Option Care Health reported a strong second quarter with significant revenue growth and increased guidance for the full year. The company continues to expand its therapy portfolio and advanced practitioner model, which are expected to drive future growth. However, gross margins faced challenges due to the product mix, and there was a notable negative impact from Stelara. Despite these challenges, the overall outlook remains positive with strong cash flow and ongoing investments.

Company Guidance -

Q3 2025

During the Option Care Health second quarter 2025 earnings call, management provided updated guidance, reflecting strong financial performance and strategic execution. The company reported a 15.4% increase in revenue compared to the second quarter of the previous year, driven by mid-teens growth in both acute and chronic therapy portfolios. This growth translated into a 5.2% year-over-year increase in adjusted EBITDA to $114 million, representing 8.1% of net revenue, and a 10.8% rise in adjusted earnings per share to $0.41. Due to this momentum, Option Care Health raised its full-year guidance, now expecting revenue between $5.5 billion and $5.65 billion and adjusted EBITDA in the range of $465 million to $475 million, with anticipated adjusted EPS of $1.65 to $1.72. Additionally, the company expects to generate over $320 million in cash flow from operations. The call highlighted the company's strategic focus on leveraging its national scale and local responsiveness, expanding its portfolio of therapies, and maintaining strong payer and pharma partnerships to drive future growth.

Strong Revenue Growth

Option Care Health reported a revenue growth of 15.4% year-over-year for the second quarter of 2025, driven by balanced performance across acute and chronic therapy portfolios.

Increased Guidance for 2025

The company increased its full-year guidance for 2025, with expected revenue between $5.5 billion to $5.65 billion, adjusted EBITDA of $465 million to $475 million, and adjusted EPS of $1.65 to $1.72.

Strong Cash Flow and Share Repurchases

Generated over $90 million in cash flow from operations in the second quarter and executed $50 million in share repurchases, with a full-year cash flow expectation of over $320 million.

Expansion of Therapy Portfolio

Continued expansion of the portfolio, including rare and orphan drugs, and investments in new therapies like YEZTUGO, demonstrating the company's capability to serve complex patient needs.

Advanced Practitioner Model

The company is expanding its advanced practitioner model to serve higher acuity patients and to drive growth by leveraging therapies already in its portfolio.

Option Care Health (OPCH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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OPCH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.43 / -	0.41	―	―	―
Jul 30, 2025	2025 (Q2)	0.39 / 0.41	0.3	36.67% (+0.11)	―
Apr 29, 2025	2025 (Q1)	0.35 / 0.40	0.26	53.85% (+0.14)	―
Feb 26, 2025	2024 (Q4)	0.36 / 0.44	0.32	37.50% (+0.12)	―
Oct 30, 2024	2024 (Q3)	0.31 / 0.41	0.31	32.26% (+0.10)	―
Jul 31, 2024	2024 (Q2)	0.28 / 0.30	0.63	-52.38% (-0.33)	―
Apr 23, 2024	2024 (Q1)	0.23 / 0.26	0.21	23.81% (+0.05)	―
Feb 22, 2024	2023 (Q4)	0.29 / 0.32	0.26	23.08% (+0.06)	―
Oct 25, 2023	2023 (Q3)	0.29 / 0.31	0.21	47.62% (+0.10)	―
Jul 27, 2023	2023 (Q2)	0.23 / 0.63	0.19	231.58% (+0.44)	―

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
Jul 30, 2025	$30.13	$30.64	+1.69%
Apr 29, 2025	$32.97	$30.69	-6.92%
Feb 26, 2025	$32.63	$33.15	+1.59%
Oct 30, 2024	$30.50	$23.55	-22.79%

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 (OPCH) report earnings?

Option Care Health (OPCH) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is Option Care Health (OPCH) earnings time?

Option Care Health (OPCH) earnings time is at Oct 30, 2025, 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 2025 (Q3) is 0.43.

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