BrightSpring Health Services, Inc. (BTSG)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
$60.73-1.14%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
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 2026-09-04.
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 41% for the rest of the cohort, n=9986).
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.
Focus on growing total revenue across Pharmacy Solutions and Provider Services segments with strong year-over-year increases.
Stated as a priority in 5 of last 5 quarters. Revenue grew from $2.878B in 2025-Q1 to $3.873B in 2026-Q2. Full year 2026 Revenue guidance increased to $15.1B-$15.425B, representing 17.0% to 19.5% growth over 2025. Management is delivering consistent revenue growth aligned with stated priorities.
“BrightSpring is increasing Revenue guidance to $15,100 million to $15,425 million, or 17.0% to 19.5% growth.”
“BrightSpring is increasing Revenue guidance to $14,725 million to $15,225 million, or 14.1% to 17.9% growth.”
“BrightSpring is providing Revenue guidance of $14,450 million to $15,000 million, or 11.9% to 16.2% growth.”
“Increased 2025 Revenue guidance to $12,400 million to $12,700 million, or 23.1% to 26.1% growth.”
“Focus on growing each business and reaching more patients who can benefit from services.”
Drive profitability improvements reflected in operating income and Adjusted EBITDA growth across segments.
Stated as a priority in 5 of last 5 quarters. Adjusted EBITDA grew from $131M in 2025-Q1 to $206M in 2026-Q2, a 57% increase. Full year 2026 guidance raised to $820M-$845M, reflecting 32.8%-36.8% growth. Management is delivering sustained profitability improvements consistent with stated goals.
“Total Adjusted EBITDA of $206 million, up 44.2% compared to $143 million in the second quarter of 2025.”
Grow patient volumes and expand service offerings in Pharmacy Solutions and Provider Services to serve more complex populations.
Stated as a priority in 3 of last 5 quarters. Provider Services Home Health Care average daily census grew from 30,085 in 2025-Q2 to 46,448 in 2026-Q2 (+54%). Pharmacy Solutions revenue per script increased 22% year-over-year in 2026-Q2. Management is delivering expansion in patient reach and service utilization.
“Pharmacy Solutions prescriptions dispensed stable; revenue per script up 22%; Provider Services home health care census up 54%.”
Divest the Community Living business to focus on core pharmacy and provider health services.
Stated as a priority in 3 of last 5 quarters. The divestiture of the Community Living business was completed on March 30, 2026, as planned. Management has delivered on this strategic divestiture consistent with prior statements.
“Divestiture of Community Living business to Sevita closed on March 30, 2026.”
Execute share repurchases and manage capital structure prudently to support financial flexibility.
Stated as a priority in 3 of last 5 quarters. BrightSpring repurchased approximately $43.2 million in shares in 2025-Q4 and completed concurrent $60 million repurchases in both 2026-Q1 and 2026-Q2. Management is delivering disciplined capital allocation with active share repurchases.
“Completed $60 million repurchase of 1,026,465 shares concurrent with secondary offering in June 2026.”
Over the trailing year it converted 2.44x of net income into operating cash flow. Historically, Health Care names rated robust grew net income 55% of the time over the next year (vs 45% for the rest of the cohort, n=2490).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
17 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.
“Adjusted EBITDA of $190 million, up 44.8% compared to $131 million in the first quarter of 2025.”
“Adjusted EBITDA of $184 million, up 40.7% compared to $130 million in the fourth quarter of 2024.”
“Adjusted EBITDA of approximately $160 million, up 37.2% compared to $117 million in the third quarter of 2024.”
“Adjusted EBITDA of $131 million in first quarter 2025, with focus on operational and growth priorities.”
“Provider Services Home Health Care average daily census increased 52% year-over-year.”
“Provider Services Home Health Care average daily census increased 15% year-over-year.”
“Planned divestiture of Community Living business to Sevita expected to close by end of Q1 2026.”
“Planned divestiture of Community Living business to Sevita expected to close in early Q1 2026.”
“Completed $60 million repurchase of 1,464,807 shares concurrent with secondary offering in March 2026.”
“Repurchased 1,500,000 shares for approximately $43.2 million in October 2025 secondary offering.”