Option Care Health (OPCH) Stock Price & Analysis
OPCH Stock Chart & Stats
- Day’s Range
- MXN 377.00 - MXN 377.00
- 52-Week Range
- MXN 340.48 - MXN 511.63
- Previous Close
- MXN 377.00
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- MXN 89.60B
- Enterprise Value
- MXN 4.29B
- Total Cash (Recent Filing)
- MXN 193.77M
- Total Debt (Recent Filing)
- MXN 1.27B
- Price to Earnings (P/E)
- 23.9
- Beta
- -0.13
- Next Earnings
- Nov 04, 2026 (Est.)
- EPS Estimate
- 9.14
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Infusion Platform And Clinic Expansion
The national alternate-site platform is gaining capacity and utilization through clinic expansion, while higher in-clinic activity can deepen clinical integration and improve operating leverage. This supports durable access to chronic and acute infusion demand beyond a single therapy or location.
Strong Cash Generation And Profitability
High free-cash-flow conversion indicates that reported earnings are translating into cash that can fund technology, clinics, debt service and other strategic priorities. Continued positive operating cash flow provides resilience and supports investment without relying entirely on external financing.
Strategic Support From Acquisition Agreement
The proposed ownership structure could provide additional capital and strategic resources while preserving Option Care as a separately managed operating company. McKesson’s healthcare position and CD&R’s support may help advance technology and growth initiatives over time, subject to approvals.
Bears Say
Chronic Inflammatory Portfolio Headwinds
Pressure in the chronic inflammatory portfolio is significant enough to affect both revenue and gross profit, creating a durable near-term drag on the business mix. Recovery depends on replacing lost contribution with growth in other therapies, which may take multiple quarters.
Margin Compression
Falling net margins show that profitability has not kept pace with revenue expansion, limiting the earnings benefit of scale. If mix pressure and operating costs persist, weaker margins could constrain reinvestment, reduce cash available for strategic priorities, and make growth less efficient.
Moderate Leverage Reduces Flexibility
Moderate leverage is serviceable but reduces financial flexibility if reimbursement, therapy mix or operating performance deteriorates. Debt obligations can compete with clinic expansion, technology investment and other uses of cash, making balance-sheet discipline important during the transition.
Option Care Health News
OPCH FAQ
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Option Care Health Stock Smart Score
Company Description
Option Care Health
Option Care Health, Inc. delivers infusion services to patients in their homes and other non-hospital settings throughout the United States. The company offers a broad spectrum of specialized infusion treatments, including therapies for various infections, management of heart failure, and comprehensive nutritional support (both intravenous and tube feeding) for individuals with acute or chronic conditions such as stroke, cancer, and digestive illnesses. They also provide immunoglobulin infusions for immune system deficiencies and treatments targeting chronic inflammatory disorders like Crohn's disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, and ulcerative colitis. Furthermore, Option Care Health assists in managing the progression of neurological conditions such as amyotrophic lateral sclerosis (ALS) and Duchenne muscular dystrophy. They also administer infusion therapies for bleeding disorders and provide crucial support for women experiencing high-risk pregnancies. Other specialized infusion services encompass pain relief, chemotherapy, and respiratory care. Complementing these medical offerings, the company provides professional nursing services. Option Care Health, Inc. maintains its primary corporate office in Bannockburn, Illinois.
- Sector
- Healthcare
- Industry
- Medical - Care Facilities
- CEO
- John C. Rademacher
- Employees
- 7,397
- Website
- www.optioncarehealth.com
- Address
- 3000 Lakeside Drive, Bannockburn, IL, 60015, US
Option Care Health (OPCH) Earnings & Revenues
OPCH Earnings Call
Earnings Call SentimentNeutral
The call presented a balance of meaningful operational and financial positives — including sequential revenue and EBITDA growth, strong cash generation ($184M in Q2), active share repurchases ($150M), clinic expansion, and progress in key portfolios (acute, IG neuro, rare/orphan) — while acknowledging persistent headwinds tied to the CID portfolio that are expected to depress 2026 revenue (~600 bps) and gross profit (~$55M). Management emphasized execution of commercial, technology and cost initiatives to drive sequential improvement through the back half of the year, but several initiatives and new therapy launches carry timing and execution risk.
View all MX:OPCH earnings summariesOPCH Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 12 | 1 | 4 |
| Technical Analysis | 4 | 1 | 0 |
| Moving Averages | 8 | 0 | 4 |
