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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and Toast, Inc. (TOST). Click either name above to swap in a different company.
Toast, Inc. is the larger business by last-quarter revenue ($1.6B vs $1.4B, roughly 1.2× Option Care Health, Inc.). Toast, Inc. runs the higher net margin — 6.2% vs 3.4%, a 2.8% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs 1.3%). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% 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 ...
Toast, Inc. is an American cloud-based restaurant management software company based in Boston, Massachusetts. The company provides an all-in-one point of sale (POS) system built on the Android operating system.
OPCH vs TOST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.6B |
| Net Profit | $45.3M | $101.0M |
| Gross Margin | 19.4% | 25.9% |
| Operating Margin | 5.4% | 5.2% |
| Net Margin | 3.4% | 6.2% |
| Revenue YoY | 1.3% | 22.0% |
| Net Profit YoY | -3.0% | 215.6% |
| EPS (diluted) | $0.29 | $0.18 |
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 | $1.6B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.4B | $1.6B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.2B | $1.2B |
| Q1 26 | $45.3M | — | ||
| Q4 25 | $58.5M | $101.0M | ||
| Q3 25 | $51.8M | $105.0M | ||
| Q2 25 | $50.5M | $80.0M | ||
| Q1 25 | $46.7M | $56.0M | ||
| Q4 24 | $60.1M | $32.0M | ||
| Q3 24 | $53.9M | $56.0M | ||
| Q2 24 | $53.0M | $14.0M |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 19.3% | 25.9% | ||
| Q3 25 | 19.0% | 26.5% | ||
| Q2 25 | 19.0% | 25.3% | ||
| Q1 25 | 19.7% | 25.9% | ||
| Q4 24 | 21.3% | 24.9% | ||
| Q3 24 | 20.1% | 24.7% | ||
| Q2 24 | 20.3% | 23.0% |
| Q1 26 | 5.4% | — | ||
| Q4 25 | 6.2% | 5.2% | ||
| Q3 25 | 5.9% | 5.1% | ||
| Q2 25 | 5.8% | 5.2% | ||
| Q1 25 | 5.9% | 3.2% | ||
| Q4 24 | 6.9% | 2.5% | ||
| Q3 24 | 6.7% | 2.6% | ||
| Q2 24 | 6.6% | 0.4% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 4.0% | 6.2% | ||
| Q3 25 | 3.6% | 6.4% | ||
| Q2 25 | 3.6% | 5.2% | ||
| Q1 25 | 3.5% | 4.2% | ||
| Q4 24 | 4.8% | 2.4% | ||
| Q3 24 | 4.2% | 4.3% | ||
| Q2 24 | 4.3% | 1.1% |
| Q1 26 | $0.29 | — | ||
| Q4 25 | $0.37 | $0.18 | ||
| Q3 25 | $0.32 | $0.16 | ||
| Q2 25 | $0.31 | $0.13 | ||
| Q1 25 | $0.28 | $0.09 | ||
| Q4 24 | $0.36 | $0.09 | ||
| Q3 24 | $0.31 | $0.07 | ||
| Q2 24 | $0.30 | $0.02 |
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 | $1.4B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $2.1B |
| Total Assets | $3.4B | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $232.6M | $1.4B | ||
| Q3 25 | $309.8M | $1.4B | ||
| Q2 25 | $198.8M | $1.2B | ||
| Q1 25 | $171.4M | $1.0B | ||
| Q4 24 | $412.6M | $903.0M | ||
| Q3 24 | $483.0M | $761.0M | ||
| Q2 24 | $376.9M | $691.0M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.4B | $1.3B |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.5B | $3.1B | ||
| Q3 25 | $3.5B | $3.0B | ||
| Q2 25 | $3.4B | $2.8B | ||
| Q1 25 | $3.3B | $2.6B | ||
| Q4 24 | $3.4B | $2.4B | ||
| Q3 24 | $3.4B | $2.2B | ||
| Q2 24 | $3.3B | $2.2B |
| Q1 26 | — | — | ||
| 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× | — |
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 | — | $194.0M |
| Free Cash FlowOCF − Capex | — | $178.0M |
| FCF MarginFCF / Revenue | — | 10.9% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | 1.92× |
| TTM Free Cash FlowTrailing 4 quarters | — | $608.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $194.0M | ||
| Q3 25 | $139.4M | $165.0M | ||
| Q2 25 | $90.3M | $223.0M | ||
| Q1 25 | $-7.2M | $79.0M | ||
| Q4 24 | $36.1M | $147.0M | ||
| Q3 24 | $160.4M | $109.0M | ||
| Q2 24 | $195.7M | $124.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $178.0M | ||
| Q3 25 | $130.2M | $153.0M | ||
| Q2 25 | $81.2M | $208.0M | ||
| Q1 25 | $-16.6M | $69.0M | ||
| Q4 24 | $25.8M | $134.0M | ||
| Q3 24 | $150.7M | $97.0M | ||
| Q2 24 | $185.9M | $108.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | 9.1% | 9.4% | ||
| Q2 25 | 5.7% | 13.4% | ||
| Q1 25 | -1.2% | 5.2% | ||
| Q4 24 | 2.0% | 10.0% | ||
| Q3 24 | 11.8% | 7.4% | ||
| Q2 24 | 15.1% | 8.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | 0.6% | 0.7% | ||
| Q2 25 | 0.6% | 1.0% | ||
| Q1 25 | 0.7% | 0.7% | ||
| Q4 24 | 0.8% | 1.0% | ||
| Q3 24 | 0.8% | 0.9% | ||
| Q2 24 | 0.8% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 4.42× | 1.92× | ||
| Q3 25 | 2.69× | 1.57× | ||
| Q2 25 | 1.79× | 2.79× | ||
| Q1 25 | -0.15× | 1.41× | ||
| Q4 24 | 0.60× | 4.59× | ||
| Q3 24 | 2.98× | 1.95× | ||
| Q2 24 | 3.69× | 8.86× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPCH
Segment breakdown not available.
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
