{"filings":[{"id":609076,"accession_number":"0001014739-26-000017","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2026-05-22T20:00:25+00:00","items":["5.07","9.01"],"status":"ready","headline":"Option Care Health shareholders elect all director nominees, ratify KPMG, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Nine director nominees elected with >143M votes each; broker non-votes ~4.9M for all.","KPMG ratification passed: 149,076,945 for, 1,132,306 against, 49,362 abstain.","Non-binding advisory approval of executive compensation: 141,106,639 for, 4,192,721 against.","Meeting held May 20, 2026; all proposals approved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":22247,"accession_number":"0001104659-26-058979","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2026-05-12T11:00:24+00:00","items":["7.01","9.01"],"status":"ready","headline":"Option Care Health presents at Bank of America Health Care Conference; no material new disclosure","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Management participated in Bank of America Health Care Conference on May 12, 2026.","Investor presentation filed as Exhibit 99.1, available on IR website.","No financial results, guidance changes, or material events disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90597,"accession_number":"0001014739-26-000014","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Option Care Health Chief Growth Officer Christopher Grashoff to depart May 8","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christopher L. Grashoff to depart as Chief Growth Officer effective May 8, 2026.","No successor named in the filing.","Eligible for severance under Amended and Restated Executive Severance Plan, subject to release and covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90596,"accession_number":"0001104659-26-052099","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Option Care Health Q1 revenue up 1.3% to $1.35B; Adj. EBITDA down 6.3%; updates FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.29 (+3.6% YoY); adjusted diluted EPS $0.40 (flat).","Adjusted EBITDA $104.8M (-6.3% YoY); net revenue $1.3507B (+1.3% YoY).","Updated FY2026 guidance: net revenue $5.675B-$5.775B; adj. EBITDA $480M-$505M.","CEO cites mixed performance and 'not satisfied with revenue growth momentum.'","Expanded revolver to $850M from $400M; repurchased $17.5M of stock in quarter."],"consensus_eps_estimate":0.3793,"consensus_eps_actual":0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":1350654000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90595,"accession_number":"0001104659-26-039171","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2026-04-02T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Option Care Health ups revolving credit facility by $450M to $850M total","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered Fifth Amendment to First Lien Credit Agreement on March 30, 2026.","Added $450M in new revolving commitments, raising total revolver to $850M.","Incremental lenders include BofA, JPMorgan, Truist, Citizens, Goldman Sachs, Morgan Stanley, U.S. Bank.","All existing guarantees and security interests reaffirmed; no event of default.","Conditions precedent satisfied, including solvency certificate and legal opinion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100257,"accession_number":"0001014739-26-000005","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q4 revenue +8.8%, adjusted EPS $0.46; guides 2026 revenue $5.8-6.0B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $1,465.4M (+8.8% YoY); GAAP EPS $0.37 (+5.7%); adjusted EPS $0.46 (+4.5%).","Full-year 2025 revenue $5,649.5M (+13% YoY); adjusted EBITDA $471.3M (+6.2%); adjusted EPS $1.72 (+8.9%).","Repurchased $307M of stock in 2025 ($95M in Q4).","FY 2026 guidance: revenue $5.8-6.0B, adjusted EPS $1.82-1.92, adjusted EBITDA $480-505M.","Served over 315,000 patients in 2025; CEO cites positive long-term trends."],"consensus_eps_estimate":0.4673,"consensus_eps_actual":1.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":5649519000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100256,"accession_number":"0001104659-26-002887","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Option Care Health reports preliminary Q4 revenue $1.46-1.47B, FY2026 guidance $5.8-6.0B; buyback auth doubled to $1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 preliminary net revenue $1.46-1.47B; GAAP diluted EPS $0.37-0.39; adj. diluted EPS $0.46-0.49.","FY 2025 preliminary net revenue $5.645-5.655B; GAAP diluted EPS $1.27-1.29; adj. diluted EPS $1.72-1.76.","FY 2026 guidance: net revenue $5.8-6.0B; adj. diluted EPS $1.82-1.92; adj. EBITDA $480-505M.","Board increased share repurchase authorization from $500M to $1.0B; repurchased $307M in FY 2025.","Cash flow from operations in FY 2025 below $320M; buyback capacity before expansion was ~$193M."],"consensus_eps_estimate":0.4673,"consensus_eps_actual":1.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":5649519000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116589,"accession_number":"0001014739-25-000043","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q3 revenue up 12.2% to $1.44B; adjusted EPS $0.45 (+9.8%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $1,435M (+12.2% YoY); adjusted diluted EPS $0.45 (+9.8%).","Net income $51.8M (-3.8%); GAAP EPS $0.32 (+3.2%).","Repurchased $62.5M of stock in Q3; YTD operating cash flow $222.6M.","Updated FY2025 guidance: revenue $5.60-5.65B, adj. EPS $1.68-1.72, adj. EBITDA $468-473M."],"consensus_eps_estimate":0.4386,"consensus_eps_actual":0.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":4184073000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133035,"accession_number":"0001104659-25-093337","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2025-09-25T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Option Care Health refinances term loans at lower rate, adds $49.6M incremental debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Fourth Amendment to credit agreement: existing term loans refinanced with new Term SOFR +1.75% loans maturing Sept 2025 + 7 years.","Incremental term loans of $49.6M incurred at same rate and maturity as refinancing term loans.","Revolving credit commitments extended to 5 years from effective date; springing maturity tied to unsecured notes.","Post-amendment first lien term loan principal ~$678M.","Proceeds used to repay existing term loans, pay fees, and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133034,"accession_number":"0001104659-25-080912","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2025-08-20T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Option Care Health names Meenal Sethna CFO effective Oct 1; Shapiro steps down after 10 years","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Meenal Sethna appointed EVP/CFO effective Oct 1, 2025, succeeding Mike Shapiro who becomes Strategic Advisor through Q1 2026.","Sethna's compensation: base salary $655K, target cash incentive 90% of base, LTI target $2.4M, plus $1.5M RSU vesting in 3 years.","Shapiro's base salary reduced from $615K to $246K in his transition role; remains eligible for FY2025 cash incentive.","Sethna most recently was EVP/CFO at Littelfuse (2016-2025); previously VP/Corporate Controller at Illinois Tool Works."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133033,"accession_number":"0001014739-25-000034","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q2 revenue up 15.4% to $1.42B; adjusted EPS $0.41, up 10.8% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $1,416.1M (+15.4% YoY); gross profit $269.0M (19.0% margin vs 20.3%).","Net income $50.5M ($0.31 diluted EPS) vs $53.0M ($0.30) prior; adjusted net income $67.5M ($0.41).","Adjusted EBITDA $114.0M, up 5.2% from $108.4M in Q2 2024.","FY2025 guidance: revenue $5.50B-$5.65B, adjusted EPS $1.65-$1.72, EBITDA $465M-$475M.","Repurchased ~$50M of stock in Q2 2025."],"consensus_eps_estimate":0.3949,"consensus_eps_actual":0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":2749057000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149616,"accession_number":"0001014739-25-000028","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Option Care Health shareholders approve charter amendments, re-elect directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders elected all 11 director nominees; top vote-getter Rademacher with 148.8M for.","Ratified KPMG as auditor for FY2025; 154.9M for, 564.8K against.","Approved non-binding say-on-pay with 145.8M for, 3.6M against.","Approved charter amendment granting special meeting rights to stockholders (148.9M for).","Approved officer exculpation amendment (139.1M for) and removal of legacy HC Group provisions (149.3M for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149615,"accession_number":"0001014739-25-000018","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q1 revenue +16.3% to $1.33B; 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EPS $0.40 (+14.3%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $1,333M, up 16.3% YoY; net income $46.7M, diluted EPS $0.28.","Adjusted net income $67.1M, adjusted diluted EPS $0.40, up 14.3% vs $0.35 Q1 2024.","Adjusted EBITDA $111.8M, up 13.7% from $98.3M in prior-year quarter.","Repurchased $100M of stock in Q1 2025; cash used in ops improved to -$7.2M from -$68.8M.","FY2025 guidance: revenue $5.4-5.6B, adj. EPS $1.61-1.70, adj. EBITDA $455-470M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":1332972000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168674,"accession_number":"0001014739-25-000008","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q4 revenue up 19.7% to $1.346B; issues FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 revenue $1,346.4M (+19.7% YoY); adjusted diluted EPS $0.44 (+15.8% YoY).","FY2024 revenue $4,998.2M (+16.2%); adjusted diluted EPS $1.58 (+10.5% YoY).","FY2025 guidance: revenue $5.3B-$5.5B; adjusted EPS $1.59-$1.69; adjusted EBITDA $450M-$470M.","Q4 2024 stock repurchases of approx. $90.0M; cash flow from operations $36.1M (-29.1% YoY).","Gross margin compressed to 19.9% (Q4) and 20.3% (FY) vs 22.0% and 22.8% in prior periods."],"consensus_eps_estimate":null,"consensus_eps_actual":1.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":4998202000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168673,"accession_number":"0001104659-25-002847","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2025-01-13T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Option Care Health reports preliminary Q4/FY2024 results, FY2025 guidance, and $500M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 net revenue $1.34-1.35B (+19-20% YoY); diluted EPS $0.33-0.36; adjusted diluted EPS $0.42-0.45.","FY2024 net revenue ~$5.0B (+16% YoY); adjusted EBITDA $441-444M; cash from ops at least $300M.","FY2025 guidance: net revenue $5.2-5.4B, adjusted EBITDA $445-465M, adjusted EPS $1.59-1.69.","FY2025 guidance includes ~$60-70M negative gross profit impact from Stelara pricing adjustments.","Board authorized new $500M share repurchase program with no expiration; prior $90M program completed in Q4 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":1.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":4998202000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185783,"accession_number":"0001014739-24-000048","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q3 revenue up 17% but EPS flat; cuts FY2024 guidance on IV bag supply disruption","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue of $1,278.5M (+17.0% YoY); gross margin fell to 20.1% from 23.3%.","Diluted EPS $0.31 (GAAP) and adjusted diluted EPS $0.41, both roughly flat YoY.","Adjusted EBITDA of $115.6M (+5.3% YoY); operating cash flow $160.4M vs $61.0M.","Hurricane Helene disrupted IV solution bag supply; expects negative Q4 impact.","FY2024 guidance trimmed: revenue $4.9B-$4.95B, Adj. EBITDA $438M-$443M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":3651784000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202352,"accession_number":"0001014739-24-000041","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2024-09-06T23:59:59+00:00","items":["5.02","5.03","9.01"],"status":"ready","headline":"Option Care Health director John Arlotta resigns; board tightens shareholder nomination procedures","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Director John J. Arlotta resigned effective Sept. 6, 2024; no disagreement with company operations or policies.","Board adopted Fifth Amended and Restated By-Laws on Sept. 5, 2024, effective immediately.","Amended by-laws modify disclosure requirements for stockholder director nominations and proposals.","Changes include eliminating prior 10-year consulting/nomination agreement disclosure and clarifying definitions.","Also make ministerial and conforming changes to procedural mechanics."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202351,"accession_number":"0001014739-24-000032","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q2 2024: revenue +14.8% to $1.23B; net income down 53.6% to $53M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue of $1,227.2M, up 14.8% YoY; net income of $53.0M ($0.30 EPS) vs $114.4M ($0.63 EPS) in Q2 2023.","Adjusted EBITDA of $108.4M, down 1.5% from $110.1M; gross margin fell to 20.3% from 23.5%.","FY 2024 guidance: revenue $4.75-4.85B, adjusted EBITDA $435-450M, cash from ops at least $300M.","Repurchased ~$78.1M of stock during Q2; amended credit facility to lower interest rate and add $50M liquidity.","Q2 2023 results included a $62.8M termination payment from Amedisys; adjusting, core operations showed margin pressure."],"consensus_eps_estimate":null,"consensus_eps_actual":0.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":2373238000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218471,"accession_number":"0001014739-24-000025","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2024-05-17T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"Option Care Health shareholders approve 4M share equity plan increase, reelect directors","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amended 2018 Plan approved: share reserve increased by 4,000,000 shares; plan term extended to May 15, 2034.","All 12 director nominees elected; advisory say-on-pay passed with ~50.6% of votes cast in favor (78.7M for, 76.9M against).","KPMG LLP ratified as independent auditor for FY2024 (161.1M for, 1.1M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218470,"accession_number":"0001104659-24-059895","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2024-05-10T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Option Care Health reduces Term B loan spread by 50bps, adds $50M incremental term loans","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Interest rate on Term B loans lowered from Term SOFR + 2.75% to Term SOFR + 2.25%, credit spread adjustment removed.","Incurred $50 million in new incremental term loans at same reduced interest rate.","Existing $586.5M Term B loans exchanged for Replacement Term Loans under amended terms.","Non-consenting lenders replaced; all conditions to amendment satisfied as of May 8, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218469,"accession_number":"0001014739-24-000019","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2024-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q1 revenue up 12.8% to $1.146B; EPS $0.26; cash flow hit by cyber incident","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $1,146.1M (+12.8% YoY); net income $44.8M ($0.26 EPS) vs $39.2M ($0.21) YoY.","Gross margin narrowed to 20.8% from 22.5%; adjusted EBITDA $98.3M (+4.8% YoY).","Cash flow from operations $(68.8)M vs $89.8M a year ago; cited Change Healthcare cyber incident.","Completed $40M in stock repurchases; full-year guidance: rev $4.65B-$4.8B, adj EBITDA $430M-$450M.","Received 2024 Gallup Exceptional Workplace Award."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":1146052000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238374,"accession_number":"0001014739-24-000013","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2024-03-14T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Option Care Health disruption from Change Healthcare cyber incident; >50% claims unprocessed","summary_kind":"llm","event_type":"cyber","confidence":"high","bullets":["More than half of claims for services since Feb 21 remain unprocessed due to Change Healthcare outage.","No unauthorized access to Option Care systems identified; disconnected from Change Healthcare apps on Feb 21.","Near-term impacts: cash flow/working capital constraints, billing/collection inefficiencies, higher net interest expense.","Maintains strong liquidity; no draws on $400M revolver; continuing to serve existing and new patients.","Cannot predict ultimate impact; working on alternative processes to minimize disruption."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238373,"accession_number":"0001014739-24-000007","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q4 revenue up 9.5% to $1.12B; EPS $0.32; FY guides $4.6-4.8B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $1,124.4M (+9.5% YoY); net income $57.2M ($0.32 EPS) vs $47.5M ($0.26 EPS).","Full-year 2023 revenue $4,302.3M (+9.1%); net income $267.1M ($1.48 diluted EPS) vs $150.6M ($0.83 EPS).","FY 2024 guidance: revenue $4.6B-$4.8B; Adjusted EBITDA $425M-$450M; cash from ops ≥$300M.","Board authorized $250M additional share repurchase after completing prior $250M authorization.","Adjusted EBITDA Q4 $111.6M (+18.4% YoY); FY $425.2M (+24% YoY); cash flow from ops FY $371.3M (+38.8%)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":4302324000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255867,"accession_number":"0001104659-23-130458","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2023-12-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Option Care Health appoints two new directors; Sahney resigns; Denness separation finalized","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Barbara Bodem (former DENTSPLY SIRONA CFO) and Norman Wright (ex-UHG exec) join board effective Jan 2, 2024; Bodem on Audit & Nominating, Wright on Compensation & Nominating.","Nitin Sahney resigns from board effective Jan 1, 2024; no disagreement cited.","Former CCO Richard Denness to serve as special advisor through Mar 31, 2024; receives base salary, target bonus ($358,440), and continued equity vesting during transition.","Post-separation: 9 months base salary severance and COBRA reimbursement; subject to non-compete (12 months) and non-solicit (18 months) covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255866,"accession_number":"0001104659-23-125031","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2023-12-11T23:59:59+00:00","items":["1.01","1.02","2.03","5.02","5.03","9.01"],"status":"ready","headline":"Option Care Health enters $400M revolver, adopts new severance plan, CCO departs","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Entered $400M New Revolver Facility (SOFR+1.75% initial) maturing Dec 2028; terminated existing ABL facility.","Adopted Amended Executive Severance Plan: CEO 2.0x/CFO 1.5x/others 1.25x salary outside CIC; higher multiples inside CIC.","Richard Denness ceased as CCO effective Dec 7, 2023; to remain non-executive employee through Mar 31, 2024.","Board adopted non-qualified deferred compensation plan allowing deferral of salary/bonus and company contributions.","By-laws amended to add proxy access for 3% holders for ≥3 yrs, align with universal proxy rules, and other updates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255865,"accession_number":"0001014739-23-000040","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q3 net income up 45% to $56.3M; guides FY23 revenue $4.23B-$4.28B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $1,093.0M (+7.1% YoY); gross profit margin expanded to 23.3% from 21.4%.","Net income $56.3M ($0.31 basic EPS) vs $38.8M ($0.21) in Q3 2022, +45%.","Adjusted EBITDA $109.8M, up 28.2% YoY; cash flow from operations $61.0M.","FY2023 guidance: net revenue $4.23B-$4.28B, Adj. EBITDA $420M-$425M, CFO at least $350M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":3177934000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273284,"accession_number":"0001014739-23-000032","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q2 beats: revenue $1.07B, adj EBITDA $110.1M; received $106M termination fee from Amedisys","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $1,069.1M (+9% YoY); gross profit $250.8M (23.5% of revenue) up 15.6%.","Net income $114.4M ($0.64 basic EPS) vs $33.9M ($0.19) in prior year, up 237%.","Adjusted EBITDA $110.1M (+29.2% YoY); cash flow from operations $169.5M.","Received $106.0M termination fee from Amedisys after rescinding merger agreement.","Updated FY2023 guidance: revenue $4.2-4.3B, adj. EBITDA $415-425M, CFO at least $350M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":2084920000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290221,"accession_number":"0001104659-23-074575","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2023-06-26T23:59:59+00:00","items":["1.02","1.01","7.01","9.01"],"status":"ready","headline":"Option Care Health terminates merger with Amedisys, receives $106M termination fee","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Option Care Health received $106M cash termination fee from Amedisys upon mutual termination of merger agreement.","Merger Agreement, announced May 3, 2023, terminated June 26, 2023; mutual release of all claims.","CEO John Rademacher cites disciplined acquisition approach and confidence in growth trajectory.","Option Care Health will incorporate termination fee into capital allocation strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290220,"accession_number":"0001104659-23-073117","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2023-06-21T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"HSR waiting period for Option Care Health/Amedisys merger expired June 16","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["HSR Act waiting period with respect to the Amedisys merger expired on June 16, 2023.","Completion of the merger remains subject to stockholder approvals and other closing conditions.","Merger agreement was entered into on May 3, 2023; Amedisys to become wholly owned subsidiary.","Option Care Health and Amedisys have filed S-4 registration statement; definitive proxy/prospectus not yet effective."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290219,"accession_number":"0001014739-23-000022","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2023-05-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Option Care Health shareholders elect all 10 director nominees, ratify KPMG","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 10 director nominees elected; John J. Arlotta received 144M \"For\" votes vs 14.4M withheld.","Ratification of KPMG as auditor: 164.9M for, 437k against, 75k abstain.","Non-binding advisory approval of executive compensation passed with 153.9M for, 4.5M against.","Advisory vote on frequency: 155.3M voted for 1-year frequency; board adopted annual say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290218,"accession_number":"0001104659-23-055567","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["1.01","7.01","8.01","9.01"],"status":"ready","headline":"Option Care Health to acquire Amedisys in all-stock deal valued at ~$3.6B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Amedisys stockholders receive 3.0213 OPCH shares per AMED share, ~$97.38/AMED based on May 2 close, a 26% premium.","Combined 2022 revenue ~$6.2B, adjusted EBITDA ~$622M; OPCH holders own ~64.5%, AMED holders ~35.5%.","Expected annual run-rate synergies of ~$75M by year three (~$50M cost, ~$25M revenue).","Board to expand to 10 directors; three Amedisys directors appointed post-close.","Goldman Sachs committed $450M bridge loan facility for Amedisys debt refinancing and transaction costs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290217,"accession_number":"0001014739-23-000015","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health beats Q1 estimates, raises FY guidance, announces Amedisys merger","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Net revenue $1,015.8M (+10.9% YoY); net income $39.2M ($0.22 EPS), up 29.5%.","Adjusted EBITDA $93.8M (+20.6%); cash flow from ops $89.8M vs $32.7M.","FY 2023 guidance raised: net revenue $4.15B-$4.375B, Adjusted EBITDA $380M-$395M.","Completed $75M stock repurchase in Q1.","Entered definitive agreement to combine with Amedisys (details in separate release)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311137,"accession_number":"0001104659-23-028416","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2023-03-03T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Option Care Health repurchases $75M shares from HC Group Holdings, underwrites 13M share offering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchased 2,475,166 shares from HC Group Holdings I, LLC for $75M at $30.301 per share.","Entered underwriting agreement with Goldman Sachs for secondary offering of 13M shares at $30.75 per share.","Selling stockholder HC Group Holdings sold shares; company received no proceeds from the offering.","Lock-up agreements prohibit sale of company securities for 30 days for executives and selling stockholder.","Repurchase funded with cash on hand; repurchased shares will be held in treasury."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311136,"accession_number":"0001014739-23-000007","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2023-02-23T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Option Care Health Q4 revenue up 10.8% to $1.03B; 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previously SVP Patient Registration.","Whitworth's base salary raised to $550,000 and target cash incentive set at 90% of base salary.","No event of default occurred; all guarantees and security interests reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329745,"accession_number":"0001014739-22-000046","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2022-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q3 revenue up 14.5% to $1.02B; EPS $0.21; raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $1,020.9M, up 14.5% YoY; gross margin 21.4% vs 22.8% in Q3 2021.","Net income $38.8M ($0.21 diluted EPS) vs $35.5M ($0.20) a year ago.","Adjusted EBITDA $85.6M (8.4% of revenue), up 9.8% from $78.0M.","FY2022 guidance: net revenue $3.90-3.95B, adj. EBITDA $336-341M, cash from ops ≥$250M.","Acquired Rochester Home Infusion for $27.4M in cash; cash balance $255.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":2917522000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347314,"accession_number":"0001014739-22-000040","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2022-09-30T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Option Care Health adopts amended bylaws with updated director nomination procedures and exclusive forum provision","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Revised procedures and disclosure requirements for director nominations and stockholder proposals at annual/special meetings.","Stockholders using Universal Proxy Rules must provide evidence of Rule 14a-19 compliance no later than 8 business days before the meeting.","Board granted greater flexibility to delegate authority to committees.","Designated the U.S. District Court for the District of Delaware as exclusive forum for Securities Act claims against the company.","Technical, modernizing, and clarifying changes adopted effective September 29, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347313,"accession_number":"0001104659-22-092545","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2022-08-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Option Care Health selling stockholder to offer 11M shares at $33.25; company gets no proceeds","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Secondary public offering of 11,000,000 shares of common stock at $33.25 per share.","Selling stockholder HC Group Holdings I, LLC; company will not receive any proceeds.","Underwriting agreement with Goldman Sachs & Co. LLC; offering closed August 18, 2022.","45-day lock-up agreements for selling stockholder, executive officers, and certain directors.","Shares sold under existing effective shelf registration statement (File No. 333-239504)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347312,"accession_number":"0001014739-22-000032","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2022-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q2 revenue up 14% to $980.8M; raises FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $980.8M (+14% YoY); net income $33.9M ($0.19 EPS) vs $31.8M ($0.18 EPS).","Adjusted EBITDA $85.2M (8.7% of rev), up 17% from $72.8M; cash from ops $104.4M.","Completed $60M acquisition of Specialty Pharmacy Nursing Network with cash on hand.","FY2022 guidance raised: revenue $3.85B-$3.95B; adj. EBITDA $330M-$342M; op. cash ≥$250M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":1896604000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363755,"accession_number":"0001014739-22-000028","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2022-05-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Option Care Health shareholders elect all 13 directors, ratify KPMG, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 13 director nominees elected with between 98.25% and 99.83% of votes cast (excluding broker non-votes).","Ratification of KPMG as auditor for FY2022 passed with 99.96% of votes cast (167.7M for, 24.6K against).","Non-binding advisory approval of executive compensation passed with 98.57% of votes cast (159.7M for, 2.3M against).","Broker non-votes ranged from 5.8M on director and say-on-pay items; no broker non-votes on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363754,"accession_number":"0001014739-22-000022","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2022-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q1 revenue $915.8M (+20.6% YoY); net income $30.3M vs loss","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $30.3M ($0.17 EPS) compared to net loss of $2.9M ($0.02 loss) in Q1 2021.","Adjusted EBITDA of $77.8M, up 48.9% from $52.2M in Q1 2021.","Cash flow from operations of $32.7M vs $18.4M in prior year; cash balance $145.6M.","Full-year 2022 guidance: net revenue $3.75B-$3.9B; adjusted EBITDA $320M-$335M.","CEO cites execution despite pandemic disruption and expects productive 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":915784000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383523,"accession_number":"0001014739-22-000016","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2022-03-29T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Option Care Health COO Harriet Booker resigns, will assist transition","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Harriet Booker notified resignation as COO on March 25, 2022; accepted same day.","She will remain employed for a transition period; no permanent replacement named.","Departure is not related to any disagreement with company policies or operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383522,"accession_number":"0001014739-22-000006","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2022-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q4 revenue up 15.2% to $927M; EPS $0.42; two acquisitions","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $927.2M (+15.2%); net income $75.5M ($0.42 EPS incl. $0.17 one-time tax benefit) vs $17.8M ($0.10) prior year.","Full-year 2021 revenue $3,438.6M (+13.4%); net income $139.9M ($0.78 EPS) vs. loss of $8.1M in 2020.","Adjusted EBITDA Q4 $86.8M (+28.3%); full-year $289.8M (+30.7%); operating cash flow $208.6M (+63.7%).","Acquired Infinity Infusion ($50M) and Wasatch ($17.8M) in Dec 2021; entered definitive agreement to acquire SPNN in 2022.","FY 2022 guidance: revenue $3.65B-$3.85B; adjusted EBITDA $310M-$330M; operating cash flow ≥$230M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":3438640000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401332,"accession_number":"0001014739-21-000058","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2021-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Option Care Health Q3 revenue $891.9M (+14.1% YoY); raises FY adj. EBITDA guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $891.9M, up 14.1% YoY; gross profit $203.0M (22.8% margin).","Net income $35.5M ($0.20 EPS) vs $1.7M ($0.01 EPS) in Q3 2020.","Adjusted EBITDA $78.0M, up 31.7% YoY; cash flow from operations $51.2M.","FY 2021 guidance: revenue unchanged $3.35-3.50B; adj. EBITDA raised to $283-288M; op. cash flow at least $180M.","CEO highlighted pending acquisition of Infinity Infusion Nursing for future growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":2511446000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401331,"accession_number":"0001104659-21-131786","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2021-10-29T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Option Care Health issues $500M 4.375% senior notes due 2029, refinances $600M term loan to 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $500M aggregate principal of 4.375% senior notes due 2029 at 100% issue price.","Entered new $600M first lien term loan facility maturing October 2028, LIBOR+2.75% margin.","Amended ABL revolving credit facility, extending maturity to October 2026 and lowering margin.","Proceeds used to refinance existing first lien term loan B facility and pay fees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401330,"accession_number":"0001104659-21-129159","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2021-10-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Option Care Health prices $500M 4.375% senior notes due 2029 and $600M amended term loan B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $500M aggregate principal of 4.375% senior notes due 2029 at 100% of par.","Concurrently priced $600M amended and restated term loan B facility.","Proceeds will refinance existing first lien term loan B facility and pay related fees.","Closing expected on or about October 27, 2021, subject to customary conditions.","Notes are unsecured senior obligations; offering is exempt from registration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401329,"accession_number":"0001104659-21-127871","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2021-10-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Option Care Health intends to offer $500M senior notes and refinance $600M term loan","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M aggregate principal of senior notes due 2029.","Concurrent $600M refinancing of first lien term loan; 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Adjusted EBITDA $76-79M, up 28-34% YoY.","Cash flow from operations ~$50-52M; ending cash ~$200M at Sept 30.","Full Q3 results to be released on Nov 4, 2021; conference call scheduled."],"consensus_eps_estimate":null,"consensus_eps_actual":0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":2511446000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":420292,"accession_number":"0001014739-21-000051","cik":1014739,"company_name":"Option Care Health, Inc.","ticker":"OPCH","form_type":"8-K","filed_at":"2021-09-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Option Care Health GC Clifford Berman to retire March 31, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["SVP, General Counsel and Corporate Secretary Clifford Berman, age 62, will retire on March 31, 2022.","Berman will continue in current duties until retirement; 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Company will not receive any proceeds from the sale.","Underwriting agreement with Goldman Sachs includes customary representations and indemnification.","Lock-up agreements for 30 days apply to the selling stockholder, executive officers, and certain directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3379231625.970425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-09-09T23:59:59+00:00|420291"}