Option Care Health Q1 revenue misses estimates

Overview

• US infusion services provider's Q1 revenue up 1.3% yr/yr, missed analyst expectations

• Adjusted EBITDA for Q1 beat analyst expectations, though it declined 6.3% yr/yr

• Company repurchased $17.5 mln of stock in the quarter

Outlook

• Option Care Health sees 2026 net revenue of $5.675 bln to $5.775 bln

• Company expects 2026 adjusted diluted EPS of $1.82 to $1.92

• Option Care Health expects 2026 adjusted EBITDA of $480 mln to $505 mln

Result Drivers

• SLOW REVENUE GROWTH - Slow revenue growth described Q1 as a 'mixed performance'

Company press release: ID:nGNX9H0x9q

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "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 is $40.00, about 48.9% above its April 29 closing price of $26.87

• The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 17 three months ago

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