earnings
confidence high
sentiment positive
materiality 0.75
Option Care Health reports preliminary Q4 revenue $1.46-1.47B, FY2026 guidance $5.8-6.0B; buyback auth doubled to $1B
Option Care Health, Inc.
2025-FY EPS
reported $1.27
vs consensus $0.47
▲ beat
(+171.8%)
- 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.