Option Care Health Inc (OPCH)
NASDAQ:OPCH
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.43Last Year’s EPS
0.41Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call described a mixed quarter: strong execution in acute therapies, clinic utilization growth, patient satisfaction and preserved profitability guidance were offset by a material chronic portfolio reset (notably Stelara/CID), a larger-than-anticipated $55 million gross profit headwind, patient census declines and related revenue shortfall. Management communicated targeted commercial and operational actions, expanded liquidity, and confidence that the CID reset is largely a one-time event, but rebuilding chronic census and recovering revenue momentum will take time.Company Guidance
Quarterly Revenue
Q1 2026 revenue of $1.4 billion, up slightly over 1% year-over-year.
Strong Acute Portfolio Performance
Acute revenue grew in the high single digits (well above market growth), driving stronger gross profit contribution and helping offset chronic weakness.
Adjusted EBITDA and EPS in Line
Adjusted EBITDA of $105 million (down 6% YoY) and adjusted EPS of $0.40 (flat YoY, with a $0.02 uplift from share repurchases) were in line with company expectations and maintained in full-year guidance.
Clinic and Nursing Utilization Growth
Ambulatory infusion clinic visits grew 14% year-over-year; 34% of nursing visits conducted in infusion suites or clinics, supporting clinic-based growth strategy.
Patient Experience Metrics
Patient satisfaction scores remained in the low 90s and Net Promoter Scores in the mid-70s, indicating strong clinical and patient service performance.
Balance Sheet and Liquidity Actions
Net leverage ended the quarter at 2.2x; revolving credit facility expanded from $400 million to $850 million to enhance financial flexibility.
Capital Allocation Execution
Repurchased over $17 million of shares in Q1 and reiterated capital priorities: organic investment, M&A (adjacencies/tuck-ins), and periodic buybacks.
Full-Year Profitability Guidance Maintained
Maintained full-year adjusted EBITDA guidance of $480 million to $505 million and adjusted EPS guidance of $1.82 to $1.92 despite revenue headwinds.
Working Capital and Inventory Improvements
Early inventory management initiatives produced measurable improvement and the company expects additional benefits from working capital measures through the year.
OPCH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OPCH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $26.87 | $20.33 | -24.34% |
Feb 24, 2026 | $36.09 | $33.81 | -6.30% |
Oct 30, 2025 | $28.67 | $26.20 | -8.60% |
Jul 30, 2025 | $30.13 | $30.64 | +1.69% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Option Care Health Inc (OPCH) report earnings?
Option Care Health Inc (OPCH) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is Option Care Health Inc (OPCH) earnings time?
Option Care Health Inc (OPCH) earnings time is at Aug 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OPCH EPS forecast?
OPCH EPS forecast for the fiscal quarter 2026 (Q2) is 0.43.