<ul>
<li>Option Care Health 最近报告的季度收入超出分析师预期 1.4%，同时维持全年每股收益指引与预期一致。</li>
<li>这一结果凸显了在医疗创新和人口结构变化受益的细分市场中，尽管行业面临持续挑战，运营仍然强劲。</li>
<li>随着收入超出预期，我们将探讨这一表现如何塑造 Option Care Health 的投资叙事和前景。</li>
</ul>
<p>这 12 家公司在 COVID 之后生存并蓬勃发展，具备应对特朗普关税的正确要素。在您的投资组合感受到贸易战压力之前，了解原因。</p>
<h2>Option Care Health 投资叙事回顾</h2>
<p>为了安心持有 Option Care Health 的股份，投资者需要相信随着人口趋势扩大可服务市场，输液疗法的长期增长。最新的盈利超出预期支持了这一广泛叙事，但并未实质性改变由于疗法组合变化带来的利润压力的短期风险，或保持强大的支付方和制药合同的重要性。在最近的公告中，完成了另一轮股票回购，回购 2,158,218 股，金额为 6250 万美元，凸显了管理层对公司前景的持续信心，并可能为股票提供增量支持。这在收入表现的背景下是一个相关的步骤，但并未实质性改变与技术投资或新支付方关系相关的短期盈利催化剂。然而，投资者仍应密切关注疗法组合的变化及其对净利润的影响……</p>
<p>阅读 Option Care Health 的完整叙事（免费！）</p>
<p>Option Care Health 的前景预计到 2028 年收入将达到 69 亿美元，盈利为 3.062 亿美元。实现这一目标需要年收入增长率为 8.8%，以及盈利从当前的 2.113 亿美元增加 9490 万美元。</p>
<p>揭示 Option Care Health 的预测如何得出 35.30 美元的公允价值，相较于当前价格有 14% 的上涨空间。</p>
<h2>探索其他视角</h2>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/9aac0566-8088-48b7-9e98-e2064f7c1608/chart/earnings-and-revenue-growth?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/9aac0566-8088-48b7-9e98-e2064f7c1608/chart/earnings-and-revenue-growth"/></p>
<p>截至 2025 年 11 月的 OPCH 收益与收入增长</p>
<p>来自两位 Simply Wall St 社区成员的公允价值评估范围为每股 35.30 美元至 61.53 美元。观点差异很大，尤其是疗法组合的变化可能影响未来的利润率并重塑预期。</p>
<p>探索 Option Care Health 的另外 2 个公允价值估算 - 为什么该股票可能比当前价格高出多达 98%！</p>
<h2>构建您自己的 Option Care Health 叙事</h2>
<p>不同意现有叙事？在 3 分钟内创建您自己的叙事 - 非凡的投资回报很少来自随大流。</p>
<ul>
<li>开展 Option Care Health 研究的一个良好起点是我们的分析，突出 3 个关键收益和 1 个可能影响您投资决策的重要警示。</li>
<li>我们的免费 Option Care Health 研究报告提供了全面的基本面分析，以单一视觉 - 雪花图 - 总结，使您能够一目了然地评估 Option Care Health 的整体财务健康状况。</li>
</ul>
<h2>对其他可能性感兴趣？</h2>
<p>市场不会等待。这些快速发展的股票现在很热门。在它们上涨之前抓住名单：</p>
<ul>
<li>稀土金属是新的淘金热。找出哪 35 只股票在引领潮流。</li>
<li>我们发现 15 只美国股票预计明年将支付超过 6% 的股息收益率。查看完整名单，免费获取。</li>
<li>人工智能即将改变医疗保健。这 30 只股票正在从早期诊断到药物发现等各个方面进行工作。最棒的是 - 它们的市值都在 100 亿美元以下 - 现在仍有机会提前入场。</li>
</ul>
<p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成买入或卖出任何股票的推荐，也未考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>

拜尔斯普保健

<p>Option Care Health 报告的季度收入超出分析师预期 1.4%，并维持全年盈利指引。这一表现突显了公司在行业挑战中的运营实力。股份回购的完成反映了管理层的信心。公司展望预计到 2028 年收入将达到 69 亿美元，盈利为 3.062 亿美元，这需要每年 8.8% 的收入增长。公允价值估计在每股 35.30 美元至 61.53 美元之间，暗示潜在的上涨空间。投资者应关注影响利润率的治疗组合变化</p>

<ul>
<li>Option Care Health recently reported quarterly revenues that exceeded analyst expectations by 1.4%, while maintaining its full-year earnings per share guidance in line with estimates.</li>
<li>This outcome underscores continued operating strength in a segment benefiting from healthcare innovations and demographic shifts, despite ongoing industry challenges.</li>
<li>With revenue surpassing forecasts, we'll examine how this performance shapes Option Care Health's investment narrative and outlook.</li>
</ul>
<div class="lb-trans"><ul>
<li>Option Care Health 最近报告的季度收入超出分析师预期 1.4%，同时维持全年每股收益指引与预期一致。</li>
<li>这一结果凸显了在医疗创新和人口结构变化受益的细分市场中，尽管行业面临持续挑战，运营仍然强劲。</li>
<li>随着收入超出预期，我们将探讨这一表现如何塑造 Option Care Health 的投资叙事和前景。</li>
</ul>
</div><p>These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.</p>
<div class="lb-trans"><p>这 12 家公司在 COVID 之后生存并蓬勃发展，具备应对特朗普关税的正确要素。在您的投资组合感受到贸易战压力之前，了解原因。</p>
</div><h2>Option Care Health Investment Narrative Recap</h2>
<div class="lb-trans"><h2>Option Care Health 投资叙事回顾</h2>
</div><p>To be comfortable holding shares of Option Care Health, investors need to believe in the long-term growth of infusion therapies as demographic trends expand the addressable market and as healthcare pivots toward alternate site care. The latest earnings beat supports this broad narrative but does not materially alter the near-term risk of margin pressure from shifts in therapy mix or the importance of preserving strong payer and pharma contracts. Among recent announcements, the completion of another share repurchase tranche, 2,158,218 shares for US$62.5 million, underscores management’s ongoing confidence in the company’s outlook and may offer incremental support to the stock. It’s a relevant step in the context of top-line performance but does not substantially change the short-term earnings catalysts tied to technology investment or new payer relationships. However, investors should still keep a close eye on the shifting therapy mix and its impact on net margins…</p>
<div class="lb-trans"><p>为了安心持有 Option Care Health 的股份，投资者需要相信随着人口趋势扩大可服务市场，输液疗法的长期增长。最新的盈利超出预期支持了这一广泛叙事，但并未实质性改变由于疗法组合变化带来的利润压力的短期风险，或保持强大的支付方和制药合同的重要性。在最近的公告中，完成了另一轮股票回购，回购 2,158,218 股，金额为 6250 万美元，凸显了管理层对公司前景的持续信心，并可能为股票提供增量支持。这在收入表现的背景下是一个相关的步骤，但并未实质性改变与技术投资或新支付方关系相关的短期盈利催化剂。然而，投资者仍应密切关注疗法组合的变化及其对净利润的影响……</p>
</div><p>Read the full narrative on Option Care Health (it's free!)</p>
<div class="lb-trans"><p>阅读 Option Care Health 的完整叙事（免费！）</p>
</div><p>Option Care Health's outlook anticipates $6.9 billion in revenue and $306.2 million in earnings by 2028. Achieving this would require an annual revenue growth rate of 8.8% and an earnings increase of $94.9 million from the current $211.3 million.</p>
<div class="lb-trans"><p>Option Care Health 的前景预计到 2028 年收入将达到 69 亿美元，盈利为 3.062 亿美元。实现这一目标需要年收入增长率为 8.8%，以及盈利从当前的 2.113 亿美元增加 9490 万美元。</p>
</div><p>Uncover how Option Care Health's forecasts yield a $35.30 fair value, a 14% upside to its current price.</p>
<div class="lb-trans"><p>揭示 Option Care Health 的预测如何得出 35.30 美元的公允价值，相较于当前价格有 14% 的上涨空间。</p>
</div><h2>Exploring Other Perspectives</h2>
<div class="lb-trans"><h2>探索其他视角</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/9aac0566-8088-48b7-9e98-e2064f7c1608/chart/earnings-and-revenue-growth" alt="" original-src="https://images.simplywall.st/company/9aac0566-8088-48b7-9e98-e2064f7c1608/chart/earnings-and-revenue-growth"/></p>
<p>OPCH Earnings &amp; Revenue Growth as at Nov 2025</p>
<div class="lb-trans"><p>截至 2025 年 11 月的 OPCH 收益与收入增长</p>
</div><p>Fair value assessments from two Simply Wall St Community members range from US$35.30 to US$61.53 per share. Views differ widely, especially as changes in therapy mix could influence future margins and reshape expectations.</p>
<div class="lb-trans"><p>来自两位 Simply Wall St 社区成员的公允价值评估范围为每股 35.30 美元至 61.53 美元。观点差异很大，尤其是疗法组合的变化可能影响未来的利润率并重塑预期。</p>
</div><p>Explore 2 other fair value estimates on Option Care Health - why the stock might be worth as much as 98% more than the current price!</p>
<div class="lb-trans"><p>探索 Option Care Health 的另外 2 个公允价值估算 - 为什么该股票可能比当前价格高出多达 98%！</p>
</div><h2>Build Your Own Option Care Health Narrative</h2>
<div class="lb-trans"><h2>构建您自己的 Option Care Health 叙事</h2>
</div><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p>
<div class="lb-trans"><p>不同意现有叙事？在 3 分钟内创建您自己的叙事 - 非凡的投资回报很少来自随大流。</p>
</div><ul>
<li>A great starting point for your Option Care Health research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.</li>
<li>Our free Option Care Health research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Option Care Health's overall financial health at a glance.</li>
</ul>
<div class="lb-trans"><ul>
<li>开展 Option Care Health 研究的一个良好起点是我们的分析，突出 3 个关键收益和 1 个可能影响您投资决策的重要警示。</li>
<li>我们的免费 Option Care Health 研究报告提供了全面的基本面分析，以单一视觉 - 雪花图 - 总结，使您能够一目了然地评估 Option Care Health 的整体财务健康状况。</li>
</ul>
</div><h2>Interested In Other Possibilities?</h2>
<div class="lb-trans"><h2>对其他可能性感兴趣？</h2>
</div><p>The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:</p>
<div class="lb-trans"><p>市场不会等待。这些快速发展的股票现在很热门。在它们上涨之前抓住名单：</p>
</div><ul>
<li>Rare earth metals are the new gold rush. Find out which 35 stocks are leading the charge.</li>
<li>We've found 15 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.</li>
<li>AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</li>
</ul>
<div class="lb-trans"><ul>
<li>稀土金属是新的淘金热。找出哪 35 只股票在引领潮流。</li>
<li>我们发现 15 只美国股票预计明年将支付超过 6% 的股息收益率。查看完整名单，免费获取。</li>
<li>人工智能即将改变医疗保健。这 30 只股票正在从早期诊断到药物发现等各个方面进行工作。最棒的是 - 它们的市值都在 100 亿美元以下 - 现在仍有机会提前入场。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成买入或卖出任何股票的推荐，也未考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
</div>

拜尔斯普保健（OPCH）的收入是否会超出预期，以及其稳定的指导方针是否会改变其投资故事？