Option Care Health Reports 8.8% Q4 Sales Growth, Slightly Lower Annual Guidance
Option Care Health’s Q4 revenue rose 8.8% YoY to $1.47 billion, matching analyst estimates, and adjusted EPS of $0.46 aligned with consensus. Full-year revenue guidance of $5.9 billion at midpoint trailed estimates by 1.4%, with adjusted EBITDA guidance of $492.5 million in line.
1. Q4 Sales and Earnings
Option Care Health generated Q4 revenue of $1.47 billion, an 8.8% year-on-year increase versus estimates of $1.46 billion, and reported adjusted EPS of $0.46, matching consensus forecasts.
2. Full-Year 2026 Guidance
The company set fiscal 2026 revenue guidance at $5.9 billion at midpoint, 1.4% below analysts’ projections, and issued adjusted EBITDA guidance of $492.5 million at midpoint, in line with expectations.
3. Margin and Cash Flow Metrics
Operating margin held at 6.2% in Q4, stable year on year, while free cash flow margin remained at 1.5%. A 10.4% reduction in share count over five years boosted EPS growth despite flat operating efficiency.