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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and SCANSOURCE, INC. (SCSC). 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 $766.5M, roughly 1.9× SCANSOURCE, INC.). Option Care Health, Inc. runs the higher net margin — 3.6% vs 2.2%, a 1.5% gap on every dollar of revenue. On growth, Option Care Health, Inc. posted the faster year-over-year revenue change (12.2% vs 2.5%). Option Care Health, Inc. produced more free cash flow last quarter ($130.2M vs $28.9M). Over the past eight quarters, Option Care Health, Inc.'s revenue compounded faster (13.0% CAGR vs 0.9%).
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 ...
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
OPCH vs SCSC — Head-to-Head
Income Statement — Q3 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $766.5M |
| Net Profit | $51.8M | $16.5M |
| Gross Margin | 19.0% | 13.4% |
| Operating Margin | 5.9% | 2.3% |
| Net Margin | 3.6% | 2.2% |
| Revenue YoY | 12.2% | 2.5% |
| Net Profit YoY | -3.8% | -3.3% |
| EPS (diluted) | $0.32 | $0.75 |
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.
| Q4 25 | — | $766.5M | ||
| Q3 25 | $1.4B | $739.6M | ||
| Q2 25 | $1.4B | $812.9M | ||
| Q1 25 | $1.3B | $704.8M | ||
| Q4 24 | $1.3B | $747.5M | ||
| Q3 24 | $1.3B | $775.6M | ||
| Q2 24 | $1.2B | $746.1M | ||
| Q1 24 | $1.1B | $752.6M |
| Q4 25 | — | $16.5M | ||
| Q3 25 | $51.8M | $19.9M | ||
| Q2 25 | $50.5M | $20.1M | ||
| Q1 25 | $46.7M | $17.4M | ||
| Q4 24 | $60.1M | $17.1M | ||
| Q3 24 | $53.9M | $17.0M | ||
| Q2 24 | $53.0M | $16.1M | ||
| Q1 24 | $44.8M | $12.8M |
| Q4 25 | — | 13.4% | ||
| Q3 25 | 19.0% | 14.5% | ||
| Q2 25 | 19.0% | 12.9% | ||
| Q1 25 | 19.7% | 14.2% | ||
| Q4 24 | 21.3% | 13.6% | ||
| Q3 24 | 20.1% | 13.1% | ||
| Q2 24 | 20.3% | 13.0% | ||
| Q1 24 | 20.8% | 12.6% |
| Q4 25 | — | 2.3% | ||
| Q3 25 | 5.9% | 3.5% | ||
| Q2 25 | 5.8% | 3.3% | ||
| Q1 25 | 5.9% | 3.2% | ||
| Q4 24 | 6.9% | 2.5% | ||
| Q3 24 | 6.7% | 2.3% | ||
| Q2 24 | 6.6% | 2.9% | ||
| Q1 24 | 6.0% | 2.3% |
| Q4 25 | — | 2.2% | ||
| Q3 25 | 3.6% | 2.7% | ||
| Q2 25 | 3.6% | 2.5% | ||
| Q1 25 | 3.5% | 2.5% | ||
| Q4 24 | 4.8% | 2.3% | ||
| Q3 24 | 4.2% | 2.2% | ||
| Q2 24 | 4.3% | 2.2% | ||
| Q1 24 | 3.9% | 1.7% |
| Q4 25 | — | $0.75 | ||
| Q3 25 | $0.32 | $0.89 | ||
| Q2 25 | $0.31 | $0.87 | ||
| Q1 25 | $0.28 | $0.74 | ||
| Q4 24 | $0.36 | $0.70 | ||
| Q3 24 | $0.31 | $0.69 | ||
| Q2 24 | $0.30 | $0.66 | ||
| Q1 24 | $0.26 | $0.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $309.8M | $83.5M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $1.4B | $910.9M |
| Total Assets | $3.5B | $1.7B |
| Debt / EquityLower = less leverage | 0.86× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $83.5M | ||
| Q3 25 | $309.8M | $124.9M | ||
| Q2 25 | $198.8M | $126.2M | ||
| Q1 25 | $171.4M | $146.3M | ||
| Q4 24 | $412.6M | $110.5M | ||
| Q3 24 | $483.0M | $145.0M | ||
| Q2 24 | $376.9M | $185.5M | ||
| Q1 24 | $219.5M | $159.1M |
| 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 24 | $1.1B | — |
| Q4 25 | — | $910.9M | ||
| Q3 25 | $1.4B | $914.0M | ||
| Q2 25 | $1.4B | $906.4M | ||
| Q1 25 | $1.4B | $901.7M | ||
| Q4 24 | $1.4B | $900.7M | ||
| Q3 24 | $1.4B | $920.9M | ||
| Q2 24 | $1.4B | $924.3M | ||
| Q1 24 | $1.4B | $944.1M |
| Q4 25 | — | $1.7B | ||
| Q3 25 | $3.5B | $1.7B | ||
| Q2 25 | $3.4B | $1.8B | ||
| Q1 25 | $3.3B | $1.7B | ||
| Q4 24 | $3.4B | $1.7B | ||
| Q3 24 | $3.4B | $1.8B | ||
| Q2 24 | $3.3B | $1.8B | ||
| Q1 24 | $3.2B | $1.8B |
| 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× | — | ||
| Q1 24 | 0.74× | — |
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 | $139.4M | $30.8M |
| Free Cash FlowOCF − Capex | $130.2M | $28.9M |
| FCF MarginFCF / Revenue | 9.1% | 3.8% |
| Capex IntensityCapex / Revenue | 0.6% | 0.3% |
| Cash ConversionOCF / Net Profit | 2.69× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $220.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $30.8M | ||
| Q3 25 | $139.4M | $23.2M | ||
| Q2 25 | $90.3M | — | ||
| Q1 25 | $-7.2M | $66.1M | ||
| Q4 24 | $36.1M | $-6.2M | ||
| Q3 24 | $160.4M | $44.8M | ||
| Q2 24 | $195.7M | — | ||
| Q1 24 | $-68.8M | $160.2M |
| Q4 25 | — | $28.9M | ||
| Q3 25 | $130.2M | $20.8M | ||
| Q2 25 | $81.2M | — | ||
| Q1 25 | $-16.6M | $64.6M | ||
| Q4 24 | $25.8M | $-8.2M | ||
| Q3 24 | $150.7M | $42.5M | ||
| Q2 24 | $185.9M | — | ||
| Q1 24 | $-74.6M | $157.7M |
| Q4 25 | — | 3.8% | ||
| Q3 25 | 9.1% | 2.8% | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | -1.2% | 9.2% | ||
| Q4 24 | 2.0% | -1.1% | ||
| Q3 24 | 11.8% | 5.5% | ||
| Q2 24 | 15.1% | — | ||
| Q1 24 | -6.5% | 21.0% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | 0.6% | 0.3% | ||
| Q2 25 | 0.6% | 0.3% | ||
| Q1 25 | 0.7% | 0.2% | ||
| Q4 24 | 0.8% | 0.3% | ||
| Q3 24 | 0.8% | 0.3% | ||
| Q2 24 | 0.8% | 0.2% | ||
| Q1 24 | 0.5% | 0.3% |
| Q4 25 | — | 1.87× | ||
| Q3 25 | 2.69× | 1.17× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | -0.15× | 3.79× | ||
| Q4 24 | 0.60× | -0.36× | ||
| Q3 24 | 2.98× | 2.64× | ||
| Q2 24 | 3.69× | — | ||
| Q1 24 | -1.54× | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPCH
| Commercial Customer | $1.3B | 87% |
| Government Customer | $172.8M | 12% |
| Patient Customer | $10.1M | 1% |
| Corporate Joint Venture | $1.9M | 0% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
