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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and Vertiv Holdings Co (VRT). Click either name above to swap in a different company.
Vertiv Holdings Co is the larger business by last-quarter revenue ($2.6B vs $1.4B, roughly 1.8× Option Care Health, Inc.). Vertiv Holdings Co runs the higher net margin — 14.7% vs 3.6%, a 11.1% gap on every dollar of revenue. On growth, Vertiv Holdings Co posted the faster year-over-year revenue change (30.1% vs 12.2%). Vertiv Holdings Co produced more free cash flow last quarter ($652.8M vs $130.2M). Over the past eight quarters, Vertiv Holdings Co's revenue compounded faster (16.5% CAGR vs 13.0%).
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 ...
Vertiv is an American multinational provider of critical infrastructure and services for data centers, communication networks, and commercial and industrial environments.
OPCH vs VRT — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.6B |
| Net Profit | $51.8M | $390.1M |
| Gross Margin | 19.0% | 37.7% |
| Operating Margin | 5.9% | — |
| Net Margin | 3.6% | 14.7% |
| Revenue YoY | 12.2% | 30.1% |
| Net Profit YoY | -3.8% | 137.1% |
| EPS (diluted) | $0.32 | $0.99 |
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 | — | $2.6B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | $1.4B | $2.7B | ||
| Q2 25 | $1.4B | $2.6B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.2B | $2.0B |
| Q1 26 | — | $390.1M | ||
| Q4 25 | — | $445.6M | ||
| Q3 25 | $51.8M | $398.5M | ||
| Q2 25 | $50.5M | $324.2M | ||
| Q1 25 | $46.7M | $164.5M | ||
| Q4 24 | $60.1M | $147.0M | ||
| Q3 24 | $53.9M | $176.6M | ||
| Q2 24 | $53.0M | $178.1M |
| Q1 26 | — | 37.7% | ||
| Q4 25 | — | 38.9% | ||
| Q3 25 | 19.0% | 37.8% | ||
| Q2 25 | 19.0% | 34.0% | ||
| Q1 25 | 19.7% | 33.7% | ||
| Q4 24 | 21.3% | 37.1% | ||
| Q3 24 | 20.1% | 36.5% | ||
| Q2 24 | 20.3% | 38.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 20.1% | ||
| Q3 25 | 5.9% | 19.3% | ||
| Q2 25 | 5.8% | 16.8% | ||
| Q1 25 | 5.9% | 14.3% | ||
| Q4 24 | 6.9% | 19.5% | ||
| Q3 24 | 6.7% | 17.9% | ||
| Q2 24 | 6.6% | 17.2% |
| Q1 26 | — | 14.7% | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | 3.6% | 14.9% | ||
| Q2 25 | 3.6% | 12.3% | ||
| Q1 25 | 3.5% | 8.1% | ||
| Q4 24 | 4.8% | 6.3% | ||
| Q3 24 | 4.2% | 8.5% | ||
| Q2 24 | 4.3% | 9.1% |
| Q1 26 | — | $0.99 | ||
| Q4 25 | — | $1.14 | ||
| Q3 25 | $0.32 | $1.02 | ||
| Q2 25 | $0.31 | $0.83 | ||
| Q1 25 | $0.28 | $0.42 | ||
| Q4 24 | $0.36 | $0.38 | ||
| Q3 24 | $0.31 | $0.46 | ||
| Q2 24 | $0.30 | $0.46 |
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 | $2.5B |
| Total DebtLower is stronger | $1.2B | $0 |
| Stockholders' EquityBook value | $1.4B | $4.2B |
| Total Assets | $3.5B | $13.4B |
| Debt / EquityLower = less leverage | 0.86× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $2.5B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $309.8M | $1.4B | ||
| Q2 25 | $198.8M | $1.6B | ||
| Q1 25 | $171.4M | $1.5B | ||
| Q4 24 | $412.6M | $1.2B | ||
| Q3 24 | $483.0M | $908.7M | ||
| Q2 24 | $376.9M | $579.7M |
| Q1 26 | — | $0 | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | $1.2B | $2.9B | ||
| Q2 25 | $1.1B | $2.9B | ||
| Q1 25 | $1.1B | $2.9B | ||
| Q4 24 | $1.1B | $2.9B | ||
| Q3 24 | $1.1B | $2.9B | ||
| Q2 24 | $1.1B | $2.9B |
| Q1 26 | — | $4.2B | ||
| Q4 25 | — | $3.9B | ||
| Q3 25 | $1.4B | $3.5B | ||
| Q2 25 | $1.4B | $3.1B | ||
| Q1 25 | $1.4B | $2.7B | ||
| Q4 24 | $1.4B | $2.4B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.4B | $1.5B |
| Q1 26 | — | $13.4B | ||
| Q4 25 | — | $12.2B | ||
| Q3 25 | $3.5B | $10.8B | ||
| Q2 25 | $3.4B | $10.4B | ||
| Q1 25 | $3.3B | $9.5B | ||
| Q4 24 | $3.4B | $9.1B | ||
| Q3 24 | $3.4B | $8.9B | ||
| Q2 24 | $3.3B | $8.1B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | 0.86× | 0.83× | ||
| Q2 25 | 0.82× | 0.93× | ||
| Q1 25 | 0.82× | 1.10× | ||
| Q4 24 | 0.79× | 1.20× | ||
| Q3 24 | 0.78× | 1.62× | ||
| Q2 24 | 0.79× | 1.91× |
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 | — |
| Free Cash FlowOCF − Capex | $130.2M | $652.8M |
| FCF MarginFCF / Revenue | 9.1% | 24.6% |
| Capex IntensityCapex / Revenue | 0.6% | 4.2% |
| Cash ConversionOCF / Net Profit | 2.69× | — |
| TTM Free Cash FlowTrailing 4 quarters | $220.7M | $2.3B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $978.9M | ||
| Q3 25 | $139.4M | $508.7M | ||
| Q2 25 | $90.3M | $322.9M | ||
| Q1 25 | $-7.2M | $303.3M | ||
| Q4 24 | $36.1M | $425.2M | ||
| Q3 24 | $160.4M | $378.2M | ||
| Q2 24 | $195.7M | $378.4M |
| Q1 26 | — | $652.8M | ||
| Q4 25 | — | $885.6M | ||
| Q3 25 | $130.2M | $463.5M | ||
| Q2 25 | $81.2M | $277.9M | ||
| Q1 25 | $-16.6M | $266.8M | ||
| Q4 24 | $25.8M | $364.5M | ||
| Q3 24 | $150.7M | $341.8M | ||
| Q2 24 | $185.9M | $344.3M |
| Q1 26 | — | 24.6% | ||
| Q4 25 | — | 30.8% | ||
| Q3 25 | 9.1% | 17.3% | ||
| Q2 25 | 5.7% | 10.5% | ||
| Q1 25 | -1.2% | 13.1% | ||
| Q4 24 | 2.0% | 15.5% | ||
| Q3 24 | 11.8% | 16.5% | ||
| Q2 24 | 15.1% | 17.6% |
| Q1 26 | — | 4.2% | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | 0.6% | 1.7% | ||
| Q2 25 | 0.6% | 1.7% | ||
| Q1 25 | 0.7% | 1.8% | ||
| Q4 24 | 0.8% | 2.6% | ||
| Q3 24 | 0.8% | 1.8% | ||
| Q2 24 | 0.8% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.20× | ||
| Q3 25 | 2.69× | 1.28× | ||
| Q2 25 | 1.79× | 1.00× | ||
| Q1 25 | -0.15× | 1.84× | ||
| Q4 24 | 0.60× | 2.89× | ||
| Q3 24 | 2.98× | 2.14× | ||
| Q2 24 | 3.69× | 2.12× |
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% |
VRT
Segment breakdown not available.
