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Option Care Health (OPCH)
NASDAQ:OPCH
Earnings Data
Report Date
Apr 23, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.33Last Year’s EPS
0.26Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: 2.67%
|Next Earnings Date:Apr 23, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong revenue growth, successful acquisitions, and effective supply chain management. Despite these positives, the company anticipates a significant profit impact from changes in Stelara's economics. However, the overall outlook remains positive due to strategic investments and shareholder value initiatives.Company Guidance
During the earnings call for the fourth quarter of 2024, Option Care Health provided guidance for 2025, projecting revenue between $5.3 billion and $5.5 billion, adjusted EBITDA ranging from $450 million to $470 million, and adjusted earnings per share of $1.59 to $1.69. Despite facing a $60 million to $70 million gross profit headwind from Stelara, the company anticipates overall earnings growth through its balanced portfolio. Notably, the company reported a strong fourth quarter in 2024 with a 19.7% revenue growth compared to the prior year, driven by high single-digit growth in acute therapies and contributions from rare and orphan therapies. The company's gross profit grew by 8.6% year-over-year, and they achieved an adjusted EBITDA of $121.6 million, marking a 9% increase. Furthermore, Option Care Health completed the acquisition of Intramed Plus in January 2025, enhancing its footprint with over 175 infusion locations, including advanced practitioner capabilities at 15 sites. This acquisition influenced the revised guidance for 2025, which also includes expectations to generate at least $320 million in cash flow from operations.Strong Revenue Growth
Option Care Health reported a 19.7% revenue growth over Q4 2023, indicating a robust performance across its portfolio, particularly in rare and orphan therapies.
Successful Acquisition and Expansion
The company closed the acquisition of Intramed Plus, expanding its presence in the Southeastern United States and integrating advanced practitioner models in more than 175 infusion locations.
Share Repurchase Program
Option Care Health exhausted its previous $90 million share repurchase authorization and initiated a new $500 million authorization, demonstrating a strong balance sheet and shareholder value focus.
Improved Supply Chain Conditions
Significant improvement in IV solution supply dynamics allowed Option Care Health to onboard new patients more effectively.
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OPCH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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OPCH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 26, 2025 | $32.63 | $33.15 | +1.59% |
| Oct 30, 2024 | $30.50 | $23.55 | -22.79% |
| Jul 31, 2024 | $31.35 | $29.69 | -5.30% |
| Apr 23, 2024 | $30.41 | $30.59 | +0.59% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Option Care Health (OPCH) report earnings?
Option Care Health (OPCH) is schdueled to report earning on Apr 23, 2025, TBA Not Confirmed.
What is Option Care Health (OPCH) earnings time?
Option Care Health (OPCH) earnings time is at Apr 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OPCH EPS forecast?
OPCH EPS forecast for the fiscal quarter 2025 (Q1) is 0.33.
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