Option Care Health, Inc. · NASDAQ:OPCH
Option Care Health — Q1 2026 Earnings Presentation
7 slides from Option Care Health's earnings presentation, Apr 30, 2026
Slide 1: Extraordinary Care That Changes Lives
Extraordinary Care That Changes Lives Option Care Health, Inc. Q1 2026 Earnings Call April 30, 2026 1 © 2026 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED
Slide 2: Disclaimers
Disclaimers Forward-Looking Statements This presentation may contain “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as: “anticipate,” “intend,” “pla
Slide 3: Q1 Results & Full-Year 2026 Update
Q1 RESULTS & FULL-YEAR 2026 UPDATE o Mixed Q1 results o Strong execution across Acute o Transitional period for Chronic o Continued focus on strategic initiatives o Full-year 2026 guidance o Adjusting Net Revenue guidance and Cash Flow from Operations target o Maintaining Adj. EBITDA and Adj. Dilute
Slide 4: Q1 2026 Financial Performance
Q1 2026 FINANCIAL PERFORMANCE Revenue Growth Highlights vs. PY ($ in millions except EPS) o Revenue +1% o Acute: High single digit growth o Chronic: Slight decline o IG/neuro portfolio solid growth o Offset by chronic inflammatory portfolio (CID) $1,351 decline and certain other specialty therapies
Slide 5: Full-Year 2026 Guidance & Key Assumptions
FULL-YEAR 2026 GUIDANCE & KEY ASSUMPTIONS FY ’26 Guidance Update Guidance Key Assumptions + Growth vs. PY1 o Net Revenue $5.675B to $5.775B, +1% o FY ’26 o Approx. (-600bps) total company Net Revenue growth headwind from CID o Adj. Diluted EPS $1.82 to $1.92, +9% o Approx. (-$55M) GP$ headwind from
Slide 6: Contact Us / Our Website
Contact Us Our Website investors@optioncarehealth.com optioncarehealth.com © 2026 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED Q1 '26 Earnings Call Presentation | April 30, 2026 6
Slide 7: Reconciliation to Non-GAAP Measures
Reconciliation to Non-GAAP Measures For historical reconciliations of non-GAAP financial measures, please see our SEC filings and other financial reports, which are available on our website at investors.optioncarehealth.com © 2026 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED Q1 '26 Earnings Call Pre