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Apr 30, 2026·SEC
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Option Care Health, Inc.(OPCH)Earnings, Financials & Key Ratios
OPCH•NASDAQ
$21.57
17.0× P/E·Price updated Jul 7, 2026
AboutOption Care Health, Inc. offers home and alternate site infusion services in the United States. The company provides anti-infective therapies; home infusion services to treat heart failures; home parenteral nutrition and enteral nutrition support services for numerous acute and chronic conditions, such as stroke, cancer, and gastrointestinal diseases; immunoglobulin infusion therapies for the treatment of immune deficiencies; and treatments for chronic inflammatory disorders, including Crohn's disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, ulcerative colitis, and other chronic inflammatory disorders. It also offers treatments to manage the progression of neurological disorders, such as amyotrophic lateral sclerosis and duchenne muscular dystrophy; infusion therapies for bleeding disorders; therapies that women need to survive and thrive through high-risk pregnancies; and other infusion therapies to treat various conditions, including pain management, chemotherapy, and respiratory medications, as well as nursing services. Option Care Health, Inc. is headquartered in Bannockburn, Illinois.Show more
- Revenue$5.65B+13.0%
- EBITDA$409M+6.0%
- Net Income$208M-2.0%
- EPS (Diluted)1.27+3.3%
- Gross Margin18.06%-10.9%
- EBITDA Margin7.23%-6.2%
- Operating Margin5.98%-7.1%
- Net Margin3.67%-13.3%
- ROE15.2%+1.4%
OPCH Price & Volume
Option Care Health, Inc. (OPCH) stock price & volume — 10-year historical chart
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Decelerating Growth Strains Option Care Health Margins
Investment Thesis • Updated 2026Q1
VerdictNegative: The company's inability to maintain consistent cash flow
Growth:Decelerating
Profitability:Strained
Financial:Adequate
Cash Flow:Deteriorating
Primary Risk:Margin compression from labor
Key Thesis Takeaways
- Option Care Health faces a challenging fundamental outlook characterized by a sharp deceleration in revenue growth from 19.7% in 2024Q4 to 1.3% in 2026Q1.
- The company's reliance on a buy-and-bill model has led to structural margin compression, with operating margins falling from 7.5% in 2023Q4 to 5.7% in 2026Q1.
- Investors should remain cautious as the firm's aggressive share repurchase strategy, including $95.1 million in 2025Q4, appears disconnected from its inconsistent cash generation and significant $1.6 billion goodwill exposure.
Verdict Logic
evidenced by a negative 0.27 OCF/NI ratio in 2026Q1, suggests that current valuation multiples may not fully reflect the underlying operational risks.
OPCH Growth Metrics
Option Care Health, Inc. (OPCH) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years19.12%
5 Years13.25%
3 Years12.72%
TTM9.3%
Profit CAGR
10 Years-
5 Years-
3 Years11.3%
TTM-3.55%
EPS CAGR
10 Years-
5 Years-
3 Years15.23%
TTM4.03%
Return on Capital
10 Years4.52%
5 Years10.77%
3 Years12.19%
Last Year12.83%
OPCH Recent Earnings
Option Care Health, Inc. (OPCH) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.40+8.1%
$0.37
Rev
$1.4B-2.8%
$1.4B
Q1 2026
Feb 24, 2026Metric
Actual
Est
EPS
$0.46+0.0%
$0.46
Rev
$1.5B+0.3%
$1.5B
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$0.45+4.7%
$0.43
Rev
$1.4B-1.9%
$1.5B
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$0.41+2.5%
$0.40
Rev
$1.4B+1.0%
$1.4B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.40vs $0.37+8.1% | $1.4Bvs $1.4B-2.8% |
| Q1 2026 | Feb 24, 2026 | $0.46vs $0.46+0.0% | $1.5Bvs $1.5B+0.3% |
| Q4 2025 | Oct 30, 2025 | $0.45vs $0.43+4.7% | $1.4Bvs $1.5B-1.9% |
| Q3 2025 | Jul 30, 2025 | $0.41vs $0.40+2.5% | $1.4Bvs $1.4B+1.0% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Option Care Health, Inc. (OPCH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $21.57 | $3.37B | 16.98 | 13.03% | 3.67% | 15.2% | — | |
| $39.70 | $1.38B | 47.26 | 36.31% | 2.96% | 8.42% | — | |
| $13.80 | $706.91M | -152.32 | 2.44% | -0.3% | -0.55% | — | |
| $31.92 | $2.94B | -2.63 | 5.04% | -32.84% | -40.92% | — | |
| $24.39 | $1.67B | 30.11 | 7.08% | 3.67% | 13.6% | — | |
| $17.17 | $2.25B | -28.15 | 6.24% | -2.28% | -2.15% | — |
Compare OPCH vs Peers
Option Care Health, Inc. (OPCH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
OPCH SEC Filings & Documents
Option Care Health, Inc. (OPCH) SEC filings — annual & quarterly reports (10-K, 10-Q)
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OPCH Frequently Asked Questions
Option Care Health, Inc. (OPCH) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Option Care Health, Inc.'s revenue?
Option Care Health, Inc. (OPCH) reported $5.67B in revenue for fiscal year 2025. This represents a 1901% increase from $283.2M in 1996.
How fast is Option Care Health, Inc. growing?
Option Care Health, Inc. (OPCH) grew revenue by 13.0% over the past year. This is steady growth.
Is OPCH profitable?
Yes, Option Care Health, Inc. (OPCH) is profitable, generating $206.2M in net income for fiscal year 2025 (3.7% net margin).
Dividend & Returns
What is OPCH's return on equity?
Option Care Health, Inc. (OPCH) has a return on equity (ROE) of 15.2%. This is reasonable for most industries.
What is Option Care Health, Inc.'s free cash flow?
Option Care Health, Inc. (OPCH) generated $244.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.