secwatch.observer — SEC 8-K summary
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Issuer:     Oncology Institute, Inc. (TOI)
CIK:        0001799191
Form:       8-K
Filed at:   2026-01-12T23:59:59+00:00
Accession:  0001079973-26-000068
Event type: other_material
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1799191/000107997326000068/0001079973-26-000068-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1799191/000107997326000068/toi_8k.htm
  HTML page:      https://secwatch.observer/filing/0001079973-26-000068

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer