Option Care Health Reports Strong Q4/FY2025 Results, Positive 2026 Guidance, and $307M in Share Repurchases
OPCH sits 48% above its 52-week low of $24.235.
Summary
Option Care Health reported strong Q4 and full-year 2025 financial results, provided positive 2026 guidance, and repurchased $307 million in stock during 2025.
Key Events · Earnings and Guidance · OPCH
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Strong Q4 and Full Year 2025 Financial Performance
The company reported Q4 2025 net revenue of $1,465.4 million (up 8.8%), GAAP diluted EPS of $0.37 (up 5.7%), and Adjusted EBITDA of $126.0 million (up 3.7%). For the full year 2025, net revenue reached $5,649.5 million (up 13.0%), GAAP diluted EPS was $1.27 (up 3.3%), and Adjusted EBITDA was $471.3 million (up 6.2%).
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Positive Full Year 2026 Financial Guidance
Option Care Health expects 2026 net revenue between $5.8 billion and $6.0 billion, adjusted diluted EPS between $1.82 and $1.92, and Adjusted EBITDA between $480 million and $505 million. Cash provided by operating activities is projected to be at least $340 million.
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Significant Share Repurchases in 2025
The company repurchased $95 million of stock in Q4 2025, contributing to a total of $307 million in stock repurchases for the full year 2025, demonstrating active execution of its share buyback program.
Analysis · OPCH · Industrial Applications And Services
Option Care Health delivered solid financial results for the fourth quarter and full year 2025, demonstrating notable growth in net revenue, GAAP diluted EPS, and Adjusted EBITDA. The company's positive momentum is projected to continue into 2026, with strong financial guidance across key metrics including revenue, adjusted EPS, and adjusted EBITDA. Furthermore, the company executed substantial share repurchases totaling $307 million in 2025, actively utilizing the expanded $1 billion buyback program announced in January 2026. This strong performance and positive outlook reinforce the company's market position and operational execution, especially as the stock trades near its 52-week high.
At the time of this filing, OPCH was trading at $35.95 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $5.7B. The 52-week trading range was $24.24 to $36.80. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.