Core Insights - Option Care Health reported strong financial results for Q3 2025, with balanced growth across its service portfolio [2][6] - The company is well-positioned to navigate a dynamic regulatory environment and changing competitive landscape while focusing on patient care [2] Financial Performance - Net revenue reached $1,435.0 million, reflecting a year-over-year increase of 12.2% [6] - Gross profit was $272.9 million, up 6.3% from the previous year [6] - Net income decreased to $51.8 million, down 3.8% year-over-year [6] - GAAP diluted earnings per share increased to $0.32, up 3.2% [6] - Adjusted EBITDA was $119.5 million, an increase of 3.4% [6] - Adjusted diluted earnings per share rose to $0.45, up 9.8% [6] Updated Financial Guidance - For the full year 2025, the company expects net revenue between $5.60 billion and $5.65 billion [7] - Adjusted diluted earnings per share is projected to be between $1.68 and $1.72 [7] - Adjusted EBITDA is anticipated to be between $468 million and $473 million [7] - Cash flow from operations is expected to be at least $320 million [7] Operational Highlights - The company has over 8,000 team members, including more than 5,000 clinicians, providing infusion services across all 50 states [4] - Option Care Health is focused on elevating standards of care for patients with both acute and chronic conditions [4] Stock and Debt Management - The company repurchased $62.5 million of its stock during the quarter [6] - A term loan was expanded by $49.6 million, with a reduction in the interest rate [6]

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]

Core Insights - Option Care Health is the largest independent provider of home and alternate site infusion services in the United States [2] Company Overview - Option Care Health employs over 8,000 team members, including more than 5,000 clinicians, dedicated to improving care standards for patients with acute and chronic conditions across all 50 states [2] - The company aims to enhance the infusion care experience through clinical leadership, expertise, and national scale [2] Upcoming Events - Option Care Health will participate in the Deutsche Bank Healthcare Summit in New York City from September 10 to September 11, 2025 [3] - The company will also be present at the Jefferies Healthcare Services Conference in Nashville on September 30, 2025, featuring a fireside chat at 1:15 PM CT / 2:15 PM ET [3]

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].

Core Viewpoint - Option Care Health Inc. is set to release its second quarter results for the period ending June 30, 2025, on July 30, 2025, before market opening, followed by a conference call to discuss the results [1]. Group 1: Company Overview - Option Care Health is the largest independent provider of home and alternate site infusion services in the United States [3]. - The company employs over 8,000 team members, including more than 5,000 clinicians, dedicated to improving care standards for patients with acute and chronic conditions across all 50 states [3]. - Option Care Health aims to enhance the infusion care experience through its clinical leadership, expertise, and national scale [3]. Group 2: Conference Call Details - Participants can pre-register for the conference call through a provided link and access it via a live audio webcast available on the company's investor relations website [2]. - A replay of the conference call will be available shortly after its completion and will remain accessible for approximately 90 days [2].

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]