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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). 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 $1.2B, roughly 1.1× MARRIOTT VACATIONS WORLDWIDE Corp). Option Care Health, Inc. runs the higher net margin — 3.4% vs -35.0%, a 38.4% gap on every dollar of revenue. On growth, Option Care Health, Inc. posted the faster year-over-year revenue change (1.3% vs -0.7%). Over the past eight quarters, MARRIOTT VACATIONS WORLDWIDE Corp's revenue compounded faster (5.2% 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 ...
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
OPCH vs VAC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.2B |
| Net Profit | $45.3M | $-431.0M |
| Gross Margin | 19.4% | — |
| Operating Margin | 5.4% | — |
| Net Margin | 3.4% | -35.0% |
| Revenue YoY | 1.3% | -0.7% |
| Net Profit YoY | -3.0% | -962.0% |
| EPS (diluted) | $0.29 | $-12.00 |
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 | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.2B | $1.1B |
| Q1 26 | $45.3M | — | ||
| Q4 25 | $58.5M | $-431.0M | ||
| Q3 25 | $51.8M | $-2.0M | ||
| Q2 25 | $50.5M | $69.0M | ||
| Q1 25 | $46.7M | $56.0M | ||
| Q4 24 | $60.1M | $50.0M | ||
| Q3 24 | $53.9M | $84.0M | ||
| Q2 24 | $53.0M | $37.0M |
| 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% | — | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 5.9% | — | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 6.6% | — |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 4.0% | -35.0% | ||
| Q3 25 | 3.6% | -0.2% | ||
| Q2 25 | 3.6% | 6.0% | ||
| Q1 25 | 3.5% | 5.0% | ||
| Q4 24 | 4.8% | 4.0% | ||
| Q3 24 | 4.2% | 6.9% | ||
| Q2 24 | 4.3% | 3.5% |
| Q1 26 | $0.29 | — | ||
| Q4 25 | $0.37 | $-12.00 | ||
| Q3 25 | $0.32 | $-0.07 | ||
| Q2 25 | $0.31 | $1.77 | ||
| Q1 25 | $0.28 | $1.46 | ||
| Q4 24 | $0.36 | $1.29 | ||
| Q3 24 | $0.31 | $2.12 | ||
| Q2 24 | $0.30 | $0.98 |
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 | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $2.0B |
| Total Assets | $3.4B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $232.6M | $406.0M | ||
| Q3 25 | $309.8M | $474.0M | ||
| Q2 25 | $198.8M | $205.0M | ||
| Q1 25 | $171.4M | $196.0M | ||
| Q4 24 | $412.6M | $197.0M | ||
| Q3 24 | $483.0M | $197.0M | ||
| Q2 24 | $376.9M | $206.0M |
| 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 | $2.0B | ||
| Q3 25 | $1.4B | $2.5B | ||
| Q2 25 | $1.4B | $2.5B | ||
| Q1 25 | $1.4B | $2.4B | ||
| Q4 24 | $1.4B | $2.4B | ||
| Q3 24 | $1.4B | $2.4B | ||
| Q2 24 | $1.4B | $2.4B |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.5B | $9.8B | ||
| Q3 25 | $3.5B | $10.1B | ||
| Q2 25 | $3.4B | $9.9B | ||
| Q1 25 | $3.3B | $9.9B | ||
| Q4 24 | $3.4B | $9.8B | ||
| Q3 24 | $3.4B | $9.7B | ||
| Q2 24 | $3.3B | $9.6B |
| 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 | — | $6.0M |
| Free Cash FlowOCF − Capex | — | $-6.0M |
| FCF MarginFCF / Revenue | — | -0.5% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $6.0M | ||
| Q3 25 | $139.4M | $62.0M | ||
| Q2 25 | $90.3M | $-48.0M | ||
| Q1 25 | $-7.2M | $8.0M | ||
| Q4 24 | $36.1M | $100.0M | ||
| Q3 24 | $160.4M | $72.0M | ||
| Q2 24 | $195.7M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-6.0M | ||
| Q3 25 | $130.2M | $51.0M | ||
| Q2 25 | $81.2M | $-68.0M | ||
| Q1 25 | $-16.6M | $-6.0M | ||
| Q4 24 | $25.8M | $86.0M | ||
| Q3 24 | $150.7M | $58.0M | ||
| Q2 24 | $185.9M | $17.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.5% | ||
| Q3 25 | 9.1% | 4.3% | ||
| Q2 25 | 5.7% | -5.9% | ||
| Q1 25 | -1.2% | -0.5% | ||
| Q4 24 | 2.0% | 6.9% | ||
| Q3 24 | 11.8% | 4.8% | ||
| Q2 24 | 15.1% | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | 0.6% | 0.9% | ||
| Q2 25 | 0.6% | 1.7% | ||
| Q1 25 | 0.7% | 1.3% | ||
| Q4 24 | 0.8% | 1.1% | ||
| 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× | -0.70× | ||
| Q1 25 | -0.15× | 0.14× | ||
| Q4 24 | 0.60× | 2.00× | ||
| Q3 24 | 2.98× | 0.86× | ||
| Q2 24 | 3.69× | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPCH
Segment breakdown not available.
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
