OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-11993 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 312-940-2443 OPTION CARE HEALTH, INC. (Exact name of registrant as specified in its charter) (State of incorporation) ...

Option Care Health (NasdaqGS:OPCH) Q3 2025 Earnings Call October 30, 2025 08:30 AM ET Speaker4Good day and thank you for standing by. Welcome to the Option Care Health third quarter 2025 earnings conference call. At this time, all participants are in a listen only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To w ...

Option Care (OPCH) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.41 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.65%. A quarter ago, it was expected that this infusion and home care services company would post earnings of $0.4 per share when it actually produced earnings of $0.41, delivering a surprise of +2.5%.Over the last f ...

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BANNOCKBURN, Ill., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Option Care Health, Inc. (the “Company” or “Option Care Health”) (Nasdaq: OPCH), the nation’s largest independent provider of home and alternate site infusion services, announced today financial results for the third quarter ended September 30, 2025. Third Quarter 2025 Financial Highlights (Year-over-year comparisons unless otherwise noted) Net revenue of $1,435.0 million, up 12.2%Gross profit of $272.9 million, up 6.3%Net income of $51.8 million, down 3. ...

Exhibit 99.1 OPTION CARE HEALTH ANNOUNCES FINANCIAL RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2025 BANNOCKBURN, IL., October 30, 2025 - Option Care Health, Inc. (the "Company" or "Option Care Health") (Nasdaq: OPCH), the nation's largest independent provider of home and alternate site infusion services, announced today financial results for the third quarter ended September 30, 2025. Third Quarter 2025 Financial Highlights (Year-over-year comparisons unless otherwise noted) John C. Rademacher, Chief ...

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Core Insights - Option Care (OPCH) has a strong history of beating earnings estimates and is well-positioned for continued success in its upcoming quarterly report [1][2] Earnings Performance - The company has consistently surpassed earnings estimates, with an average surprise of 6.81% over the last two quarters [2] - In the most recent quarter, Option Care reported earnings of $0.41 per share against an expectation of $0.40, resulting in a surprise of 2.50% [2] - For the previous quarter, the consensus estimate was $0.36 per share, while the actual earnings were $0.40 per share, leading to a surprise of 11.11% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Option Care, indicated by a positive Zacks Earnings ESP (Expected Surprise Prediction) [5] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - Option Care currently has an Earnings ESP of +2.33%, suggesting increased analyst optimism regarding its near-term earnings potential [8] Upcoming Earnings Report - The next earnings report for Option Care is expected to be released on October 30, 2025 [8]

Summary of Option Care Health Conference Call Company Overview - **Company**: Option Care Health (NasdaqGS: OPCH) - **Industry**: Home and alternate site infusion therapy - **Key Facts**: - Largest provider of infusion services in the U.S. - Serves over 300,000 unique patients annually - Employs approximately 8,000 team members, with over 4,000 being clinicians - Licensed in all 50 states with over 90 pharmacies for compounding and distribution [4][5] Core Business Insights - **Service Focus**: High-quality care at an appropriate cost, addressing the high cost of healthcare while maintaining clinical outcomes [5][7] - **Market Demand**: Strong relationships with referral sources (hospitals, clinics) to capture demand across acute and chronic portfolios [5][6] - **Growth Drivers**: - High single-digit organic top-line growth and low double-digit adjusted EBITDA growth expected to continue [9][10] - Combination of low single-digit growth in acute care and faster-growing low double-digit growth in chronic care [10] Financial Performance - **Revenue Growth**: Anticipated growth driven by innovation, new disease prevalence, and partnerships with pharmaceutical companies [10][11] - **Gross Profit**: Expected to grow at a slower rate than revenue due to a mix shift towards chronic care, but still contributing positively to gross margin [11] - **Adjusted EPS**: New disclosures indicate expected growth in adjusted EPS due to strong cash generation [12] Market Dynamics - **Private Equity Activity**: Increased interest in home infusion services, indicating a competitive and capital-rich environment [6] - **Biosimilars**: Seen as an opportunity for upside, providing leverage for better acquisition costs despite lower margins [29][30] Challenges and Risks - **Stelara Drug Economics**: Expected impact of $60-70 million in 2025 due to changes in reimbursement and inventory management [21][24] - **Market Share**: Despite strong performance, there is still market share to capture, requiring ongoing local execution and partnerships [13][14] Strategic Initiatives - **Advanced Practitioner Model**: Aimed at expanding access for Medicare beneficiaries and enhancing clinical oversight for complex patients [33][36] - **M&A Strategy**: Focused on disciplined capital deployment for growth, with potential acquisitions to enhance market presence [43][44] Future Outlook - **Growth Expectations**: Anticipated reversion to historical growth rates post-competitive exits, with continued focus on capturing market demand [41] - **Cash Flow Generation**: Projected over $320 million in cash flow from operations, providing opportunities for shareholder-friendly capital deployment [45][46] Conclusion - **Execution Capability**: The company emphasizes its ability to execute consistently and maintain a durable business model, positioning itself well for future growth [45][46]

Core Viewpoint - Option Care Health Inc. will release its third quarter results for the period ending September 30, 2025, on October 30, 2025, before market opening, followed by a conference call at 8:30 a.m. E.T. to discuss the results [1] Company Overview - Option Care Health is the largest independent provider of home and alternate site infusion services in the United States, employing over 8,000 team members, including more than 5,000 clinicians [3] - The company aims to elevate care standards for patients with acute and chronic conditions across all 50 states, leveraging its clinical leadership and national scale [3]