Overview

* Option Care Health ( OPCH ) Q2 revenue rises 15.4% yr/yr, beating analyst expectations

* Adjusted EBITDA for Q2 beats consensus, indicating strong operational performance

* Company repurchased $50 mln of stock in Q2

Outlook

* Option Care Health ( OPCH ) sees 2025 net revenue of $5.50 bln to $5.65 bln

* Company expects 2025 adjusted EPS of $1.65 to $1.72

* Option Care Health ( OPCH ) anticipates 2025 adjusted EBITDA of $465 mln to $475 mln

* Company projects 2025 cash flow from operations of at least $320 mln

Result Drivers

* REVENUE GROWTH - Driven by strong clinical outcomes and cost reduction strategies, per CEO John C. Rademacher

* ADJUSTED EPS INCREASE - Improved operational efficiency contributed to a 10.8% rise in adjusted diluted EPS

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $1.42 $1.35

Revenue bln bln (9

Analysts

)

Q2 Net $50.50

Income mln

Q2 Beat $114 mln $110.70

Adjusted mln (8

EBITDA Analysts

)

Q2 Gross $269 mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the healthcare facilities & services peer group is "buy"

* Wall Street's median 12-month price target for Option Care Health Inc ( OPCH ) is $39.00, about 22.7% above its July 29 closing price of $30.13

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)