Option Care Health, Inc. reported second-quarter 2026 results with revenue of $1.44B and diluted EPS of $0.35, reflecting modest year-over-year growth as acute therapy volume partially offset declines in its chronic portfolio.
Financial Highlights
- Revenue was $1,442,400 for Q2 2026, compared with $1,416,085 in the year-ago quarter; YoY change 1.9%.
- Net income was $53,913 for Q2 2026, compared with $50,523 in the year-ago quarter; YoY change 6.7%.
- Diluted EPS was $0.35 for Q2 2026, compared with $0.31 in the year-ago quarter.
Business Highlights
- Net revenue grew roughly 1.6–1.9% year over year, driven by high single-digit growth in acute therapies while the chronic portfolio remained flat.
- A shift in channel and therapy mix—expansion in acute therapies versus declines in chronic inflammatory disease—created an estimated $55M headwind in 2026.
- Operational efficiency improvements, including working capital and inventory management, generated materially higher operating cash flow and lower inventory levels.
- Nationwide footprint of 86 pharmacies and 187 infusion suites supports partnerships with hospitals and payers and underpins capacity for growth initiatives.
- Continued investments in commercial, IT, and infusion capabilities aim to support future revenue growth and operational scalability.
Original SEC Filing:
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