Option Care Health: Inside Its 175-Facility Network — What’s Fueling the Next Wave of Infusion Center Growth?

Option Care Health reported a strong performance in the third quarter of 2025, delivering a 12% year-over-year increase in revenue. This growth was balanced across its acute and chronic therapy portfolios, demonstrating its effective competitive positioning within the healthcare market. The mid-teens growth in acute therapies outpaced expected industry rates, which can be attributed to the company’s strategic positioning and operational agility. Nevertheless, the company faced headwinds with a 380 basis points decline in the chronic portfolio due to the adoption of Stelara biosimilars, affecting the gross profit owing to the lower reference price and reimbursement rates of the biosimilars. Despite these challenges, Option Care Health’s robust operating model allowed for consistent results. The company’s gross profit increased by 6.3% year-over-year to $273 million, while adjusted EBITDA grew 3.4% to $119.5 million, reflecting their cost management efforts despite margin pressures from therapy mix adjustments and new product dynamics.