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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and Post Holdings, Inc. (POST). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.4B, roughly 1.6× Option Care Health, Inc.). Post Holdings, Inc. runs the higher net margin — 4.5% vs 3.4%, a 1.1% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 1.3%). Over the past eight quarters, Option Care Health, Inc.'s revenue compounded faster (4.9% CAGR vs 4.3%).
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 ...
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
OPCH vs POST — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.2B |
| Net Profit | $45.3M | $96.8M |
| Gross Margin | 19.4% | 29.4% |
| Operating Margin | 5.4% | 11.0% |
| Net Margin | 3.4% | 4.5% |
| Revenue YoY | 1.3% | 10.1% |
| Net Profit YoY | -3.0% | -14.6% |
| EPS (diluted) | $0.29 | $1.71 |
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 | $1.4B | — | ||
| Q4 25 | $1.5B | $2.2B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.4B | $2.0B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.2B | $1.9B |
| Q1 26 | $45.3M | — | ||
| Q4 25 | $58.5M | $96.8M | ||
| Q3 25 | $51.8M | $51.0M | ||
| Q2 25 | $50.5M | $108.8M | ||
| Q1 25 | $46.7M | $62.6M | ||
| Q4 24 | $60.1M | $113.3M | ||
| Q3 24 | $53.9M | $81.6M | ||
| Q2 24 | $53.0M | $99.8M |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 19.3% | 29.4% | ||
| Q3 25 | 19.0% | 26.8% | ||
| Q2 25 | 19.0% | 30.0% | ||
| Q1 25 | 19.7% | 28.0% | ||
| Q4 24 | 21.3% | 30.1% | ||
| Q3 24 | 20.1% | 28.6% | ||
| Q2 24 | 20.3% | 29.6% |
| Q1 26 | 5.4% | — | ||
| Q4 25 | 6.2% | 11.0% | ||
| Q3 25 | 5.9% | 7.5% | ||
| Q2 25 | 5.8% | 11.8% | ||
| Q1 25 | 5.9% | 9.3% | ||
| Q4 24 | 6.9% | 10.8% | ||
| Q3 24 | 6.7% | 9.5% | ||
| Q2 24 | 6.6% | 10.4% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 4.0% | 4.5% | ||
| Q3 25 | 3.6% | 2.3% | ||
| Q2 25 | 3.6% | 5.5% | ||
| Q1 25 | 3.5% | 3.2% | ||
| Q4 24 | 4.8% | 5.7% | ||
| Q3 24 | 4.2% | 4.1% | ||
| Q2 24 | 4.3% | 5.1% |
| Q1 26 | $0.29 | — | ||
| Q4 25 | $0.37 | $1.71 | ||
| Q3 25 | $0.32 | $0.91 | ||
| Q2 25 | $0.31 | $1.79 | ||
| Q1 25 | $0.28 | $1.03 | ||
| Q4 24 | $0.36 | $1.78 | ||
| Q3 24 | $0.31 | $1.28 | ||
| Q2 24 | $0.30 | $1.53 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $177.3M | $279.3M |
| Total DebtLower is stronger | — | $7.5B |
| Stockholders' EquityBook value | — | $3.5B |
| Total Assets | $3.4B | $13.0B |
| Debt / EquityLower = less leverage | — | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $232.6M | $279.3M | ||
| Q3 25 | $309.8M | $176.7M | ||
| Q2 25 | $198.8M | $1.1B | ||
| Q1 25 | $171.4M | $617.6M | ||
| Q4 24 | $412.6M | $872.9M | ||
| Q3 24 | $483.0M | $787.4M | ||
| Q2 24 | $376.9M | $333.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.5B | ||
| Q3 25 | $1.2B | $7.4B | ||
| Q2 25 | $1.1B | $7.3B | ||
| Q1 25 | $1.1B | $6.9B | ||
| Q4 24 | $1.1B | $6.9B | ||
| Q3 24 | $1.1B | $6.8B | ||
| Q2 24 | $1.1B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $3.5B | ||
| Q3 25 | $1.4B | $3.8B | ||
| Q2 25 | $1.4B | $4.0B | ||
| Q1 25 | $1.4B | $3.8B | ||
| Q4 24 | $1.4B | $3.9B | ||
| Q3 24 | $1.4B | $4.1B | ||
| Q2 24 | $1.4B | $3.9B |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.5B | $13.0B | ||
| Q3 25 | $3.5B | $13.5B | ||
| Q2 25 | $3.4B | $13.4B | ||
| Q1 25 | $3.3B | $12.8B | ||
| Q4 24 | $3.4B | $12.8B | ||
| Q3 24 | $3.4B | $12.9B | ||
| Q2 24 | $3.3B | $12.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.16× | ||
| Q3 25 | 0.86× | 1.98× | ||
| Q2 25 | 0.82× | 1.84× | ||
| Q1 25 | 0.82× | 1.81× | ||
| Q4 24 | 0.79× | 1.79× | ||
| Q3 24 | 0.78× | 1.67× | ||
| Q2 24 | 0.79× | 1.62× |
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 | — | $235.7M |
| Free Cash FlowOCF − Capex | — | $119.3M |
| FCF MarginFCF / Revenue | — | 5.5% |
| Capex IntensityCapex / Revenue | — | 5.4% |
| Cash ConversionOCF / Net Profit | — | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | — | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $235.7M | ||
| Q3 25 | $139.4M | $301.3M | ||
| Q2 25 | $90.3M | $225.9M | ||
| Q1 25 | $-7.2M | $160.7M | ||
| Q4 24 | $36.1M | $310.4M | ||
| Q3 24 | $160.4M | $235.4M | ||
| Q2 24 | $195.7M | $272.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $119.3M | ||
| Q3 25 | $130.2M | $151.6M | ||
| Q2 25 | $81.2M | $94.9M | ||
| Q1 25 | $-16.6M | $70.2M | ||
| Q4 24 | $25.8M | $171.4M | ||
| Q3 24 | $150.7M | $96.2M | ||
| Q2 24 | $185.9M | $161.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | 9.1% | 6.7% | ||
| Q2 25 | 5.7% | 4.8% | ||
| Q1 25 | -1.2% | 3.6% | ||
| Q4 24 | 2.0% | 8.7% | ||
| Q3 24 | 11.8% | 4.8% | ||
| Q2 24 | 15.1% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | 0.6% | 6.7% | ||
| Q2 25 | 0.6% | 6.6% | ||
| Q1 25 | 0.7% | 4.6% | ||
| Q4 24 | 0.8% | 7.0% | ||
| Q3 24 | 0.8% | 6.9% | ||
| Q2 24 | 0.8% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | 4.42× | 2.43× | ||
| Q3 25 | 2.69× | 5.91× | ||
| Q2 25 | 1.79× | 2.08× | ||
| Q1 25 | -0.15× | 2.57× | ||
| Q4 24 | 0.60× | 2.74× | ||
| Q3 24 | 2.98× | 2.88× | ||
| Q2 24 | 3.69× | 2.73× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPCH
Segment breakdown not available.
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
