{"schema_version":"secwatch.filing_event.v1","accession":"0001014739-23-000015","form_type":"8-K","ticker":"OPCH","cik":"0001014739","company_name":"Option Care Health, Inc.","filed_at":"2023-05-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:37.606253+00:00","generated_at":"2026-06-15T23:55:27.410385+00:00","sec_items":["2.02","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Option Care Health beats Q1 estimates, raises FY guidance, announces Amedisys merger","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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001014739-23-000015","json":"https://secwatch.observer/filing/0001014739-23-000015.json","markdown":"https://secwatch.observer/filing/0001014739-23-000015.md","text":"https://secwatch.observer/filing/0001014739-23-000015.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1014739/000101473923000015/0001014739-23-000015-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1014739/000101473923000015/bios-20230503.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T23:55:27.410385+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"c0c39dbacc11f2a5e61a3c9c13da55d1872aa065","claim":"Option Care Health, Inc. reported first quarter ended March 31, 2023 results: revenue Net revenue of $1,015.8 million, net income Net income of $39.2 million, EPS $0.22 basic earnings per share. Guidance raised.","evidence_excerpt":"Net revenue of $1,015.8 million, up 10.9% compared to $915.8 million in the first quarter of 2022 • Gross profit of $229.0 million, or 22.5% of net revenue, up 14.0% compared to $200.9 million, or 21.9% of net revenue, in the first quarter of 2022 • Net income of $39.2 million, or $0.22 basic earnings per share, up 29.5% compared to net income of $30.3 million, or $0.17 basics earnings per share, in the first quarter of 2022","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1014739/000101473923000015/0001014739-23-000015-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2023"},{"label":"Revenue","value":"Net revenue of $1,015.8 million"},{"label":"Net income","value":"Net income of $39.2 million"},{"label":"EPS","value":"$0.22 basic earnings per share"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"e71c171332dba34a1506b0a1860703ceae795e91","claim":"Option Care Health, Inc. reported full year 2023 results: revenue Net Revenue of $4.15 billion to $4.375 billion. Guidance raised.","evidence_excerpt":"Net Revenue of $4.15 billion to $4.375 billion • Adjusted EBITDA of $380 million to $395 million • Cash Flow from Operations of at least $240 million Additionally, the Company continues to anticipate an effective tax rate of 27% - 29% and net interest expense of approximately $61.0 million to $65.0 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1014739/000101473923000015/0001014739-23-000015-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2023"},{"label":"Revenue","value":"Net Revenue of $4.15 billion to $4.375 billion"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}