---
schema_version: "secwatch.filing_event.v1"
accession: "0001079973-26-000068"
form_type: "8-K"
ticker: "TOI"
cik: "0001799191"
company_name: "Oncology Institute, Inc."
filed_at: "2026-01-12T23:59:59+00:00"
generated_at: "2026-05-16T10:55:17.161966+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001079973-26-000068
- form_type: 8-K
- ticker: TOI
- cik: 0001799191
- company_name: Oncology Institute, Inc.
- filed_at: 2026-01-12T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1799191/000107997326000068/0001079973-26-000068-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1799191/000107997326000068/toi_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001079973-26-000068
- JSON: https://secwatch.observer/filing/0001079973-26-000068.json
- Plain text: https://secwatch.observer/filing/0001079973-26-000068.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.