earnings
confidence high
sentiment negative
materiality 0.70
Option Care Health Q1 revenue up 1.3% to $1.35B; Adj. EBITDA down 6.3%; updates FY guidance
Option Care Health, Inc.
2026-Q1 EPS
reported $0.29
vs consensus $0.38
▼ miss
(-23.5%)
- GAAP diluted EPS $0.29 (+3.6% YoY); adjusted diluted EPS $0.40 (flat).
- Adjusted EBITDA $104.8M (-6.3% YoY); net revenue $1.3507B (+1.3% YoY).
- Updated FY2026 guidance: net revenue $5.675B-$5.775B; adj. EBITDA $480M-$505M.
- CEO cites mixed performance and 'not satisfied with revenue growth momentum.'
- Expanded revolver to $850M from $400M; repurchased $17.5M of stock in quarter.