Seeking Alpha·Sep 15, 2026
Option Care Health, Inc. (OPCH) Presents at Morgan Stanley 24th Annual Global Healthcare Conference TranscriptOption Care Health, Inc. (OPCH) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
Option Care Health's revenue growth has decelerated sharply from 19.7% in 2024Q4 to 1.9% in 2026Q2, while gross margins have compressed from 20.8% to 18.5% over the same period, indicating structural reimbursement pressures. The company maintains a low capital...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $0.45+5.6% vs $0.43 | $1.4B+1.6% vs $1.4B |
Q2 2026 Apr 30, 2026 | $0.40+8.1% vs $0.37 | $1.4B-2.8% vs $1.4B |
Q1 2026 Feb 24, 2026 | $0.46+0.0% vs $0.46 | $1.5B+0.3% vs $1.5B |
Q4 2025 Oct 30, 2025 | $0.45+4.7% vs $0.43 | $1.4B-1.9% vs $1.5B |
Option Care Health, Inc. (OPCH) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
BANNOCKBURN, Ill., Sept. 02, 2026 (GLOBE NEWSWIRE) -- Option Care Health, Inc. (“Option Care Health”) (Nasdaq: OPCH), the nation's largest independent provider of home and alternate site infusion services, announced that John Rademacher, CEO and Meenal Sethna, CFO, will participate in the following up coming investor conferences:
An aging population and growing telehealth and AI adoption support the Zacks Medical - Outpatient and Home Healthcare industry. DVA, LFST, OPCH and AVAH stand to benefit.
Benchmark OPCH against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Option Care Health, Inc. (OPCH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $23.34 | $3.67B | 18.38 | 13.03% | 3.67% | 15.2% | — | |
| $39.65 | $1.38B | 47.20 | 36.31% | 2.93% | 8.55% | — | |
| $13.80 | $706.91M | -152.32 | 2.44% | -0.3% | -0.55% | — | |
| $28.51 | $2.65B | -2.34 | 5.04% | -33.44% | -46.01% | — | |
| $21.25 | $1.46B | 26.23 | 7.08% | 6.59% | 24.12% | — | |
| $14.56 | $1.9B | -23.87 | 6.24% | -2.63% | -2.59% | — |
Option Care Health, Inc. (OPCH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Option Care Health, Inc. (OPCH) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
May 22, 2026·SEC
May 12, 2026·SEC
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Option Care Health, Inc. (OPCH) stock FAQ — growth, dividends, profitability & financials explained
Option Care Health, Inc. (OPCH) reported $5.69B in revenue for fiscal year 2025. This represents a 1910% increase from $283.2M in 1996.
Option Care Health, Inc. (OPCH) grew revenue by 13.0% over the past year. This is steady growth.
Yes, Option Care Health, Inc. (OPCH) is profitable, generating $209.6M in net income for fiscal year 2025 (3.7% net margin).
Option Care Health, Inc. (OPCH) has a return on equity (ROE) of 15.2%. This is reasonable for most industries.
Option Care Health, Inc. (OPCH) generated $346.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
