Option Care Health Q3 Revenue Rises 4.1% and EPS Grows 18.8% Ahead of Take-Private Deal
Option Care Health grew third-quarter revenue 4.1% and diluted earnings 18.8% while it waits to be taken private by Clayton, Dubilier & Rice and McKesson, according to its 8-K released Wednesday.
The home and alternate-site infusion provider reported net revenue of $1.4935 billion. GAAP net income rose 10.8% to $57.4 million, or $0.38 per diluted share.
Profit measures move higher
Adjusted EBITDA increased 4.3% to $124.6 million, and adjusted diluted EPS rose 8.9% to $0.49. Operating activities generated $114.7 million of cash in the quarter.
The results show the business continuing to grow modestly ahead of the change in ownership. Earnings per share grew faster than net income, which points to a lower share count than a year earlier.
No call, no guidance
Because of the pending acquisition, Option Care Health said it will not hold an earnings conference call for these results and has withdrawn its previously disclosed financial guidance.
The company has a definitive merger agreement under which it will be acquired by private equity firm Clayton, Dubilier & Rice and drug distributor McKesson. In its forward-looking statements, the company listed risks that the deal could be terminated, which in some cases would require it to pay a termination fee, or could fail to win stockholder or regulatory approval.
Option Care Health describes itself as the nation's largest independent provider of home and alternate-site infusion services. It reports more than 8,000 team members, including more than 5,000 clinicians, serving patients in all 50 states.
For shareholders, the quarter matters mainly as a check on the business while the transaction is pending, since the deal terms rather than quarterly results now drive the outcome.
By the numbers
- Q3 net revenue: $1.4935 billion, up 4.1%
- GAAP diluted EPS: $0.38, up 18.8%
- Adjusted diluted EPS: $0.49, up 8.9%
- Adjusted EBITDA: $124.6 million, up 4.3%
- Operating cash flow: $114.7 million
Sources
- Option Care Health Form 8-K with third-quarter 2026 earnings release, filed Nov. 4, 2026 (accession 0001014739-26-000028)
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