Mission Statement, Vision, & Core Values of Owens & Minor, Inc. (OMI)

When a healthcare solutions company like Owens & Minor, Inc. pivots its strategy to focus on the home-based care space, as they did with the Patient Direct segment, the underlying Mission, Vision, and Core Values are what truly anchor the investment thesis.

In a year where the company is guiding for continuing operations revenue between $2.76 billion and $2.82 billion, and adjusted earnings per share (EPS) of $1.02 to $1.07, you have to ask: are these foundational statements-'EMPOWERING OUR CUSTOMERS TO ADVANCE HEALTHCARE' and their 'IDEAL' values-just corporate boilerplate, or are they defintely driving the execution that gets them to those numbers?

Does their Vision, 'To Be the Unstoppable and Dynamic Leader that Connects Patients and Providers to Trusted Healthcare Products and Solutions,' align with their strategic move to divest the Products & Healthcare Services segment? Let's unpack the core principles that are shaping this multi-billion-dollar enterprise and see where the real value is being built.

Owens & Minor, Inc. (OMI) Overview

You're looking at Owens & Minor, Inc. (OMI) right now, and what you need to know is that this is a company in a significant strategic pivot, moving from a broad distributor to a focused leader in home-based care. The business, founded back in 1882 in Richmond, Virginia, started as a pharmaceutical wholesaler, but it made the smart, pivotal shift into medical and surgical supply distribution in 1966 and has been evolving ever since. That's a 140-year history of adapting.

Today, Owens & Minor is a global healthcare solutions company. Its core mission is Empowering Our Customers to Advance Healthcare®. Their products and services support the entire continuum of care, from the hospital setting right into the patient's home. The new, focused business-the Patient Direct segment-is built around delivering essential home medical equipment and supplies, like diabetes testing supplies, sleep therapy devices, and wound care products, directly to patients through brands like Apria and Byram. This is a massive, growing market, so the focus is defintely on the right place.

Here's the quick math on the new focus: the company's continuing operations, which is essentially the Patient Direct business, is projected to bring in full-year 2025 revenue between $2.76 billion and $2.82 billion. That's the revenue stream you should be tracking now that they are selling off the Products & Healthcare Services segment.

Financial Performance: The Patient Direct Growth Story

The latest financial reports, specifically the third quarter of 2025, show the Patient Direct segment is driving solid, consistent growth, which is exactly what you want to see from a focused strategy. For the third quarter ended September 30, 2025, the continuing operations (Patient Direct) reported revenue of $697.3 million, up from $686.8 million in the same quarter last year. That's a modest increase, but the year-to-date picture is clearer.

The growth in this segment is steady. In the second quarter of 2025, revenue from continuing operations hit $681.9 million, a 3.3% increase over the $660.4 million reported in the second quarter of 2024. Plus, operational efficiency is improving. Adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) for continuing operations in Q2 2025 was $96.6 million, up from $91.1 million year-over-year. That's a 6% jump in a key profitability metric.

The company's management is confident this momentum will continue, guiding for full-year 2025 Adjusted EBITDA from continuing operations to be between $376 million and $382 million. That's a strong number that reflects the higher-margin nature of the home-based care market compared to traditional distribution. The strategic pivot is already showing up in the numbers.

Owens & Minor's Leadership in Home-Based Care

Owens & Minor is now positioning itself to be the dynamic leader in the evolving healthcare supply chain, specifically in the high-growth home-based care space. Their vision is clear: To Be the Unstoppable and Dynamic Leader that Connects Patients and Providers to Trusted Healthcare Products and Solutions. This isn't just a distributor; it's a crucial link, leveraging its scale and logistics network to serve an aging population and the increasing number of patients with chronic conditions who are receiving care at home.

The Patient Direct platform, which includes brands like Apria and Byram, gives them a unique capability to manage the patient journey from the hospital to the home, which is where the industry is moving. They serve thousands of provider facilities and are making strategic moves, like expanding in therapy categories such as Diabetes and Sleep Supplies, to capitalize on favorable demographic trends. This focused, pure-play approach in a growing market is what sets them up for long-term success. To understand the full financial implications of this strategic shift, you should check out this detailed analysis: Breaking Down Owens & Minor, Inc. (OMI) Financial Health: Key Insights for Investors. It gives you the full picture on why this new focus is a big deal.

Owens & Minor, Inc. (OMI) Mission Statement

You want to know what truly drives a company like Owens & Minor, Inc. (OMI) beyond the quarterly earnings report, and honestly, the mission statement is the blueprint for their long-term value creation. It's not just corporate fluff; it's the strategic compass. Owens & Minor's mission is direct and powerful: EMPOWERING OUR CUSTOMERS TO ADVANCE HEALTHCARE. This statement guides every major decision, from capital allocation to supply chain innovation, and its significance is clear when you look at the company's strategic pivot toward higher-growth segments.

The company's vision, To Be the Unstoppable and Dynamic Leader that Connects Patients and Providers to Trusted Healthcare Products and Solutions, maps out a clear future state. This isn't about being a passive distributor; it's about being an active, essential link in the patient journey, from the hospital to the home. The three core components of the mission statement-Empowerment, Advancement, and the Foundation of Quality-show exactly where your investment dollars are working.

Empowering Our Customers: The Strategic Focus

The first part of the mission, 'Empowering Our Customers,' is all about making healthcare providers and patients more effective. For the 2025 fiscal year, this empowerment is directly tied to strategic investment and operational efficiency. Here's the quick math: the company is forecasting full-year 2025 revenue to be in the range of $10.85 billion to $11.15 billion. This massive scale is the engine of empowerment, offering customers the supply chain resilience they defintely need.

This commitment is visible in their tangible investments. In 2025, they opened new, state-of-the-art distribution centers in places like West Virginia and South Dakota. These aren't just warehouses; they are technology hubs integrating advanced automation and robotics to streamline inventory management and order fulfillment. Plus, the South Dakota facility is using augmented reality (AR) systems to support the order picking process. This focus on supply chain visibility and resiliency directly empowers customers to worry less about logistics and more about patient care.

• Invest in technology for supply chain resilience.
• Streamline order fulfillment with automation and robotics.
• Provide essential products to over 4,000 provider facilities.

To Advance Healthcare: Driving Patient-Centric Growth

The second component, 'To Advance Healthcare,' focuses on the outcome. This means prioritizing segments that are fundamentally changing how care is delivered, specifically in the home. The Patient Direct segment is the clearest example of this strategic advancement.

The Patient Direct segment, which serves patients with chronic conditions in the home setting, is a key growth driver. In the first quarter of 2025 alone, this segment delivered mid-single digit top-line growth. This growth wasn't just volume; it was profitable growth, evidenced by a 173 basis point expansion in the segment's operating margin. The strong performance in therapy categories like Diabetes and Sleep Supplies shows a clear alignment between the mission and financial results. The strategic focus on home-based care is a smart move, capitalizing on the broader trend of shifting care out of traditional hospital settings.

If you want to understand the market forces behind this, you should be Exploring Owens & Minor, Inc. (OMI) Investor Profile: Who's Buying and Why?

Commitment to Quality and Service: The IDEAL Foundation

The mission is grounded in a set of core values, known as the IDEAL values: Integrity, Development, Excellence, Accountability, and Listening. These are the non-negotiables that ensure the products and services delivered are high-quality and reliable. You can't advance healthcare without a foundation of excellence.

A concrete example from 2025 illustrates this commitment better than any adjective. The Asheville Kitting Facility received the 2025 Heartbeat of Healthcare Supplier Award from the Federation of American Hospitals (FAH). This award specifically recognized the team's resilience and dedication in maintaining uninterrupted supply chain operations, even after the destruction caused by Hurricane Helene. That kind of operational excellence is what keeps hospitals running and patients safe. It's a real-world demonstration of the 'Excellence' and 'Accountability' values in action, and it's a critical differentiator in a sector where reliability is paramount. This operational strength contributes to the company's projected 2025 Adjusted EBITDA of $560 million to $590 million. That's the financial translation of their commitment to quality and service.

Owens & Minor, Inc. (OMI) Vision Statement

You're looking for the North Star that guides a major healthcare player like Owens & Minor, Inc. (OMI), and you need to know how their stated aspirations map to real-world financial performance. The direct takeaway is this: OMI's vision is a clear, actionable mandate to dominate the home-based care market, a strategic pivot that's already showing up in the numbers, specifically the growth of their Patient Direct segment.

Their full vision statement is: To Be the Unstoppable and Dynamic Leader that Connects Patients and Providers to Trusted Healthcare Products and Solutions. This isn't just a poster on the wall; it's the framework for their strategic shift away from the traditional, lower-margin Products & Healthcare Services segment toward the higher-growth, home-focused Patient Direct business.

The Unstoppable and Dynamic Leader: Strategic Focus

Being an 'Unstoppable and Dynamic Leader' means making tough, high-impact decisions to secure market leadership. For OMI, this translates to a major strategic pivot toward becoming a pure-play Patient Direct company, which serves patients with chronic conditions in the home setting. This move is all about chasing better margins and aligning with the definitive trend of healthcare moving from the hospital to the home.

Here's the quick math on the strategic shift: The company's focus on its continuing operations-primarily the Patient Direct segment-is projected to deliver full-year 2025 Revenue between $2.76 billion and $2.82 billion, with an Adjusted EBITDA range of $376 million to $382 million. That segment is the engine of their dynamic growth, posting solid mid-single-digit top-line growth in Q1 2025, led by therapy categories like Diabetes and Sleep Supplies.

• Pivot to home-based care is the key to market leadership.
• Patient Direct segment drives the best financial results.
• Divesting lower-margin businesses secures the future.

This is a realistic, trend-aware strategy. The risk is in the execution of the divestiture, but the reward is a streamlined, higher-growth enterprise. If you want to dive deeper into the financial health of the company, check out Breaking Down Owens & Minor, Inc. (OMI) Financial Health: Key Insights for Investors.

Connects Patients and Providers: The Mission in Action

The core purpose of the company, captured in the mission statement, is 'Empowering Our Customers to Advance Healthcare®.' This part of the vision-'Connects Patients and Providers'-shows who their customers are and how they serve them. You have two distinct customer groups with different needs: the institutional provider (hospitals, clinics) and the individual patient at home.

The Patient Direct segment, which includes brands like Apria and Byram, is the primary vehicle for connecting with patients. This segment is where the company delivers essential products and services for chronic care, like respiratory and diabetes supplies, directly to the home. The Q2 2025 adjusted net income from continuing operations (Patient Direct) was $20.5 million, or $0.26 per share, a slight improvement over the prior year, proving the value of this patient-centric connection. The focus is on making the patient journey seamless, from the hospital discharge to the home care setting.

To Trusted Healthcare Products and Solutions: The IDEAL Values

Trust isn't built on marketing; it's built on consistent execution, which is why the 'Trusted Healthcare Products and Solutions' component is grounded in the company's Core Values, known by the acronym IDEAL. These values are the operational blueprint for delivering that trust, ensuring every product and supply chain solution meets a high ethical and quality standard.

The IDEAL values are:

• Integrity: Managing the business with the highest ethical standards.
• Development: Investing in teammates and innovation.
• Excellence: Striving for superior service and high-quality solutions.
• Accountability: Taking ownership of actions and results.
• Listening: Understanding the needs of customers, patients, and teammates.

For a healthcare supply chain company, accountability is defintely the cornerstone. In a business that relies on getting critical supplies to 4,000+ provider facilities and countless patients, a breakdown in the supply chain can have life-or-death consequences. This value system underpins their commitment to supply chain resiliency and product quality, which is the only way to earn the 'Trusted' label in this industry.

Owens & Minor, Inc. (OMI) Core Values

You're looking at Owens & Minor, Inc. (OMI) and trying to figure out if their stated values actually translate into tangible business strategy and, more importantly, financial performance. That's the right way to think about it. As an analyst, I've seen countless companies with beautiful mission statements that are just wallpaper. Owens & Minor, Inc.'s compass is their IDEAL values-Integrity, Development, Excellence, Accountability, and Listening-and what matters is how they're applying them to their major 2025 strategic pivot toward home-based care.

The direct takeaway is this: The company's values are visibly integrated into its shift to a pure-play Patient Direct model, which is projected to drive their continuing operations revenue to between $2.76 billion and $2.82 billion for the 2025 fiscal year. That's a value-driven strategy in action.

Integrity: Doing What is Right

Integrity, or doing what is right, is non-negotiable in the healthcare supply chain. It's about ethical standards, especially when you're dealing with critical medical products. For Owens & Minor, Inc., this means more than just a Code of Honor; it's about governance and compliance that touches every vendor.

Here's the concrete action: Owens & Minor, Inc. maintains a rigorous Vendor Code of Conduct, which holds their partners to the same high standards, covering everything from supply chain integrity to adherence to privacy and healthcare laws. This commitment to ethical sourcing and responsible operations is a core pillar of their broader Environmental, Social, and Governance (ESG) framework. When you're moving billions of dollars of essential supplies, that level of scrutiny is defintely a financial risk mitigator.

Development: Constantly Improving, Growing, and Learning

In a rapidly changing industry-like the one shifting care from the hospital to the home-stagnation is a death sentence. Development means investing in your people so they can drive the company's evolution. Owens & Minor, Inc. understands that their 20,000+ teammates worldwide are the engine of their strategic pivot.

The company invests in structured learning through programs like Learning Pathways, which are designed to support teammates in developing role-specific skills and planning their career trajectory. Plus, they launched the IDEAL Leader Model and embedded it into all leadership development programs. This ensures that the next generation of leaders is trained not just on operations, but on the core values that guide the business. You can't grow the business without growing your people first.

Excellence: Striving to Continuously Improve Performance

Excellence isn't a feeling; it's a measurable outcome of continuous improvement. The company's push for operational excellence is most visible in its capital allocation strategy, which is directly supporting the shift to the higher-margin Patient Direct segment.

The quick math shows this commitment: Owens & Minor, Inc. is making significant investments in technology and automation to enhance efficiency across its distribution and logistics network. This focus is what allows them to project an Adjusted EBITDA for 2025 continuing operations between $376 million and $382 million. That margin expansion is a direct result of striving for operational excellence, and it's a key factor in how analysts view the company's future. For more context on the market's reception to this strategy, you might want to look at Exploring Owens & Minor, Inc. (OMI) Investor Profile: Who's Buying and Why?

Accountability: Taking Ownership of Results

Accountability is where the rubber meets the road-it's about delivering on your promises to customers and shareholders. In 2025, the clearest example of this value is the company's transparent financial guidance following a major divestiture.

Owens & Minor, Inc. affirmed its full-year 2025 financial outlook for continuing operations, projecting Adjusted EPS between $1.02 and $1.07. This commitment to hitting targets, despite the complexity of selling the Products & Healthcare Services segment, shows ownership of the new business model. Furthermore, a significant portion of executive compensation is tied to these financial outcomes; for instance, the CEO's 2024 total target compensation was 89% performance-based, linking leadership's pay directly to the company's results.

Listening: Engaging with and Understanding the Needs of Others

Listening means staying close to your customer and letting their needs drive your strategy. The most significant strategic move Owens & Minor, Inc. has made recently is a monumental act of listening to the market: the pivot to a pure-play focus on the Patient Direct segment (home-based care).

This shift-moving away from the Products & Healthcare Services segment-is a direct recognition that the future of healthcare is increasingly outside the hospital walls. A recent example of this customer-centric approach is the announcement of a nationwide preferred provider partnership agreement in 2025. This move ensures that the company's offerings, like those from its brands Apria and Byram, are aligned with the evolving payer and provider networks, proving they are listening to the demand for seamless, in-home care solutions.