Option Care Health reported third‑quarter 2025 earnings for the period ended September 30, 2025. Revenue increased 12.2% year over year to $1.435 billion. GAAP diluted earnings per share were $0.32, while adjusted non‑GAAP EPS rose to $0.45, beating the consensus estimate of $0.43 by 4.65% to 5.1%. Net income fell 3.8% year over year to $53.9 million, reflecting the impact of biosimilar competition on key product lines.
Management highlighted continued operational resilience amid regulatory changes and competitive dynamics. The company cited the impact of biosimilars, which reduced revenue from its Stelara portfolio by 380 basis points, and emphasized its strategy to expand the national infusion network, advance its practitioner model, and invest in artificial intelligence to improve patient care and operational efficiency.
The company reaffirmed its full‑year 2025 revenue outlook of $5.60 billion to $5.65 billion, with a midpoint of $5.63 billion. It also confirmed its guidance for adjusted non‑GAAP earnings per share for the year, maintaining the same range as previously disclosed.
Option Care Health repurchased $62.5 million of its common stock during the quarter and extended a term loan at a lower interest rate, underscoring its focus on shareholder returns and financial flexibility.
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