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OWENS & MINOR INC/VA/ Call Transcript 2026

May 14, 2026

Call Transcript

OWENS & MINOR INC/VA/

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Hello, and welcome to the Annual Meeting of Shareholders of Accendra Health Incorporated. Please note that today's meeting is being recorded. During the meeting, you could submit questions or comments at any time by clicking on the Q&A tab. It is my pleasure to turn today's meeting over to Mark Beck, Chair of the Board of Directors of Accendra Health. Mr. Beck, the floor is yours. Thank you, operator, and good morning. I am Mark Beck, Chair of the Board of Accendra Health. In accordance with the notice of the meeting, I hereby call the annual meeting of the shareholders of Accendra Health, Inc to order. Along with my fellow Directors and the Executive Officers of the company who have joined our webcast, I would like to welcome you to our Annual Meeting. We appreciate your attendance at our virtual meeting, your interest in our company, and most importantly, your support of Accendra Health. After we conduct the annual meeting and voting on proposals, Ed Pesicka, President and CEO of Accendra Health, will share some comments with you before we conclude this morning. Participating in the annual meeting are Heath Galloway, Executive Vice President, General Counsel, and Corporate Secretary of the company, and Sandra Moore with Computershare, who will serve as the Inspector of Election. We will proceed with the formal business of the meeting as set forth in your Notice of Annual Meeting contained in our Proxy Statement. The meeting will be conducted in accordance with the Rules of Conduct that are available on the meeting site. Shareholders may submit questions related to the proposals being considered during this meeting by clicking on the message icon provided on the virtual meeting screen. Heath Galloway will serve as secretary of the meeting today, and I will now turn the meeting over to him. Thank you, Mark. I have an affidavit certifying that the notices of meeting and availability of proxy materials were mailed on April 2, 2026 to all shareholders of record as of March 18, 2026. A certified list of the shareholders entitled to vote at this meeting is available for inspection during the meeting by any shareholder on the website used to access this meeting. At this time, I would like to introduce Sandra Moore of Computershare. Ms. Moore has been appointed to serve as the Inspector of Election. Ms. Moore has taken and subscribed the oath of office to execute her duties, and we will file this oath with the records of the meeting. I have been informed by the inspector of elections that immediately prior to the commencement of this meeting, proxies have been received for 62,134,133 shares of the company's common stock, representing 81.29% of the outstanding shares of the company. Based on Ms. Moore's report, I can confirm a quorum is present, and the meeting is legally convened to transact business. Thank you, Heath. The polls for voting on all matters are open. If you are a shareholder entitled to vote and have not yet voted, or if you want to change your previously cast vote, please do so via the website used to access this meeting. Please remember that if you have already returned a proxy card, voted through the internet website, or by calling the toll-free voting number, you need do nothing further to cast your vote. After voting has been completed on all matters on the agenda, we will close the polls, and the Inspector of Election will provide her preliminary report. The Secretary will now present the proposals for consideration. Thank you, Mark. As described in the proxy, there are four proposals before the shareholders today for approval. Proposal one is the Election of Directors. There are six Directors standing for election today to serve a one-year term until the 2027 Annual Meeting of Shareholders. Each nominee is listed in the proxy with a brief summary of his or her professional pursuits, qualifications, and corporate activities. The nominees are Mark A. Beck, Gwendolyn M. Bingham, Kenneth Gardner-Smith, Stephen W. Klemash, Teresa L. Kline, and Edward A. Pesicka. All of the nominees are present at the meeting today. No other nominations were received prior to the deadline established in the company's bylaws. Therefore, no additional nominations may be made at this meeting, and I declare the nominations to be closed. Proposal two is the ratification of the appointment of KPMG LLP as the company's independent registered public accounting firm for the year ending December 31, 2026. The company's audit committee and Board of Directors have approved this appointment subject to the shareholders' ratification at this meeting. Proposal three is a non-binding advisory vote to approve the compensation of our named Executive Officers as described in the proxy statement. Proposal four is the approval of the Accendra Health Incorporated Amended and Restated 2023 Omnibus Incentive Plan. The company's people and culture committee and Board of Directors have approved the Amended and Restated 2023 Omnibus Incentive Plan, subject to the shareholders' ratification at this meeting. Those are all of the proposals to be considered at this meeting. Thank you. Have we received any questions related to the proposals presented? No questions have been received. Thank you, Heath. We will allow a brief pause of 30 seconds for final voting to be completed on the virtual website. I now declare the voting closed. I will ask that Mr. Galloway report on the preliminary voting results for the four proposals. Preliminary report of the Inspector of Elections covering proposals at this meeting are as follows. Proposal one, Election of Directors. The six director nominees listed in the Accendra Health Incorporated proxy statement each received a majority of affirmative votes cast. Proposal two, the proposal to ratify the appointment of KPMG LLP as the company's independent registered public accounting firm for the audit year 2026 received a majority of votes cast. Proposal three, the proposal to approve on a non-binding advisory basis the compensation of the named Executive Officers received the affirmative vote of the majority of votes cast. Proposal four, the proposal to approve the Accendra Health Incorporated Amended and Restated 2023 Omnibus Incentive Plan received the affirmative vote of a majority of the votes cast on the proposal. Based on the preliminary vote counts, all of the matters voted upon have been approved by the necessary number of shares. A final report of the voting results will be filed by the company on a Form 8-K within four business days. Thank you, Heath. That concludes the business portion of the annual shareholders meeting. At this time, Ed Pesicka, President and Chief Executive Officer of Accendra Health, will share a few remarks to close out 2025 and discuss Accendra Health's operations as a pure play home-based care company. Ed? Thank you, Mark. On just several slides I'll go through here. First of all, appreciate the opportunity to talk a little bit about Accendra Health as we just finished our first quarter as a standalone home-based care business and that being a pure play business in the, in the home-based care. A little about us is, one, it starts with our footprint. Our footprint to be able to serve patients with chronic conditions throughout the United States. What do we do as a business? We connect, we call the 4Ps, or in this case, patients, providers, and payers or insurers. Making sure that we can every day continue to improve the quality of life for people who live with chronic conditions. Some of those conditions are simple, some of those conditions are complex generally speaking, we make sure that we make it easy for them to have their treatment in their homes. We have two incredible brands that we go to market with, both the Apria and Byram brands. Over the last three months, I've spent a tremendous time in the field. As we've set, reset the company as Accendra Health post divestiture of our P&HS business or the Owens & Minor business, it continues to be clear the strength of the Apria brands and the Byram brands. With Byram having one of the highest Net Promoter Scores in the industry. Lastly, what we can do is we really service multiple conditions, whether that's diabetes, sleep, wound care, respiratory, urology, ostomy, incontinence, and others. With that, let me talk a little bit about the company as a whole. Here's who we are now. We're very different than what we were before with the sale of the Owens & Minor business or the P&HS segments. We are now 6,000 teammates versus 18,000, 16,000-18,000 teammates. The other thing we have is a really strong footprint. I talked a little bit about that in the previous comments on the previous slide. We have over 250 sites throughout the U.S. Those sites consist of branches, those sites consist of centralized hubs, and those sites consist of our centers of excellence to make sure a customer gets great experience and that patient gets great experience consistently time after time after time. In addition to that, it's our reach, both from our ability to service about 90% of the population within several hours, as well as the coverage we have and ability to serve over approximately 85% of insured Americans. Those insured Americans both on commercial as well as CMS type insurance programs. That's what gets us excited is, one, is the footprint. Two is our leadership within the industry. Three is our broad product portfolio. Lastly is our broad payer base that we have. Then I would be remiss not to talk about our teammates. Our teammates that every day get up, come to work, and are focused on patient care and making sure what the clinicians need to serve those patients, we're making sure we provide that support. With that, I'll close it out with one last thing, which is what we do as a business, and we focus on our purpose every day of bringing care to life. That ties back to what we're doing every single day and making sure patients can have the care in their home for the chronic conditions that they have. With that, thank you everyone, and I'll turn the call back over to Mark. Thank you, Ed. All of the Board Members and our company leadership team are grateful to our shareholders and teammates for supporting our purpose of bringing care to life by meeting people where they are and advancing healthcare solutions in the home. This way, patients and their families can focus on the moments that matter most. Healthcare is complicated. At Accendra Health, our mission is to provide medical equipment, supplies, and innovative solutions that give patients confidence to manage their health in the comfort of their homes. Thank you all for your confidence and investment in Accendra Health. I declare the meeting adjourned and turn the meeting back to the operator. Thank you, Mr. Beck. This concludes the meeting. You may now disconnect.

Speaker 4: Hello, and welcome to the Annual Meeting of Shareholders of Accendra Health Incorporated. Please note that today's meeting is being recorded. During the meeting, you could submit questions or comments at any time by clicking on the Q&A tab. It is my pleasure to turn today's meeting over to Mark Beck, Chair of the Board of Directors of Accendra Health. Mr. Beck, the floor is yours. Hello, and welcome to the Annual Meeting of Shareholders of Accendra Health Incorporated. hello and welcome to the annual meeting of shareholders of accendra health incorporated Please note that today's meeting is being recorded. please note that today's meeting is being recorded During the meeting, you could submit questions or comments at any time by clicking on the Q&A tab. during the meeting you could submit questions or comments at any time by clicking on the q&a tab It is my pleasure to turn today's meeting over to Mark Beck, Chair of the Board of Directors of Accendra Health. it is my pleasure to turn today's meeting over to mark beck chair of the board of directors of accendra health Mr. Beck, the floor is yours. mr beck the floor is yours

Speaker 3: Thank you, operator, and good morning. I am Mark Beck, Chair of the Board of Accendra Health. In accordance with the notice of the meeting, I hereby call the annual meeting of the shareholders of Accendra Health, Inc to order. Along with my fellow Directors and the Executive Officers of the company who have joined our webcast, I would like to welcome you to our Annual Meeting. We appreciate your attendance at our virtual meeting, your interest in our company, and most importantly, your support of Accendra Health. After we conduct the annual meeting and voting on proposals, Ed Pesicka, President and CEO of Accendra Health, will share some comments with you before we conclude this morning. Thank you, operator, and good morning. thank you operator and good morning I am Mark Beck, Chair of the Board of Accendra Health. i am mark beck chair of the board of accendra health In accordance with the notice of the meeting, I hereby call the annual meeting of the shareholders of Accendra Health, Inc to order. in accordance with the notice of the meeting i hereby call the annual meeting of the shareholders of accendra health inc to order Along with my fellow Directors and the Executive Officers of the company who have joined our webcast, I would like to welcome you to our Annual Meeting. along with my fellow directors and the executive officers of the company who have joined our webcast i would like to welcome you to our annual meeting We appreciate your attendance at our virtual meeting, your interest in our company, and most importantly, your support of Accendra Health. we appreciate your attendance at our virtual meeting your interest in our company and most importantly your support of accendra health After we conduct the annual meeting and voting on proposals, Ed Pesicka, President and CEO of Accendra Health, will share some comments with you before we conclude this morning. after we conduct the annual meeting and voting on proposals ed pesicka president and ceo of accendra health will share some comments with you before we conclude this morning Participating in the annual meeting are Heath Galloway, Executive Vice President, General Counsel, and Corporate Secretary of the company, and Sandra Moore with Computershare, who will serve as the Inspector of Election. We will proceed with the formal business of the meeting as set forth in your Notice of Annual Meeting contained in our Proxy Statement. The meeting will be conducted in accordance with the Rules of Conduct that are available on the meeting site. Shareholders may submit questions related to the proposals being considered during this meeting by clicking on the message icon provided on the virtual meeting screen. Heath Galloway will serve as secretary of the meeting today, and I will now turn the meeting over to him. Participating in the annual meeting are Heath Galloway, Executive Vice President, General Counsel, and Corporate Secretary of the company, and Sandra Moore with Computershare, who will serve as the Inspector of Election. participating in the annual meeting are heath galloway executive vice president general counsel and corporate secretary of the company and sandra moore with computershare who will serve as the inspector of election We will proceed with the formal business of the meeting as set forth in your Notice of Annual Meeting contained in our Proxy Statement. we will proceed with the formal business of the meeting as set forth in your notice of annual meeting contained in our proxy statement The meeting will be conducted in accordance with the Rules of Conduct that are available on the meeting site. the meeting will be conducted in accordance with the rules of conduct that are available on the meeting site Shareholders may submit questions related to the proposals being considered during this meeting by clicking on the message icon provided on the virtual meeting screen. shareholders may submit questions related to the proposals being considered during this meeting by clicking on the message icon provided on the virtual meeting screen Heath Galloway will serve as secretary of the meeting today, and I will now turn the meeting over to him. heath galloway will serve as secretary of the meeting today and i will now turn the meeting over to him

Speaker 2: Thank you, Mark. I have an affidavit certifying that the notices of meeting and availability of proxy materials were mailed on April 2, 2026 to all shareholders of record as of March 18, 2026. A certified list of the shareholders entitled to vote at this meeting is available for inspection during the meeting by any shareholder on the website used to access this meeting. At this time, I would like to introduce Sandra Moore of Computershare. Ms. Moore has been appointed to serve as the Inspector of Election. Ms. Moore has taken and subscribed the oath of office to execute her duties, and we will file this oath with the records of the meeting. Thank you, Mark. thank you mark I have an affidavit certifying that the notices of meeting and availability of proxy materials were mailed on April 2, 2026 to all shareholders of record as of March 18, 2026. i have an affidavit certifying that the notices of meeting and availability of proxy materials were mailed on april 2 2026 to all shareholders of record as of march 18 2026 A certified list of the shareholders entitled to vote at this meeting is available for inspection during the meeting by any shareholder on the website used to access this meeting. a certified list of the shareholders entitled to vote at this meeting is available for inspection during the meeting by any shareholder on the website used to access this meeting At this time, I would like to introduce Sandra Moore of Computershare. at this time i would like to introduce sandra moore of computershare Ms. Moore has been appointed to serve as the Inspector of Election. ms moore has been appointed to serve as the inspector of election Ms. Moore has taken and subscribed the oath of office to execute her duties, and we will file this oath with the records of the meeting. ms moore has taken and subscribed the oath of office to execute her duties and we will file this oath with the records of the meeting I have been informed by the inspector of elections that immediately prior to the commencement of this meeting, proxies have been received for 62,134,133 shares of the company's common stock, representing 81.29% of the outstanding shares of the company. Based on Ms. Moore's report, I can confirm a quorum is present, and the meeting is legally convened to transact business. I have been informed by the inspector of elections that immediately prior to the commencement of this meeting, proxies have been received for 62,134,133 shares of the company's common stock, representing 81.29% of the outstanding shares of the company. i have been informed by the inspector of elections that immediately prior to the commencement of this meeting proxies have been received for 62,134,133 shares of the company's common stock representing 81.29% of the outstanding shares of the company Based on Ms. Moore's report, I can confirm a quorum is present, and the meeting is legally convened to transact business. based on ms moore's report i can confirm a quorum is present and the meeting is legally convened to transact business

Speaker 3: Thank you, Heath. The polls for voting on all matters are open. If you are a shareholder entitled to vote and have not yet voted, or if you want to change your previously cast vote, please do so via the website used to access this meeting. Please remember that if you have already returned a proxy card, voted through the internet website, or by calling the toll-free voting number, you need do nothing further to cast your vote. After voting has been completed on all matters on the agenda, we will close the polls, and the Inspector of Election will provide her preliminary report. The Secretary will now present the proposals for consideration. Thank you, Heath. thank you heath The polls for voting on all matters are open. the polls for voting on all matters are open If you are a shareholder entitled to vote and have not yet voted, or if you want to change your previously cast vote, please do so via the website used to access this meeting. if you are a shareholder entitled to vote and have not yet voted or if you want to change your previously cast vote please do so via the website used to access this meeting Please remember that if you have already returned a proxy card, voted through the internet website, or by calling the toll-free voting number, you need do nothing further to cast your vote. please remember that if you have already returned a proxy card voted through the internet website or by calling the toll-free voting number you need do nothing further to cast your vote After voting has been completed on all matters on the agenda, we will close the polls, and the Inspector of Election will provide her preliminary report. after voting has been completed on all matters on the agenda we will close the polls and the inspector of election will provide her preliminary report The Secretary will now present the proposals for consideration. the secretary will now present the proposals for consideration

Speaker 2: Thank you, Mark. As described in the proxy, there are four proposals before the shareholders today for approval. Proposal one is the Election of Directors. There are six Directors standing for election today to serve a one-year term until the 2027 Annual Meeting of Shareholders. Each nominee is listed in the proxy with a brief summary of his or her professional pursuits, qualifications, and corporate activities. The nominees are Mark A. Beck, Gwendolyn M. Bingham, Kenneth Gardner-Smith, Stephen W. Klemash, Teresa L. Kline, and Edward A. Pesicka. All of the nominees are present at the meeting today. No other nominations were received prior to the deadline established in the company's bylaws. Therefore, no additional nominations may be made at this meeting, and I declare the nominations to be closed. Thank you, Mark. thank you mark As described in the proxy, there are four proposals before the shareholders today for approval. as described in the proxy there are four proposals before the shareholders today for approval Proposal one is the Election of Directors. proposal one is the election of directors There are six Directors standing for election today to serve a one-year term until the 2027 Annual Meeting of Shareholders. there are six directors standing for election today to serve a one-year term until the 2027 annual meeting of shareholders Each nominee is listed in the proxy with a brief summary of his or her professional pursuits, qualifications, and corporate activities. each nominee is listed in the proxy with a brief summary of his or her professional pursuits qualifications and corporate activities The nominees are Mark A. the nominees are mark a Beck, Gwendolyn M. beck gwendolyn m Bingham, Kenneth Gardner-Smith, Stephen W. bingham kenneth gardner-smith stephen w Klemash, Teresa L. klemash teresa l Kline, and Edward A. kline and edward a Pesicka. pesicka All of the nominees are present at the meeting today. all of the nominees are present at the meeting today No other nominations were received prior to the deadline established in the company's bylaws. no other nominations were received prior to the deadline established in the company's bylaws Therefore, no additional nominations may be made at this meeting, and I declare the nominations to be closed. therefore no additional nominations may be made at this meeting and i declare the nominations to be closed Proposal two is the ratification of the appointment of KPMG LLP as the company's independent registered public accounting firm for the year ending December 31, 2026. The company's audit committee and Board of Directors have approved this appointment subject to the shareholders' ratification at this meeting. Proposal three is a non-binding advisory vote to approve the compensation of our named Executive Officers as described in the proxy statement. Proposal four is the approval of the Accendra Health Incorporated Amended and Restated 2023 Omnibus Incentive Plan. The company's people and culture committee and Board of Directors have approved the Amended and Restated 2023 Omnibus Incentive Plan, subject to the shareholders' ratification at this meeting. Those are all of the proposals to be considered at this meeting. Proposal two is the ratification of the appointment of KPMG LLP as the company's independent registered public accounting firm for the year ending December 31, 2026. proposal two is the ratification of the appointment of kpmg llp as the company's independent registered public accounting firm for the year ending december 31 2026 The company's audit committee and Board of Directors have approved this appointment subject to the shareholders' ratification at this meeting. the company's audit committee and board of directors have approved this appointment subject to the shareholders' ratification at this meeting Proposal three is a non-binding advisory vote to approve the compensation of our named Executive Officers as described in the proxy statement. proposal three is a non-binding advisory vote to approve the compensation of our named executive officers as described in the proxy statement Proposal four is the approval of the Accendra Health Incorporated Amended and Restated 2023 Omnibus Incentive Plan. proposal four is the approval of the accendra health incorporated amended and restated 2023 omnibus incentive plan The company's people and culture committee and Board of Directors have approved the Amended and Restated 2023 Omnibus Incentive Plan, subject to the shareholders' ratification at this meeting. the company's people and culture committee and board of directors have approved the amended and restated 2023 omnibus incentive plan subject to the shareholders' ratification at this meeting Those are all of the proposals to be considered at this meeting. those are all of the proposals to be considered at this meeting

Speaker 3: Thank you. Have we received any questions related to the proposals presented? Thank you. thank you Have we received any questions related to the proposals presented? have we received any questions related to the proposals presented

Speaker 2: No questions have been received. No questions have been received. no questions have been received

Speaker 3: Thank you, Heath. We will allow a brief pause of 30 seconds for final voting to be completed on the virtual website. I now declare the voting closed. I will ask that Mr. Galloway report on the preliminary voting results for the four proposals. Thank you, Heath. thank you heath We will allow a brief pause of 30 seconds for final voting to be completed on the virtual website. I now declare the voting closed. we will allow a brief pause of 30 seconds for final voting to be completed on the virtual website. i now declare the voting closed I will ask that Mr. Galloway report on the preliminary voting results for the four proposals. i will ask that mr galloway report on the preliminary voting results for the four proposals

Speaker 2: Preliminary report of the Inspector of Elections covering proposals at this meeting are as follows. Proposal one, Election of Directors. The six director nominees listed in the Accendra Health Incorporated proxy statement each received a majority of affirmative votes cast. Proposal two, the proposal to ratify the appointment of KPMG LLP as the company's independent registered public accounting firm for the audit year 2026 received a majority of votes cast. Proposal three, the proposal to approve on a non-binding advisory basis the compensation of the named Executive Officers received the affirmative vote of the majority of votes cast. Proposal four, the proposal to approve the Accendra Health Incorporated Amended and Restated 2023 Omnibus Incentive Plan received the affirmative vote of a majority of the votes cast on the proposal. Preliminary report of the Inspector of Elections covering proposals at this meeting are as follows. preliminary report of the inspector of elections covering proposals at this meeting are as follows Proposal one, Election of Directors. proposal one election of directors The six director nominees listed in the Accendra Health Incorporated proxy statement each received a majority of affirmative votes cast. the six director nominees listed in the accendra health incorporated proxy statement each received a majority of affirmative votes cast Proposal two, the proposal to ratify the appointment of KPMG LLP as the company's independent registered public accounting firm for the audit year 2026 received a majority of votes cast. proposal two the proposal to ratify the appointment of kpmg llp as the company's independent registered public accounting firm for the audit year 2026 received a majority of votes cast Proposal three, the proposal to approve on a non-binding advisory basis the compensation of the named Executive Officers received the affirmative vote of the majority of votes cast. proposal three the proposal to approve on a non-binding advisory basis the compensation of the named executive officers received the affirmative vote of the majority of votes cast Proposal four, the proposal to approve the Accendra Health Incorporated Amended and Restated 2023 Omnibus Incentive Plan received the affirmative vote of a majority of the votes cast on the proposal. proposal four the proposal to approve the accendra health incorporated amended and restated 2023 omnibus incentive plan received the affirmative vote of a majority of the votes cast on the proposal Based on the preliminary vote counts, all of the matters voted upon have been approved by the necessary number of shares. A final report of the voting results will be filed by the company on a Form 8-K within four business days. Based on the preliminary vote counts, all of the matters voted upon have been approved by the necessary number of shares. based on the preliminary vote counts all of the matters voted upon have been approved by the necessary number of shares A final report of the voting results will be filed by the company on a Form 8-K within four business days. a final report of the voting results will be filed by the company on a form 8-k within four business days

Speaker 3: Thank you, Heath. That concludes the business portion of the annual shareholders meeting. At this time, Ed Pesicka, President and Chief Executive Officer of Accendra Health, will share a few remarks to close out 2025 and discuss Accendra Health's operations as a pure play home-based care company. Ed? Thank you, Heath. thank you heath That concludes the business portion of the annual shareholders meeting. that concludes the business portion of the annual shareholders meeting At this time, Ed Pesicka, President and Chief Executive Officer of Accendra Health, will share a few remarks to close out 2025 and discuss Accendra Health's operations as a pure play home-based care company. at this time ed pesicka president and chief executive officer of accendra health will share a few remarks to close out 2025 and discuss accendra health's operations as a pure play home-based care company Ed? ed

Speaker 1: Thank you, Mark. On just several slides I'll go through here. First of all, appreciate the opportunity to talk a little bit about Accendra Health as we just finished our first quarter as a standalone home-based care business and that being a pure play business in the, in the home-based care. A little about us is, one, it starts with our footprint. Our footprint to be able to serve patients with chronic conditions throughout the United States. What do we do as a business? We connect, we call the 4Ps, or in this case, patients, providers, and payers or insurers. Making sure that we can every day continue to improve the quality of life for people who live with chronic conditions. Thank you, Mark. thank you mark On just several slides I'll go through here. on just several slides i'll go through here F irst of all, appreciate the opportunity to talk a little bit about Accendra Health as we just finished our first quarter as a standalone home-based care business and that being a pure play business in the, in the home-based care. f irst of all appreciate the opportunity to talk a little bit about accendra health as we just finished our first quarter as a standalone home-based care business and that being a pure play business in the in the home-based care A little about us is, one, it starts with our footprint. a little about us is one it starts with our footprint O ur footprint to be able to serve patients with chronic conditions throughout the United States. o ur footprint to be able to serve patients with chronic conditions throughout the united states W hat do we do as a business? w hat do we do as a business W e connect, we call the 4 Ps, or in this case, patients, providers, and payers or insurers. w e connect we call the 4 ps or in this case patients providers and payers or insurers M aking sure that we can every day continue to improve the quality of life for people who live with chronic conditions. m aking sure that we can every day continue to improve the quality of life for people who live with chronic conditions Some of those conditions are simple, some of those conditions are complex generally speaking, we make sure that we make it easy for them to have their treatment in their homes. We have two incredible brands that we go to market with, both the Apria and Byram brands. Over the last three months, I've spent a tremendous time in the field. As we've set, reset the company as Accendra Health post divestiture of our P&HS business or the Owens & Minor business, it continues to be clear the strength of the Apria brands and the Byram brands. With Byram having one of the highest Net Promoter Scores in the industry. Some of those conditions are simple, some of those conditions are complex generally speaking, we make sure that we make it easy for them to have their treatment in their homes. some of those conditions are simple some of those conditions are complex generally speaking we make sure that we make it easy for them to have their treatment in their homes W e have two incredible brands that we go to market with, both the Apria and Byram brands. w e have two incredible brands that we go to market with both the apria and byram brands O ver the last three months, I've spent a tremendous time in the field. o ver the last three months i've spent a tremendous time in the field As we've set, reset the company as Accendra Health post divestiture of our P&HS business or the Owens & Minor business, it continues to be clear the strength of the Apria brands and the Byram brands. as we've set reset the company as accendra health post divestiture of our p&hs business or the owens & minor business it continues to be clear the strength of the apria brands and the byram brands W ith Byram having one of the highest Net Promoter Scores in the industry. w ith byram having one of the highest net promoter scores in the industry Lastly, what we can do is we really service multiple conditions, whether that's diabetes, sleep, wound care, respiratory, urology, ostomy, incontinence, and others. With that, let me talk a little bit about the company as a whole. Here's who we are now. We're very different than what we were before with the sale of the Owens & Minor business or the P&HS segments. We are now 6,000 teammates versus 18,000, 16,000-18,000 teammates. The other thing we have is a really strong footprint. I talked a little bit about that in the previous comments on the previous slide. We have over 250 sites throughout the U.S. L astly, what we can do is we really service multiple conditions, whether that's diabetes, sleep, wound care, respiratory, urology, ostomy, incontinence, and others. l astly what we can do is we really service multiple conditions whether that's diabetes sleep wound care respiratory urology ostomy incontinence and others With that, let me talk a little bit about the company as a whole. with that let me talk a little bit about the company as a whole H ere's who we are now. h ere's who we are now We're very different than what we were before with the sale of the Owens & Minor business or the P&HS segments. we're very different than what we were before with the sale of the owens & minor business or the p&hs segments W e are now 6,000 teammates versus 18,000, 1 6,000-18,000 teammates. w e are now 6,000 teammates versus 18,000 1 6,000-18,000 teammates T he other thing we have is a really strong footprint. t he other thing we have is a really strong footprint I talked a little bit about that in the previous comments on the previous slide. i talked a little bit about that in the previous comments on the previous slide W e have over 250 sites throughout the U.S. w e have over 250 sites throughout the u.s Those sites consist of branches, those sites consist of centralized hubs, and those sites consist of our centers of excellence to make sure a customer gets great experience and that patient gets great experience consistently time after time after time. In addition to that, it's our reach, both from our ability to service about 90% of the population within several hours, as well as the coverage we have and ability to serve over approximately 85% of insured Americans. Those insured Americans both on commercial as well as CMS type insurance programs. That's what gets us excited is, one, is the footprint. Two is our leadership within the industry. Three is our broad product portfolio. Lastly is our broad payer base that we have. T hose sites consist of branches, those sites consist of centralized hubs, and those sites consist of our centers of excellence to make sure a customer gets great experience and that patient gets great experience consistently time after time after time. t hose sites consist of branches those sites consist of centralized hubs and those sites consist of our centers of excellence to make sure a customer gets great experience and that patient gets great experience consistently time after time after time In addition to that, it's our reach, both from our ability to service about 90% of the population within several hours, as well as the coverage we have and ability to serve over approximately 85% of insured Americans. in addition to that it's our reach both from our ability to service about 90% of the population within several hours as well as the coverage we have and ability to serve over approximately 85% of insured americans Those insured Americans both on commercial as well as CMS type insurance programs. those insured americans both on commercial as well as cms type insurance programs T hat's what gets us excited is, one, is the footprint. t hat's what gets us excited is one is the footprint Two is our leadership within the industry. two is our leadership within the industry Three is our broad product portfolio. three is our broad product portfolio Lastly is our broad payer base that we have. lastly is our broad payer base that we have Then I would be remiss not to talk about our teammates. Our teammates that every day get up, come to work, and are focused on patient care and making sure what the clinicians need to serve those patients, we're making sure we provide that support. With that, I'll close it out with one last thing, which is what we do as a business, and we focus on our purpose every day of bringing care to life. That ties back to what we're doing every single day and making sure patients can have the care in their home for the chronic conditions that they have. With that, thank you everyone, and I'll turn the call back over to Mark. Then I would be remiss not to talk about our teammates. then i would be remiss not to talk about our teammates Our teammates that every day get up, come to work, and are focused on patient care and making sure what the clinicians need to serve those patients, we're making sure we provide that support. our teammates that every day get up come to work and are focused on patient care and making sure what the clinicians need to serve those patients we're making sure we provide that support W ith that, I'll close it out with one last thing, which is what we do as a business, and we focus on our purpose every day of bringing care to life. w ith that i'll close it out with one last thing which is what we do as a business and we focus on our purpose every day of bringing care to life That ties back to what we're doing every single day and making sure patients can have the care in their home for the chronic conditions that they have. that ties back to what we're doing every single day and making sure patients can have the care in their home for the chronic conditions that they have With that, thank you everyone, and I'll turn the call back over to Mark. with that thank you everyone and i'll turn the call back over to mark

Speaker 3: Thank you, Ed. All of the Board Members and our company leadership team are grateful to our shareholders and teammates for supporting our purpose of bringing care to life by meeting people where they are and advancing healthcare solutions in the home. This way, patients and their families can focus on the moments that matter most. Healthcare is complicated. At Accendra Health, our mission is to provide medical equipment, supplies, and innovative solutions that give patients confidence to manage their health in the comfort of their homes. Thank you all for your confidence and investment in Accendra Health. I declare the meeting adjourned and turn the meeting back to the operator. Thank you, Ed. thank you ed All of the Board Members and our company leadership team are grateful to our shareholders and teammates for supporting our purpose of bringing care to life by meeting people where they are and advancing healthcare solutions in the home. all of the board members and our company leadership team are grateful to our shareholders and teammates for supporting our purpose of bringing care to life by meeting people where they are and advancing healthcare solutions in the home This way, patients and their families can focus on the moments that matter most. this way patients and their families can focus on the moments that matter most Healthcare is complicated. healthcare is complicated At Accendra Health, our mission is to provide medical equipment, supplies, and innovative solutions that give patients confidence to manage their health in the comfort of their homes. at accendra health our mission is to provide medical equipment supplies and innovative solutions that give patients confidence to manage their health in the comfort of their homes Thank you all for your confidence and investment in Accendra Health. thank you all for your confidence and investment in accendra health I declare the meeting adjourned and turn the meeting back to the operator. i declare the meeting adjourned and turn the meeting back to the operator

Speaker 4: Thank you, Mr. Beck. This concludes the meeting. You may now disconnect. Thank you, Mr. Beck. thank you mr beck This concludes the meeting. this concludes the meeting You may now disconnect. you may now disconnect