| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 38 | 35.6x | 17.8x | Bottom tier | |
Growth | 91 | 33.2% | 7.1% | Top tier | |
Quality | 56 | 8.9% | 4.5% | Around median | |
Safety | 59 | 3.1x | 2.6x | Around median | |
Capital Return | 84 | — | 2.12% | Top tier | |
Momentum | 88 | 152.9% | 2.9% | Top tier | |
Sentiment | 81 | 9 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
BrightSpring Health Services operates a home- and community-based healthcare platform in the United States through two main segments. The Pharmacy Solutions segment generates revenue from specialty pharmacy, infusion services, and home and community pharmacy care, including limited-distribution drugs LDD and fee-based services surrounding drug launches. The Provider Services segment provides home health, hospice, rehabilitation, personal care, and home-based primary care services, with the company focused on delivering treatment in lower-cost settings that patients often prefer.
In quarter 2 of fiscal year 2026, revenue reached $3.9 billion, up 23% year over year, and gross profit according to EDGAR reached $492.7 million, equivalent to a gross margin of approximately 12.6%. Net income was $84.3 million and earnings per share were $0.38, while adjusted earnings before interest, taxes, depreciation, and amortization reached $206 million, up 44%, with its margin improving by 80 basis points to 5.3%. For the twelve months ended in fiscal year 2026, the latest EDGAR data showed revenue of $14.4 billion, net income of $366 million, and earnings per share of approximately $1.66.
Pharmacy Solutions accounted for most of the quarter 2 fiscal year 2026 mix, with revenue of $3.4 billion and growth of 22%, including $2.9 billion from Specialty and Infusion, up 30%, while Home and Community Pharmacy revenue declined 8% to $540 million. Provider Services generated revenue of $466 million, up 30%, comprising $278 million from Home Health Care, $82 million from rehabilitation, and $107 million from personal care. At the segment profitability level, adjusted earnings before interest, taxes, depreciation, and amortization reached $180 million in Pharmacy Solutions and $75 million in Provider Services, representing year-over-year growth of 44% and 33%, respectively.
The analyst consensus on BTSG is “Buy,” with an average price target of $73.43, a high of $90, and a low of $49. The average is near the upper end of the 52-week range of $22.86 to $73.75, while the wide spread of targets reveals significant variation in assessments of the sustainability of growth and margins; no price-to-earnings ratio is available in the data, although the latest earnings for the twelve months ended in fiscal year 2026 were approximately $1.66 per share.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
Specialty and Infusion was the largest driver, with revenue reaching $2.9 billion in quarter 2 of fiscal year 2026, up 30% year over year, while prescription volume increased 31%. The results were supported by the limited-distribution drug LDD portfolio, generic drugs, acute infusion growth, and fee-based services provided to pharmaceutical and biotechnology companies. BrightSpring’s total LDD programs reached approximately 155 after adding two ultra-narrow programs during the quarter.
BrightSpring expects revenue between $15.1 billion and $15.425 billion in fiscal year 2026, equivalent to growth of 17.0% to 19.5% on a continuing-operations basis. It expects adjusted earnings before interest, taxes, depreciation, and amortization between $820 million and $845 million, representing growth of 32.8% to 36.8%. The outlook includes a contribution of approximately $35 million from the Amedisys and LHC branches, but excludes Community Living and any acquisition that has not yet closed.
The company expects IRA to reduce Home and Community Pharmacy revenue by approximately $200 million in fiscal year 2026, with an impact of approximately $50 million in each quarter and an annual impact of $15 million on adjusted earnings before interest, taxes, depreciation, and amortization. It also expects pressure on Specialty revenue of approximately $175 million in fiscal year 2026, with no material expected effect on that business’s profitability. For fiscal year 2027, management estimates that the Home and Community impact could be approximately half of the fiscal year 2026 impact, with contracting and operating improvement efforts continuing.
Automated analysis for informational purposes only — not investment advice.
The Amedisys and LHC branches contributed approximately $78 million in revenue and $8 million in adjusted earnings before interest, taxes, depreciation, and amortization in quarter 2 of fiscal year 2026. BrightSpring raised their expected contribution to adjusted earnings for fiscal year 2026 to approximately $35 million, following integration progress and increased volumes under its ownership. The company reported that all branches had transitioned to its home care system, with final integration steps continuing.
Net debt was approximately $1.7 billion on June 30, 2026, and leverage declined to 2.15 times compared with approximately 2.4 times on an adjusted basis in quarter 1 of fiscal year 2026. The company repaid approximately $300 million of the term loan and repriced it at SOFR plus 200 basis points, compared with 325 basis points at the initial public offering. BrightSpring expects approximately $600 million in operating cash flow in fiscal year 2026 and to end the year with leverage below 2 times before any potential acquisitions.
Home Health achieved a 99% rate for starting care on time, and approximately 95% of branches remained rated four stars or higher. The overall CAHPS score for hospice services was 89%, rehabilitation patient satisfaction exceeded 97%, and Personal Care customer satisfaction was 4.6 out of 5. In home and community pharmacy, dispensing accuracy was 99.98% and on-time delivery was 94.3%, while Specialty Pharmacy recorded a medication possession ratio of 93% and a time to first fill of 3.7 days.
