Group 1 - Option Care reported quarterly earnings of $0.40 per share, exceeding the Zacks Consensus Estimate of $0.36 per share, and up from $0.26 per share a year ago, representing an earnings surprise of 11.11% [1] - The company achieved revenues of $1.33 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 5.38%, compared to $1.15 billion in the same quarter last year [2] - Option Care has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Group 2 - Since the beginning of the year, Option Care shares have increased by approximately 42.1%, while the S&P 500 has declined by 6% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the outlook for earnings estimates [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.42 on revenues of $1.34 billion, and for the current fiscal year, it is $1.68 on revenues of $5.44 billion [7] Group 3 - The Medical - Outpatient and Home Healthcare industry, to which Option Care belongs, is currently ranked in the top 21% of over 250 Zacks industries, indicating a favorable outlook [8] - Another company in the same industry, Aveanna Healthcare, is expected to report break-even quarterly earnings per share, reflecting a year-over-year change of +100% [9]

Financial Data and Key Metrics Changes - Revenue growth of 16% year-over-year in the first quarter, with mid-teens growth in Acute Therapies and high-teens growth in Chronic Therapies [5][14] - Adjusted EBITDA of $111.8 million grew 13.7% year-over-year, representing 8.4% of net revenue [16] - Adjusted earnings per share of $0.40 grew 14.3% year-over-year [16] Business Line Data and Key Metrics Changes - Acute Therapies experienced mid-teens growth, attributed to improved IV bag supply and market dynamics [5][14] - Chronic Therapies showed high-teens growth, particularly in rare and orphan therapies [5][15] - Gross profit of $263 million grew over 10% compared to the first quarter last year, benefiting from the therapy mix [15] Market Data and Key Metrics Changes - The company continues to deepen partnerships with health plans, addressing increased medical loss ratios and higher utilization of care [8][47] - The company is actively working with innovative health plans to support site of care initiatives, aiming to reduce total cost of care [8][47] Company Strategy and Development Direction - The company is focused on building a unique care model to support patient needs, with significant investments in technology and nursing capabilities [5][9] - Continued investment in advanced technology, including robotic process automation and AI, to improve operational efficiency [9][10] - The acquisition of Intramed Plus is expected to enhance the company's infusion clinic footprint and operational performance [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the first quarter results and the company's ability to navigate macroeconomic uncertainties, including potential tariff impacts [12][14] - The lower end of the full-year adjusted EBITDA guidance was increased due to strong first-quarter performance, while the top end remains unchanged due to market uncertainty [14][18] Other Important Information - The company repurchased $100 million of stock during the quarter, reflecting confidence in its balance sheet [11][17] - The company spends approximately $100 million on medical supplies, with less than 10% sourced from China, mitigating potential tariff impacts [95][96] Q&A Session Summary Question: Concerns about underlying fundamentals for the rest of the year - Management indicated a cautious approach, emphasizing the need to monitor market dynamics and not extrapolate first-quarter results too aggressively [20][22] Question: Impact of MAPD changes on chronic business - Management noted that while acute growth was strong, they expect some benefits from changes in out-of-pocket costs for chronic therapies in the latter half of the year [25][26] Question: Mechanics of tariff impacts on pricing - Management explained that while tariffs could increase drug prices, their procurement contracts provide some flexibility to manage costs [30][31] Question: Changes in payer conversations regarding infusion benefits - Management highlighted that they are increasingly seen as a valuable partner in managing total cost of care, with a focus on transitioning patients from hospitals [45][47] Question: Acquisition strategy amidst economic uncertainty - Management remains active in pursuing acquisitions, focusing on smaller, complementary deals while being cautious due to the macro environment [99][100]

Core Insights - Option Care Health reported strong financial results for Q1 2025, with net revenue of $1,333.0 million, a 16.3% increase from $1,146.1 million in Q1 2024 [5] - The company anticipates a productive year in 2025, focusing on investments for future growth and expanding patient access to quality care [3] Financial Performance - Net revenue for Q1 2025 was $1,333.0 million, up 16.3% from $1,146.1 million in Q1 2024 [5] - Gross profit reached $263.1 million, representing 19.7% of net revenue, an increase of 10.3% from $238.5 million (20.8% of net revenue) in Q1 2024 [5] - Net income for Q1 2025 was $46.7 million, compared to $44.8 million in Q1 2024, with diluted earnings per share increasing to $0.28 from $0.26 [5] - Adjusted net income was $67.1 million, up from $61.6 million in Q1 2024, with adjusted diluted earnings per share rising to $0.40 from $0.35 [5] - Adjusted EBITDA for Q1 2025 was $111.8 million, a 13.7% increase from $98.3 million in Q1 2024 [5] Cash Flow and Stock Activity - Cash used in operating activities was $7.2 million, significantly improved from $68.8 million in Q1 2024 [5] - The company repurchased approximately $100.0 million of stock during Q1 2025 [5] Full Year Guidance - For the full year 2025, Option Care Health expects net revenue between $5.4 billion and $5.6 billion, adjusted diluted earnings per share of $1.61 to $1.70, and adjusted EBITDA of $455 million to $470 million [6]

Exhibit 99.1 OPTION CARE HEALTH ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2025 BANNOCKBURN, IL., April 29, 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 first quarter ended March 31, 2025. First Quarter 2025 Financial Highlights John C. Rademacher, Chief Executive Officer, commented, "The Option Care Health team's ...

Have you been paying attention to shares of Option Care (OPCH) ? Shares have been on the move with the stock up 8.2% over the past month. The stock hit a new 52-week high of $35.13 in the previous session. Option Care has gained 49.6% since the start of the year compared to the 5% move for the Zacks Medical sector and the 3.9% return for the Zacks Medical - Outpatient and Home Healthcare industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn' ...

BANNOCKBURN, Ill., March 24, 2025 (GLOBE NEWSWIRE) -- Option Care Health Inc. (“Option Care Health”) (NASDAQ: OPCH), the nation’s largest independent provider of home and alternate site infusion services, today announced that the company will release results for its first quarter ended March 31, 2025 on Tuesday, April 29, 2025 before the market opens. In conjunction, the management team will host a conference call to review the results at 8:30 a.m. E.T. on the same day. Conference Call DetailsParticipants c ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the he ...

Core Insights - Option Care (OPCH) is currently viewed as a better value opportunity compared to Chemed (CHE) based on various financial metrics and analyst outlooks [1][3][7] Valuation Metrics - OPCH has a Zacks Rank of 1 (Strong Buy), while CHE has a Zacks Rank of 4 (Sell), indicating stronger earnings estimate revision activity for OPCH [3] - OPCH's forward P/E ratio is 20.38, compared to CHE's forward P/E of 24.24, suggesting OPCH is more attractively priced [5] - The PEG ratio for OPCH is 1.82, while CHE's PEG ratio is 2.37, indicating OPCH's expected earnings growth is more favorably priced [5] - OPCH has a P/B ratio of 4.18, significantly lower than CHE's P/B of 8.12, further supporting OPCH's valuation attractiveness [6] Investment Outlook - The combination of stronger estimate revision activity and more favorable valuation metrics positions OPCH as the superior choice for value investors at this time [7]

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth S ...

Option Care (OPCH) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this infusion and home care services company, should get reflected in its stock price. After all, empirical research shows a strong correl ...