Luis [Unknown]'s questions to Owens & Minor Inc (OMI) leadership • Q1 2025
Question
Luis, on for Daniel Grosslight, asked for a breakdown of the $100-$150 million tariff exposure between the Products & Healthcare Services (P&HS) segment and the Patient Direct (PD) segment.
Answer
Executive Edward Pesicka stated that the tariff exposure is "virtually all" within the P&HS segment. He explained that the vast majority of products in the Patient Direct segment are either manufactured in the U.S. or qualify under the Nairobi Protocol, shielding them from the new tariffs.