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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and WERNER ENTERPRISES INC (WERN). 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 $808.6M, roughly 1.8× WERNER ENTERPRISES INC). Option Care Health, Inc. runs the higher net margin — 3.6% vs -0.5%, a 4.1% gap on every dollar of revenue. On growth, WERNER ENTERPRISES INC posted the faster year-over-year revenue change (13.6% vs 12.2%). Over the past eight quarters, Option Care Health, Inc.'s revenue compounded faster (13.0% CAGR vs 4.3%).
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 ...
Werner Enterprises, Inc. is an American transportation and logistics company, serving the United States, Mexico and Canada. Werner Enterprises stated that it had 2023 revenues of $3.28 billion and over 14,000 employees and contractors.
OPCH vs WERN — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $808.6M |
| Net Profit | $51.8M | $-4.3M |
| Gross Margin | 19.0% | — |
| Operating Margin | 5.9% | — |
| Net Margin | 3.6% | -0.5% |
| Revenue YoY | 12.2% | 13.6% |
| Net Profit YoY | -3.8% | 57.8% |
| EPS (diluted) | $0.32 | $-0.07 |
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 | — | $808.6M | ||
| Q4 25 | — | $719.9M | ||
| Q3 25 | $1.4B | $752.2M | ||
| Q2 25 | $1.4B | $734.1M | ||
| Q1 25 | $1.3B | $693.4M | ||
| Q4 24 | $1.3B | $736.6M | ||
| Q3 24 | $1.3B | $726.3M | ||
| Q2 24 | $1.2B | $742.7M |
| Q1 26 | — | $-4.3M | ||
| Q4 25 | — | $-27.8M | ||
| Q3 25 | $51.8M | $-20.6M | ||
| Q2 25 | $50.5M | $44.1M | ||
| Q1 25 | $46.7M | $-10.1M | ||
| Q4 24 | $60.1M | $11.9M | ||
| Q3 24 | $53.9M | $6.6M | ||
| Q2 24 | $53.0M | $9.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| 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 | — | — | ||
| Q4 25 | — | -5.0% | ||
| Q3 25 | 5.9% | -1.7% | ||
| Q2 25 | 5.8% | 9.0% | ||
| Q1 25 | 5.9% | -0.8% | ||
| Q4 24 | 6.9% | 1.8% | ||
| Q3 24 | 6.7% | 2.4% | ||
| Q2 24 | 6.6% | 2.6% |
| Q1 26 | — | -0.5% | ||
| Q4 25 | — | -3.9% | ||
| Q3 25 | 3.6% | -2.7% | ||
| Q2 25 | 3.6% | 6.0% | ||
| Q1 25 | 3.5% | -1.5% | ||
| Q4 24 | 4.8% | 1.6% | ||
| Q3 24 | 4.2% | 0.9% | ||
| Q2 24 | 4.3% | 1.3% |
| Q1 26 | — | $-0.07 | ||
| Q4 25 | — | $-0.46 | ||
| Q3 25 | $0.32 | $-0.34 | ||
| Q2 25 | $0.31 | $0.72 | ||
| Q1 25 | $0.28 | $-0.16 | ||
| Q4 24 | $0.36 | $0.19 | ||
| Q3 24 | $0.31 | $0.11 | ||
| Q2 24 | $0.30 | $0.15 |
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 | $61.5M |
| Total DebtLower is stronger | $1.2B | $878.2M |
| Stockholders' EquityBook value | $1.4B | $1.4B |
| Total Assets | $3.5B | $3.3B |
| Debt / EquityLower = less leverage | 0.86× | 0.65× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $61.5M | ||
| Q4 25 | — | $59.9M | ||
| Q3 25 | $309.8M | $51.0M | ||
| Q2 25 | $198.8M | $51.4M | ||
| Q1 25 | $171.4M | $52.0M | ||
| Q4 24 | $412.6M | $40.8M | ||
| Q3 24 | $483.0M | $54.7M | ||
| Q2 24 | $376.9M | $70.4M |
| Q1 26 | — | $878.2M | ||
| Q4 25 | — | $752.0M | ||
| Q3 25 | $1.2B | $725.0M | ||
| Q2 25 | $1.1B | $725.0M | ||
| Q1 25 | $1.1B | $640.0M | ||
| Q4 24 | $1.1B | $650.0M | ||
| Q3 24 | $1.1B | $690.0M | ||
| Q2 24 | $1.1B | $670.0M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.4B | $1.5B |
| Q1 26 | — | $3.3B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | $3.5B | $3.0B | ||
| Q2 25 | $3.4B | $2.9B | ||
| Q1 25 | $3.3B | $3.0B | ||
| Q4 24 | $3.4B | $3.1B | ||
| Q3 24 | $3.4B | $3.1B | ||
| Q2 24 | $3.3B | $3.1B |
| Q1 26 | — | 0.65× | ||
| Q4 25 | — | 0.55× | ||
| Q3 25 | 0.86× | 0.52× | ||
| Q2 25 | 0.82× | 0.51× | ||
| Q1 25 | 0.82× | 0.45× | ||
| Q4 24 | 0.79× | 0.45× | ||
| Q3 24 | 0.78× | 0.48× | ||
| Q2 24 | 0.79× | 0.46× |
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 | — |
| FCF MarginFCF / Revenue | 9.1% | — |
| Capex IntensityCapex / Revenue | 0.6% | 0.2% |
| Cash ConversionOCF / Net Profit | 2.69× | — |
| TTM Free Cash FlowTrailing 4 quarters | $220.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $62.3M | ||
| Q3 25 | $139.4M | $44.1M | ||
| Q2 25 | $90.3M | $46.0M | ||
| Q1 25 | $-7.2M | $29.4M | ||
| Q4 24 | $36.1M | $71.0M | ||
| Q3 24 | $160.4M | $61.0M | ||
| Q2 24 | $195.7M | $109.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-23.5M | ||
| Q3 25 | $130.2M | $-8.6M | ||
| Q2 25 | $81.2M | $-42.3M | ||
| Q1 25 | $-16.6M | $5.9M | ||
| Q4 24 | $25.8M | $-9.8M | ||
| Q3 24 | $150.7M | $-73.4M | ||
| Q2 24 | $185.9M | $-31.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | -3.3% | ||
| Q3 25 | 9.1% | -1.1% | ||
| Q2 25 | 5.7% | -5.8% | ||
| Q1 25 | -1.2% | 0.8% | ||
| Q4 24 | 2.0% | -1.3% | ||
| Q3 24 | 11.8% | -10.1% | ||
| Q2 24 | 15.1% | -4.2% |
| Q1 26 | — | 0.2% | ||
| Q4 25 | — | 11.9% | ||
| Q3 25 | 0.6% | 7.0% | ||
| Q2 25 | 0.6% | 12.0% | ||
| Q1 25 | 0.7% | 3.4% | ||
| Q4 24 | 0.8% | 11.0% | ||
| Q3 24 | 0.8% | 18.5% | ||
| Q2 24 | 0.8% | 18.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.69× | — | ||
| Q2 25 | 1.79× | 1.04× | ||
| Q1 25 | -0.15× | — | ||
| Q4 24 | 0.60× | 5.97× | ||
| Q3 24 | 2.98× | 9.30× | ||
| Q2 24 | 3.69× | 11.52× |
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% |
WERN
Segment breakdown not available.
