BTSG
BrightSpring Health Services, Inc.36.44
+0.48+1.33%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
6.57BP/E (TTM)
67.48Basic EPS (TTM)
0.54Dividend Yield
0%Recent Filings
10-Q
8-K
8-K
BrightSpring boosts Q3 results, guidance
BrightSpring Health Services reported preliminary Q3 2025 results from continuing operations, with revenues hitting $3,334 million—up 28.2% from $2,601 million last year—while Adjusted EBITDA climbed 37.2% to $160 million. The company boosted full-year 2025 guidance, projecting $12,400 million to $12,700 million in revenue (23.1% to 26.1% growth) and $605 million to $615 million in Adjusted EBITDA (31.5% to 33.7% growth), excluding the Community Living divestiture set for early Q1 2026. Strong pharmacy growth drives momentum. Yet divestiture risks linger amid regulatory shifts.
10-Q
Q2 FY2025 results
BrightSpring's Q2 FY2025 revenue surged 29.1% y/y to $3.15B, driven by 32.0% growth in Pharmacy Solutions to $2.79B and 10.5% in Provider Services to $358M, while gross margin dipped to 11.9% from 12.8% on specialty drug mix shifts. Operating income climbed 25.6% y/y to $49M, with diluted EPS steady at $0.04, reconciling to 216M shares; net income held flat at $8.5M, but interest expense fell 10.4% y/y to $39M on lower rates. Cash hit $70M, FCF (derived) at $108M after $42M capex, with $2.5B term debt at 6.83% and full $475M revolver availability. The pending Community Living sale for $835M cash, eyed for late 2025 close, sharpens focus on seniors and specialties. Yet regulatory shifts in Medicare and Medicaid rates pose reimbursement risks.
8-K
BrightSpring boosts Q2 revenue 29%
BrightSpring Health Services reported Q2 2025 net revenue of $3,148 million, surging 29.1% from $2,438 million a year ago, driven by 32% growth in Pharmacy Solutions while Provider Services rose 11%. Adjusted EBITDA climbed 28.8% to $143 million, yet net income from continuing operations held flat at $8.5 million. The company boosted full-year guidance to $12,200-$12,600 million in revenue and $590-$605 million in Adjusted EBITDA, amid a planned Q4 divestiture of its Community Living business to Sevita. Momentum builds, but regulatory shifts loom.
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