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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and OLD REPUBLIC INTERNATIONAL CORP (ORI). Click either name above to swap in a different company.
OLD REPUBLIC INTERNATIONAL CORP is the larger business by last-quarter revenue ($2.4B vs $1.4B, roughly 1.7× Option Care Health, Inc.). OLD REPUBLIC INTERNATIONAL CORP runs the higher net margin — 13.8% vs 3.6%, a 10.1% gap on every dollar of revenue. On growth, Option Care Health, Inc. posted the faster year-over-year revenue change (12.2% vs 6.7%). Over the past eight quarters, OLD REPUBLIC INTERNATIONAL CORP's revenue compounded faster (13.2% CAGR vs 13.0%).
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 ...
Old Republic International Corporation is an American property insurance and title insurance company. The company is headquartered in Chicago, Illinois.
OPCH vs ORI — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.4B |
| Net Profit | $51.8M | $330.0M |
| Gross Margin | 19.0% | — |
| Operating Margin | 5.9% | — |
| Net Margin | 3.6% | 13.8% |
| Revenue YoY | 12.2% | 6.7% |
| Net Profit YoY | -3.8% | 34.7% |
| EPS (diluted) | $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.
| Q1 26 | — | $2.4B | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.4B | $2.2B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.3B | $2.3B | ||
| Q2 24 | $1.2B | $1.9B |
| Q1 26 | — | $330.0M | ||
| Q4 25 | — | $206.5M | ||
| Q3 25 | $51.8M | $279.5M | ||
| Q2 25 | $50.5M | $204.4M | ||
| Q1 25 | $46.7M | $245.0M | ||
| Q4 24 | $60.1M | $105.3M | ||
| Q3 24 | $53.9M | $338.9M | ||
| Q2 24 | $53.0M | $91.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 19.0% | — | ||
| Q2 25 | 19.0% | — | ||
| Q1 25 | 19.7% | — | ||
| Q4 24 | 21.3% | — | ||
| Q3 24 | 20.1% | — | ||
| Q2 24 | 20.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 5.9% | 14.6% | ||
| Q2 25 | 5.8% | 11.8% | ||
| Q1 25 | 5.9% | 14.6% | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | 6.7% | 18.2% | ||
| Q2 24 | 6.6% | 6.1% |
| Q1 26 | — | 13.8% | ||
| Q4 25 | — | 8.6% | ||
| Q3 25 | 3.6% | 11.5% | ||
| Q2 25 | 3.6% | 9.3% | ||
| Q1 25 | 3.5% | 11.6% | ||
| Q4 24 | 4.8% | 5.3% | ||
| Q3 24 | 4.2% | 14.5% | ||
| Q2 24 | 4.3% | 4.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | $0.82 | ||
| Q3 25 | $0.32 | $1.11 | ||
| Q2 25 | $0.31 | $0.81 | ||
| Q1 25 | $0.28 | $0.98 | ||
| Q4 24 | $0.36 | $0.42 | ||
| Q3 24 | $0.31 | $1.32 | ||
| Q2 24 | $0.30 | $0.35 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $309.8M | — |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $1.4B | $5.9M |
| Total Assets | $3.5B | $29.6M |
| Debt / EquityLower = less leverage | 0.86× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $309.8M | — | ||
| Q2 25 | $198.8M | — | ||
| Q1 25 | $171.4M | — | ||
| Q4 24 | $412.6M | — | ||
| Q3 24 | $483.0M | — | ||
| Q2 24 | $376.9M | — |
| Q1 26 | — | — | ||
| 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 26 | — | $5.9M | ||
| Q4 25 | — | $5.9B | ||
| Q3 25 | $1.4B | $6.4B | ||
| Q2 25 | $1.4B | $6.2B | ||
| Q1 25 | $1.4B | $5.9B | ||
| Q4 24 | $1.4B | $5.6B | ||
| Q3 24 | $1.4B | $6.4B | ||
| Q2 24 | $1.4B | $6.0B |
| Q1 26 | — | $29.6M | ||
| Q4 25 | — | $29.9B | ||
| Q3 25 | $3.5B | $30.3B | ||
| Q2 25 | $3.4B | $29.3B | ||
| Q1 25 | $3.3B | $28.0B | ||
| Q4 24 | $3.4B | $27.8B | ||
| Q3 24 | $3.4B | $28.8B | ||
| Q2 24 | $3.3B | $27.5B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $139.4M | — |
| Free Cash FlowOCF − Capex | $130.2M | — |
| FCF MarginFCF / Revenue | 9.1% | — |
| Capex IntensityCapex / Revenue | 0.6% | — |
| Cash ConversionOCF / Net Profit | 2.69× | — |
| TTM Free Cash FlowTrailing 4 quarters | $220.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $234.9M | ||
| Q3 25 | $139.4M | $563.9M | ||
| Q2 25 | $90.3M | $133.8M | ||
| Q1 25 | $-7.2M | $231.7M | ||
| Q4 24 | $36.1M | $361.7M | ||
| Q3 24 | $160.4M | $474.8M | ||
| Q2 24 | $195.7M | $236.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $130.2M | — | ||
| Q2 25 | $81.2M | — | ||
| Q1 25 | $-16.6M | — | ||
| Q4 24 | $25.8M | — | ||
| Q3 24 | $150.7M | — | ||
| Q2 24 | $185.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 9.1% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | -1.2% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 11.8% | — | ||
| Q2 24 | 15.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.14× | ||
| Q3 25 | 2.69× | 2.02× | ||
| Q2 25 | 1.79× | 0.65× | ||
| Q1 25 | -0.15× | 0.95× | ||
| Q4 24 | 0.60× | 3.43× | ||
| Q3 24 | 2.98× | 1.40× | ||
| Q2 24 | 3.69× | 2.58× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPCH
| Commercial Customer | $1.3B | 87% |
| Government Customer | $172.8M | 12% |
| Patient Customer | $10.1M | 1% |
| Corporate Joint Venture | $1.9M | 0% |
ORI
| operating | $2.2B | 92% |
| Other | $201.8M | 8% |
