Option Care Health

Option Care Health reported Q2 revenue of $1.4 billion, adjusted EBITDA of $117.5 million and adjusted EPS of $0.45, with operating cash flow of $184 million. Management maintained full-year revenue guidance of $5.675–$5.775 billion and narrowed adjusted EBITDA guidance to $480–$495 million and adjusted EPS to $1.85–$1.92. The company repurchased $150 million of shares (about 5% outstanding) and ended the quarter with net debt leverage of 2.1x. Management flagged an expected CID-related headwind of ~600 basis points to 2026 revenue and a $55 million gross-profit impact, while highlighting investments in technology, ambulatory expansion and payer partnerships to drive recovery and growth. » Plus sur finance.yahoo.com

Madison Small Cap Fund said it exited its position in Option Care Health after the company suffered the loss of a profitable specialty drug, reimbursement delays, declines in therapy volume and pricing pressure from biosimilars. Management is focused on cost control, but the fund judged that near-term visibility and profitability remain uncertain. Option Care shares have underperformed over the past year amid these operational and pricing challenges. » Plus sur finance.yahoo.com

Option Care Health reported adjusted EPS of $0.40 for Q1 2026 (guidance $0.38) on revenue of $1.35 billion, missing the expected $1.4 billion. Growth was weighed down by pronounced weakness in the chronic therapies segment, notably the CID portfolio. The stock fell sharply pre-market then showed a modest recovery. The company lowered its full-year revenue outlook to $5.675–5.775 billion; EPS forecasts for 2026 and 2027 are $1.88 and $2.06, respectively. » Plus sur de.investing.com