Earnings summaries and quarterly performance for Option Care Health.
Executive leadership at Option Care Health.
John C. Rademacher
Detailed
President and Chief Executive Officer
CEO
CL
Christopher L. Grashoff
Detailed
Chief Growth Officer
CG
Collin G. Smyser
Detailed
General Counsel and Corporate Secretary
FA
Femi Adewunmi, M.D.
Detailed
Chief Medical Officer
LW
Luke Whitworth
Detailed
Chief Operating Officer
MS
Meenal Sethna
Detailed
Chief Financial Officer
MB
Michael Bavaro
Detailed
Chief Human Resources Officer
Board of directors at Option Care Health.
BW
Barbara W. Bodem
Detailed
Director
DW
David W. Golding
Detailed
Director
ED
Elizabeth D. Bierbower
Detailed
Director
EQ
Elizabeth Q. Betten
Detailed
Director
EK
Eric K. Brandt
Detailed
Director
HM
Harry M. Jansen Kraemer, Jr.
Detailed
Independent Board Chair
ND
Natasha Deckmann, M.D.
Detailed
Director
NL
Norman L. Wright
Detailed
Director
RC
R. Carter Pate
Detailed
Director
TP
Timothy P. Sullivan
Detailed
Director
Research analysts who have asked questions during Option Care Health earnings calls.
JG
Joanna Gajuk
Bank of America
6 questions for OPCH
Also covers: ACHC, ADC, ADUS +22 more
Brian Tanquilut
Jefferies
5 questions for OPCH
Also covers: ACHC, ADUS, AHCO +31 more
DM
David Macdonald
Truist Securities
5 questions for OPCH
Also covers: AVAH, ENSG, GRDN +3 more
LG
Lisa Gill
JPMorgan Chase & Co.
5 questions for OPCH
Also covers: AGL, CAH, CI +15 more
CD
Constantine Davides
Citizens JMP
4 questions for OPCH
Also covers: ADUS, AMN, CCRN +9 more
PC
Pito Chickering
Deutsche Bank
4 questions for OPCH
Also covers: ACHC, AHCO, AVAH +18 more
ML
Matthew Larew
William Blair & Company
3 questions for OPCH
Also covers: AMED, ATR, DNA +10 more
AR
A.J. Rice
UBS Group AG
2 questions for OPCH
Also covers: ACHC, AMED, AMN +21 more
AR
Albert Rice
UBS
2 questions for OPCH
Also covers: ACHC, AMED, AMN +21 more
CR
Charles Rhyee
TD Cowen
2 questions for OPCH
Also covers: AMWL, BTSG, CAH +20 more
EW
Erin Wright
Morgan Stanley
2 questions for OPCH
Also covers: ALGN, BTSG, CAH +19 more
JJ
Jacob Johnson
Stephens Inc.
2 questions for OPCH
Also covers: AZTA, CDMO, CDXS +12 more
PC
Philip Chickering
Deutsche Bank AG
2 questions for OPCH
Also covers: SYK
Raj Kumar
Stephens
2 questions for OPCH
Also covers: ACHC, ADUS, ALHC +10 more
SC
Sarah Conrad
Goldman Sachs
2 questions for OPCH
JS
Jack Slevin
Jefferies Financial Group Inc.
1 question for OPCH
Also covers: AGL, AMN, ASTH +10 more
JP
Jamie Perse
The Goldman Sachs Group, Inc.
1 question for OPCH
Also covers: BTSG, CON, DOCS +8 more
Recent press releases and 8-K filings for OPCH.
Option Care Health Reports Strong Q4 2025 Results and Reaffirms 2026 Guidance
OPCH
Earnings
Guidance Update
Share Buyback
- Option Care Health reported full year 2025 net revenue of $5.6 billion, an increase of 13% over the prior year, with adjusted EBITDA of $471 million (up 6%) and adjusted diluted EPS of $1.72 (up 9%).
- The company reaffirmed its full year 2026 guidance, expecting revenue between $5.8 billion and $6 billion (4% growth at the midpoint), adjusted EBITDA between $480 million and $505 million, and adjusted diluted EPS between $1.82 and $1.92.
- In 2025, Option Care Health generated $258 million in cash flow from operations and repurchased over $300 million of shares, with the board expanding the share repurchase authorization by an additional $500 million. For 2026, operating cash flow is guided to be greater than $340 million.
- The company absorbed a 160 basis points revenue headwind in 2025 due to Stelara biosimilar adoption and anticipates a 400 basis point revenue growth headwind and a $25 million to $35 million gross profit headwind in 2026 from STELARA IRA and biosimilar conversion.
- Strategic investments in 2025 included adding over 80 infusion chairs, acquiring Intramed Plus, and deploying AI, which now processes approximately 40% of claims without human intervention.
3 days ago
Option Care Health Reports Q4 and Full Year 2025 Results, Reaffirms 2026 Guidance
OPCH
Earnings
Guidance Update
Share Buyback
- Option Care Health reported full year 2025 net revenue of $5.6 billion, a 13% increase over the prior year, with adjusted EBITDA of $471 million (up 6%) and adjusted diluted EPS of $1.72 (up 9%).
- For full year 2026, the company reaffirmed its guidance, projecting revenue of $5.8 billion-$6 billion, adjusted EBITDA of $480 million-$505 million, and adjusted diluted EPS of $1.82-$1.92. This guidance includes an anticipated 400 basis point revenue growth headwind and a $25 million-$35 million gross profit headwind from STELARA IRA and biosimilar conversion.
- OPCH generated $258 million in cash flow from operations in 2025 and expects over $340 million in 2026. The company repurchased over $300 million of shares in 2025 and expanded its share repurchase authorization by $500 million.
- Strategic investments in 2025 included the acquisition of Intramed Plus, which performed above expectations, and continued deployment of AI, resulting in approximately 40% of claims processed without human intervention. The company also expanded its advanced practitioner capabilities to over 25 centers.
3 days ago
Option Care Health Reports Strong 2025 Results and Reaffirms 2026 Guidance
OPCH
Earnings
Guidance Update
Share Buyback
- Option Care Health reported net revenue of $5.6 billion for full year 2025, a 13% increase over the prior year, with adjusted EBITDA of $471 million and adjusted diluted EPS of $1.72.
- For 2026, the company reaffirmed its guidance, projecting revenue between $5.8 billion and $6 billion, adjusted EBITDA of $480 million to $505 million, and adjusted diluted EPS of $1.82 to $1.92.
- The 2026 guidance anticipates a 400 basis point revenue growth headwind and a $25 million-$35 million gross profit headwind primarily due to STELARA IRA and biosimilars conversion.
- The company generated $258 million in cash flow from operations in 2025 and expects to generate greater than $340 million in 2026, reflecting over 30% growth.
- Option Care Health repurchased over $300 million of shares in 2025 and expanded its share repurchase program authorization by an additional $500 million.
3 days ago
Option Care Health Announces Fourth Quarter and Full Year 2025 Financial Results
OPCH
Earnings
Guidance Update
Share Buyback
- Option Care Health reported net revenue of $1,465.4 million and adjusted diluted earnings per share of $0.46 for the fourth quarter of 2025. For the full year 2025, net revenue was $5,649.5 million and adjusted diluted earnings per share was $1.72.
- The company repurchased $95 million of stock in the fourth quarter of 2025, contributing to a total of $307 million repurchased for the full year 2025.
- For the full year 2026, Option Care Health expects net revenue to be between $5.8 billion and $6.0 billion, with adjusted diluted earnings per share projected to be between $1.82 and $1.92.
4 days ago
Option Care Health Provides Preliminary 2024 Results and 2026 Guidance
OPCH
Guidance Update
Revenue Acceleration/Inflection
Share Buyback
- Option Care Health reported preliminary unaudited 2024 results, including approximately 13% revenue growth, 6% Adjusted EBITDA growth, and 10% Adjusted EPS growth at the midpoint, surpassing prior guidance.
- The company issued 2026 guidance, forecasting 4% revenue growth, 5% EBITDA growth, and 7% diluted EPS growth year-over-year at the midpoint.
- The 2026 guidance accounts for a 400 basis point revenue headwind and an estimated $25-$35 million EBITDA headwind from Stelara and related biosimilars, which are projected to constitute less than 1% of company revenue and gross profit in 2026.
- Strategic capital allocation for 2026 and beyond includes continued investment in the business, disciplined pursuit of adjacent and accretive M&A, and periodic share repurchases.
- The company highlighted its diversified portfolio, with no single therapy exceeding 4% of gross profit, and its extensive national network comprising over 190 locations and 750 infusion chairs.
Jan 13, 2026, 6:30 PM
Option Care Health Provides Preliminary 2025 Results and 2026 Guidance
OPCH
Guidance Update
Share Buyback
New Projects/Investments
- Option Care Health reported preliminary 2025 results, including 13% revenue growth, 6% adjusted EBITDA growth, and 10% adjusted EPS growth at the midpoint. The company served over 315,000 unique patients in 2025.
- For 2026, Option Care Health provided guidance for 4% revenue growth, 5% EBITDA growth, and 7% EPS growth at the midpoint. This guidance incorporates an estimated 400 basis point revenue headwind and a $25-$35 million gross profit/EBITDA headwind due to Stelara and related biosimilars.
- The company's capital allocation strategy prioritizes investing in the business, pursuing adjacent and accretive M&A opportunities, and conducting periodic share repurchases, with an announced expansion of its share repurchase authorization.
- Option Care Health emphasizes its national scale with local responsiveness, operating over 190 locations and 750 infusion chairs, with 96% coverage of the U.S. population through over 800 payer relationships. No single therapy represents more than 4% of the company's gross profit.
Jan 13, 2026, 6:30 PM
Option Care Health Reports Preliminary FY 2025 Results and Provides FY 2026 Guidance
OPCH
Earnings
Guidance Update
Share Buyback
- Option Care Health reported preliminary unaudited FY 2025 results including 13% revenue growth, 6% Adjusted EBITDA growth, and 10% Adjusted EPS growth.
- The company provided FY 2026 guidance projecting 4% net revenue growth, 5% Adjusted EBITDA growth, and 7% Adjusted Diluted EPS growth, incorporating a ($25M) – ($35M) headwind from Stelara and Stelara biosimilars.
- Option Care Health repurchased $307 million of shares in FY 2025 and a total of $715 million from 2021 to Q3 2025.
- The company maintains a robust balance sheet with approximately $700 million in liquidity and a 1.9x Net Debt Leverage Ratio as of Q3 2025.
Jan 13, 2026, 6:30 PM
Option Care Health Provides Preliminary 2024 Results and 2026 Guidance
OPCH
Guidance Update
M&A
Share Buyback
- Option Care Health reported preliminary unaudited 2024 results including approximately 13% revenue growth, 6% Adjusted EBITDA growth, and 10% Adjusted EPS growth at the midpoint. For 2026, the company provided guidance projecting 4% revenue growth, 5% EBITDA growth, and 7% diluted EPS growth at the midpoint, factoring in a 400 basis point revenue headwind from Stelara and related biosimilars.
- The company's capital allocation strategy prioritizes investing in the business, pursuing adjacent and accretive M&A opportunities (such as the acquisition of Intramed Plus), and executing periodic share repurchases, supported by an expanded share repurchase authorization and strong cash flow generation.
- Option Care Health served over 315,000 unique patients in 2024 and continues to leverage its national network of over 190 locations and 750 infusion chairs. The company expects higher growth in the chronic care segment in 2026 and is optimistic about legislative efforts like site neutrality that promote lower-cost home infusion care.
Jan 13, 2026, 6:30 PM
Option Care Health Announces Preliminary Q4 and Full Year 2025 Results and 2026 Guidance
OPCH
Earnings
Guidance Update
Share Buyback
- Option Care Health announced preliminary unaudited net revenue for Q4 2025 is expected to be between $1.46 billion and $1.47 billion, and for full year 2025 between $5.645 billion and $5.655 billion.
- Preliminary unaudited adjusted diluted EPS for Q4 2025 is expected to be between $0.46 and $0.49, and for full year 2025 between $1.72 and $1.76.
- For full year 2026, the company provided preliminary financial guidance, expecting net revenue between $5.8 billion and $6.0 billion and adjusted diluted EPS between $1.82 and $1.92.
- On January 9, 2026, the Board of Directors approved an increase to the share repurchase program authorization from $500 million to $1.0 billion, following approximately $307 million in repurchases during the full year 2025.
Jan 12, 2026, 9:35 PM
Option Care Health Announces Preliminary Q4 and Full Year 2025 Results and 2026 Guidance
OPCH
Earnings
Guidance Update
Share Buyback
- Option Care Health announced preliminary unaudited financial results for Q4 2025 and Full Year 2025, along with preliminary financial guidance for Full Year 2026.
- The company's Board of Directors approved an increase to its share repurchase program authorization from $500 million to $1.0 billion on January 9, 2026. Approximately $193 million of purchase capacity remained as of December 31, 2025.
| Metric | Q4 2025 | FY 2025 | FY 2026 |
|---|---|---|---|
| Net Revenue ($USD Billions) | $1.46 to $1.47 | $5.645 to $5.655 | $5.8 to $6.0 |
| GAAP Diluted EPS ($USD) | $0.37 to $0.39 | $1.27 to $1.29 | N/A |
| Adjusted Diluted EPS ($USD) | $0.46 to $0.49 | $1.72 to $1.76 | $1.82 to $1.92 |
| Adjusted EBITDA ($USD Millions) | $123.7 to $127.7 | $469.0 to $473.0 | $480 to $505 |
| Cash Flow from Operations ($USD Millions) | N/A | Below $320 | N/A |
Jan 12, 2026, 9:31 PM
Quarterly earnings call transcripts for Option Care Health.
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