Earnings Call Summary | Option Care Health(OPCH.US) Q1 2024 Earnings Conference
Earnings Call Summary | Option Care Health(OPCH.US) Q1 2024 Earnings Conference
The following is a summary of the Option Care Health, Inc. (OPCH) Q1 2024 Earnings Call Transcript:
以下是Option Care Health, Inc.（OPCH）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Option Care Health reported Q1 revenue growth of over 12% and a gross profit of $238.5 million, a 4.1% increase over the prior year.
SG&A expenses grew by 4.7% as the company managed to reduce spending.
Adjusted EBITDA stood at $98.3 million, representing 8.6% of net revenue.
The company aims to generate net revenue of $4.65 billion to $4.8 billion and adjusted EBITDA between $430 million and $450 million for the full year.
Costs related to therapy slightly escalated due to supply chain difficulties, but it didn't significantly impact revenue.
The company repurchased $40 million worth of shares, suspending the program for the time being to focus on liquidity preservation.
Option Care Health報告稱，第一季度收入增長超過12％，毛利爲2.385億美元，比上年增長4.1％。
由於公司設法減少支出，銷售和收購費用增長了4.7％。
調整後的息稅折舊攤銷前利潤爲9,830萬美元，佔淨收入的8.6％。
該公司的目標是全年淨收入爲46.5億美元至48億美元，調整後的息稅折舊攤銷前利潤在4.3億美元至4.5億美元之間。
由於供應鏈困難，與治療相關的成本略有上升，但並未對收入產生重大影響。
該公司回購了價值4000萬美元的股票，暫時暫停了該計劃，將重點放在流動性保護上。
Business Progress:
業務進展：
The company maintained a high patient satisfaction and Net Promoter Score despite a cybersecurity incident with Change Healthcare.
This incident made the company prioritize cybersecurity and take steps to strengthen their platform.
The company is expanding with three additional facilities and focusing on improving clinical programs to better patient outcomes and reduce costs.
Supply chain disruptions are anticipated to lessen throughout the year, bringing business operations back to normal.
The company is exploring M&A opportunities and potential capital deployment through share repurchases.
It also plans to improve operational efficiency by automating processes and enhancing both front-end and back-end business operations.
The company is in discussions for potential future additions to its therapy offerings, including Oncology.
Despite disruptions in cash flow owing to the incident with Change Healthcare, the company is actively recovering its financial growth.
Opening of new ambulatory infusion suites is on the anvil as part of their strategy.
儘管Change Healthcare發生了網絡安全事件，但該公司仍保持了較高的患者滿意度和淨推薦值。
這起事件使該公司優先考慮網絡安全，並採取措施加強其平台。
該公司正在擴張，增設三個設施，並專注於改善臨床項目，以改善患者預後並降低成本。
預計全年供應鏈中斷將減少，使業務運營恢復正常。
該公司正在通過股票回購探索併購機會和潛在的資本配置。
它還計劃通過自動化流程和增強前端和後端業務運營來提高運營效率。
該公司正在討論未來可能增加其治療產品，包括腫瘤學。
儘管由於Change Healthcare事件導致現金流中斷，但該公司仍在積極恢復財務增長。
作爲其戰略的一部分，新的門診輸液室的開放正在進行中。
More details: Option Care Health IR
更多詳情： Option Care 健康 IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。