BrightSpring Health Services, Inc. (BTSG)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
$65.86-5.64%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · BTSG
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-11-05.
The screen ranks BTSG against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
2 Full Year 2026 Financial Guidance For the full year 2026, BrightSpring is increasing Revenue and Adjusted EBITDA guidance, which excludes the Community Living business and the effects of any future…
Stated in 4 of 4 supplied quarters. Management reported: “2 Full Year 2026 Financial Guidance For the full year 2026, BrightSpring is increasing Revenue and Adjusted EBITDA guidance, which excludes the Community Living business and the effects of any future closed acquisitions.” “For the same reasons, the Company is unable to assess the probable significance of the unavailable information, which could have a material impact on its future GAAP financial results.” Revenue was $4.213 billion in 2026-Q3.
“2 Full Year 2026 Financial Guidance For the full year 2026, BrightSpring is increasing Revenue and Adjusted EBITDA guidance, which excludes the Community Living business and the effects of any future…”
“Full Year 2026 Financial Guidance For the full year 2026, BrightSpring is increasing Revenue and Adjusted EBITDA guidance, which excludes the Community Living business and the effects of any future c…”
“2 Full Year 2026 Financial Guidance For the full year 2026, BrightSpring is increasing Revenue and Adjusted EBITDA guidance, which excludes the Community Living business and the effects of any future…”
“2 Full Year 2026 Financial Guidance For the full year 2026, BrightSpring is providing Revenue and Adjusted EBITDA guidance, which excludes the Community Living business and the effects of any future…”
Webcast and Conference Call Details The Company will host a conference call today, October 30 th at 8:30 a.m.
Stated in 2 of 4 supplied quarters. Management reported: “Webcast and Conference Call Details The Company will host a conference call today, October 30 th at 8:30 a.m.” “"We remain grounded in disciplined operational execution and delivering high-quality and effective care.”
“Webcast and Conference Call Details The Company will host a conference call today, October 30 th at 8:30 a.m.”
Eastern Time. Investors interested in listening to the conference call are required to register online .
Stated in 2 of 4 supplied quarters. Management reported: “As we look ahead to the remainder of 2026, we are focused on growing each of our businesses while executing against our goals and reaching more patients who can benefit from these highly impactful and valuable services.”” “Eastern Time. Investors interested in listening to the conference call are required to register online .”
“Eastern Time. Investors interested in listening to the conference call are required to register online .”
Exit the Community Living business and focus the company on its remaining Pharmacy and Provider services.
Continue the disclosed share repurchases while managing leverage and debt through capital structure actions.
Over the trailing year it converted 2.44x of net income into operating cash flow. Historically, Health Care names rated robust grew net income 54% of the time over the next year (vs 44% for the rest of the cohort, n=2525).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.
“"We remain grounded in disciplined operational execution and delivering high-quality and effective care.”
“As we look ahead to the remainder of 2026, we are focused on growing each of our businesses while executing against our goals and reaching more patients who can benefit from these highly impactful an…”