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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and RXO, Inc. (RXO). Click either name above to swap in a different company.
RXO, Inc. is the larger business by last-quarter revenue ($1.5B vs $1.4B, roughly 1.1× Option Care Health, Inc.). Option Care Health, Inc. runs the higher net margin — 3.4% vs -3.1%, a 6.5% gap on every dollar of revenue. On growth, Option Care Health, Inc. posted the faster year-over-year revenue change (1.3% vs -11.9%). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 4.9%).
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 ...
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
OPCH vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.5B |
| Net Profit | $45.3M | $-46.0M |
| Gross Margin | 19.4% | — |
| Operating Margin | 5.4% | -2.9% |
| Net Margin | 3.4% | -3.1% |
| Revenue YoY | 1.3% | -11.9% |
| Net Profit YoY | -3.0% | -84.0% |
| EPS (diluted) | $0.29 | $-0.28 |
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 | $1.5B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $1.2B | $930.0M |
| Q1 26 | $45.3M | — | ||
| Q4 25 | $58.5M | $-46.0M | ||
| Q3 25 | $51.8M | $-14.0M | ||
| Q2 25 | $50.5M | $-9.0M | ||
| Q1 25 | $46.7M | $-31.0M | ||
| Q4 24 | $60.1M | $-25.0M | ||
| Q3 24 | $53.9M | $-243.0M | ||
| Q2 24 | $53.0M | $-7.0M |
| Q1 26 | 19.4% | — | ||
| 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 | 5.4% | — | ||
| Q4 25 | 6.2% | -2.9% | ||
| Q3 25 | 5.9% | -0.5% | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 5.9% | -2.1% | ||
| Q4 24 | 6.9% | -1.4% | ||
| Q3 24 | 6.7% | -1.9% | ||
| Q2 24 | 6.6% | — |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 4.0% | -3.1% | ||
| Q3 25 | 3.6% | -1.0% | ||
| Q2 25 | 3.6% | -0.6% | ||
| Q1 25 | 3.5% | -2.2% | ||
| Q4 24 | 4.8% | -1.5% | ||
| Q3 24 | 4.2% | -23.4% | ||
| Q2 24 | 4.3% | -0.8% |
| Q1 26 | $0.29 | — | ||
| Q4 25 | $0.37 | $-0.28 | ||
| Q3 25 | $0.32 | $-0.08 | ||
| Q2 25 | $0.31 | $-0.05 | ||
| Q1 25 | $0.28 | $-0.18 | ||
| Q4 24 | $0.36 | $-0.17 | ||
| Q3 24 | $0.31 | $-1.81 | ||
| Q2 24 | $0.30 | $-0.06 |
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 | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | — | $1.5B |
| Total Assets | $3.4B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $232.6M | $17.0M | ||
| Q3 25 | $309.8M | $25.0M | ||
| Q2 25 | $198.8M | $18.0M | ||
| Q1 25 | $171.4M | $16.0M | ||
| Q4 24 | $412.6M | $35.0M | ||
| Q3 24 | $483.0M | $55.0M | ||
| Q2 24 | $376.9M | $7.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $387.0M | ||
| Q3 25 | $1.2B | $387.0M | ||
| Q2 25 | $1.1B | $387.0M | ||
| Q1 25 | $1.1B | $387.0M | ||
| Q4 24 | $1.1B | $351.0M | ||
| Q3 24 | $1.1B | $352.0M | ||
| Q2 24 | $1.1B | $370.0M |
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.4B | $1.6B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $1.6B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $579.0M |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.5B | $3.3B | ||
| Q3 25 | $3.5B | $3.2B | ||
| Q2 25 | $3.4B | $3.2B | ||
| Q1 25 | $3.3B | $3.3B | ||
| Q4 24 | $3.4B | $3.4B | ||
| Q3 24 | $3.4B | $3.4B | ||
| Q2 24 | $3.3B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | 0.86× | 0.24× | ||
| Q2 25 | 0.82× | 0.24× | ||
| Q1 25 | 0.82× | 0.24× | ||
| Q4 24 | 0.79× | 0.22× | ||
| Q3 24 | 0.78× | 0.21× | ||
| Q2 24 | 0.79× | 0.64× |
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 | — | $7.0M |
| Free Cash FlowOCF − Capex | — | $-9.0M |
| FCF MarginFCF / Revenue | — | -0.6% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $7.0M | ||
| Q3 25 | $139.4M | $23.0M | ||
| Q2 25 | $90.3M | $23.0M | ||
| Q1 25 | $-7.2M | $-2.0M | ||
| Q4 24 | $36.1M | $-7.0M | ||
| Q3 24 | $160.4M | $-7.0M | ||
| Q2 24 | $195.7M | $-5.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-9.0M | ||
| Q3 25 | $130.2M | $9.0M | ||
| Q2 25 | $81.2M | $9.0M | ||
| Q1 25 | $-16.6M | $-17.0M | ||
| Q4 24 | $25.8M | $-19.0M | ||
| Q3 24 | $150.7M | $-18.0M | ||
| Q2 24 | $185.9M | $-16.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.6% | ||
| Q3 25 | 9.1% | 0.6% | ||
| Q2 25 | 5.7% | 0.6% | ||
| Q1 25 | -1.2% | -1.2% | ||
| Q4 24 | 2.0% | -1.1% | ||
| Q3 24 | 11.8% | -1.7% | ||
| Q2 24 | 15.1% | -1.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | 0.6% | 1.0% | ||
| Q2 25 | 0.6% | 1.0% | ||
| Q1 25 | 0.7% | 1.0% | ||
| Q4 24 | 0.8% | 0.7% | ||
| Q3 24 | 0.8% | 1.1% | ||
| Q2 24 | 0.8% | 1.2% |
| 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.
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
