Option Care Health, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 72/100
What the filing says
Option Care Health reported Q3 2026 net revenue of $1,493.5M (up 4.1% YoY), GAAP net income of $57.4M (up 10.8%), and adjusted EBITDA of $124.6M (up 4.3%). The company has entered a definitive merger agreement to be acquired by Clayton, Dubilier & Rice and McKesson Corporation. Due to the pending acquisition, management withdrew prior guidance and will not host an earnings call.
Why this rating
Pending acquisition is material event; merger removes near-term standalone forecast uncertainty but operating growth (4–5%) is modest. Represents significant corporate governance shift for $5.3B company.
Price action (we called it neutral)
at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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