Option Care Health posts Q3 results as $5.8 billion acquisition by McKesson and CD&R moves forward
+3 new sources since this summary was written
Option Care Health reported third‑quarter 2026 revenue of about $1.49 billion and earnings per share ranging from $0.38 to $0.49, depending on the source. The home‑infusion provider is slated to be bought by McKesson Corp. and private‑equity firm CD&R for $32.05 per share, a transaction valued at roughly $5.8 billion. Management withdrew its financial guidance because of the pending deal, and analysts are focusing on the transaction timeline and the fourth‑quarter EBITDA outlook.
Why it matters
The pending acquisition means the company’s future performance will be integrated into McKesson’s results, so investors will watch for any delays or regulatory hurdles. The withdrawal of guidance removes a near‑term earnings benchmark, increasing uncertainty around the Q4 EBITDA target of $137 million that analysts expect.
Key facts
- 1Option Care reported Q3 2026 revenue of $1.49 billion, up 4.1% year‑over‑year. tradingview.com
- 2The company’s Q3 adjusted diluted EPS was $0.49 according to analysts’ expectations. tradingview.com
- 3A separate filing shows Q3 EPS of $0.38, up from $0.32 in the prior quarter. tradingview.com
- 4Full‑year revenue reached $5.69 billion, up nearly 6% from the prior year. investing.com
- 5Option Care is being acquired for $32.05 per share, valuing the deal at about $5.8 billion. investing.com
- 6McKesson will invest $1.4 billion for a 49% stake, while CD&R will hold roughly 51% of the combined company. investing.com
Open questions
- EPS figure differs between $0.49 (adjusted) and $0.38 (reported) for Q3 2026.
- Revenue is reported as $1.48 billion in one source and $1.49 billion in others.
Summary written by AlphAI AI Desk from 3 of 3 sources. Not investment advice. Figures are as stated by the linked sources.