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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and RYAN SPECIALTY HOLDINGS, INC. (RYAN). Click either name above to swap in a different company.
Option Care Health, Inc. is the larger business by last-quarter revenue ($1.4B vs $795.2M, roughly 1.7× RYAN SPECIALTY HOLDINGS, INC.). RYAN SPECIALTY HOLDINGS, INC. runs the higher net margin — 5.1% vs 3.4%, a 1.7% gap on every dollar of revenue. On growth, RYAN SPECIALTY HOLDINGS, INC. posted the faster year-over-year revenue change (15.2% vs 1.3%). Over the past eight quarters, RYAN SPECIALTY HOLDINGS, INC.'s revenue compounded faster (8.1% CAGR vs 4.9%).
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OPCH vs RYAN — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $795.2M |
| Net Profit | $45.3M | $40.6M |
| Gross Margin | 19.4% | — |
| Operating Margin | 5.4% | 11.9% |
| Net Margin | 3.4% | 5.1% |
| Revenue YoY | 1.3% | 15.2% |
| Net Profit YoY | -3.0% | 1025.0% |
| EPS (diluted) | $0.29 | $0.13 |
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 | $795.2M | ||
| Q4 25 | $1.5B | $738.0M | ||
| Q3 25 | $1.4B | $739.6M | ||
| Q2 25 | $1.4B | $840.9M | ||
| Q1 25 | $1.3B | $676.1M | ||
| Q4 24 | $1.3B | $649.4M | ||
| Q3 24 | $1.3B | $588.1M | ||
| Q2 24 | $1.2B | $680.2M |
| Q1 26 | $45.3M | $40.6M | ||
| Q4 25 | $58.5M | $8.0M | ||
| Q3 25 | $51.8M | $31.1M | ||
| Q2 25 | $50.5M | $52.0M | ||
| Q1 25 | $46.7M | $-27.6M | ||
| Q4 24 | $60.1M | $13.8M | ||
| Q3 24 | $53.9M | $17.6M | ||
| Q2 24 | $53.0M | $46.8M |
| 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% | 11.9% | ||
| Q4 25 | 6.2% | 12.4% | ||
| Q3 25 | 5.9% | 15.0% | ||
| Q2 25 | 5.8% | 22.7% | ||
| Q1 25 | 5.9% | 14.8% | ||
| Q4 24 | 6.9% | 16.8% | ||
| Q3 24 | 6.7% | 13.9% | ||
| Q2 24 | 6.6% | 24.2% |
| Q1 26 | 3.4% | 5.1% | ||
| Q4 25 | 4.0% | 1.1% | ||
| Q3 25 | 3.6% | 4.2% | ||
| Q2 25 | 3.6% | 6.2% | ||
| Q1 25 | 3.5% | -4.1% | ||
| Q4 24 | 4.8% | 2.1% | ||
| Q3 24 | 4.2% | 3.0% | ||
| Q2 24 | 4.3% | 6.9% |
| Q1 26 | $0.29 | $0.13 | ||
| 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 | $177.3M | $154.7M |
| Total DebtLower is stronger | — | $3.5B |
| Stockholders' EquityBook value | — | $1.2B |
| Total Assets | $3.4B | $11.0B |
| Debt / EquityLower = less leverage | — | 2.90× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | $154.7M | ||
| Q4 25 | $232.6M | $158.3M | ||
| Q3 25 | $309.8M | $153.5M | ||
| Q2 25 | $198.8M | $172.6M | ||
| Q1 25 | $171.4M | $203.5M | ||
| Q4 24 | $412.6M | $540.2M | ||
| Q3 24 | $483.0M | $235.2M | ||
| Q2 24 | $376.9M | $1.7B |
| Q1 26 | — | $3.5B | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $3.3B | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.3B | $648.1M | ||
| Q3 25 | $1.4B | $630.5M | ||
| Q2 25 | $1.4B | $610.1M | ||
| Q1 25 | $1.4B | $542.5M | ||
| Q4 24 | $1.4B | $627.7M | ||
| Q3 24 | $1.4B | $632.8M | ||
| Q2 24 | $1.4B | $605.9M |
| Q1 26 | $3.4B | $11.0B | ||
| Q4 25 | $3.5B | $10.6B | ||
| Q3 25 | $3.5B | $9.9B | ||
| Q2 25 | $3.4B | $10.6B | ||
| Q1 25 | $3.3B | $9.9B | ||
| Q4 24 | $3.4B | $9.6B | ||
| Q3 24 | $3.4B | $8.5B | ||
| Q2 24 | $3.3B | $8.3B |
| Q1 26 | — | 2.90× | ||
| Q4 25 | — | 5.16× | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.82× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.79× | 5.22× | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.79× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPCH
Segment breakdown not available.
RYAN
| Compensation and benefits | $495.2M | 62% |
| Other | $260.4M | 33% |
| Change in contingent consideration | $27.3M | 3% |
| Fiduciary investment income | $12.3M | 2% |
