Option Care (OPCH) Tops Q3 Earnings and Revenue Estimates

Core Insights - Option Care (OPCH) reported quarterly earnings of $0.45 per share, exceeding the Zacks Consensus Estimate of $0.43 per share, and showing an increase from $0.41 per share a year ago, resulting in an earnings surprise of +4.65% [1] - The company achieved revenues of $1.44 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.82% and up from $1.28 billion year-over-year [2] - Option Care's stock has increased by approximately 23.6% since the beginning of the year, outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.46 on revenues of $1.47 billion, and for the current fiscal year, it is $1.70 on revenues of $5.63 billion [7] - The estimate revisions trend for Option Care was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Medical - Outpatient and Home Healthcare industry, to which Option Care belongs, is currently ranked in the top 11% of over 250 Zacks industries, suggesting a favorable outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]