Option Care Health Inc
NASDAQ:OPCH

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Option Care Health Inc
NASDAQ:OPCH
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Price: 33.09 USD 2.7%
Market Cap: 5.3B USD

Option Care Health Inc
Investor Relations

Option Care Health Inc., nestled at the crossroads of healthcare services and cutting-edge pharmaceutical distribution, has carved a niche for itself in the burgeoning field of home and alternate-site infusion services. A pivotal player in this specialized sector, the company serves as a critical link between intricate medical therapies and the comfort of patients' homes. At its core, Option Care Health orchestrates a complex symphony of pharmaceuticals, skilled nursing, and patient convenience. By leveraging a network of healthcare professionals and state-of-the-art infusion pharmacies, the company enables patients requiring intravenous therapies for conditions ranging from chronic diseases to severe infections to receive care outside the traditional hospital setting. This model not only affords greater patient freedom and personalized care but also lends financial efficiencies to the healthcare system at large by reducing the need for expensive hospital stays.

Financially, the company's strength lies in its ability to integrate comprehensive health services with robust logistical operations. Option Care Health generates revenue primarily by billing insurers — including Medicare, Medicaid, and private insurance companies — for providing these specialized services. With an eye on scalability, the company continuously invests in technology and staff training to enhance operational efficiency and patient satisfaction. This strategic approach not only ensures high-quality care delivery but also fortifies its market position. By staying attuned to healthcare trends, such as the increasing demand for at-home medical care driven by an aging population and advancements in medical technology, Option Care Health retains its role as a forward-thinking entity poised for sustainable growth in an ever-evolving industry landscape.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 30, 2025
AI Summary
Q3 2025

Strong Revenue Growth: Option Care Health reported 12% revenue growth in Q3, driven by mid-teens acute therapy growth and low double-digit chronic therapy growth.

Guidance Raised: The company raised midpoints for full-year 2025 revenue, adjusted EBITDA, and adjusted EPS guidance, signaling continued confidence in execution.

Stelara Headwind: The adoption of Stelara biosimilars caused a notable gross margin and revenue headwind, with an expected $70 million impact for the full year.

Cash Flow & Capital Allocation: Year-to-date cash flow from operations reached $223 million, and the company continues to prioritize internal investments, tuck-in M&A, and shareholder returns.

Strategic Initiatives: Investments were made in new infusion clinics, technology, and the advanced practitioner model; integration of the Intramed Plus acquisition is performing well.

Competitive Position: The company is benefiting from provider exits in the market, expanding payer partnerships, and leveraging its national scale and local responsiveness.

Key Financials
Revenue
$5.6B to $5.65B
Gross Profit
$273M
Adjusted EBITDA
$119.5M
Adjusted EBITDA Margin
8.3%
Adjusted EPS
$0.45
Cash Flow from Operations
$223M year-to-date
Net Debt to Adjusted EBITDA Leverage
1.9x
Share Repurchases
$62M in Q3
Stelara Impact
$65M to $70M for 2025
Nursing Visits
175,000+ in Q3 (34% in infusion suites); 55,000 by Naven Health
Infusion Facilities
175 (24 advanced practitioner-capable)
Earnings Call Recording
Other Earnings Calls

Management

Mr. Michael H. Shapiro
Executive VP & CFO
No Bio Available
Mr. Luke Whitworth
Chief Operating Officer
No Bio Available
Mr. Collin G. Smyser
General Counsel & Corporate Secretary
No Bio Available
Mr. Michael Bavaro
Chief Human Resources & Chief Diversity Officer
No Bio Available
Ms. Nicole Maggio
Principal Accounting Officer
No Bio Available
Mr. Brett Michalak
Chief Information Officer
No Bio Available
Ms. Caroline Budde
Senior VP & Chief Compliance Officer
No Bio Available
Ms. Julie Koenig
Senior Vice President of Operations
No Bio Available
Mr. Chris Grashoff
Chief Growth Officer
No Bio Available
Femi Adewunmi M.D.
Chief Medical Officer
No Bio Available

Contacts

Address
ILLINOIS
Bannockburn
3000 Lakeside Dr, Suite 300N
Contacts
+13129402443.0
optioncarehealth.com