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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
RENAISSANCERE HOLDINGS LTD is the larger business by last-quarter revenue ($2.2B vs $1.5B, roughly 1.5× Option Care Health, Inc.). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 4.0%, a 19.5% gap on every dollar of revenue. On growth, Option Care Health, Inc. posted the faster year-over-year revenue change (8.8% vs -36.8%). Over the past eight quarters, Option Care Health, Inc.'s revenue compounded faster (13.1% CAGR vs -11.9%).
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 ...
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
OPCH vs RNR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $2.2B |
| Net Profit | $58.5M | $515.8M |
| Gross Margin | 19.3% | — |
| Operating Margin | 6.2% | — |
| Net Margin | 4.0% | 23.5% |
| Revenue YoY | 8.8% | -36.8% |
| Net Profit YoY | -2.7% | 72.6% |
| EPS (diluted) | $0.37 | $6.57 |
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 | — | $2.2B | ||
| Q4 25 | $1.5B | $3.0B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.4B | $3.2B | ||
| Q1 25 | $1.3B | $3.5B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $1.2B | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $58.5M | $760.5M | ||
| Q3 25 | $51.8M | $916.5M | ||
| Q2 25 | $50.5M | $835.4M | ||
| Q1 25 | $46.7M | $170.0M | ||
| Q4 24 | $60.1M | $-189.7M | ||
| Q3 24 | $53.9M | $1.2B | ||
| Q2 24 | $53.0M | $503.9M |
| Q1 26 | — | — | ||
| 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 | — | — | ||
| Q4 25 | 6.2% | 42.5% | ||
| Q3 25 | 5.9% | 46.3% | ||
| Q2 25 | 5.8% | 41.8% | ||
| Q1 25 | 5.9% | -2.0% | ||
| Q4 24 | 6.9% | -3.6% | ||
| Q3 24 | 6.7% | 43.7% | ||
| Q2 24 | 6.6% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 4.0% | 25.6% | ||
| Q3 25 | 3.6% | 28.7% | ||
| Q2 25 | 3.6% | 26.1% | ||
| Q1 25 | 3.5% | 4.9% | ||
| Q4 24 | 4.8% | -8.3% | ||
| Q3 24 | 4.2% | 29.8% | ||
| Q2 24 | 4.3% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.37 | $16.16 | ||
| Q3 25 | $0.32 | $19.40 | ||
| Q2 25 | $0.31 | $17.20 | ||
| Q1 25 | $0.28 | $3.27 | ||
| Q4 24 | $0.36 | $-3.76 | ||
| Q3 24 | $0.31 | $22.62 | ||
| Q2 24 | $0.30 | $9.41 |
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 | $1.6B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $4.3B |
| Total Assets | $3.5B | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $232.6M | $1.7B | ||
| Q3 25 | $309.8M | $1.7B | ||
| Q2 25 | $198.8M | $1.4B | ||
| Q1 25 | $171.4M | $1.6B | ||
| Q4 24 | $412.6M | $1.7B | ||
| Q3 24 | $483.0M | $1.6B | ||
| Q2 24 | $376.9M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.1B | $2.3B | ||
| Q1 25 | $1.1B | $2.8B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $1.1B | $2.0B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.3B | $11.6B | ||
| Q3 25 | $1.4B | $11.5B | ||
| Q2 25 | $1.4B | $10.8B | ||
| Q1 25 | $1.4B | $10.3B | ||
| Q4 24 | $1.4B | $10.6B | ||
| Q3 24 | $1.4B | $11.2B | ||
| Q2 24 | $1.4B | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $3.5B | $53.8B | ||
| Q3 25 | $3.5B | $54.5B | ||
| Q2 25 | $3.4B | $54.7B | ||
| Q1 25 | $3.3B | $53.6B | ||
| Q4 24 | $3.4B | $50.7B | ||
| Q3 24 | $3.4B | $52.8B | ||
| Q2 24 | $3.3B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | 0.86× | 0.19× | ||
| Q2 25 | 0.82× | 0.21× | ||
| Q1 25 | 0.82× | 0.27× | ||
| Q4 24 | 0.79× | 0.18× | ||
| Q3 24 | 0.78× | 0.17× | ||
| Q2 24 | 0.79× | 0.19× |
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 | $483.0M | ||
| Q3 25 | $139.4M | $1.6B | ||
| Q2 25 | $90.3M | $1.5B | ||
| Q1 25 | $-7.2M | $157.8M | ||
| Q4 24 | $36.1M | $778.9M | ||
| Q3 24 | $160.4M | $1.5B | ||
| Q2 24 | $195.7M | $1.2B |
| 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× | 0.64× | ||
| Q3 25 | 2.69× | 1.73× | ||
| Q2 25 | 1.79× | 1.76× | ||
| Q1 25 | -0.15× | 0.93× | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 2.98× | 1.26× | ||
| Q2 24 | 3.69× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
