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Dec 31, 2025
Option Care Health Q4 2025 Earnings Report
Option Care Health reported fourth quarter 2025 financial results with solid revenue growth and strong cash flow generation.
Key Takeaways
Option Care Health delivered a strong finish to 2025, with Q4 revenue growing 8.8% year-over-year to $1.47 billion. While net income saw a slight decline of 2.7%, the company achieved growth in Adjusted EBITDA and Adjusted Diluted EPS, while returning $95 million to shareholders through stock repurchases in the quarter.
Net revenue for the fourth quarter increased 8.8% to $1.47 billion compared to the prior year.
Adjusted EBITDA grew 3.7% to $126.0 million for the quarter.
The company repurchased $95 million of its common stock during Q4 and $307 million for the full year.
Full year 2026 guidance anticipates continued growth with revenue projected between $5.8 billion and $6.0 billion.
Forward Guidance
For the full year 2026, Option Care Health expects continued expansion of its top and bottom lines, supported by strong operating cash flow.
Positive Outlook
- Full year 2026 net revenue is expected to reach between $5.8 billion and $6.0 billion.
- Adjusted EBITDA is forecasted to grow to a range of $480 million to $505 million.
- Adjusted diluted EPS is projected to be between $1.82 and $1.92.
- Cash provided by operating activities is expected to be at least $340 million.
- Management remains excited about long-term growth trends in the home infusion industry.
Challenges Ahead
- The company faces a dynamic industry environment with ongoing regulatory and market shifts.
- Potential variability in material reconciling items prevents GAAP EPS guidance.
- Uncertainty regarding future litigation or potential liability for claims not covered by insurance.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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