OPCH — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-07-29

• Amount% of RevenueAmount% of RevenueAmount% of RevenueAmount% of Revenue

• Three Months Ended June 30, 2026 Compared to Three Months Ended June 30, 2025

• The following tables present selected consolidated comparative results of operations from Option Care Health’s unaudited condensed consolidated financial statements for the three months ended June 30, 2026 and 2025.

• The increase in net revenue was primarily driven by continued strong growth in the Company's acute portfolio of therapies, which saw high single-digit growth over the prior year, reflecting ongoing success in maintaining referral source and payer relationships and strong partnerships with hospitals …

• The increase in cost of revenue was primarily attributable to higher revenue volumes and changes in therapy mix. Gross profit decreased slightly primarily due to the impact of shifts in therapy mix, including the continued headwinds in the CID portfolio, partially offset by growth in higher-margin t…

Text removed vs the prior filing · source: 10-Q · 2026-04-30

• Three Months Ended March 31, 2026 Compared to Three Months Ended March 31, 2025

• The following tables present selected consolidated comparative results of operations from Option Care Health’s unaudited condensed consolidated financial statements for the three months ended March 31, 2026 and 2025.

• The increase in net revenue was primarily driven by high single-digit growth in the Company’s acute portfolio of therapies, while the chronic portfolio of therapies were down slightly compared to prior year. Acute growth was driven by a focus on maintaining referral source and payer relationships al…

• The increase in selling, general and administrative expenses during the three months ended March 31, 2026 was primarily due to investment in internal resources, technology, and other general costs to support both ongoing business needs as well as future business growth. The Company anticipates these…

• The change in Other, net was primarily attributable to prior year accruals related to an abandoned or unclaimed property voluntary disclosure agreement (“VDA”) program with no comparable accruals in the current period. This VDA is related to the pre-merger operations of BioScrip, Inc. (“BioScrip”), …

Text added vs the prior filing · source: 10-Q · 2026-07-29

• No director or officer of the Company has adopted, modified or terminated a Rule 10b5-1 plan or non-Rule 10b5-1 trading arrangement during the three months ended June 30, 2026.

Text removed vs the prior filing · source: 10-Q · 2026-04-30

• On March 6, 2026, John C. Rademacher, Chief Executive Officer, President and Director, adopted a trading plan intended to satisfy Rule 10b5-1(c) to sell up to 200,000 shares of Option Care Health, Inc. common stock over a period ending on February 26, 2027, subject to certain conditions.

• On March 11, 2026, Luke Whitworth, Chief Operating Officer, adopted a trading plan intended to satisfy Rule 10b5-1(c) to sell up to 60,000 shares of Option Care Health, Inc. common stock over a period ending on February 1, 2027, subject to certain conditions.

• Other than those disclosed above, none of the directors or officers of the Company have adopted, modified or terminated a Rule 10b5-1 plan or non-Rule 10b5-1 trading arrangement during the three months ended March 31, 2026.