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    Alan Lutz

    Research Analyst at Bank of America Corporation

    Allen Lutz is a Senior Equity Research Analyst, Healthcare Technology & Distribution at Bank of America Securities, specializing in healthcare technology and distribution companies including Teladoc Health, Doximity, Owens & Minor, Omnicell, and Hims & Hers Health. He has demonstrated a strong track record, with 62% of his recommendations being profitable and achieving an average return per transaction of 9.2%. Allen began his analyst career with prior experience at Bank of America Merrill Lynch and holds the CFA designation, reflecting high professional standards and regulatory competence. His in-depth sector coverage and performance have established him as a well-regarded voice in healthcare equity research.

    Alan Lutz's questions to OWENS & MINOR INC/VA/ (OMI) leadership

    Alan Lutz's questions to OWENS & MINOR INC/VA/ (OMI) leadership • Q2 2025

    Question

    Alan Lutz of Bank of America inquired about the strategic learnings from the terminated RoTEK acquisition and how they will inform future M&A. He also asked about the expected step-down in EBITDA margins in the second half of the year.

    Answer

    President & CEO Edward A. Pesicka stated that future M&A will focus on smaller, bolt-on deals while the company prioritizes debt reduction. EVP & CFO Jon Leon clarified that the anticipated second-half EBITDA margin decline is '100% related' to an expected increase in stranded costs, assuming a near-term announcement of the PNHS divestiture.

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