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Option Care Health, Inc. OPCH

Healthcare — Medical Care Facilities
Insider Buys (last 12m)
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
2.86
Total sells
1.17
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — 1 — — — — — 4 — — — —
Sell — — — — 2 — — — — — — —
Insider Ownership
3.78%

Capital & Financial Ratios

Market Cap
3,670.00
Revenue
5,693.52
Net Income
209.58
Free Cash Flow
303.85
Net Debt
965.05
Current Ratio
1.47
Debt/Equity
0.92
P/E ratio
18.27
P/S ratio
0.65
P/B ratio
2.95
Past 5Y EPS Growth
—
This Y EPS Growth
9.29%
Next Y EPS Growth
10.83%
Next 5Y EPS Growth
10.51%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2025 ‡‡‡
2024 ‡‡‡
2023 ‡‡‡
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2019 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 343.85 412.57 232.62 193.77
Receivables 377.66 409.73 473.57 511.51
Inventory 274.00 388.13 471.15 399.61
Other — — — —
1,094.26 1,322.63 1,264.97 1,200.59
2023 2024 2025 Q'26
Payables 426.51 610.78 639.83 639.77
ST’ Debt 6.00 6.51 6.78 6.78
Other 191.80 169.37 — 179.71
618.31 780.15 829.35 819.48
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡ ‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 1,350.65 1,442.40 — —
—
’25 1,332.97 1,416.09 1,435.02 1,465.45
5,649.52
’24 1,146.05 1,227.19 1,278.55 1,346.42
4,998.20
’23 1,015.85 1,069.07 1,093.01 1,124.39
4,302.32
’22 915.78 980.82 1,020.92 1,027.21
3,944.74
’21 759.24 860.27 891.94 927.19
3,438.64
’20 705.44 740.85 781.61 804.71
3,032.61
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (12.11) 183.60 — —
—
’25 (7.21) 90.33 139.44 35.89
258.45
’24 (68.78) 195.66 160.40 36.12
323.39
’23 89.75 169.54 61.04 50.97
371.30
’22 32.68 104.27 87.14 43.46
267.55
’21 18.38 73.65 51.23 65.31
208.57
’20 18.40 34.99 48.34 25.66
127.39
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (21.16) 172.52 — —
—
’25 (16.58) 81.24 130.24 22.25
217.14
’24 (74.60) 185.88 150.73 25.78
287.79
’23 83.99 161.74 52.61 34.83
333.17
’22 27.32 99.58 80.08 39.88
246.86
’21 15.26 69.97 46.29 51.42
182.94
’20 13.05 31.07 44.74 11.66
100.52
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.29 0.35 — —
—
’25 0.28 0.31 0.32 0.37
1.27
’24 0.26 0.30 0.31 0.35
1.23
’23 0.21 0.63 0.31 0.32
1.48
’22 0.17 0.19 0.21 0.26
0.83
’21 (0.02) 0.18 0.20 0.41
0.77
’20 (0.11) (0.04) 0.01 0.10
(0.04)

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

1.8
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 21.32 24.23 21.39 22.62 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 35.87 35.74 34.63 35.53 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8,058 7,802 8,088 8,266 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.49 0.55 0.62 0.68 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3,944.74 4,302.32 4,998.20 5,649.52 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 21.98% 22.81% 20.27% 19.26% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 205.77 358.74 283.60 282.90 ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.22% 8.34% 5.67% 5.01% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 150.56 267.09 211.82 207.59 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 69.74 66.65 68.13 74.84 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 21.78 24.04 29.13 34.85 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 0.83 1.49 1.23 1.28 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.48 2.07 1.88 1.59 ‡‡‡‡ — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.11) (0.21) (0.21) (0.25) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.36 1.86 1.68 1.34 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.65 7.94 8.18 8.18 ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 181.11 178.97 171.57 162.10 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ 35.54 23.03 18.56 24.89 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.35 1.43 0.80 0.91 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 3.85 4.32 2.83 3.89 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.55 1.59 0.94 1.08 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 24.76 20.59 16.26 28.06 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 267.55 371.30 323.39 258.45 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (20.69) (38.12) (35.61) (41.31) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 246.86 333.17 287.79 217.14 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 428.99 475.95 542.48 435.62 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,064.20 1,062.65 1,111.15 1,160.83 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 770.02 718.80 698.59 928.21 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,386.10 1,421.67 1,404.24 1,326.39 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.10% 8.44% 6.38% 6.04% ‡‡‡‡‡ — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.96% 9.19% 9.57% 9.37% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.75% 19.03% 14.99% 15.20% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Option Care Health (OPCH), the nation’s largest independent home infusion provider, has scaled impressively from under $1 billion in revenue in 2016 to $4.3 billion by 2023, posting over 20% CAGR amid aging demographics and a post-pandemic pivot to home care. The 2019 BioScrip merger tripled its size, boosting revenue per employee and per share, with forecasts pointing to $6 billion by 2026 and EPS climbing to $1.71 by 2027. Free cash flow remains a bright spot at $1.68 per share in 2024, funding debt reduction and supporting a fortified balance sheet with $1.4 billion in equity.

Yet, caution tempers the enthusiasm: gross margins have eroded to 20.3% from 28% peaks due to rising drug costs and competition, while $1.1 billion in debt lingers at 1.2x EBITDA, vulnerable to reimbursement cuts or rate hikes. ROIC hit 9.6% in 2024, but profitability swings highlight execution risks in a reimbursement-sensitive market.

Trading near highs in early 2026, OPCH’s modest analyst upside (mean 13%) aligns with insider buys totaling $2.6 million in late 2025—no sells in sight—yet sector headwinds like payer shifts cap exuberance. A hold for steady investors, but watch Q1 2026 for margin and debt signals in this $40 billion market opportunity.

Read full commentary →

Option Care Health, Inc. (OPCH) Latest News

News by impact score

Fine-tune

4 Sep

3 , 3:36 PM
BTSG targets outgrowing the $20B acute infusion market via volume growth, creating competitive pressure on OPCH in the infusion services space. BTSG volume expansion poses moderate competitive risk to OPCH market share in infusion services.

7 Aug

3 transcript www.fool.com, 9:00 PM
Option Care Health discussed Q2 2026 financial results, performance metrics, and future outlook in its earnings call. Quarterly earnings updates influence short-term stock performance without fundamentally altering long-term trajectory.

1 Aug

3 , 12:03 PM
Option Care Health outperformed in Q2 through strong execution across acute and chronic portfolios. Q2 portfolio execution demonstrates operational strength that supports improved financial results and investor views.

30 Jul

3 , 6:08 PM
Option Care Health (OPCH) stock could be 27% undervalued based on its Q2 results and updated guidance. Q2 results and guidance trigger a valuation reassessment that may moderately influence OPCH investor sentiment and near-term stock movement.

29 Jul

4 transcript , 5:03 PM
Option Care Health Inc (OPCH) reported strong revenue growth in Q2 2026 earnings call. Strong revenue growth from earnings call signals significant positive effects on future performance and investor sentiment.

4 transcript app.moby.co, 1:46 PM
Option Care Health, Inc. reported Q2 2026 financial results and discussed operational performance, growth initiatives, and forward guidance during its earnings call. Q2 2026 earnings results and guidance directly shape near-term investor sentiment and valuation for OPCH.

4 www.marketbeat.com, 12:04 PM
Option Care Health Q2 earnings call highlights include revenue, earnings per share, operational metrics, and management guidance on future performance and strategy. Q2 earnings highlights and guidance typically drive major shifts in stock valuation and investor sentiment for the company.

3 , 8:25 AM
Option Care Health (OPCH) exceeded Q2 earnings and revenue estimates. Quarterly earnings and revenue beats typically deliver moderately positive effects on near-term stock performance and sentiment without shifting long-term trajectory.

3 , 8:15 AM
Option Care Health exceeded Q2 CY2026 sales expectations, causing its stock to rise sharply. Q2 sales beat signals improved financial results that can elevate market valuation and near-term outlook.

3 , 7:00 AM
Option Care Health, Inc. announced financial results for the second quarter ended June 30, 2026. Quarterly earnings releases supply performance data that shapes near-term investor sentiment and valuation.

28 Jul

4 , 10:53 AM
Option Care Health (OPCH) is scheduled to report earnings tomorrow. Upcoming earnings release has potential to significantly shift OPCH stock trajectory and sentiment.

20 Jul

4 , 8:05 AM
Multiple headwinds are hurting Option Care Health (OPCH) operations and market performance. Multiple headwinds point to major challenges that could significantly alter company trajectory and investor sentiment.

7 Jul

3 , 3:24 AM
Option Care Health’s alternate-site infusion model aligns with the ongoing healthcare shift toward lower-cost, non-hospital care settings, strengthening its competitive positioning in infusion services. Alignment with site-of-care trends supports OPCH’s growth trajectory in a shifting market without indicating immediate major financial or regulatory changes.

8 Jun

3 Insider Monkey, 10:28 AM
Billionaire Stanley Druckenmiller selects Option Care Health (OPCH) as long-term healthcare stock holding. Druckenmiller endorsement raises OPCH visibility and sentiment without shifting operations or fundamentals.

12 May

3 www.fool.com, 1:56 PM
Option Care Health director continues buying OPCH shares as stock price falls, with purchase timing under his control. Ongoing director purchases amid declining stock signal confidence, moderately influencing investor sentiment and short-term performance.

10 May

4 Simply Wall St., 11:15 PM
Option Care Health (OPCH) cut its financial guidance amid ongoing legal investigations into its operations, prompting a sharp valuation reassessment and investor concerns over future growth and profitability. Guidance cut directly impairs financial outlook while legal investigations introduce substantial regulatory and reputational risks.

7 May

3 www.fool.com, 5:32 PM
Option Care Health (OPCH) stock plunged 24% after earnings report disappointed investors. One fund bought $51 million worth of shares before the drop. Earnings miss triggered 24% stock drop with short-term financial pressure, balanced by major pre-drop fund purchase.

2 May

4 StockStory, 8:44 PM
Option Care Health (OPCH) missed Q1 revenue expectations, resulting in slashed full-year guidance and a strategic reset. Revenue miss triggered guidance cut and strategic reset, substantially threatening financial trajectory and investor confidence.

3 Simply Wall St., 8:50 AM
Analysts cut Option Care Health, Inc. (OPCH) price target to US$34.91 following earnings release due to weaker-than-expected results. Analyst price target cut post-earnings indicates moderately noticeable pressure on financial performance and investor sentiment.

3 Barrons.com, 1:56 AM
Option Care Health's stock drops after disappointing growth results, but analysts remain bullish on future prospects. Disappointing growth affects financial performance and stock sentiment, though bullish outlook limits long-term damage.

30 Apr

4 app.moby.co, 8:48 PM
Option Care Health, Inc. released Q1 2026 earnings call summary highlighting financial results, operational updates, and future outlook. Q1 2026 earnings call summary details financial performance and guidance that significantly shape investor sentiment and stock trajectory.

4 transcript www.fool.com, 5:22 PM
Option Care Health (OPCH) Q1 2026 earnings call transcript details first-quarter financial results, operational updates, and management guidance. Q1 2026 earnings transcript reveals financial performance and strategic outlook directly impacting OPCH stock valuation and investor confidence.

4 www.marketbeat.com, 4:42 PM
Option Care Health's Q1 earnings call highlighted key financial results, operational updates, and forward guidance for the infusion services provider. Q1 earnings highlights directly impact financial performance and investor sentiment through revenue, EPS, and guidance revelations.

4 , 8:05 AM
Option Care Health (OPCH) missed Q1 CY2026 revenue estimates, causing its stock to drop 14.4%. Revenue miss triggered 14.4% stock plunge, signaling major hit to financial performance and investor confidence.

4 GlobeNewswire, 7:05 AM
Option Care Health, Inc. (OPCH) announced financial results for the first quarter ended March 31, 2026. Quarterly earnings announcements significantly impact stock price, investor sentiment, and future performance expectations.

3 Zacks, 8:30 AM
Option Care Health (OPCH) Q1 earnings beat estimates. Q1 earnings beat signals stronger financial performance, moderately influencing investor sentiment and short-term market trajectory.

29 Apr

4 StockStory, 2:12 PM
Option Care Health (OPCH) will report quarterly earnings tomorrow. Analysts expect revenue of $1.18 billion, up 9.6% year-over-year, and adjusted EPS of $0.45. Focus areas include infusion services growth, reimbursement trends, and guidance updates amid strong demand. Upcoming earnings report could drive major stock volatility based on results versus expectations for revenue, EPS, and guidance.

23 Apr

3 Zacks, 10:00 AM
Analysts forecast Option Care Health (OPCH) to report declining earnings in its upcoming quarterly results, with lowered EPS estimates signaling potential revenue pressures and margin challenges in home infusion services. Investors should monitor guidance, competitive dynamics, and cost controls. Expected earnings decline influences financial performance and market sentiment moderately but remains balanced by operational factors.

21 Apr

4 StockStory, 5:25 PM
Option Care Health (OPCH) stock prompts buy, sell, or hold debate after Q4 earnings, evaluating financial results, guidance, and market outlook. Q4 earnings outcomes and buy/sell/hold recommendations significantly shape OPCH's investor sentiment and stock trajectory.

13 Apr

3 Simply Wall St., 3:06 PM
Investors reassess Option Care Health (OPCH) valuation amid shifting home infusion growth prospects. Reevaluation of home infusion growth prospects moderately influences OPCH's valuation and investor sentiment.
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