Option Care revenue growth slows to 1.3%; $55M profit headwind disclosed, buybacks plunge 82%

Filed April 30, 2026 · Period ending March 31, 2026 · Compared to 10-Q Apr 29, 2025 · ~1 min read

Key Changes

• high

  Revenue growth decelerated sharply to 1.3% from 16.3% prior year, with chronic therapies declining and acute therapies slowing from mid-teens to high single-digit growth. Gross margin compressed 30 basis points to 19.4%.

  MD&A: Revenue & Margins verify on EDGAR →
• high

  Management disclosed a new $55M gross profit headwind for 2026 from chronic inflammatory disease portfolio challenges, including increased patient attrition and unfavorable therapy mix.

  MD&A: CID Portfolio verify on EDGAR →
• high

  Share repurchases dropped 82% to $17.5M in Q1 2026 from $100M prior year, despite board doubling buyback authorization to $1B in January 2026. $675M remains available but execution slowed dramatically.

  Controls & MD&A: Capital Allocation verify on EDGAR →