Option Care Health: Strong Financial Performance and Strategic Positioning Justify Buy RatingWe will update our model and estimates after the conference call. Care delivered results ahead of expectations for the 23rd straight quarter, with revenue, adjusted EBITDA, and adjusted EPS all beating our/Street estimates. Management again raised its full-year guidance and now expects revenue of $5.60 billion to $5.65 billion (up from $5.50 billion to $5.65 billion), adjusted EBITDA of $468 million to $473 million (narrowed from $465 million to $475 million), adjusted EPS of $1.68 to $1.72 (up from $1.65 to $1.72), and operating cash flow of at least $320 million (unchanged). On balance, this looks to be another solid update for Option Care amid the ongoing Stelara headwind, which we look to the call for an update on (previously guided to a $60 million to $70 million gross profit impact in 2025).