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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and PLEXUS CORP (PLXS). Click either name above to swap in a different company.
Option Care Health, Inc. is the larger business by last-quarter revenue ($1.5B vs $1.2B, roughly 1.3× PLEXUS CORP). PLEXUS CORP runs the higher net margin — 4.3% vs 4.0%, a 0.3% gap on every dollar of revenue. On growth, PLEXUS CORP posted the faster year-over-year revenue change (18.7% vs 8.8%). Over the past eight quarters, Option Care Health, Inc.'s revenue compounded faster (13.1% CAGR vs 7.2%).
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 ...
Plex Systems, Inc. is an American software company based in Troy, Michigan. The company develops and markets the Plex Manufacturing Cloud, a software as a service (SaaS) or cloud computing ERP for manufacturing.
OPCH vs PLXS — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $1.2B |
| Net Profit | $58.5M | $49.8M |
| Gross Margin | 19.3% | 10.2% |
| Operating Margin | 6.2% | 5.3% |
| Net Margin | 4.0% | 4.3% |
| Revenue YoY | 8.8% | 18.7% |
| Net Profit YoY | -2.7% | 27.5% |
| EPS (diluted) | $0.37 | $1.82 |
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 | — | $1.1B | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.2B | — |
| Q1 26 | — | $41.2M | ||
| Q4 25 | $58.5M | — | ||
| Q3 25 | $51.8M | — | ||
| Q2 25 | $50.5M | — | ||
| Q1 25 | $46.7M | — | ||
| Q4 24 | $60.1M | — | ||
| Q3 24 | $53.9M | — | ||
| Q2 24 | $53.0M | — |
| Q1 26 | — | 9.9% | ||
| Q4 25 | 19.3% | — | ||
| 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 | — | 5.1% | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 5.9% | — | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 6.6% | — |
| Q1 26 | — | 3.8% | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 4.8% | — | ||
| Q3 24 | 4.2% | — | ||
| Q2 24 | 4.3% | — |
| Q1 26 | — | $1.51 | ||
| Q4 25 | $0.37 | — | ||
| Q3 25 | $0.32 | — | ||
| Q2 25 | $0.31 | — | ||
| Q1 25 | $0.28 | — | ||
| Q4 24 | $0.36 | — | ||
| Q3 24 | $0.31 | — | ||
| Q2 24 | $0.30 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $232.6M | $303.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $1.5B |
| Total Assets | $3.5B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $248.8M | ||
| Q4 25 | $232.6M | — | ||
| 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 | — | $1.5B | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — |
| Q1 26 | — | $3.2B | ||
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.3B | — |
| 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 | $258.4M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 4.42× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | — | ||
| Q3 25 | $139.4M | — | ||
| Q2 25 | $90.3M | — | ||
| Q1 25 | $-7.2M | — | ||
| Q4 24 | $36.1M | — | ||
| Q3 24 | $160.4M | — | ||
| Q2 24 | $195.7M | — |
| 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 | 4.42× | — | ||
| Q3 25 | 2.69× | — | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | -0.15× | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 2.98× | — | ||
| Q2 24 | 3.69× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPCH
Segment breakdown not available.
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
