining the approximate -44.7% stock movement for Owens & Minor (OMI) from August 31, 2025, to December 26, 2025:1. Mixed Q2 2025 Earnings and Termination of Rotech Acquisition: Owens & Minor reported mixed second-quarter 2025 results on August 11, 2025, with adjusted earnings per share missing analyst expectations and reported GAAP revenue significantly below estimates due to the classification of its Products & Healthcare Services segment as discontinued operations. The company also incurred an $80 million transaction breakage fee in connection with the terminated Rotech acquisition, alongside other significant transaction and restructuring charges, which negatively impacted reported results and contributed to an immediate stock decline.
2. Strategic Pivot to Pure-Play Home-Based Care: A major strategic decision during this period was Owens & Minor's reorientation to become a pure-play home-based care provider, which involved the sale of its Products & Healthcare Services segment. While intended for long-term growth, this significant business transformation introduced uncertainty and a reduced immediate revenue base, impacting investor confidence during the transition.
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Stock Movement Drivers
Fundamental Drivers
The -44.0% change in OMI stock from 9/25/2025 to 12/25/2025 was primarily driven by a -43.8% change in the company's P/S Multiple.| 9252025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 4.84 | 2.71 | -44.01% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 12716.60 | 12727.02 | 0.08% |
| P/S Multiple | 0.03 | 0.02 | -43.80% |
| Shares Outstanding (Mil) | 76.94 | 77.29 | -0.46% |
| Cumulative Contribution | -44.01% |
Market Drivers
9/25/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| OMI | -44.0% | |
| Market (SPY) | 4.9% | 2.7% |
| Sector (XLV) | 16.2% | 24.8% |
Fundamental Drivers
The -67.5% change in OMI stock from 6/26/2025 to 12/25/2025 was primarily driven by a -67.5% change in the company's P/S Multiple.| 6262025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 8.33 | 2.71 | -67.47% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 12695.09 | 12727.02 | 0.25% |
| P/S Multiple | 0.05 | 0.02 | -67.54% |
| Shares Outstanding (Mil) | 77.27 | 77.29 | -0.02% |
| Cumulative Contribution | -67.47% |
Market Drivers
6/26/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| OMI | -67.5% | |
| Market (SPY) | 13.1% | 15.1% |
| Sector (XLV) | 16.6% | 25.3% |
Fundamental Drivers
The -78.7% change in OMI stock from 12/25/2024 to 12/25/2025 was primarily driven by a -88.9% change in the company's P/S Multiple.| 12252024 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 12.72 | 2.71 | -78.69% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 6616.08 | 12727.02 | 92.37% |
| P/S Multiple | 0.15 | 0.02 | -88.90% |
| Shares Outstanding (Mil) | 77.09 | 77.29 | -0.26% |
| Cumulative Contribution | -78.70% |
Market Drivers
12/25/2024 to 12/25/2025| Return | Correlation | |
|---|---|---|
| OMI | -78.7% | |
| Market (SPY) | 15.8% | 17.3% |
| Sector (XLV) | 13.3% | 25.3% |
Fundamental Drivers
The -86.1% change in OMI stock from 12/26/2022 to 12/25/2025 was primarily driven by a -88.9% change in the company's P/S Multiple.| 12262022 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 19.47 | 2.71 | -86.08% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 9871.51 | 12727.02 | 28.93% |
| P/S Multiple | 0.15 | 0.02 | -88.86% |
| Shares Outstanding (Mil) | 74.91 | 77.29 | -3.18% |
| Cumulative Contribution | -86.10% |
Market Drivers
12/26/2023 to 12/25/2025| Return | Correlation | |
|---|---|---|
| OMI | -86.1% | |
| Market (SPY) | 48.3% | 21.4% |
| Sector (XLV) | 18.5% | 26.4% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| OMI Return | 424% | 61% | -55% | -1% | -32% | -80% | -48% |
| Peers Return | 59% | 13% | 23% | 3% | 15% | 39% | 262% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| OMI Win Rate | 83% | 67% | 25% | 42% | 50% | 17% | |
| Peers Win Rate | 55% | 55% | 58% | 57% | 53% | 67% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| OMI Max Drawdown | -20% | -6% | -65% | -38% | -39% | -81% | |
| Peers Max Drawdown | -17% | -15% | -15% | -24% | -6% | -7% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: MCK, CAH, COR, HSIC, AHCO. See OMI Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/24/2025 (YTD)
How Low Can It Go
| Event | OMI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -75.1% | -25.4% |
| % Gain to Breakeven | 302.3% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -42.7% | -33.9% |
| % Gain to Breakeven | 74.5% | 51.3% |
| Time to Breakeven | 18 days | 148 days |
| 2018 Correction | ||
| % Loss | -93.3% | -19.8% |
| % Gain to Breakeven | 1396.0% | 24.7% |
| Time to Breakeven | 604 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -37.8% | -56.8% |
| % Gain to Breakeven | 60.7% | 131.3% |
| Time to Breakeven | 756 days | 1,480 days |
Compare to MCK, CAH, HSIC, COR, OMI
In The Past
Owens & Minor's stock fell -75.1% during the 2022 Inflation Shock from a high on 6/8/2021. A -75.1% loss requires a 302.3% gain to breakeven.
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Owens & Minor, Inc., together with its subsidiaries, operates as a healthcare solutions company in the United States and internationally. It operates through two segments, Global Solutions and Global Products. The Global Solutions segment offers a portfolio of products and services to healthcare providers and manufacturers. Its portfolio of medical and surgical supplies includes branded products and its proprietary products. This segment also offers services to healthcare providers, which include supplier management, analytics, inventory management, and clinical supply management; and various programs to provide logistics and marketing solutions to its suppliers. The Global Products segment manufactures and sources medical surgical products for the prevention of healthcare-associated infections across the acute and alternate site channels. This segments products portfolio includes sterilization wraps, surgical drapes and gowns, facial protection products, protective apparel, medical exam gloves, custom and minor procedure kits, and other medical products. It provides its products and services to multi-facility networks of healthcare providers, independent hospitals, surgery centers, physicians' practices, and networks of hospitals directly, as well as indirectly through third-party distributors. The company was founded in 1882 and is headquartered in Richmond, Virginia.
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- Healthcare Distribution Services: Provides global supply chain solutions for medical and surgical products, delivering essential supplies to hospitals and other healthcare providers.
- Medical Device and Supply Manufacturing: Develops and produces a range of medical products, including surgical supplies, wound care, and infection prevention products, sold under proprietary brands.
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Owens & Minor (symbol: OMI) primarily sells its products and solutions to other companies within the healthcare industry (B2B).
According to its latest annual report (Form 10-K), Owens & Minor serves a diverse customer base and does not have any single customer that accounts for more than 10% of its consolidated net revenues. Therefore, specific major customer companies are not individually disclosed.
Instead, OMI's primary customer categories include:
- Hospitals and Health Systems: This broad category includes individual acute care hospitals and larger organizational networks that encompass multiple healthcare facilities and services.
- Integrated Delivery Networks (IDNs): These are organizations that own and operate a range of healthcare facilities and services, aiming to provide coordinated care across a continuum from primary care to specialty services and long-term care.
- Home Healthcare Providers: This category encompasses companies and organizations that offer medical care, assistance, and supplies to patients in their homes, supporting post-acute care and chronic disease management.
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Edward A. Pesicka, President & Chief Executive Officer
Mr. Pesicka has served as President & Chief Executive Officer and a Director of Owens & Minor since March 2019. Before joining Owens & Minor, he served as an independent consultant and advisor in the healthcare, life science, and distribution industries from January 2016. From January 2000 through April 2015, he held various roles of increasing responsibility at Thermo Fisher Scientific, including most recently as Chief Commercial Officer & Senior Vice President. Prior to Thermo Fisher Scientific, he spent eight years at TRW Inc. in finance roles and three years with PricewaterhouseCoopers as an auditor.
Jonathan A. Leon, Executive Vice President, Chief Financial Officer
Mr. Leon has served as Executive Vice President, Chief Financial Officer since September 23, 2024. He previously served as Senior Vice President, Corporate Treasurer of Owens & Minor since May 2018 and as Interim Chief Financial Officer from June 21, 2024, to September 23, 2024. He joined Owens & Minor in January 2017 as Vice President, Treasurer. Before joining Owens & Minor, Mr. Leon worked for The Brinks Company from 2008 to 2017, where he served as Treasurer.
Perry A. Bernocchi, Executive Vice President, CEO, Patient Direct
Mr. Bernocchi has served as Executive Vice President, CEO, Patient Direct since March 2023. Prior to this, he was the Chief Executive Officer of the Company's Byram Healthcare division from 2009 to March 2023. He joined Byram Healthcare in 2006 as its Chief Operating Officer, and previously served as Chief Operating Officer of Hemophilia Resources of America for five years prior to its sale to Accredo Health.
Andrew G. Long, Executive Vice President, Chief Executive Officer, Products & Healthcare Services
Mr. Long has served as Executive Vice President, Chief Executive Officer, Products & Healthcare Services since October 2022. Before this role, he was Executive Vice President & Chief Financial Officer of Owens & Minor since joining the Company in November 2019. Mr. Long previously served as the Chief Executive Officer of Insys Therapeutics, Inc. From 2015 to 2017, he was Senior Vice President of Global Finance at Patheon, a pharmaceutical company, where he worked on initiatives leading up to Patheon's initial public offering. Prior to Patheon, he served as Vice President of Finance for multiple divisions at Thermo Fisher Scientific from 2006 until 2015.
Jennifer A. Stone, Executive Vice President & Chief Human Resources Officer
Ms. Stone was named Executive Vice President & Chief Human Resources Officer of Owens & Minor, effective June 3, 2024. Before joining the Company, from 2022 to June 2024, she served as the Vice President, Human Resources, Medical Surgical Portfolio, Surgical Operating Unit, at Medtronic. From 2018 to 2022, she was Vice President, Human Resources Global Functions at Medtronic. She began with Medtronic in 2017 as the Senior Director, Global Talent Management. Prior to Medtronic, Ms. Stone spent more than 20 years at Target Corporation in various roles of increasing responsibility, including most recently as Head of Talent Management.
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Key Risks to Owens & Minor (OMI) Business
Owens & Minor (OMI), a global healthcare solutions company, faces several significant risks to its business, primarily stemming from its substantial debt burden, intense industry competition, and inherent operational and supply chain complexities.- High Debt and Financial Strain: Owens & Minor is burdened by a significant debt load, reported at a net debt of US$1.80 billion as of December 2024. This high leverage, partly due to acquisitions, creates considerable financial strain, limiting the company's flexibility to invest in growth initiatives and manage operational challenges. The company's low interest coverage and a notable decrease in its earnings before interest and taxes (EBIT) indicate that interest expenses are substantially impacting its financial performance. Furthermore, Owens & Minor has experienced unprofitability and accelerating losses, with revenue projected to decline, underscoring a disconnect between top-line growth and bottom-line performance.
- Intense Competition and Margin Pressure: The medical/surgical supply distribution industry in the United States is highly competitive. Owens & Minor contends with major national distributors, as well as numerous regional and local players, some of whom possess greater financial resources and are vertically integrated, potentially enabling them to offer lower total delivered product costs. This competitive landscape, combined with factors such as rising input costs and a limited ability to dictate pricing, contributes to the low margins and operational struggles observed in the company's core Products & Healthcare Services (P&HS) segment.
- Supply Chain Disruptions and Operational Inefficiencies: As a healthcare logistics provider, Owens & Minor's business is inherently exposed to risks within its complex and geographically dispersed supply chain. Disruptions, whether due to geopolitical tensions, natural disasters, or other external factors, can significantly impact the delivery of essential medical products. Inefficient inventory management further exacerbates these challenges, potentially leading to increased operating costs and reduced efficiency. The integration of acquired businesses also poses operational risks, as unanticipated problems, expenses, and regulatory hurdles can arise.
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The increasing entry and expansion of major e-commerce and logistics technology platforms (e.g., Amazon Business, specialized healthcare tech startups) into the highly fragmented healthcare supply chain for medical products and services. These players leverage advanced technology, vast fulfillment networks, and direct-to-customer models to offer potentially lower costs, greater efficiency, and a broader range of products, thereby challenging the traditional distributor's role as an intermediary between manufacturers and healthcare providers. This trend, while complex in healthcare, mirrors historical disruptions where technology-first companies disintermediate established distribution channels.
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Owens & Minor (OMI) operates in several addressable markets through its two primary segments: Products & Healthcare Services and Patient Direct. The estimated sizes of these markets are detailed below:
- Medical and Surgical Supply Distribution: The U.S. medical supplies wholesaling industry is estimated to be approximately $326.4 billion in 2025. The U.S. medical device distribution services market was estimated at USD 76 billion in 2024.
- Healthcare Logistics and Supply Chain Management: The global healthcare third-party logistics market was estimated at USD 261.39 billion in 2024 and is projected to reach USD 406.36 billion by 2030. The global healthcare logistics market was valued at USD 93.19 billion in 2024.
- Medical Kitting and Custom Procedure Trays: The global prepackaged medical kit and tray market size was US$ 24.61 billion in 2024 and is projected to reach US$ 55.37 billion by the end of 2034.
- Sterilization Services: The global sterilization services market size was estimated at USD 5.60 billion in 2024 and is anticipated to reach around USD 10.64 billion by 2034. The U.S. sterilization services market size accounted for USD 1.75 billion in 2024.
- Home Healthcare Supply Delivery (Patient Direct): The U.S. home healthcare market size accounted for USD 194.24 billion in 2024, and is projected to hit around USD 222.61 billion by 2025. Other estimates place the U.S. home healthcare services market at USD 162.35 billion in 2024.
- Patient Engagement Solutions: The U.S. patient engagement solutions market size was valued at USD 7.59 billion in 2024 and is expected to grow at a CAGR of 19.77% from 2025 to 2030.
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Owens & Minor (NYSE: OMI) is expected to drive future revenue growth over the next 2-3 years primarily through its strategic focus on the Patient Direct segment, which is positioned to become the company's sole business following the divestiture of its Products & Healthcare Services segment. Key drivers include:
- Market Outperformance and Expansion in Home-Based Care: Owens & Minor anticipates its Patient Direct segment to continue outpacing the broader home-based care market, with a target of at least 200 basis points above market growth. This segment leverages a strong platform to capitalize on the increasing momentum of the home-based care market, which is a significant growth area in healthcare.
- Sustained Demand in Key Patient Direct Product Categories: Strong demand across served indications, particularly in diabetes products and sleep supplies, is a consistent driver of top-line growth within the Patient Direct segment. The company has seen positive returns from investments aimed at driving growth in these areas, which are expected to continue through 2025.
- Diversification and Expansion of Therapy Portfolio: Owens & Minor is successfully expanding its therapy portfolio within the Patient Direct segment. Categories such as ostomy, wound care, urology, and chest wall oscillation have demonstrated strong growth, indicating the company's ability to broaden its product offerings and capture additional market share beyond its core products.
- Strategic Investments and Operational Efficiencies: The company is making strategic investments in its Patient Direct segment to enhance its market position and operational capabilities. These include investments in distribution centers and initiatives aimed at improving the patient onboarding process and simplifying supply renewals, which are expected to contribute to sustained growth.
- Recapturing Diabetes Growth through Improved Adherence and Customer Acquisition: While diabetes growth has experienced some fluctuations, Owens & Minor is actively ramping up efforts to regain stronger growth in this category. Strategies focus on improving therapy adherence and acquiring new customers across its direct medical equipment (DME) and pharmacy channels, indicating a concerted effort to optimize this significant product area.
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Share Repurchases
- On February 26, 2025, Owens & Minor's Board of Directors authorized a share repurchase program of up to $100 million over the subsequent 24 months.
- In the first quarter of 2025, the company repurchased approximately 0.2 million shares of its common stock for an aggregate of $1.5 million at an average price of $8.66 per share.
Share Issuance
- Owens & Minor completed an underwritten public offering of 9,746,250 shares of its common stock at $20.50 per share, resulting in gross proceeds of approximately $199.8 million.
Outbound Investments
- On March 29, 2022, Owens & Minor completed the acquisition of Apria, Inc. for approximately $1.7 billion (net of $144 million in cash acquired), integrating it to form the new Patient Direct segment.
- On July 22, 2024, the company entered into a definitive agreement to acquire Rotech Healthcare Holdings Inc. for $1.36 billion in cash, with the transaction expected to close in the first half of 2025.
- On October 10, 2025, Owens & Minor signed a definitive agreement to sell its Products & Healthcare Services (P&HS) segment to Platinum Equity for $375 million in cash, while retaining a 5% equity stake, a move intended to transform OMI into a pure-play market leader in home-based care.
Capital Expenditures
- Consolidated capital expenditures were $32.813 million in 2020 and $17.065 million in 2021.
- Capital expenditures were $167 million in 2022 and $208 million in 2023, primarily focused on patient service equipment and strategic/operational efficiency initiatives.
- The company's outlook for 2025 projects gross capital expenditures between $250 million and $270 million.
Latest Trefis Analyses
| Title | Topic | |
|---|---|---|
| DASHBOARDS | ||
| Owens & Minor Earnings Notes | ||
| null | ||
| Day 5 of Loss Streak for Owens & Minor Stock with -11% Return (vs. -61% YTD) [8/22/2025] | Notification | |
| Owens & Minor (OMI) Operating Cash Flow Comparison | Financials | |
| Owens & Minor (OMI) Operating Income Comparison | Financials | |
| Owens & Minor (OMI) Net Income Comparison | Financials | |
| Owens & Minor (OMI) Debt Comparison | Financials | |
| Owens & Minor (OMI) EBITDA Comparison | Financials | |
| Owens & Minor (OMI) Tax Expense Comparison | Financials | |
| Owens & Minor (OMI) Revenue Comparison | Financials |
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| ARTICLES |
Trade Ideas
Select ideas related to OMI. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11142025 | CRL | Charles River Laboratories International | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 21.1% | 21.1% | -3.7% |
| 11142025 | GDRX | GoodRx | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -6.7% | -6.7% | -11.8% |
| 11142025 | ASTH | Astrana Health | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 16.7% | 16.7% | -5.5% |
| 11142025 | SGRY | Surgery Partners | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 2.3% | 2.3% | -1.4% |
| 11072025 | TFX | Teleflex | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 11.8% | 11.8% | -5.1% |
| 06302024 | OMI | Owens & Minor | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | -4.1% | -32.6% | -53.9% |
| 03312023 | OMI | Owens & Minor | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 11.1% | 90.4% | -6.9% |
| 09302022 | OMI | Owens & Minor | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | -39.6% | -32.9% | -49.8% |
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Peer Comparisons for Owens & Minor
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 141.87 |
| Mkt Cap | 29.3 |
| Rev LTM | 117,758 |
| Op Inc LTM | 1,543 |
| FCF LTM | 1,103 |
| FCF 3Y Avg | 1,471 |
| CFO LTM | 1,483 |
| CFO 3Y Avg | 1,823 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.4% |
| Rev Chg 3Y Avg | 8.9% |
| Rev Chg Q | 3.4% |
| QoQ Delta Rev Chg LTM | 0.7% |
| Op Mgn LTM | 2.0% |
| Op Mgn 3Y Avg | 2.1% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 1.5% |
| CFO/Rev 3Y Avg | 2.4% |
| FCF/Rev LTM | 1.3% |
| FCF/Rev 3Y Avg | 1.3% |
Price Behavior
Price Behavior
| Market Price | $2.71 | |
| Market Cap ($ Bil) | 0.2 | |
| First Trading Date | 12/16/1988 | |
| Distance from 52W High | -82.0% | |
| 50 Days | 200 Days | |
| DMA Price | $3.41 | $6.06 |
| DMA Trend | down | down |
| Distance from DMA | -20.6% | -55.3% |
| 3M | 1YR | |
| Volatility | 73.9% | 92.0% |
| Downside Capture | 64.09 | 213.60 |
| Upside Capture | -219.90 | 29.05 |
| Correlation (SPY) | 3.5% | 17.2% |
OMI Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.35 | 0.23 | 0.15 | 1.53 | 0.86 | 1.29 |
| Up Beta | 2.58 | 2.85 | 2.42 | 3.13 | 0.44 | 1.11 |
| Down Beta | -0.88 | 0.93 | 0.88 | 0.30 | 0.69 | 1.04 |
| Up Capture | -466% | -220% | -167% | 2% | 31% | 90% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 7 | 16 | 24 | 48 | 105 | 358 |
| Down Capture | 168% | 78% | 49% | 257% | 149% | 111% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 11 | 24 | 36 | 74 | 139 | 383 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of OMI With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| OMI | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -78.5% | 16.4% | 19.2% | 71.9% | 8.9% | 6.0% | -10.1% |
| Annualized Volatility | 91.3% | 17.3% | 19.5% | 19.3% | 15.3% | 17.1% | 35.0% |
| Sharpe Ratio | -1.25 | 0.72 | 0.78 | 2.69 | 0.36 | 0.18 | -0.12 |
| Correlation With Other Assets | 25.3% | 17.3% | -5.6% | -5.9% | 18.3% | -2.4% | |
ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of OMI With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| OMI | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -36.7% | 8.6% | 14.9% | 18.7% | 11.7% | 4.8% | 32.7% |
| Annualized Volatility | 70.4% | 14.5% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | -0.34 | 0.41 | 0.70 | 0.97 | 0.51 | 0.17 | 0.60 |
| Correlation With Other Assets | 28.4% | 28.6% | 0.2% | 2.7% | 28.5% | 10.6% | |
ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 10-Year Data
| Comparison of OMI With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| OMI | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -21.9% | 9.8% | 14.7% | 14.9% | 6.9% | 5.2% | 69.3% |
| Annualized Volatility | 74.4% | 16.6% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | -0.01 | 0.48 | 0.70 | 0.83 | 0.31 | 0.22 | 0.90 |
| Correlation With Other Assets | 22.6% | 22.5% | -0.7% | 5.5% | 19.9% | 9.4% | |
ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/30/2025 | -20.0% | -37.1% | -46.0% |
| 8/11/2025 | -34.7% | -19.9% | -22.0% |
| 5/8/2025 | -9.9% | -9.8% | 3.2% |
| 2/3/2025 | -35.2% | -39.3% | -31.8% |
| 11/4/2024 | -10.2% | -3.4% | 7.3% |
| 7/23/2024 | 7.6% | 0.8% | 2.1% |
| 5/3/2024 | -25.7% | -25.0% | -28.5% |
| 2/20/2024 | 1.6% | 11.6% | 19.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 8 | 12 |
| # Negative | 14 | 14 | 10 |
| Median Positive | 7.2% | 12.7% | 13.7% |
| Median Negative | -12.9% | -18.6% | -21.3% |
| Max Positive | 29.2% | 29.8% | 46.3% |
| Max Negative | -35.2% | -39.3% | -46.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 10312025 | 10-Q 9/30/2025 |
| 6302025 | 8112025 | 10-Q 6/30/2025 |
| 3312025 | 5082025 | 10-Q 3/31/2025 |
| 12312024 | 2282025 | 10-K 12/31/2024 |
| 9302024 | 11042024 | 10-Q 9/30/2024 |
| 6302024 | 8022024 | 10-Q 6/30/2024 |
| 3312024 | 5032024 | 10-Q 3/31/2024 |
| 12312023 | 2202024 | 10-K 12/31/2023 |
| 9302023 | 11032023 | 10-Q 9/30/2023 |
| 6302023 | 8042023 | 10-Q 6/30/2023 |
| 3312023 | 5052023 | 10-Q 3/31/2023 |
| 12312022 | 2282023 | 10-K 12/31/2022 |
| 9302022 | 11022022 | 10-Q 9/30/2022 |
| 6302022 | 8032022 | 10-Q 6/30/2022 |
| 3312022 | 5042022 | 10-Q 3/31/2022 |
| 12312021 | 2232022 | 10-K 12/31/2021 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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