TOI reaffirms 2025 guidance, provides 2026 outlook: rev $630M-$650M, first full yr positive Adj EBITDA

Oncology Institute, Inc.

2026 revenue guidance $630M-$650M, ~28% growth from 2025 midpoint.
Capitation revenue ~$150M in 2026, driven by delegated contract expansion in Florida.
2026 Adjusted EBITDA guidance $0M-$9M, first full year of positive Adj EBITDA as public company.
Expects profitability from newly onboarded delegated contracts to build progressively during 2026, with fuller realization in 2027.
Growth driven by Dispensary volumes, organic growth, and new contract wins.

item 2.02 item 9.01

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