Quarterly ResultApr 30, 2026, 07:07 AM
OPCH Q1 Revenue +1.3% to $1.35B; GAAP EPS $0.29; Updates FY26 Guidance
AI Summary
Option Care Health, Inc. reported mixed financial results for the first quarter ended March 31, 2026. Net revenue increased 1.3% to $1.35 billion, and GAAP diluted EPS rose 3.6% to $0.29. However, GAAP net income decreased 3.0% to $45.3 million and Adjusted EBITDA fell 6.3% to $104.8 million. The company updated its full-year 2026 guidance, adjusting net revenue expectations to $5.675 billion to $5.775 billion while maintaining Adjusted EBITDA and Adjusted diluted EPS guidance.
Key Highlights
- Net revenue increased 1.3% year-over-year to $1,350.7 million.
- GAAP Net income decreased 3.0% year-over-year to $45.3 million.
- GAAP diluted earnings per share rose 3.6% year-over-year to $0.29.
- Adjusted EBITDA decreased 6.3% year-over-year to $104.8 million.
- Repurchased $17.5 million of stock during the quarter.
- Revolving credit facility expanded from $400 million to $850 million.
- Updated full-year 2026 net revenue guidance to $5.675 billion to $5.775 billion.
- Maintained full-year 2026 Adjusted EBITDA guidance of $480 million to $505 million.