Option Care Health: A Cutting-Edge Practitioner Model That Slashes Costs But What’s The Margin Impact In 2025?

The earnings for Option Care Health for the second quarter of 2025 highlights a period marked by notable financial and operational performance, underscored by several challenges and growth opportunities. Financially, the company demonstrated robust topline growth with revenues increasing by 15% compared to the prior year, driven by balanced performance in both acute and chronic therapies. The acute therapy segment saw mid-teen growth, outpacing general market expectations, suggesting market share gains potentially due to industry consolidations and changes in competitive dynamics. This strong performance was accompanied by a 5% growth in adjusted EBITDA, despite headwinds from drug pricing and competitive forces impacting gross margins.