BTSGBrightSpring Health Services, Inc.
Price
+133%1YEnd-of-day closes, not the intraday tick.
Great business, demanding price
Quality strong, nothing alarming, demanding price, growing in the filings, the market undecided.
We are a leading home and community-based healthcare services platform, focused on delivering complementary pharmacy and provider services to complex patients. We have a differentiated approach to care delivery, with an integrated and scaled model that addresses critical services that the highest-need and highest-cost patients require. With a focus on Senior and Specialty patients, which includes Behavioral populations, our platform provides pharmacy and provider services (both clinical and supportive care in nature) in lower-cost home and community settings largely to Medicare, Medicaid, and commercially-insured populations.
In the company’s own words · 10-K filed Feb 27, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
BrightSpring Health Services, Inc. (BTSG) reported revenue of $3.87B in Q2 2026 (quarter ended Jun 30, 2026), up 23% from the same quarter a year earlier. That came with a gross margin of 13% and net income of $84M (2.2% of revenue). For the full year FY2025, revenue was $12.9B (+28% year on year) and net income $191M. Its largest product in Q2 2026 was Medicare D at $1.15B, 30% of the disclosed total, just ahead of Commercial Insurance at 27%. The next results filing is expected around Oct 27, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Jul 31, 2026BrightSpring Health Services, Inc. Reports Second Quarter 2026 Financial Results and Increases Full Year 2026 Guidance.Earnings release · press release
- Jun 12, 2026On June 11, 2026, the board of directors (the “Board”) of BrightSpring Health Services, Inc. (the “Company”) increased the number of directors serving on the Board from seven (7) to eight (8) members and appointed Dr. Nigam H. Shah to the Board as a Class III director to fill the resulting vacancy.Director or officer change · Form 8-K
- Jun 5, 2026On June 3, 2026, BrightSpring Health Services, Inc. (the “Company”) entered into an underwriting agreement with KKR Phoenix Aggregator L.P. (the “KKR Selling Stockholder”), the Management Selling Stockholders (as defined therein) (together with the KKR Selling Stockholder, the “Selling Stockholders”), and Goldman …Material agreement entered · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $3.87BThe company’s own SEC segment disclosure.
- Medicare D$1.15B30%
- Commercial Insurance$1.05B27%
- Medicare C$653.7M17%
- Service$466.0M12%
- Medicaid$339.3M9%
- Medicare A$136.3M4%
- Other (2)$74.4M2%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Health Information Services
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