)
Option Care Health (OPCH) investor relations material
Option Care Health TD Cowen 46th Annual Health Care Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.2025 performance and strategic achievements
Exceeded growth and profitability commitments for 2025, setting a strong foundation for 2026.
Prioritized capital allocation: organic investment, successful Intramed acquisition, and periodic share buybacks.
Expanded partnerships across payer, pharma, and distribution channels, growing patient base to over 315,000.
STELARA impact and 2026 outlook
2025 faced a $70M headwind from higher STELARA procurement costs, with $5M in Q1 and $20M+ in each subsequent quarter.
2026 expects a $25M-$35M headwind, evenly spread, driven by therapy mix shifts and increased competition, not procurement.
Q1 2026 year-over-year growth will be challenging due to lower headwind in Q1 2025; no further impact expected in 2027.
Market dynamics and growth opportunities
Acute business expected to grow mid-single digits in 2026, outperforming a low single-digit market.
Growth in acute driven by operational excellence and market exits by competitors, not just market conditions.
Chronic and acute segments both require broad clinical and operational capabilities, with portfolio breadth as a key differentiator.
Next Option Care Health earnings date
Next Option Care Health earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)