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Option Care Health (OPCH)
NASDAQ:OPCH
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.4Last Year’s EPS
0.4Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a constructive operational and financial story: strong top-line growth, margin and automation gains, successful clinic and M&A integration, expanded pharma and payer partnerships, and a reaffirmation of 2026 guidance. Key near-term challenges include Stelara biosimilar-driven revenue and gross profit headwinds, a 2025 cash flow shortfall due to strategic inventory buys and elevated working capital needs, and persistent payer/market pressure. Management outlined concrete efficiency and cash-conversion actions and expects cash flow and EBITDA expansion in 2026, indicating confidence that headwinds are manageable.Company Guidance
Revenue Growth
Full year 2025 net revenue of $5.6 billion, up 13% year-over-year; 2026 revenue guidance reaffirmed at $5.8B–$6.0B (midpoint ~4% growth) despite known headwinds.
Patient Volume and Clinical Activity
Served over 315,000 unique patients in 2025 and completed over 2.5 million infusion events; pro forma infusion clinic visits (Intramed Plus) grew >25% year-over-year in Q4; 34% of nursing visits occurred in infusion suites/clinics.
Profitability and Margin Performance
Gross profit dollars grew 7.4% in 2025; adjusted EBITDA of $471 million (+6% YoY) with an EBITDA margin of 8.3%; adjusted diluted EPS $1.72, up 9% YoY.
Operating Efficiency and SG&A Leverage
SG&A as a percent of sales declined 50 basis points to 12.1%, driven by efficiency initiatives and operational leverage.
Cash and Balance Sheet Actions
Generated $258 million in operating cash flow in 2025 and finished the year with net debt leverage of 2.0x; repurchased >$300 million of shares in 2025 and Board expanded buyback authorization by $500 million.
Technology and Automation Gains
Invested in technology and AI: ~40% of claims are processed without human intervention, and automation is used for invoice processing and cash posting to improve productivity and reduce labor needs.
Network and Capacity Expansion
Opened infusion suites and pharmacies, added >80 infusion chairs in 2025, and expanded ambulatory infusion clinic capabilities (25+ centers with advanced practitioner capabilities).
Pharma Partnerships and Formulary Expansion
Operates >20 enhanced programs with pharma manufacturers, added earlier clinical trial support and data programs; added 5 new programs with regional plans and 2 with nontraditional conveners in 2025; pipeline of infused/injectable drugs for complex patients.
M&A and Integration Success
Acquired Intramed Plus in 2025; the business outperformed initial expectations and contributed to clinic visit growth and synergies.
2026 Financial Targets
Reaffirmed 2026 guidance: adjusted EBITDA $480M–$505M, adjusted diluted EPS $1.82–$1.92, operating cash flow >$340M (projected >30% increase over 2025), net interest ~$50M–$55M, tax rate 26%–28%.
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 |
|---|---|---|---|
Feb 24, 2026 | $36.09 | $33.81 | -6.30% |
Oct 30, 2025 | $28.67 | $26.20 | -8.62% |
Jul 30, 2025 | $30.13 | $30.64 | +1.69% |
Apr 29, 2025 | $32.97 | $30.69 | -6.92% |
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 Apr 29, 2026, Before Open (Confirmed).
What is Option Care Health (OPCH) earnings time?
Option Care Health (OPCH) earnings time is at Apr 29, 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 (Q1) is 0.4.