OPCH · Option Care Health, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Option Care Health delivered Q2 results ahead of expectations with revenue, adjusted EBITDA, and EPS all exceeding internal plans, while narrowing full-year adjusted EBITDA to $480–$495M and EPS to $1.85–$1.92, with revenue guidance of $5.675B–$5.775B unchanged.
- + Q2 revenue, adjusted EBITDA, and EPS all came in ahead of company expectations
- + Acute portfolio posted another quarter of high-single-digit organic revenue growth ahead of the market
- + Operating cash flow reached $184M in Q2, led by working capital initiatives
- + Company repurchased $150M of shares in Q2 (~5% of shares outstanding), leaving $525M of authorization
- + SG&A declined 3% YoY to approximately 11% of revenue from expense control initiatives
- − Chronic inflammatory (CID) portfolio continues to weigh on results, with full-year revenue headwind of ~600 bps and gross profit headwind of $55M expected
- − Chronic therapy portfolio revenue was flat YoY in Q2 (only up high single digits sequentially from a reset Q1)
- − Full-year revenue guidance unchanged at $5.675B–$5.775B, with management acknowledging 'we are not satisfied with the results'
- − Some new rare/orphan therapy wins will not go live until late 2026/early 2027, delaying expected contribution
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Medical Care Facilities — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OPCH
this stock
Option Care Health, Inc.
|
$4.90B | -2.0% | +16.2% | 23.6 | 5.5% |
|
HCA
HCA Healthcare, Inc.
|
$100.91B | -2.6% | +7.1% | 15.3 | 2.2% |
|
FSNUY
Fresenius SE & Co. KGaA
|
$28.52B | -11.7% | — | — | 0.0% |
|
THC
Tenet Healthcare Corp
|
$21.45B | +34.1% | +0.9% | 10.3 | 2.3% |
|
EHC
Encompass Health Corp
|
$12.01B | +14.7% | +10.5% | 19.8 | 3.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OPCH | +0.4% | +30.3% | +12.4% | +38.8% | -2.0% |
| SPY | -1.5% | -0.9% | +7.7% | +0.5% | +12.4% |
| vs SPY | +1.8% | +31.2% | +4.7% | +38.3% | -14.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.