Option Care Health (OPCH) Reports Q4 Revenue of $1.46B and GAAP EPS of $0.37
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Source: seekingalpha
- Strong Financial Performance: Option Care Health's Q4 net revenue is projected between $1.46 billion and $1.47 billion, with GAAP net income ranging from $59.1 million to $62.4 million, indicating robust growth potential in the healthcare sector.
- Earnings Per Share Improvement: GAAP diluted EPS is expected to be between $0.37 and $0.39, while adjusted diluted EPS ranges from $0.46 to $0.49, surpassing market expectations and reflecting ongoing enhancements in the company's profitability.
- 2025 Financial Outlook: The company anticipates 2025 net revenue between $5.645 billion and $5.655 billion, with GAAP net income projected at $208.2 million to $211.5 million, demonstrating confidence in future growth despite biosimilar headwinds.
- 2026 Guidance Expectations: For 2026, net revenue is expected to range from $5.8 billion to $6.0 billion, with adjusted diluted EPS between $1.82 and $1.92, indicating a proactive strategic positioning in clinical expansion and market demand growth.
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Analyst Views on OPCH
Wall Street analysts forecast OPCH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OPCH is 36.22 USD with a low forecast of 27.00 USD and a high forecast of 40.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
9 Buy
1 Hold
0 Sell
Strong Buy
Current: 34.720
Low
27.00
Averages
36.22
High
40.00
Current: 34.720
Low
27.00
Averages
36.22
High
40.00
About OPCH
Option Care Health, Inc. is an independent provider of home and alternate site infusion services. The Company’s infusion services include the clinical management of infusion therapy, nursing support and care coordination. It provides a therapy portfolio through its network of 92 full-service pharmacies and 93 stand-alone ambulatory infusion suites. It administers a wide variety of therapies and services, including anti-infectives infusion, nutrition support, immunoglobulin infusion, chronic inflammatory disorders, neurological disorders, bleeding disorders infusion, Naven health, women’s health, heart failure, and others. Its home infusion services include medication and supplies for administration and use at home or within one of its ambulatory infusion suites, consultation and education regarding the patient’s condition and the prescribed medication nursing support, clinical monitoring and assistance in monitoring potential side effects, and assistance in obtaining reimbursement.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Option Care Health (OPCH) Reports Q4 Revenue of $1.46B and GAAP EPS of $0.37
- Strong Financial Performance: Option Care Health's Q4 net revenue is projected between $1.46 billion and $1.47 billion, with GAAP net income ranging from $59.1 million to $62.4 million, indicating robust growth potential in the healthcare sector.
- Earnings Per Share Improvement: GAAP diluted EPS is expected to be between $0.37 and $0.39, while adjusted diluted EPS ranges from $0.46 to $0.49, surpassing market expectations and reflecting ongoing enhancements in the company's profitability.
- 2025 Financial Outlook: The company anticipates 2025 net revenue between $5.645 billion and $5.655 billion, with GAAP net income projected at $208.2 million to $211.5 million, demonstrating confidence in future growth despite biosimilar headwinds.
- 2026 Guidance Expectations: For 2026, net revenue is expected to range from $5.8 billion to $6.0 billion, with adjusted diluted EPS between $1.82 and $1.92, indicating a proactive strategic positioning in clinical expansion and market demand growth.
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Option Care Health (OPCH) Announces Preliminary Q4 2025 Results with $1.46B-$1.47B in Sales
- Optimistic Financial Outlook: Option Care Health anticipates Q4 2025 net sales between $1.46 billion and $1.47 billion, up from $1.35 billion in the same quarter last year, indicating strong market performance and growth potential.
- Profitability Improvement: The company expects non-GAAP net income to range from $73.8 million to $79 million, slightly down from $75.5 million year-over-year, with projected earnings per share of $0.46 to $0.49, reflecting stable profitability.
- Expanded Stock Buyback Program: The board has authorized management to repurchase up to $1 billion in stock, doubling last year's $500 million authorization, demonstrating confidence in future growth and commitment to shareholder value.
- Positive Market Reaction: Following the financial announcement, Option Care Health's stock price surged over 8%, reflecting investor optimism about the company's future performance and increasing demand for its shares.
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