earnings
confidence high
sentiment positive
materiality 0.80
Option Care Health reports preliminary Q4/FY2024 results, FY2025 guidance, and $500M buyback
Option Care Health, Inc.
2024-FY EPS reported
$1.23
revenue$4,998,202,000
- 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.