Option Care Health Reports Strong Q3 2024 Results Amid Supply Chain Disruptions and Future STELARA Headwinds

OPCH
October 03, 2025

Option Care Health, Inc. announced its financial results for the third quarter ended September 30, 2024. The company reported adjusted earnings per share of $0.41, surpassing the consensus estimate of $0.31 per share. This performance reflects the team's focus on delivering patient care despite various challenges.

The company also provided updated full-year 2024 revenue guidance, projecting between $4.9 billion and $4.95 billion, which is above the consensus estimate of $4.83 billion. This updated outlook indicates continued revenue momentum for the year.

However, Option Care Health disclosed a supply chain disruption impacting intravenous solution bags due to Hurricane Helene, which is expected to negatively affect fourth-quarter 2024 financial results, primarily within acute therapies. Furthermore, the company anticipates a 'drastic' and 'rapid' negative impact in early 2025 from biosimilar introductions, specifically related to STELARA pricing adjustments, which represents a significant future financial headwind.

The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.