Option Care Health Delivers Solid Q2 2026 and Lifts Full-Year EPS Outlook
OPCH sits 23% above its 52-week low of $18.01.
Summary
Second-quarter revenue reached $1.44 billion, and the company lifted its full-year Adjusted EPS guidance to $1.85–$1.92, pointing to strengthening operational momentum after a soft first quarter.
Key Events · Earnings and Guidance · OPCH
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Q2 Revenue and Earnings Beat
Net revenue came in at $1,442 million, a 1.9% year-over-year increase, while Adjusted EBITDA rose 3.0% to $117.5 million and Adjusted diluted EPS grew 9.8% to $0.45.
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Full-Year Guidance Raised
The full-year outlook now calls for Adjusted diluted EPS of $1.85–$1.92, Adjusted EBITDA of $480–$495 million, and net revenue of $5.675–$5.775 billion.
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Q3 Sequential Growth Outlook
For the third quarter, management projects low-to-mid single-digit sequential revenue growth and mid single-digit sequential Adjusted EBITDA growth relative to Q2.
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Share Repurchases Continue
During Q2 2026, the company bought back $150 million of its shares, helping reduce the weighted average diluted share count to 153.5 million from 164.1 million a year ago.
Analysis · OPCH · Industrial Applications And Services
A steady second quarter saw revenue climb 1.9% to $1.44 billion while Adjusted EBITDA advanced 3% to $117.5 million. Bolstered by these results, management raised its full-year Adjusted diluted EPS target to $1.85–$1.92, up from prior implied levels, and outlined Q3 sequential growth targets. The $150 million deployed for share repurchases during the quarter highlights management's conviction and lends support to per-share metrics. Coming on the heels of a mixed Q1 that had weighed on the stock, the improved outlook offers a positive signal for the balance of 2026.
How filings like this one have moved
In the 30 days to Sep 16, 2026, 30% of the 1759 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.34%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, OPCH was trading at $22.19 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $3.5B. The 52-week trading range was $18.01 to $36.80. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.