- OPCH has increased its fiscal year adjusted Ebitda forecast to a range of $465 million to $475 million, up from the previous range of $455 million to $470 million.
- The company predicts net revenue will be between $5.50 billion and $5.65 billion, slightly up from the previous forecast of $5.4 billion to $5.6 billion.
- In the second quarter, OPCH reported net revenue of $1.42 billion, marking a 15% increase year-over-year and exceeding the estimate of $1.35 billion.
- Adjusted Ebitda for the second quarter was $114.0 million, a 5.2% year-over-year increase, surpassing the estimate of $110.8 million.
- Gross profit in the second quarter rose by 7.9% year-over-year to $269.0 million, exceeding the expected $263.2 million.
- The company’s cash and cash equivalents decreased by 47% year-over-year to $198.8 million, falling short of the estimated $266.4 million.
- Earnings per share (EPS) stood at 31 cents, compared to 30 cents year-over-year.
- Analyst recommendations include 9 buys, 1 hold, and 0 sells for OPCH.
Option Care Health on Smartkarma
Analyst coverage of Option Care Health on Smartkarma has been positive, with Baptista Research providing valuable insights. In one report titled “Option Care Health Is Moving Infusion to Your Living Room—Can This Bold Bet Transform U.S. Healthcare?”, the research highlights the company’s strong first quarter performance in 2025. Revenues grew by 16% compared to the year-ago quarter, driven by expansion in acute and chronic therapies. Baptista Research notes that Option Care Health capitalized on improved IV bag supply and infrastructure investments to meet market demands effectively.
Another report by Baptista Research, titled “Option Care Health: Is Its Expansion of Advanced Practitioner Model The Right Move to Capture Significant Market Share?”, discusses the company’s financial performance for the fourth quarter and full year of 2024. Key points include a robust revenue growth rate of around 19.7% year-over-year in Q4 and successful management of operational challenges like supply chain issues. The analysts seem bullish on Option Care Health‘s strategic initiatives and outlook for capturing significant market share.
A look at Option Care Health Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 1 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 2 | |
| OVERALL SMART SCORE | 2.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores for Option Care Health, the long-term outlook for the company appears promising. With a strong emphasis on growth and resilience, Option Care Health earns high marks in these areas. The company’s focus on expanding its services and adapting to market challenges positions it well for future success.
While Option Care Health excels in growth and resilience, its performance in other areas such as value, dividend, and momentum is more moderate. Despite this, the company’s strategic positioning in providing infusion and home care management solutions for a range of medical conditions underscores its potential for long-term success in the industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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