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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and XPO, Inc. (XPO). Click either name above to swap in a different company.
XPO, Inc. is the larger business by last-quarter revenue ($2.0B vs $1.4B, roughly 1.4× Option Care Health, Inc.). Option Care Health, Inc. runs the higher net margin — 3.6% vs 2.9%, a 0.7% gap on every dollar of revenue. On growth, Option Care Health, Inc. posted the faster year-over-year revenue change (12.2% vs 4.7%). Over the past eight quarters, Option Care Health, Inc.'s revenue compounded faster (13.0% CAGR vs -0.1%).
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 ...
XPO, Inc., formerly XPO Logistics, is an American transportation company that conducts less-than-truckload shipping in North America. The company has headquarters in Greenwich, Connecticut, and has 592 locations globally. XPO is the second largest provider of less-than-truckload (LTL) services in North America, operating in 99 percent of all U.S. postal codes.
OPCH vs XPO — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.0B |
| Net Profit | $51.8M | $59.0M |
| Gross Margin | 19.0% | — |
| Operating Margin | 5.9% | 7.1% |
| Net Margin | 3.6% | 2.9% |
| Revenue YoY | 12.2% | 4.7% |
| Net Profit YoY | -3.8% | -21.3% |
| EPS (diluted) | $0.32 | $0.49 |
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 | — | $2.0B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.2B | $2.1B | ||
| Q1 24 | $1.1B | $2.0B |
| Q4 25 | — | $59.0M | ||
| Q3 25 | $51.8M | $82.0M | ||
| Q2 25 | $50.5M | $106.0M | ||
| Q1 25 | $46.7M | $69.0M | ||
| Q4 24 | $60.1M | $75.0M | ||
| Q3 24 | $53.9M | $95.0M | ||
| Q2 24 | $53.0M | $150.0M | ||
| Q1 24 | $44.8M | $67.0M |
| 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 24 | 20.8% | — |
| Q4 25 | — | 7.1% | ||
| Q3 25 | 5.9% | 7.8% | ||
| Q2 25 | 5.8% | 9.5% | ||
| Q1 25 | 5.9% | 7.7% | ||
| Q4 24 | 6.9% | 7.8% | ||
| Q3 24 | 6.7% | 8.6% | ||
| Q2 24 | 6.6% | 9.5% | ||
| Q1 24 | 6.0% | 6.8% |
| Q4 25 | — | 2.9% | ||
| Q3 25 | 3.6% | 3.9% | ||
| Q2 25 | 3.6% | 5.1% | ||
| Q1 25 | 3.5% | 3.5% | ||
| Q4 24 | 4.8% | 3.9% | ||
| Q3 24 | 4.2% | 4.6% | ||
| Q2 24 | 4.3% | 7.2% | ||
| Q1 24 | 3.9% | 3.3% |
| Q4 25 | — | $0.49 | ||
| Q3 25 | $0.32 | $0.68 | ||
| Q2 25 | $0.31 | $0.89 | ||
| Q1 25 | $0.28 | $0.58 | ||
| Q4 24 | $0.36 | $0.63 | ||
| Q3 24 | $0.31 | $0.79 | ||
| Q2 24 | $0.30 | $1.25 | ||
| Q1 24 | $0.26 | $0.56 |
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 | $310.0M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $1.4B | $1.9B |
| Total Assets | $3.5B | $8.2B |
| Debt / EquityLower = less leverage | 0.86× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $310.0M | ||
| Q3 25 | $309.8M | $335.0M | ||
| Q2 25 | $198.8M | $225.0M | ||
| Q1 25 | $171.4M | $212.0M | ||
| Q4 24 | $412.6M | $246.0M | ||
| Q3 24 | $483.0M | $378.0M | ||
| Q2 24 | $376.9M | $250.0M | ||
| Q1 24 | $219.5M | $229.0M |
| 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 | — | $1.9B | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $1.6B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.4B | $1.5B | ||
| Q1 24 | $1.4B | $1.3B |
| Q4 25 | — | $8.2B | ||
| Q3 25 | $3.5B | $8.2B | ||
| Q2 25 | $3.4B | $8.1B | ||
| Q1 25 | $3.3B | $7.9B | ||
| Q4 24 | $3.4B | $7.7B | ||
| Q3 24 | $3.4B | $7.9B | ||
| Q2 24 | $3.3B | $7.7B | ||
| Q1 24 | $3.2B | $7.6B |
| 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 | — |
| Free Cash FlowOCF − Capex | $130.2M | — |
| FCF MarginFCF / Revenue | 9.1% | — |
| Capex IntensityCapex / Revenue | 0.6% | 5.3% |
| Cash ConversionOCF / Net Profit | 2.69× | — |
| TTM Free Cash FlowTrailing 4 quarters | $220.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | $139.4M | $371.0M | ||
| Q2 25 | $90.3M | $247.0M | ||
| Q1 25 | $-7.2M | $142.0M | ||
| Q4 24 | $36.1M | $189.0M | ||
| Q3 24 | $160.4M | $264.0M | ||
| Q2 24 | $195.7M | $210.0M | ||
| Q1 24 | $-68.8M | $145.0M |
| Q4 25 | — | — | ||
| Q3 25 | $130.2M | $215.0M | ||
| Q2 25 | $81.2M | $51.0M | ||
| Q1 25 | $-16.6M | $-57.0M | ||
| Q4 24 | $25.8M | $23.0M | ||
| Q3 24 | $150.7M | $137.0M | ||
| Q2 24 | $185.9M | $20.0M | ||
| Q1 24 | $-74.6M | $-161.0M |
| Q4 25 | — | — | ||
| Q3 25 | 9.1% | 10.2% | ||
| Q2 25 | 5.7% | 2.5% | ||
| Q1 25 | -1.2% | -2.9% | ||
| Q4 24 | 2.0% | 1.2% | ||
| Q3 24 | 11.8% | 6.7% | ||
| Q2 24 | 15.1% | 1.0% | ||
| Q1 24 | -6.5% | -8.0% |
| Q4 25 | — | 5.3% | ||
| Q3 25 | 0.6% | 7.4% | ||
| Q2 25 | 0.6% | 9.4% | ||
| Q1 25 | 0.7% | 10.2% | ||
| Q4 24 | 0.8% | 8.6% | ||
| Q3 24 | 0.8% | 6.2% | ||
| Q2 24 | 0.8% | 9.1% | ||
| Q1 24 | 0.5% | 15.2% |
| Q4 25 | — | — | ||
| Q3 25 | 2.69× | 4.52× | ||
| Q2 25 | 1.79× | 2.33× | ||
| Q1 25 | -0.15× | 2.06× | ||
| Q4 24 | 0.60× | 2.52× | ||
| Q3 24 | 2.98× | 2.78× | ||
| Q2 24 | 3.69× | 1.40× | ||
| Q1 24 | -1.54× | 2.16× |
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% |
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |
