Owens & Minor Inc at Citi Healthcare & Medtech Conference Transcript

Mar 02, 2023

Mar 02, 2023 / 01:45PM GMT
Daniel R. Grosslight - Citigroup Inc., Research Division - Research Analyst

All right. Good morning, everyone. Thanks for joining us for the Owens & Minor fireside chat. Very pleased to have with us Ed Pesicka, the CEO; and Alex Bruni, the CFO. So welcome, guys. Bit of an interesting time for you guys. It's been a wild ride since you've joined, right, you've had the COVID and it come down. So maybe you tend to be one of my biggest debate stocks, and I cover a lot of debate stocks. So maybe if we can kind of go over some of those big debates and dig in a little deeper.

Questions and Answers:

Daniel R. Grosslight - Citigroup Inc., Research Division - Research Analyst

To begin with, you made the biggest acquisition in Owen's history, completely reshaped the business with the acquisition of Apria and now around 50% of your EBITDA is going to come from outside what I think most folks had historically known Owens & Minor for, which is medical and surgical distribution. And that deal has, I think, exceeded your expectations, exceeded our expectations for

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