{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-052099","form_type":"8-K","ticker":"OPCH","cik":"0001014739","company_name":"Option Care Health, Inc.","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:31.797800+00:00","generated_at":"2026-05-15T00:29:57.316597+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Option Care Health Q1 revenue up 1.3% to $1.35B; Adj. EBITDA down 6.3%; updates FY guidance","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-052099","json":"https://secwatch.observer/filing/0001104659-26-052099.json","markdown":"https://secwatch.observer/filing/0001104659-26-052099.md","text":"https://secwatch.observer/filing/0001104659-26-052099.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1014739/000110465926052099/0001104659-26-052099-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1014739/000110465926052099/tm2613077d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:29:57.316597+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":"3cbdfbebae9f55d857c820c195933ea64afd3521","claim":"Option Care Health, Inc. reported the first quarter ended March 31, 2026 results: revenue $1,350.7 million, net income $45.3 million, EPS $0.29. Guidance reaffirmed.","evidence_excerpt":"today financial results for the first quarter ended March 31, 2026. First Quarter 2026 Financial Highlights (year-over-year comparisons unless otherwise noted) · Net revenue of $1,350.7 million, up 1.3% · GAAP Net income of $45.3 million, down 3.0% · GAAP diluted earnings per share of $0.29, up 3.6% · Adjusted EBITDA of $104.8 million, down 6.3% · Adjusted diluted","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1014739/000110465926052099/0001104659-26-052099-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2026"},{"label":"Revenue","value":"$1,350.7 million"},{"label":"Net income","value":"$45.3 million"},{"label":"EPS","value":"$0.29"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}