Option Care Health disclosed its preliminary fourth‑quarter 2025 financial results, reporting net revenue of $1.46 billion to $1.47 billion, a figure that aligns closely with analyst consensus and represents a modest increase over the same period in 2024. The company’s adjusted earnings per share of $0.46 to $0.49 beat the consensus estimate of $0.46, a beat of roughly $0.01 to $0.03 per share, driven by disciplined cost management and a favorable mix of high‑margin infusion services.
The full‑year 2025 revenue guidance was set at $5.645 billion to $5.655 billion, slightly above the consensus estimate of $5.64 billion. Adjusted earnings per share for the year were projected at $1.72 to $1.76, exceeding the consensus of $1.64. Management highlighted that the guidance reflects continued demand for home‑based infusion care and the company’s ability to maintain pricing power in its core therapeutic areas.
In a move that signals confidence in its cash‑flow generation, the board doubled the 2025 share‑repurchase authorization from $500 million to $1.0 billion on January 9. As of December 31, 2025, the program had a remaining capacity of approximately $193 million, underscoring the company’s commitment to returning value to shareholders.
Looking ahead, Option Care Health provided 2026 guidance that projects net revenue of $5.8 billion to $6.0 billion, a range that is modestly below analyst expectations of $6.06 billion. Adjusted EBITDA guidance of $480 million to $505 million is also slightly below the consensus estimate of $495.8 million, while adjusted earnings per share of $1.82 to $1.92 surpasses the consensus of $1.49 to $1.79. The company cited a 400‑basis‑point top‑line headwind from Stelara in 2026, but noted that Stelara and its biosimilars would represent less than 1% of revenue and gross profit, reflecting a diversified portfolio.
Option Care Health remains the nation’s largest independent provider of home and alternate‑site infusion services. The company’s financial health is strong, with a robust Altman Z‑Score and active insider buying. It will present its detailed earnings and guidance during its fourth‑quarter earnings call in February 2026 and will also appear at the 44th Annual J.P. Morgan Healthcare Conference on January 13.
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