Welcome to our dedicated page for Option Care Health SEC filings (Ticker: OPCH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Option Care Health, Inc. filings document the public-company disclosures of a Nasdaq-listed provider of home and alternate-site infusion services. Its common stock is registered under the symbol OPCH, and its regulatory record includes Current Reports on Form 8-K, proxy materials, and exhibits tied to operating results and corporate actions.
OPCH filings cover quarterly and annual financial results, non-GAAP measure reconciliations, Regulation FD investor presentations, amendments to its first lien credit agreement, executive officer changes and related severance matters, and definitive proxy disclosures. The proxy record addresses board governance, stockholder voting matters, executive compensation, and capital allocation context for the company's infusion services business.
Option Care Health delivered modest growth in the first half of 2026. For Q2, net revenue rose 1.9% to $1.44 billion, while gross margin slipped to 18.5% from 19.0% as therapy mix shifted. Net income increased 6.7% to $53.9 million, with diluted EPS of $0.35.
For the first six months, revenue reached $2.79 billion and net income $99.3 million. Operating cash flow strengthened sharply to $171.5 million, helped by a significant inventory reduction. The company invested $20.1 million in capital expenditures and did not close any acquisitions in 2026 to date.
Leverage remains meaningful, with total debt principal of $1.17 billion, but liquidity is supported by $193.8 million of cash and $846.0 million of available Revolver capacity. The company repurchased 7.9 million shares for $167.5 million in the first half, leaving $525.0 million authorized. Management highlights ongoing pressure in its chronic inflammatory disease portfolio and expects CID dynamics to reduce 2026 gross profit by about $55 million, partially offset by growth in acute and other higher-margin therapies.
Option Care Health, Inc. reported second quarter 2026 net revenue of $1,442 million, up 1.9% year over year. GAAP net income was $53.9 million and diluted EPS $0.35, increases of 6.7% and 12.9%. Adjusted EBITDA rose 3.0% to $117.5 million and adjusted diluted EPS grew 9.8% to $0.45.
Operating cash generation increased, with $184 million provided by operating activities in Q2 and $171.5 million in the first half of 2026, compared with $83.1 million a year earlier. The company repurchased $150 million of shares in the quarter. As of June 30, 2026, total assets were $3.38 billion, long-term debt was $1.15 billion and stockholders’ equity was $1.26 billion.
For full-year 2026, Option Care Health expects net revenue of $5.675–$5.775 billion, adjusted EBITDA of $480–$495 million, adjusted diluted EPS of $1.85–$1.92 and at least $320 million of operating cash flow. For third quarter 2026, it anticipates sequential low- to mid-single-digit growth in net revenue and mid-single-digit growth in adjusted EBITDA.
Bhatia Prateek reported acquisition or exercise transactions in this Form 4 filing.
Option Care Health, Inc. executive vice president Prateek Bhatia reported receiving two stock awards of common stock as equity compensation. One award covered 23,409 shares, after which that line of ownership shows 39,795 shares directly held. A second award covered 16,386 shares, with that line showing 16,386 shares directly held after the grant.
The awards are in the form of restricted stock units that vest in stages. According to the filing, one third of the underlying shares vest on each of the first, second, and third anniversaries of the grant date, tying the compensation to continued service over three years.
Option Care Health, Inc. executive Prateek Bhatia, who serves as Executive Vice President, Sp Sales & Solutions, has filed an initial ownership report on Form 3 as an officer of the company. The filing does not report any stock purchases, sales, option exercises, or other transactions.
Bierbower Elizabeth D reported acquisition or exercise transactions in this Form 4 filing.
Option Care Health director Elizabeth D. Bierbower received an equity grant. She was awarded 8,997 shares of common stock as restricted stock units valued at $200,000, based on the closing price on May 20, 2026. These units vest in full on May 20, 2027, bringing her direct holdings to 32,871 shares.
Deckmann Natasha reported acquisition or exercise transactions in this Form 4 filing.
Option Care Health, Inc. director Natasha Deckmann reported two equity awards of common stock on May 20, 2026. She received 8,997 restricted stock units that vest in full on May 20, 2027, granted in lieu of cash retainer payments. She also received an additional award of 844 restricted stock units, calculated to reflect $200,000 of value based on the closing share price on the grant date, which will also vest fully on May 20, 2027.
KRAEMER HARRY M JANSEN JR reported acquisition or exercise transactions in this Form 4 filing.
Option Care Health director Harry M. Jansen Kraemer Jr. reported two stock-based compensation awards on common stock. He received 12,079 restricted stock units valued using a $200,000 target amount based on the May 20, 2026 closing price, plus 8,997 restricted stock units granted in lieu of cash retainer fees. Both awards vest in full on May 20, 2027 and represent equity compensation grants, not open-market purchases.
Pate R Carter reported acquisition or exercise transactions in this Form 4 filing.
Option Care Health, Inc. director Pate R. Carter reported receiving an equity grant in the form of restricted stock units. The award covers 8,997 shares of common stock at a stated price of $0.00 per share and brings direct holdings to 20,620 shares after the transaction. A footnote explains the restricted stock units were valued at $200,000 based on the closing price on May 20, 2026, and they vest in full on May 20, 2027.
Option Care Health director Timothy P. Sullivan reported two stock awards from the company. On May 20, 2026 he acquired 4,836 shares of common stock at a reference price of $22.23 per share as a restricted stock unit award reflecting $200,000 of value. He also received 8,997 restricted stock units in lieu of cash retainer fees, with both grants based on the same closing share price. All these restricted stock units vest in full on May 20, 2027, representing routine equity-based director compensation rather than open-market share purchases.
Option Care Health director Barbara W. Bodem received an equity award of 8,997 common shares on May 20, 2026. The award represents restricted stock units valued at $200,000 based on the issuer’s closing share price on that date and carries no cash exercise cost.
The restricted stock units vest in full on May 20, 2027, meaning Bodem must remain in service through that date to receive the underlying shares. Following this grant, she beneficially owns 21,087 common shares directly, according to the filing.