--- title: "Oncology Institute | 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 147.44 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/285611792.md" datetime: "2026-05-07T20:25:46.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285611792.md) - [en](https://longbridge.com/en/news/285611792.md) - [zh-HK](https://longbridge.com/zh-HK/news/285611792.md) --- # Oncology Institute | 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 147.44 M Revenue: As of FY2026 Q1, the actual value is USD 147.44 M, beating the estimate of USD 141.98 M. EPS: As of FY2026 Q1, the actual value is USD -0.02. EBIT: As of FY2026 Q1, the actual value is USD -4.579 M. #### Segment Revenue - **Patient Services Revenue**: - Three Months Ended March 31, 2026: $59,087 - Three Months Ended March 31, 2025: $53,068 - YoY Change: Increase of $6,019 (11.3%) - **Specialty Pharmacy Revenue**: - Three Months Ended March 31, 2026: $87,541 - Three Months Ended March 31, 2025: $49,293 - YoY Change: Increase of $38,248 (77.6%) - **Clinical Trials & Other Revenue**: - Three Months Ended March 31, 2026: $813 - Three Months Ended March 31, 2025: $2,045 - YoY Change: Decrease of - $1,232 (-60.2%) - **Total Operating Revenue**: - Three Months Ended March 31, 2026: $147,441 - Three Months Ended March 31, 2025: $104,406 - YoY Change: Increase of $43,035 (41.2%) #### Operational Metrics - **Direct Costs – Patient Services**: - Three Months Ended March 31, 2026: $53,383 - Three Months Ended March 31, 2025: $47,080 - YoY Change: Increase of $6,303 (13.4%) - **Direct Costs – Specialty Pharmacy**: - Three Months Ended March 31, 2026: $70,743 - Three Months Ended March 31, 2025: $39,863 - YoY Change: Increase of $30,880 (77.5%) - **Direct Costs – Clinical Trials & Other**: - Three Months Ended March 31, 2026: $0 - Three Months Ended March 31, 2025: $214 - YoY Change: Decrease of - $214 (-100.0%) - **Selling, General and Administrative Expense (SG&A)**: - Three Months Ended March 31, 2026: $28,212 - Three Months Ended March 31, 2025: $25,376 - YoY Change: Increase of $2,836 (11.2%) - **Depreciation and Amortization**: - Three Months Ended March 31, 2026: $1,616 - Three Months Ended March 31, 2025: $1,784 - YoY Change: Decrease of - $168 (-9.4%) - **Total Operating Expenses**: - Three Months Ended March 31, 2026: $153,954 - Three Months Ended March 31, 2025: $114,317 - YoY Change: Increase of $39,637 (34.7%) - **Loss from Operations**: - Three Months Ended March 31, 2026: - $6,513 - Three Months Ended March 31, 2025: - $9,911 - **Net Loss**: - Three Months Ended March 31, 2026: - $2,492 - Three Months Ended March 31, 2025: - $19,585 - **Adjusted EBITDA**: - Three Months Ended March 31, 2026: - $2,438 - Three Months Ended March 31, 2025: - $5,109 - YoY Change: Increase of $2,671 (-52.3%) - **Interest Expense, Net**: - Three Months Ended March 31, 2026: $1,934 - Three Months Ended March 31, 2025: $5,570 - YoY Change: Decrease of - $3,636 (-65.3%) - **Change in Fair Value of Derivative Warrant Liabilities**: - Three Months Ended March 31, 2026: - $168 - Three Months Ended March 31, 2025: $43 - YoY Change: Decrease of - $211 (-490.7%) - **Change in Fair Value of Conversion Option Derivative Liabilities**: - Three Months Ended March 31, 2026: - $4,996 - Three Months Ended March 31, 2025: $3,309 - YoY Change: Decrease of - $8,305 (-251.0%) #### Cash Flow - **Net cash and cash equivalents used in operating activities**: - Three Months Ended March 31, 2026: - $2,215 - Three Months Ended March 31, 2025: - $4,988 - **Net cash and cash equivalents used in investing activities**: - Three Months Ended March 31, 2026: - $1,042 - Three Months Ended March 31, 2025: - $202 - **Net cash and cash equivalents used in financing activities**: - Three Months Ended March 31, 2026: - $28 - Three Months Ended March 31, 2025: - $4,740 - **Net decrease in cash and cash equivalents**: - Three Months Ended March 31, 2026: - $3,285 - Three Months Ended March 31, 2025: - $9,930 - **Cash and cash equivalents at end of period**: - March 31, 2026: $30,280 - March 31, 2025: $39,739 #### Unique Metrics - **Affiliated and Network Clinics**: - March 31, 2026: 155 - March 31, 2025: 81 - **Markets**: - March 31, 2026: 17 - March 31, 2025: 18 - **Lives under value-based contracts**: - March 31, 2026: 2.0 million - March 31, 2025: 2.0 million #### Future Outlook and Strategy The Oncology Institute, Inc. aims to deliver high-quality, value-based oncology care by reducing wasteful spending and improving patient outcomes, aligning with payor and employer goals for enhanced access and lower costs . The company plans to leverage technology by launching AI pilots for prior-authorization and denial automation, and a next-generation call center, expecting increased efficiency and scale . While selling, general and administrative expenses are projected to increase in absolute terms, they are expected to decrease as a percentage of revenue over the long term as the business grows . ### Related Stocks - [TOI.US](https://longbridge.com/en/quote/TOI.US.md) ## Related News & Research - [PowerFleet Q4 2026 Earnings Preview](https://longbridge.com/en/news/289616465.md) - [Gamehaus Holdings Inc. 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