Jun 2026 (Q2 FY26) — Jul 29, 2026
Option Care Health Q2 FY26 — Strong Q2 Performance and Strategic Momentum
Read the full callOption Care Health earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,351 | +1.3% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 5.4 | −0.6 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 45.3 | −3.0% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Price
1Y: $27.77 on 17 Oct 2025 → $31.21. High $36.59 (22 Jan 2026), low $19.52 (15 May 2026).
Overview
Call summaries
Option Care Health Q2 FY26 — Strong Q2 Performance and Strategic Momentum
Read the full callEvery analysed call
Financials
Net profit, year on year: −3% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,227 | 1,279 | 1,346 | 1,333 | 1,416 | 1,435 | 1,465 | 1,351 |
| Operating profit | 81 | 85 | 87 | 79 | 83 | 85 | 92 | 73 |
| Operating margin | 6.6% | 6.7% | 6.5% | 5.9% | 5.8% | 5.9% | 6.2% | 5.4% |
| Other income | — | — | — | -16 | — | — | — | -12 |
| Interest | 13 | 12 | 11 | 13 | 14 | 14 | 13 | 13 |
| Profit before tax | 72 | 74 | 81 | 64 | 69 | 69 | 82 | 61 |
| Tax rate | 26.4% | 26.8% | 25.8% | 26.5% | 26.6% | 24.9% | 28.2% | 25.7% |
| Net profit | 53 | 54 | 60 | 47 | 51 | 52 | 59 | 45 |
| EPS ($ per share) | 0.31 | 0.32 | — | 0.28 | 0.31 | 0.32 | — | 0.29 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -16 | -92 | -100 | 40 | 190 | 458 | 669 | 877 |
| Total liabilities | 825 | 1,683 | 1,632 | 1,615 | 1,727 | 1,795 | 2,018 | 2,129 |
| Fixed assets | 93 | 133 | 121 | 112 | 108 | 121 | 127 | 139 |
| Total assets | 1,428 | 2,590 | 2,647 | 2,791 | 3,113 | 3,217 | 3,422 | 3,456 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 24 | 39 | 127 | 209 | 268 | 371 | 323 | 258 |
| Cash from investing | -37 | -728 | -26 | -112 | -108 | -57 | -36 | -161 |
| Cash from financing | -4 | 719 | -69 | -77 | 15 | -265 | -218 | -277 |
| Net cash flow | -17 | 31 | 32 | 20 | 175 | 50 | 69 | -180 |
| Capital expenditure | -26 | -28 | -27 | -26 | -35 | -42 | -36 | -41 |
| Free cash flow | -2 | 11 | 101 | 183 | 232 | 329 | 288 | 217 |
57 filings between Nov 3, 2025 and Jul 6, 2026.
Purchases
$2.86M
5 purchases by 4 insiders
Sales
$1.17M
2 sales by 2 insiders
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| KRAEMER HARRY M JANSEN JR | $1.77M | — | May 4, 2026 |
| Pate R Carter | — | $970.6K | Feb 27, 2026 |
| SULLIVAN TIMOTHY P | $499.7K | — | May 7, 2026 |
| Sethna Meenal | $327.1K | — | May 4, 2026 |
| RADEMACHER JOHN CHARLES | $264.7K | — | May 4, 2026 |
| Bavaro Michael | — | $198.0K | Feb 27, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 6, 2026 | Bhatia Prateek EVP Sp Sales & Solutions | Award | 23,409 | $0 |
| Jul 6, 2026 | Bhatia Prateek EVP Sp Sales & Solutions | Award | 16,386 | $0 |
| May 20, 2026 | KRAEMER HARRY M JANSEN JR Director | Award | 12,079 | $268.5K |
| May 20, 2026 | BRANDT ERIC Director | Award | 2,643 | $58.8K |
| May 20, 2026 | KRAEMER HARRY M JANSEN JR Director | Award | 8,997 | $0 |
| May 20, 2026 | Deckmann Natasha Director | Award | 844 | $18.8K |
| May 20, 2026 | Deckmann Natasha Director | Award | 8,997 | $0 |
| May 20, 2026 | Wright Norman L. Director | Award | 8,997 | $0 |
| May 20, 2026 | BRANDT ERIC Director | Award | 8,997 | $0 |
| May 20, 2026 | SULLIVAN TIMOTHY P Director | Award | 4,836 | $107.5K |
| May 20, 2026 | Pate R Carter Director | Award | 8,997 | $0 |
| May 20, 2026 | Bodem Barbara W. Director | Award | 8,997 | $0 |
| May 20, 2026 | Bierbower Elizabeth D Director | Award | 8,997 | $0 |
| May 20, 2026 | SULLIVAN TIMOTHY P Director | Award | 8,997 | $0 |
| May 19, 2026 | Smyser Collin GC & Corporate Secretary | Option exercise | 812 | $0 |
| May 19, 2026 | Smyser Collin GC & Corporate Secretary | Tax withheld | 360 | $7.5K |
| May 7, 2026 | SULLIVAN TIMOTHY P Director | Purchase | 24,154 | $499.7K |
| May 4, 2026 | KRAEMER HARRY M JANSEN JR Director | Purchase | 36,610 | $783.8K |
| May 4, 2026 | RADEMACHER JOHN CHARLES Chief Executive Officer | Purchase | 12,500 | $264.7K |
| May 4, 2026 | Sethna Meenal Chief Financial Officer | Purchase | 16,225 | $327.1K |
| Apr 22, 2026 | Adewunmi Femi Chief Medical Officer | Tax withheld | 1,396 | $39.6K |
| Feb 27, 2026 | Bavaro Michael Chief Human Resources Officer | Sale | 6,000 | $198.0K |
| Feb 27, 2026 | Pate R Carter Director | Sale | 30,287 | $970.6K |
| Feb 24, 2026 | Smyser Collin GC & Corporate Secretary | Tax withheld | 2,210 | $74.7K |
| Feb 24, 2026 | Grashoff Christopher L. Chief Growth Officer | Tax withheld | 1,980 | $67.0K |
| Feb 24, 2026 | Bavaro Michael Chief Human Resources Officer | Tax withheld | 1,354 | $45.8K |
| Feb 24, 2026 | Adewunmi Femi Chief Medical Officer | Tax withheld | 1,627 | $55.0K |
| Feb 24, 2026 | Maggio Nicole Chief Accounting Officer | Tax withheld | 975 | $33.0K |
| Feb 24, 2026 | RADEMACHER JOHN CHARLES Chief Executive Officer | Tax withheld | 11,050 | $373.7K |
| Feb 24, 2026 | Whitworth Luke Chief Operating Officer | Tax withheld | 4,605 | $155.7K |
| Feb 22, 2026 | Bavaro Michael Chief Human Resources Officer | Tax withheld | 12,212 | $435.8K |
| Feb 22, 2026 | Grashoff Christopher L. Chief Growth Officer | Tax withheld | 538 | $19.2K |
| Feb 22, 2026 | Maggio Nicole Chief Accounting Officer | Tax withheld | 372 | $13.3K |
| Feb 22, 2026 | Whitworth Luke Chief Operating Officer | Tax withheld | 24,029 | $857.6K |
| Feb 22, 2026 | RADEMACHER JOHN CHARLES Chief Executive Officer | Tax withheld | 132,848 | $4.74M |
| Feb 22, 2026 | Smyser Collin GC & Corporate Secretary | Tax withheld | 15,433 | $550.8K |
| Feb 21, 2026 | RADEMACHER JOHN CHARLES Chief Executive Officer | Option exercise | 11,087 | $0 |
| Feb 21, 2026 | RADEMACHER JOHN CHARLES Chief Executive Officer | Tax withheld | 4,956 | $176.9K |
| Feb 20, 2026 | Grashoff Christopher L. Chief Growth Officer | Tax withheld | 1,948 | $69.5K |
| Feb 20, 2026 | RADEMACHER JOHN CHARLES Chief Executive Officer | Tax withheld | 10,638 | $379.7K |
| Feb 20, 2026 | Smyser Collin GC & Corporate Secretary | Tax withheld | 2,012 | $71.8K |
| Feb 20, 2026 | Bavaro Michael Chief Human Resources Officer | Tax withheld | 1,187 | $42.4K |
| Feb 20, 2026 | Maggio Nicole Chief Accounting Officer | Tax withheld | 619 | $22.1K |
| Feb 20, 2026 | Whitworth Luke Chief Operating Officer | Tax withheld | 4,015 | $143.3K |
| Feb 18, 2026 | Maggio Nicole Chief Accounting Officer | Award | 4,226 | $0 |
| Feb 18, 2026 | RADEMACHER JOHN CHARLES Chief Executive Officer | Award | 78,876 | $0 |
| Feb 18, 2026 | Smyser Collin GC & Corporate Secretary | Award | 15,213 | $0 |
| Feb 18, 2026 | Adewunmi Femi Chief Medical Officer | Award | 9,579 | $0 |
| Feb 18, 2026 | Sethna Meenal Chief Financial Officer | Award | 27,045 | $0 |
| Feb 18, 2026 | Bavaro Michael Chief Human Resources Officer | Award | 9,579 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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