earnings
confidence high
sentiment positive
materiality 0.60
Option Care Health Q4 revenue +8.8%, adjusted EPS $0.46; guides 2026 revenue $5.8-6.0B
Option Care Health, Inc.
2025-FY EPS
reported $1.27
vs consensus $0.47
▲ beat
(+171.8%)
- 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.