Core Viewpoint - The Oncology Institute, Inc. (TOI) reaffirms its 2025 guidance and provides a preliminary outlook for 2026, expecting significant revenue growth and the potential for Adjusted EBITDA profitability for the first time as a public company [1][2][3]. 2026 Outlook - TOI anticipates total revenue for 2026 to be between $630 million and $650 million, indicating a 28% growth from the midpoint of 2025 guidance [2]. - Approximately $150 million of the expected revenue will come from Capitation revenue, driven by the expansion of delegated contracts in Florida and strong performance in the Dispensary segment [2]. - Profitability from newly onboarded delegated contracts is expected to build progressively throughout 2026, with more substantial economic benefits anticipated in 2027 [2]. Adjusted EBITDA Expectations - Adjusted EBITDA for 2026 is projected to be in the range of $0 million to $9 million, marking TOI's first full year of Adjusted EBITDA profitability as a public entity at the midpoint of this range [3]. Longer-Term Outlook - The company aims for total revenue growth at an annual rate of approximately 20% through 2028, with Capitation and Dispensary revenue expected to rise to about 30% and 50% of total revenue, respectively [5]. - As TOI scales, margins are projected to expand to the mid-single-digit range as a percentage of revenue by 2028, supported by the asset-light delegated capitated model and continued SG&A leverage [6]. Company Overview - Founded in 2007, TOI is a leading provider of value-based oncology care in the United States, serving approximately 1.9 million patients through over 100 clinics and affiliate locations across five states [7].

Core Viewpoint - The Oncology Institute, Inc. (TOI) will release its third quarter 2025 financial results on November 13, 2025, followed by a conference call to discuss the results [1]. Financial Results Announcement - The financial results will be announced after market close on November 13, 2025 [1]. - A conference call will take place on the same day at 5:00 p.m. Eastern Time [1]. Conference Call Access - The conference call can be accessed by phone at 1-877-407-0789 for domestic callers and 1-201-689-8562 for international callers [2]. - A replay of the call will be available two hours after the call ends, accessible at 1-844-512-2921 for domestic and 1-412-317-6671 for international callers, with a passcode of 13756737 [2]. - The replay will be available until November 20, 2025 [2]. Company Overview - The Oncology Institute, founded in 2007, specializes in value-based community oncology care, serving approximately 1.9 million patients [4]. - TOI operates over 100 clinics and affiliate locations across five states, employing more than 180 clinicians [4]. - The company focuses on delivering advanced, evidence-based cancer care, including clinical trials and transfusions [4].