Option Care Health shares plunge after revenue guidance cut

6 articles · Updated · MarketWatch · Apr 30

The stock fell 28% to $19.48 and hit $18.01 earlier Thursday after the company cut 2026 revenue guidance to $5.68 billion-$5.78 billion.
That new range is below analysts' $5.94 billion estimate, while adjusted earnings guidance of $1.82-$1.92 brackets the $1.87 consensus.
First-quarter revenue rose 1.3% to $1.35 billion, missing forecasts, though adjusted earnings of 40 cents beat expectations; CEO John C. Rademacher said the company was dissatisfied with revenue growth momentum.

Could Option Care Health's revenue drop signal a permanent shift in the home infusion industry, or is this just a temporary policy-driven setback?

With new federal rules slashing drug reimbursement, how might home infusion providers reinvent their business models to survive and thrive?