Core Viewpoint - Option Care Health, Inc. reported strong financial results for the fourth quarter and full year of 2025, highlighting its commitment to patient care and sustainable growth in a dynamic industry environment [2][5]. Financial Highlights Fourth Quarter 2025 - Net revenue reached $1,465.4 million, an increase of 8.8% year-over-year - Net income was $58.5 million, a decrease of 2.7% - GAAP diluted earnings per share (EPS) was $0.37, up 5.7% - Adjusted EBITDA was $126.0 million, up 3.7% - Adjusted diluted EPS was $0.46, up 4.5% - The company repurchased $95 million of stock during the quarter [5]. Full Year 2025 - Total net revenue was $5,649.5 million, up 13.0% from the previous year - Net income totaled $207.6 million, down 2.0% - GAAP diluted EPS was $1.27, up 3.3% - Adjusted EBITDA reached $471.3 million, an increase of 6.2% - Adjusted diluted EPS was $1.72, up 8.9% - Cash provided by operating activities was $258.4 million - The company repurchased $307 million of stock throughout the year [5]. Financial Guidance for 2026 - Option Care Health anticipates net revenue between $5.8 billion and $6.0 billion - Expected adjusted diluted EPS is projected to be between $1.82 and $1.92 - Adjusted EBITDA is forecasted to be between $480 million and $505 million - Cash provided by operating activities is expected to be at least $340 million [6]. Company Overview - Option Care Health is the largest independent provider of home and alternate site infusion services in the U.S., employing over 8,000 team members, including more than 5,000 clinicians [4]. - The company aims to elevate care standards for patients with acute and chronic conditions across all 50 states [4].

Group 1 - Option Care Health, Inc. will participate in the 46th Annual TD Cowen Healthcare Conference on March 3, 2026, with a fireside chat scheduled at 1:10pm ET [1] - The company is the largest independent provider of home and alternate site infusion services in the United States [2] - Option Care Health employs over 8,000 team members, including more than 5,000 clinicians, focusing on elevating care standards for patients with acute and chronic conditions across all 50 states [2] Group 2 - The company aims to reimagine the infusion care experience for patients, customers, and team members through its clinical leadership and national scale [2] - Additional information about the company can be found on its website [2] - Investor inquiries can be directed to Nicole Maggio, Senior Vice President, Corporate Controller [3]

Core Viewpoint - Option Care Health Inc. will release its fourth quarter and full year 2025 results on February 24, 2026, before market opening, followed by a conference call at 8:30 a.m. E.T. 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 it will also be accessible via a live audio webcast 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, Inc. announced preliminary unaudited financial results for Q4 and full year 2025, along with preliminary financial guidance for 2026 [1] Financial Results - Q4 2025 expected net revenue is projected between $1.46 billion and $1.47 billion, with GAAP net income between $59.1 million and $62.4 million, and adjusted diluted EPS between $0.46 and $0.49 [9] - Full year 2025 expected net revenue is projected between $5.645 billion and $5.655 billion, with GAAP net income between $208.2 million and $211.5 million, and adjusted diluted EPS between $1.72 and $1.76 [9] Financial Guidance - The company expects to provide further details regarding its full year 2026 financial guidance during the Q4 earnings call in February [3] Share Repurchase Program - The Board of Directors approved an increase in the share repurchase program authorization from $500 million to $1.0 billion, with no specified expiration date [4] - Approximately $95 million of shares were repurchased in Q4 2025, totaling approximately $307 million for the full year 2025 [5] Investor Engagement - Option Care Health will participate in the 44th Annual J.P. Morgan Healthcare Conference, with a presentation scheduled for January 13, 2026 [6]

Core Insights - Option Care Health is the largest independent provider of home and alternate site infusion services in the United States [2] Group 1: Company Participation - Option Care Health will participate in the 44th Annual J.P. Morgan Healthcare Conference on January 13, 2026, with a presentation scheduled for 10:30am PT [1] Group 2: Company Overview - The company employs over 8,000 team members, including more than 5,000 clinicians, and operates across all 50 states [2] - Option Care Health aims to elevate standards of care for patients with acute and chronic conditions through its clinical leadership and expertise [2] - The company is focused on reimagining the infusion care experience for patients, customers, and team members [2]

Core Insights - Option Care Health is the leading home and alternate site infusion provider in the United States, operating over 90 full-service pharmacies and covering 96% of the population [3]. Group 1: Business Overview - The company infuses patients both in their homes and in over 700 alternate site suites, providing a full network of therapies for both acute and chronic conditions [3]. - Despite disruptions in 2024 due to events like hurricanes and supply chain shortages, the company has made significant progress and is optimistic about its performance [2]. Group 2: Market Position - Option Care Health's mission is to serve healthcare needs effectively, positioning itself as a critical player in the infusion services market [3].

BANK OF AMERICA LEVERAGED FINANCE CONFERENCE DECEMBER 2025 © 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED Disclaimers Forward-Looking Statements This presentation may contain "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as: "anticipate," "intend," "plan," "believe," "project," "estimate," "expect," "may," "should," "will" and similar references to fut ...

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]