Ahmed Muhammad Rahat's questions to OWENS & MINOR INC/VA/ (OMI) leadership • Q1 2025
Question
Ahmed Muhammad Rahat, on for Mike Cherny, sought clarification on the $100-$150 million tariff figure, asking if it represents direct impact or potential exposure, what is embedded in guidance, and if price increases aim to preserve margin percentages or gross profit dollars.
Answer
Executive Edward Pesicka clarified that the $100-$150 million figure represents the total expected cost increase at the SKU level, which the company plans to fully pass through to customers to cover the higher costs. The expectation is to cover the dollar-for-dollar impact.