The Oncology Institute reaffirmed its 2025 guidance and shared the preliminary outlook for 2026.
The company anticipates significant revenue growth in 2026 driven by various factors including new contracts and organic growth.
Adjusted EBITDA for 2026 is expected to be the first full year of profitability for The Oncology Institute as a public company.
The projection reflects a robust revenue target of $630 million to $650 million for 2026, suggesting a substantial 28% expansion compared to the previous year.
Additionally, achieving Adjusted EBITDA profitability in 2026 signifies a crucial milestone for The Oncology Institute as it transitions into sustained financial success and operational efficiency over the long term.
2026 Revenue Projection
TOI projects total revenue of $630 million to $650 million for 2026, indicating a 28% growth compared to 2025. The revenue growth is underpinned by a combination of new contracts and organic expansion initiatives, setting a trajectory for sustainable top-line growth in the oncology sector.
Profitability Milestone
2026 is expected to mark the first full year of Adjusted EBITDA profitability for TOI as a public company. This achievement signifies a shift towards financial health and stability, enhancing investor confidence in the company's ability to generate sustainable profits and increase shareholder value over time.
Long-Term Growth Strategy
TOI aims for a 20% annual revenue growth rate through 2028, with increasing Capitation and Dispensary revenue. The emphasis on revenue diversification and consistent growth targets underscores the company's strategic vision for long-term prosperity and market leadership in oncology care delivery.
- The expected revenue and profitability growth in 2026 signal a positive trajectory for The Oncology Institute, reflecting strong operational performance and effective strategic planning. This steady advancement positions TOI as a compelling investment opportunity within the evolving healthcare landscape, attracting capital inflows and bolstering market confidence in the company's growth prospects.
The Oncology Institute's reaffirmed guidance and optimistic outlook underscore its commitment to sustainable growth and innovative cancer care delivery. By aligning financial targets with strategic initiatives, TOI solidifies its position as a frontrunner in value-based oncology care, fostering a resilient business model that drives long-term shareholder value and industry impact.