What happened Shares of Owens & Minor (NYSE: OMI) were tumbling 9.5% lower as of 11:24 a.m. EDT on Tuesday. The decline came after the healthcare solutions company provided its second-quarter update. So what Owens & Minor reported Q2 revenue of $2.5 billion, a 38% year-over-year increase. This result came in slightly higher than the consensus estimate of $2.47 billion. It also delivered record earnings, with adjusted earnings per share of $1.06 well above the average analysts' estimate of $0.97. Image source: Getty Images. So why did the healthcare stock fall after beating Wall Street's top- and bottom-line estimates? Some investors perhaps hoped for a guidance boost but didn't get it. Owens & Minor reaffirmed its previous full-year 2021 guidance of adjusted earnings between $3.75 and $4.25 per share. The company also maintained its previously announced outlook for 2022. Now what The main thing to watch with Owens & Minor going forward is the COVID-19 pandemic. The company's personal protective equipment sales could rise with increased concerns about the delta variant. However, Owens & Minor's other businesses could be negatively impacted if COVID-19 causes disruption for healthcare providers. 10 stocks we like better than Owens & MinorWhen our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.* They just revealed what they believe are the ten best stocks for investors to buy right now... and Owens & Minor wasn't one of them! That's right -- they think these 10 stocks are even better buys. See the 10 stocks *Stock Advisor returns as of June 7, 2021 Keith Speights has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.Source