Highlights

  • Option Care Health expects Q4 2025 net sales of USD 1.46–1.47B, up from USD 1.35B in the prior year.
  • Non-GAAP net income is projected at USD 73.8–79M, translating to USD 0.46–0.49 per share.
  • The company increased its stock buyback authorization to USD 1B, doubling the previous USD 500M limit.

Option Care Health (NASDAQ:OPCH) released preliminary figures for the fourth quarter and full year of 2025. The company projects net sales of USD 1.46–1.47B for Q4, compared with USD 1.35B in the same quarter of 2024. This reflects a year-over-year increase of approximately 8–9%, indicating growth in its core healthcare services.

These preliminary figures give investors an early indication of the company’s performance in the quarter. While the figures are unaudited, they provide insight into revenue trends and help the market gauge the company’s financial trajectory heading into 2026.

Projected Profitability
Preliminary results also estimate non-GAAP net income between USD 73.8M and USD 79M, which equals USD 0.46–0.49 per share. In comparison, the fourth quarter of 2024 saw a non-GAAP net profit of USD 75.5M. These estimates suggest that net profitability is roughly consistent with the previous year, despite higher revenue.

Stock Buyback Expansion
Alongside the preliminary results, the company’s board approved an increase in its stock repurchase program from USD 500M to USD 1B. By the end of 2025, the earlier program still had USD 193M remaining in buyback capacity. The expanded authorization indicates that the company is allocating additional resources to repurchase shares, which could affect the total outstanding stock.

Market Response
Following the announcement, Option Care Health’s stock rose more than 8% on Tuesday during trading on the NASDAQ exchange. The gain reflected market response to the combination of increased revenue projections and the expanded buyback program.