OPCH · Option Care Health, Inc.
$21.66
+0.58 (+2.75%)
At close · Jul 24
Market Cap
$3.40B
Shares
157.03M
Option Care Health, Inc. Earnings Call Transcripts
Every quarterly earnings call for Option Care Health, Inc. (OPCH) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲14.5%
$1.02B
$38.82M
'22 Q3
22-10-27
▲10.8%
$1.03B
$47.53M
'22 Q4
23-02-23
▲10.9%
$1.02B
$39.21M
'23 Q1
23-05-03
▲9%
$1.07B
$114.40M
'23 Q2
23-07-27
▲7.1%
$1.09B
$56.30M
'23 Q3
23-10-25
▲9.5%
$1.12B
$57.18M
'23 Q4
24-02-22
▲12.8%
$1.15B
$44.79M
'24 Q1
24-04-23
▲14.8%
$1.23B
$53.04M
'24 Q2
24-07-31
▲17%
$1.28B
$53.86M
'24 Q3
24-10-30
▲19.7%
$1.35B
$60.13M
'24 Q4
25-01-13
▲16.3%
$1.33B
$46.74M
'25 Q1
25-04-29
▲15.4%
$1.42B
$50.52M
'25 Q2
25-07-30
▲12.2%
$1.44B
$51.82M
'25 Q3
25-10-30
▲8.8%
$1.47B
$58.50M
'25 Q4
26-02-24
LATEST
▲1.3%
$1.35B
$45.34M
'26 Q1
26-04-30
Earnings call
FY26 · Q2
2026-07-29
Option Care Health Second Quarter 2026 Earnings Conference Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Option Care Health, Inc. Q1 FY2026 Earnings Call
Cautious tone
Chronic inflammatory disease (CID) census reset
Payer and site-of-care alliances
Acute therapy outperformance
Revenue
$1.35B
▲ 1.3% YoY Diluted EPS
$0.29
▲ 3.6% YoY Gross margin
19.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-24
Option Care Health, Inc. Q4 FY2025 Earnings Call
Confident tone
Capital deployment and investment spend
Growth in home and alternate site infusion therapy
Payer partnerships and site of care programs
Revenue
$1.47B*
▲ 8.8% YoY Gross margin
19.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
Option Care Health, Inc. Q3 FY2025 Earnings Call
Confident tone
Strategic M&A and adjacent markets
Leadership transition
Home and ambulatory care market trends
Revenue
$1.44B
▲ 12.2% YoY Diluted EPS
$0.32
▲ 3.2% YoY Gross margin
19.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Option Care Health, Inc. Q2 FY2025 Earnings Call
Confident tone
Revenue and earnings growth
Regulatory and policy uncertainty (MFN/most-favored-nation)
Guidance raise
Revenue
$1.42B
▲ 15.4% YoY Diluted EPS
$0.31
▲ 3.3% YoY Gross margin
19.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-29
Option Care Health, Inc. Q1 FY2025 Earnings Call
Confident tone
Tariffs and macroeconomic uncertainty
Quarterly revenue growth
Health plan partnerships
Revenue
$1.33B
▲ 16.3% YoY Diluted EPS
$0.28
▲ 7.7% YoY Gross margin
19.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-13
Option Care Health, Inc. Q4 FY2024 Earnings Call
Revenue
$1.35B*
▲ 19.7% YoY Gross margin
19.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Option Care Health, Inc. Q3 FY2024 Earnings Call
Positive tone
STELARA pricing and gross margin pressure
Quarterly financial performance
Acute therapy competitive opportunity
Revenue
$1.28B
▲ 17% YoY Diluted EPS
$0.31
▲ 0% YoY Gross margin
20.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Option Care Health, Inc. Q2 FY2024 Earnings Call
Confident tone
Subcutaneous / biosimilar transition risk
Margin pressure and gross profit headwinds
Cyberattack recovery (Change Healthcare)
Revenue
$1.23B
▲ 14.8% YoY Diluted EPS
$0.30
▼ 52.4% YoY Gross margin
20.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-23
Option Care Health, Inc. Q1 FY2024 Earnings Call
Positive tone
Change Healthcare cybersecurity incident
Cash flow and guidance
Gross margin pressure
Revenue
$1.15B
▲ 12.8% YoY Diluted EPS
$0.26
▲ 23.8% YoY Gross margin
20.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Option Care Health, Inc. Q4 FY2023 Earnings Call
Confident tone
Revenue and EBITDA Growth
2024 Guidance
Biopharma Partnerships and New Therapies
Revenue
$1.12B*
▲ 9.5% YoY Gross margin
22.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-25
Option Care Health, Inc. Q3 FY2023 Earnings Call
Revenue
$1.09B
▲ 7.1% YoY Diluted EPS
$0.31
▲ 47.6% YoY Gross margin
23.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Option Care Health, Inc. Q2 FY2023 Earnings Call
Revenue
$1.07B
▲ 9% YoY Diluted EPS
$0.63
▲ 231.6% YoY Gross margin
23.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Option Care Health, Inc. Q1 FY2023 Earnings Call
Revenue
$1.02B
▲ 10.9% YoY Diluted EPS
$0.21
▲ 23.5% YoY Gross margin
22.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-23
Option Care Health, Inc. Q4 FY2022 Earnings Call
Revenue
$1.03B*
▲ 10.8% YoY Gross margin
22.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-27
Option Care Health, Inc. Q3 FY2022 Earnings Call
Revenue
$1.02B
▲ 14.5% YoY Diluted EPS
$0.21
▲ 5% YoY Gross margin
21.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
Option Care Health, Inc. Q2 FY2022 Earnings Call
Revenue
$980.82M
▲ 14% YoY Diluted EPS
$0.19
▲ 5.6% YoY Gross margin
22.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
Option Care Health, Inc. Q1 FY2022 Earnings Call
Revenue
$915.78M
▲ 20.6% YoY Diluted EPS
$0.17
Gross margin
21.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-23
Option Care Health, Inc. Q4 FY2021 Earnings Call
Revenue
$927.19M*
▲ 15.2% YoY Gross margin
22.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Option Care Health, Inc. Q3 FY2021 Earnings Call
Revenue
$891.94M
▲ 14.1% YoY Diluted EPS
$0.20
▲ 1900% YoY Gross margin
22.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-03
Option Care Health, Inc. Q2 FY2021 Earnings Call
Revenue
$860.27M
▲ 16.1% YoY Diluted EPS
$0.18
Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Option Care Health, Inc. Q1 FY2021 Earnings Call
Revenue
$759.24M
▲ 7.6% YoY Diluted EPS
$-0.02
Gross margin
21.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-03-11
Option Care Health, Inc. Q4 FY2020 Earnings Call
Revenue
$804.71M
▲ 11.6% YoY Diluted EPS
$0.10
Gross margin
22.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-03
Option Care Health, Inc. Q3 FY2020 Earnings Call
Revenue
$781.61M
▲ 26.9% YoY Diluted EPS
$0.01
Gross margin
22.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-20
Option Care Health, Inc. Q2 FY2020 Earnings Call
Revenue
$740.85M
▲ 49% YoY Diluted EPS
$-0.04
Gross margin
22.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Option Care Health, Inc. Q1 FY2020 Earnings Call
Revenue
$705.44M
▲ 48% YoY Diluted EPS
$-0.11
Gross margin
22.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-03-05
Option Care Health, Inc. Q4 FY2019 Earnings Call
Revenue
$720.78M
▲ 42.5% YoY Diluted EPS
$-0.09
Gross margin
24.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1014739
CUSIP
68404L201
13F (30d)
60 filings
60 filers
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