Option Care Health Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
10.5%projected annual EPS growth
Analyst Coverage
12analysts covering
FY Revenue (est.)
$5.8Bnext fiscal year
FY EPS (est.)
$1.88next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 29 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Patient Census / Annual Patients Served Annually315KTarget: Sustained growth driven by demographic shifts and home care preference
Chronic Inflammatory Disease (CID) Gross Profit Impact Quarterly-55MTarget: Mitigate headwinds through therapy mix optimization and patient retention
Net Revenue Growth Rate Quarterly130.0%Target: Re-accelerate to high single-digit industry growth rates
Adjusted EBITDA Quarterly104.8MTarget: 480 million to 505 million for Full Year 2026
Watch Items
- Chronic Inflammatory Disease (CID) Portfolio DynamicsTrigger: Gross profit headwind exceeding the projected $55 millionAction: Re-evaluate commercial strategy, payer contracts, and patient retention programs.
- Stelara Biosimilar Competition and Therapy Mix ShiftTrigger: Revenue growth headwind exceeding 600 basis pointsAction: Accelerate onboarding of newer high-margin chronic and acute therapies.
- Legal and Regulatory ScrutinyTrigger: Formal class action filing or regulatory enforcement following Q1 2026 guidance revisionAction: Engage legal counsel, assess potential liability, and issue transparent investor updates.
Research as of 19 Jun 2026