BANNOCKBURN, Ill., Sept. 25, 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 third quarter ended September 30, 2025 on Thursday, October 30, 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 DetailsPartici ...

Core Viewpoint - Option Care Health, Inc. reported strong financial results for the second quarter of 2025, demonstrating resilience in a dynamic marketplace and focusing on delivering strong clinical outcomes while reducing the total cost of care [3][6]. Financial Performance - Net revenue for the second quarter of 2025 was $1,416.1 million, representing a 15.4% increase from $1,227.2 million in the second quarter of 2024 [6]. - Gross profit was $269.0 million, or 19.0% of net revenue, up 7.9% from $249.4 million, or 20.3% of net revenue, in the second quarter of 2024 [6]. - Net income was $50.5 million, compared to $53.0 million in the second quarter of 2024, with diluted earnings per share of $0.31, a 3.3% increase from $0.30 in the same period last year [6]. - Adjusted net income was $67.5 million, up from $64.9 million in the second quarter of 2024, with adjusted diluted earnings per share of $0.41, a 10.8% increase from $0.37 [6][19]. - Adjusted EBITDA reached $114.0 million, a 5.2% increase from $108.4 million in the second quarter of 2024 [6]. Full Year 2025 Financial Guidance - The company expects full year 2025 net revenue to be between $5.50 billion and $5.65 billion, with adjusted diluted earnings per share projected between $1.65 and $1.72 [7]. - Adjusted EBITDA is anticipated to be between $465 million and $475 million, with cash flow from operations expected to be at least $320 million [7]. Operational Insights - The company has over 8,000 team members, including more than 5,000 clinicians, and operates across all 50 states, focusing on elevating standards of care for patients with acute and chronic conditions [4]. - Option Care Health is committed to reimagining the infusion care experience through clinical leadership and expertise [4].

Summary of the Conference Call Company Overview - The conference call featured Option Care Health, a national provider of infusion services, with key speakers including CEO John Rademacher and CFO Mike Shapiro [1][2] Financial Performance - The company reported a strong first quarter with revenue growth of over 16% year-over-year [5] - Gross profit increased by 10.3%, and adjusted EBITDA rose by 13.7% [6] - Diluted EPS grew by 14.3%, supported by a share repurchase program that bought back $100 million in shares during the quarter [6] - The company raised its guidance for the year based on strong performance [7] Market Position and Strategy - Option Care Health has a national presence, reaching approximately 96% of the U.S. population, which allows it to capitalize on market changes and competitive dynamics [4][5] - The company operates over 170 locations and more than 90 pharmacies, providing both home and clinic-based infusion services [10] - The infusion services market is fragmented with over 800 providers, but Option Care Health claims a unique position due to its scale and breadth of product offerings [12][13] Product Portfolio - The revenue mix consists of approximately 75% from chronic therapies and 25% from acute therapies, with chronic therapies being higher-priced branded products [15][16] - The company has over 800 payer relationships and 1,400 contracts, with only 12% of revenue coming from government payers, minimizing exposure to government reimbursement risks [17] Supply Chain and Operational Efficiency - The company is focused on supply chain optimization and has a nimble team to mitigate risks associated with market changes, such as drug shortages [9] - Investments in infrastructure include state-of-the-art pharmacies and infusion clinics to enhance service quality and capacity [7][28] Future Growth Opportunities - The company sees opportunities for growth in neurological disorders and oncology, particularly with products like PD-1 inhibitors [30][31] - Continued investment in technology, including a partnership with Palantir for AI and machine learning, aims to improve operational efficiency and patient outcomes [31][32] Shareholder Value - The company emphasizes returning value to shareholders through share repurchase programs and strategic M&A activities [6][33] - Consistent cash flow generation is expected to support ongoing investments and shareholder-friendly actions [33] Conclusion - Option Care Health is well-positioned in the infusion services market, with a strong financial performance, a diverse product portfolio, and a focus on operational efficiency and growth opportunities [22][33]

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]