RICHMOND, Va.--(BUSINESS WIRE)--Owens & Minor, Inc. (NYSE: OMI) plans to release financial results for the third quarter of 2025 on Thursday, October 30, 2025, after trading ends on the New York Stock Exchange. The Company will host a conference call for investors and analysts at 5:00 p.m. EDT on the same day. Participants may access the call via the toll-free dial-in number at 1-888-300-2035, or the toll dial-in number at 1-646-517-7437. The conference ID access code is 1058917. All intere. ...

交易概述 - Owens & Minor以3.75亿美元现金将其Products & Healthcare Services部门出售给私募股权基金Platinum Equity，并保留5%股权 [2] - 交易完成后，公司转型为一家以家庭医疗为核心的纯粹型公司，战略重心集中在Patient Direct平台 [2] - 此次剥离是公司从供应链走向患者入口的战略重塑，重新定义了其在医疗产业链中的位置 [2] 公司转型逻辑 - Owens & Minor成立于1882年，最初是药品分销商，后转型为医疗器械与耗材供应链解决方案提供商 [6] - 疫情后居家护理成为增长焦点，公司通过收购Byram Healthcare构建了Patient Direct平台，为慢病患者提供居家耗材配送与服务 [7] - 出售利润率较低、资本占用高的P&HS部门，使公司能聚焦于高成长、高毛利的家庭医疗服务，以在资本市场获得更合理估值 [8] 资本与财务视角 - 医疗供应链企业利润率持续承压，毛利率常年在10%左右，净利率不足2%，而Patient Direct平台的毛利率约为院内业务的1.5至2倍 [9] - 通过出售业务，公司可剥离低利润业务、改善财务结构、减轻债务压力，并提升估值倍数，让高成长板块获得独立定价 [10][12] - 交易中公司保留超过1.5亿美元的税收抵扣资产，未来几年在现金流与净利润上都将获得直接收益 [13] 买方投资逻辑 - Platinum Equity是一家管理资产超过470亿美元的私募股权公司，擅长在企业剥离业务后进行整合与运营改善 [17] - P&HS部门规模可观、品牌稳定但内部回报率偏低，符合Platinum通过资本与管理重构以提升价值的投资偏好 [17][18] - Platinum计划通过提升库存与交付效率、推动数字化采购平台建设来提升该部门效率，未来可能将其独立运营、与其他资产合并或再次出售 [20] 产业趋势 - 过去五年，多家医疗器械跨国公司进行类似分拆，从制造端撤出并向服务端靠近，形成轻资产化全球潮流 [22][23] - 美国家庭医疗兴起受政策推动，如医保推动Hospital at Home模式，远程监测、居家输液等服务纳入报销，慢病与老龄化人群带来稳定需求 [24][29] - 轻资产化并非轻运营，公司加大投入数字化供应链平台、患者端数据系统及合作生态，形成重数据、轻资产的结构重构 [26][30] - 家庭医疗正从服务演变为生态闭环，患者成为中心，医疗设备公司可能转型为家庭健康平台，供应链公司演变为患者体验服务商 [27][31] 行业启示 - 医疗企业的估值重心正从创新产品和全球制造，转向可持续现金流与患者接触面，接近患者成为掌握价值链核心的关键 [33] - 私募基金成为供应链第二梯队整合者，在医疗系统基础设施层活跃重组，决定行业底座效率 [34] - 对中国企业启示包括：剥离非核心业务聚焦价值端口是关键，家庭医疗与慢病管理等场景成为新增长支点，资本合作是未来五年产业结构调整主动力 [35][37]

Key Takeaways OMI to divest Products & Healthcare Services segment to Platinum Equity for $375M.OMI streamlines portfolio to focus solely on higher-margin, faster-growing home-based care market.OMI gains cash proceeds, retains tax assets and 5% equity stake for long-term value creation.Owens & Minor (OMI) recently signed a definitive agreement to sell its Products & Healthcare Services ("P&HS") segment to Platinum Equity for $375 million in cash, while retaining a 5% equity stake.The move positions the comp ...

Owens & Minor has entered into a definitive agreement to sell its Products & Healthcare Services (P&HS) segment to Platinum Equity for $375m in cash. The company will retain a 5% equity stake in the business and preserve over $150m in tax attributes. The transaction enables Owens & Minor to focus on home-based care operations. Over the recent years, the company has strategically shifted towards expanding its position in this sector. P&HS, headquartered in the US, operates as a vertically integrated plat ...

Shares of Owens & Minor, Inc. (NYSE: OMI ) have been a poor performer over the past year, losing more than 60% of their value. The company has struggled with its immense debt load, a confusing and later-terminated acquisition, and poor margins. This situation has forced aOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a questio ...

交易概述 - 欧文斯与迈纳公司已达成协议 将其医疗产品与服务部门出售给私募股权公司Platinum Equity 交易金额为3.75亿美元 [8] - 该交易预计将于2025年底完成 完成后公司将专注于直接面向患者和家庭健康机构的医疗用品配送业务 [8] - 欧文斯与迈纳公司将保留所出售业务5%的股份 若Platinum Equity未来转售该部门 公司可能获得部分收益分成 [6] 出售业务部门详情 - 被出售的业务部门主要为医疗保健提供商提供感染预防医疗用品和服务 [4] - 该部门去年产生的净收入为80亿美元 而公司保留的患者直接业务收入为27亿美元 [4] - 被剥离业务去年的营业利润为5300万美元 远低于患者直接业务2.6亿美元的营业利润 [4] - 公司于2024年2月首次披露该部门待售 并于8月将其在财务报表中列为终止经营业务 [3] 战略重点与财务规划 - 出售该部门后 公司战略重点将集中在患者直接业务上 该业务被认为具有更高的增长潜力和利润率 [4] - 交易所得资金将主要用于偿还债务 公司对大规模交易持谨慎态度 但仍对小型补强收购持开放态度 [6] - 公司去年曾试图以13.6亿美元收购Rotech Healthcare Holdings以加强患者直接业务 但该交易因联邦贸易委员会调查于6月终止 [5]

公司活动 - 公司将于2025年10月15日下午5点（英国当地时间）通过投资者见面会平台举办一场现场投资者网络问答会议 [1] - 该网络会议由公司执行主席Louis Castro和首席执行官Brad George主持 [1] - 该演示对所有现有和潜在股东开放 [1] 公司业务 - 公司是一家矿产勘探和开发商 [1] - 公司目前在哥伦比亚、阿根廷和尼日利亚拥有运营项目 [1]

Standalone P&HS anticipated to benefit from Platinum's carve-out experience, sector expertise and commitment to growth Owens & Minor to retain a 5% equity stake in the business , /PRNewswire/ -- Platinum Equity announced today that it has entered into a definitive agreement to acquire the Products & Healthcare Services ("P&HS") segment of Owens & Minor (NYSE:Â OMI). Owens & Minor will retain a five percent interest in the business. Headquartered in Richmond, VA, P&HS is a vertically-integrated medical suppl ...

Orosur Announces Closing of Brokered Private Placement for Gross Proceeds of C$20.0 Million LONDON, UK / ACCESS Newswire / October 2, 2025 / Orosur Mining Inc. ("Orosur" or the "Company") (TSX-V:OMI) (AIM:OMI) is pleased to announce the closing of its previously announced and oversubscribed "best efforts" private placement offering (the "Offering") for aggregate gross proceeds of approximately C$20,000,000, which includes the full exercise of the agents' option for gross proceeds of C$2,000,000. Under the O ...

LONDON, UK / ACCESS Newswire / September 29, 2025 / Orosur Mining Inc. ("Orosur" or "the Company") (TSX-V:OMI)(AIM:OMI) announces its audited results for the fiscal year ended May 31, 2025. All dollar figures are stated in thousands of US$ unless otherwise noted. ...