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Side-by-side financial comparison of BELDEN INC. (BDC) and Option Care Health, Inc. (OPCH). Click either name above to swap in a different company.
Option Care Health, Inc. is the larger business by last-quarter revenue ($1.4B vs $720.1M, roughly 2.0× BELDEN INC.). BELDEN INC. runs the higher net margin — 9.4% vs 3.6%, a 5.8% gap on every dollar of revenue. On growth, Option Care Health, Inc. posted the faster year-over-year revenue change (12.2% vs 8.1%). Option Care Health, Inc. produced more free cash flow last quarter ($130.2M vs $121.3M). Over the past eight quarters, BELDEN INC.'s revenue compounded faster (15.9% CAGR vs 13.0%).
Belden Inc. is an American, multinational, publicly traded company specializing in the design, manufacture, and distribution of end-to-end networking, security and connectivity products. The company serves the Industrial Automation Solutions, Smart Buildings and Broadband & 5G markets.
GE Healthcare Technologies, Inc. is an American health technology company based in Chicago, Illinois. The company, which stylizes its own name as GE HealthCare, operates four divisions: Medical imaging, which includes molecular imaging, computed tomography, magnetic resonance, women’s health screening and X-ray systems; Ultrasound; Patient Care Solutions, which is focused on remote patient monitoring, anesthesia and respiratory care, diagnostic cardiology, and infant care; and Pharmaceutical ...
BDC vs OPCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $720.1M | $1.4B |
| Net Profit | $67.9M | $51.8M |
| Gross Margin | 36.6% | 19.0% |
| Operating Margin | 12.2% | 5.9% |
| Net Margin | 9.4% | 3.6% |
| Revenue YoY | 8.1% | 12.2% |
| Net Profit YoY | 16.3% | -3.8% |
| EPS (diluted) | $1.70 | $0.32 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $720.1M | — | ||
| Q3 25 | $698.2M | $1.4B | ||
| Q2 25 | $672.0M | $1.4B | ||
| Q1 25 | $624.9M | $1.3B | ||
| Q4 24 | $666.0M | $1.3B | ||
| Q3 24 | $654.9M | $1.3B | ||
| Q2 24 | $604.3M | $1.2B | ||
| Q1 24 | $535.7M | $1.1B |
| Q4 25 | $67.9M | — | ||
| Q3 25 | $56.7M | $51.8M | ||
| Q2 25 | $61.0M | $50.5M | ||
| Q1 25 | $51.9M | $46.7M | ||
| Q4 24 | $58.4M | $60.1M | ||
| Q3 24 | $53.7M | $53.9M | ||
| Q2 24 | $49.0M | $53.0M | ||
| Q1 24 | $37.3M | $44.8M |
| Q4 25 | 36.6% | — | ||
| Q3 25 | 37.7% | 19.0% | ||
| Q2 25 | 38.5% | 19.0% | ||
| Q1 25 | 39.3% | 19.7% | ||
| Q4 24 | 37.5% | 21.3% | ||
| Q3 24 | 37.3% | 20.1% | ||
| Q2 24 | 37.5% | 20.3% | ||
| Q1 24 | 37.6% | 20.8% |
| Q4 25 | 12.2% | — | ||
| Q3 25 | 10.9% | 5.9% | ||
| Q2 25 | 11.8% | 5.8% | ||
| Q1 25 | 11.6% | 5.9% | ||
| Q4 24 | 10.4% | 6.9% | ||
| Q3 24 | 11.5% | 6.7% | ||
| Q2 24 | 11.4% | 6.6% | ||
| Q1 24 | 9.9% | 6.0% |
| Q4 25 | 9.4% | — | ||
| Q3 25 | 8.1% | 3.6% | ||
| Q2 25 | 9.1% | 3.6% | ||
| Q1 25 | 8.3% | 3.5% | ||
| Q4 24 | 8.8% | 4.8% | ||
| Q3 24 | 8.2% | 4.2% | ||
| Q2 24 | 8.1% | 4.3% | ||
| Q1 24 | 7.0% | 3.9% |
| Q4 25 | $1.70 | — | ||
| Q3 25 | $1.41 | $0.32 | ||
| Q2 25 | $1.53 | $0.31 | ||
| Q1 25 | $1.27 | $0.28 | ||
| Q4 24 | $1.41 | $0.36 | ||
| Q3 24 | $1.30 | $0.31 | ||
| Q2 24 | $1.19 | $0.30 | ||
| Q1 24 | $0.90 | $0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $389.9M | $309.8M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $1.3B | $1.4B |
| Total Assets | $3.5B | $3.5B |
| Debt / EquityLower = less leverage | — | 0.86× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $389.9M | — | ||
| Q3 25 | $314.3M | $309.8M | ||
| Q2 25 | $301.5M | $198.8M | ||
| Q1 25 | $259.0M | $171.4M | ||
| Q4 24 | $370.3M | $412.6M | ||
| Q3 24 | $323.0M | $483.0M | ||
| Q2 24 | $564.8M | $376.9M | ||
| Q1 24 | $506.8M | $219.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.2B | $1.4B |
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.4B | $3.5B | ||
| Q2 25 | $3.4B | $3.4B | ||
| Q1 25 | $3.3B | $3.3B | ||
| Q4 24 | $3.3B | $3.4B | ||
| Q3 24 | $3.3B | $3.4B | ||
| Q2 24 | $3.5B | $3.3B | ||
| Q1 24 | $3.1B | $3.2B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.86× | ||
| Q2 25 | — | 0.82× | ||
| Q1 25 | — | 0.82× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 0.74× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $160.4M | $139.4M |
| Free Cash FlowOCF − Capex | $121.3M | $130.2M |
| FCF MarginFCF / Revenue | 16.8% | 9.1% |
| Capex IntensityCapex / Revenue | 5.4% | 0.6% |
| Cash ConversionOCF / Net Profit | 2.36× | 2.69× |
| TTM Free Cash FlowTrailing 4 quarters | $218.7M | $220.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $160.4M | — | ||
| Q3 25 | $105.0M | $139.4M | ||
| Q2 25 | $82.0M | $90.3M | ||
| Q1 25 | $7.4M | $-7.2M | ||
| Q4 24 | $174.7M | $36.1M | ||
| Q3 24 | $91.7M | $160.4M | ||
| Q2 24 | $83.0M | $195.7M | ||
| Q1 24 | $2.7M | $-68.8M |
| Q4 25 | $121.3M | — | ||
| Q3 25 | $65.3M | $130.2M | ||
| Q2 25 | $56.9M | $81.2M | ||
| Q1 25 | $-24.8M | $-16.6M | ||
| Q4 24 | $116.4M | $25.8M | ||
| Q3 24 | $67.2M | $150.7M | ||
| Q2 24 | $61.0M | $185.9M | ||
| Q1 24 | $-21.5M | $-74.6M |
| Q4 25 | 16.8% | — | ||
| Q3 25 | 9.4% | 9.1% | ||
| Q2 25 | 8.5% | 5.7% | ||
| Q1 25 | -4.0% | -1.2% | ||
| Q4 24 | 17.5% | 2.0% | ||
| Q3 24 | 10.3% | 11.8% | ||
| Q2 24 | 10.1% | 15.1% | ||
| Q1 24 | -4.0% | -6.5% |
| Q4 25 | 5.4% | — | ||
| Q3 25 | 5.7% | 0.6% | ||
| Q2 25 | 3.7% | 0.6% | ||
| Q1 25 | 5.2% | 0.7% | ||
| Q4 24 | 8.8% | 0.8% | ||
| Q3 24 | 3.7% | 0.8% | ||
| Q2 24 | 3.6% | 0.8% | ||
| Q1 24 | 4.5% | 0.5% |
| Q4 25 | 2.36× | — | ||
| Q3 25 | 1.85× | 2.69× | ||
| Q2 25 | 1.34× | 1.79× | ||
| Q1 25 | 0.14× | -0.15× | ||
| Q4 24 | 2.99× | 0.60× | ||
| Q3 24 | 1.71× | 2.98× | ||
| Q2 24 | 1.69× | 3.69× | ||
| Q1 24 | 0.07× | -1.54× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BDC
| Automation Solutions Segment | $397.7M | 55% |
| Broadband Solutions | $164.8M | 23% |
| Smart Buildings Solutions | $157.7M | 22% |
OPCH
| Commercial Customer | $1.3B | 87% |
| Government Customer | $172.8M | 12% |
| Patient Customer | $10.1M | 1% |
| Corporate Joint Venture | $1.9M | 0% |
