Price
Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.
Smart Score
Above averageWe 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
Business segments
Q1 2026 · $3.61BThe company’s own SEC segment disclosure.
- Medicare D$1.07B30%
- Commercial Insurance$959.4M27%
- Medicare C$602.4M17%
- Service$442.4M12%
- Medicaid$308.6M9%
- Medicare A$137.7M4%
- Other (2)$89.1M2%
BrightSpring Health Services, Inc. (BTSG) reported revenue of $3.87B in Q2 2026 (quarter ended June 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 2026-Q1 was Medicare D at $1.07B, 30% of the disclosed total, just ahead of Commercial Insurance at 27%.
Raw charts
11 series · TTMAs reported to the SEC, without any scoring.
Health Information Services
Ranks #9 of 14 by Smart Score