{"schema_version":"secwatch.filing_event.v1","accession":"0001014739-23-000032","form_type":"8-K","ticker":"OPCH","cik":"0001014739","company_name":"Option Care Health, Inc.","filed_at":"2023-07-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:32.872870+00:00","generated_at":"2026-06-12T23:31:52.467357+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Option Care Health Q2 beats: revenue $1.07B, adj EBITDA $110.1M; received $106M termination fee from Amedisys","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001014739-23-000032","json":"https://secwatch.observer/filing/0001014739-23-000032.json","markdown":"https://secwatch.observer/filing/0001014739-23-000032.md","text":"https://secwatch.observer/filing/0001014739-23-000032.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1014739/000101473923000032/0001014739-23-000032-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1014739/000101473923000032/bios-20230727.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T23:31:52.467357+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":"6b6213920a5c10ec995efb5adb8d232c83bc144d","claim":"Option Care Health, Inc. reported the second quarter ended June 30, 2023 results: revenue $1,069.1 million, net income $114.4 million, EPS $0.64 basic earnings per share.","evidence_excerpt":"Net revenue of $1,069.1 million, up 9.0% compared to $980.8 million in the second quarter of 2022 • Gross profit of $250.8 million, or 23.5% of net revenue, up 15.6% compared to $216.9 million, or 22.1% of net revenue, in the second quarter of 2022 • Net income of $114.4 million, or $0.64 basic earnings per share, up 237.2% compared to net income of $33.9 million, or $0.19 basic earnings per share, in the second quarter of 2022","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1014739/000101473923000032/0001014739-23-000032-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the second quarter ended June 30, 2023"},{"label":"Revenue","value":"$1,069.1 million"},{"label":"Net income","value":"$114.4 million"},{"label":"EPS","value":"$0.64 basic earnings per share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"f437a690d0c86ffd97e1f3d240aaa41950d7e553","claim":"Option Care Health, Inc. reported Full Year 2023 results: revenue $4.2 billion to $4.3 billion.","evidence_excerpt":"Updated Full Year 2023 Financial Guidance For the full year 2023, Option Care Health expects to generate: • Net Revenue of $4.2 billion to $4.3 billion • Adjusted EBITDA of $415 million to $425 million • Cash Flow from Operations of at least $350 million, inclusive of Amedisys termination fee, net of expenses","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1014739/000101473923000032/0001014739-23-000032-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full Year 2023"},{"label":"Revenue","value":"$4.2 billion to $4.3 billion"},{"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"}