BrightSpring Health Services, Inc.(BTSG)— Stock Profile, AI Score & Financials
Healthcare · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
BrightSpring Health Services, Inc. (BTSG) stock profile, AI quality score, and SEC EDGAR financial data, a Healthcare sector company. 13F Pro's AI-powered ranking engine scores BTSG at 63.3/100 on a 32-signal composite quality model, placing it at rank #641 of 2,961 stocks — the top 25% of the AI-ranked universe. BTSG scores in the top quartile across revenue scale (89.7), revenue growth (81.5). Areas of concern include institutional flow (13.1) and free cash flow (34.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), BrightSpring Health Services, Inc. reports quarterly revenue of $3.9B, net income of $84.3M, an operating margin of 3.4%. Top institutional holders of BTSG by reported 13-F value include Kohlberg Kravis Roberts & L.P., BlackRock, FMR, based on the most recent SEC filings. BTSG trades on the Nasdaq exchange and files with the SEC under CIK 1865782. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BTSG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BrightSpring Health Services, Inc. directly from SEC EDGAR.
AI Quality Score
63.3/100
AI Rank
#641
Revenue
$3.9B
Net Income
$84.3M
Free Cash Flow
$14.9M
Operating Margin
3.4%
BTSG key financials by period
BrightSpring Health Services, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$12.9B
$190.7M
2.3%
FY 2024
10-K
$10.1B
$-18.1M
1.1%
FY 2023
10-K
$7.7B
$-154.6M
0.8%
FY 2022
10-K
$7.7B
$-53.9M
2.4%
Institutions holding BTSG
Institutional investors reporting a position in BrightSpring Health Services, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-31 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 23.0% YoY to $3.87B with net income up over tenfold to $86.6M, driven by broad-based growth in both segments and a debt refinancing that cut leverage to 2.15x.
Biggest Revenue Drivers
Pharmacy Solutions$3,407.1M+22.1% YoY
Volume growth in prescriptions dispensed within Specialty and Infusion Pharmacy, partially offset by a decline in Home and Community Pharmacy
Provider Services$466.0M+30.3% YoY
$77.9M from the Amedisys and LHC Branches acquisition plus organic volume growth and rate increases
Biggest Revenue Drivers
Total revenue: $3.87B+23.0% YoY
Pharmacy Solutions$3,407.1M+22.1% YoY
Volume growth in prescriptions dispensed within Specialty and Infusion Pharmacy, partially offset by a decline in Home and Community Pharmacy
Within Pharmacy Solutions
Specialty and Infusion Pharmacy$2,867.5M+30.1% YoY
Increase in prescriptions dispensed on certain specialty branded drugs
Provider Services$466.0M+30.3% YoY
$77.9M from the Amedisys and LHC Branches acquisition plus organic volume growth and rate increases
Within Provider Services
Home Health Care$277.6M+50.5% YoY
Amedisys and LHC Branches acquisition plus average daily census growth of 54.4%
Largest Expense Items
Cost of goods$3,109.0M+21.6% YoY
Revenue growth in Pharmacy Solutions and an increase in cost per prescription dispensed from mix shift
Cost of services$271.4M+25.4% YoY
Revenue growth in Provider Services
SG&A expenses$362.4M+11.1% YoY
Growth in both segments, partly offset by a $13.2M decrease in acquisition, integration, and transaction-related costs
Interest expense, net$36.9M-4.9% YoY
Lower variable rate and applicable margin plus lower outstanding term debt, partially offset by lower cash flow hedge interest income
Margins: Gross profit rose 31.5% YoY as Pharmacy Solutions gross margin expanded to 8.8% from 8.4% on mix shift toward higher-growth Specialty and Infusion Pharmacy and product-level rate changes, while Provider Services gross profit grew 37.8% on revenue growth and cost-of-services improvements.
Watch Items from the Filing
Home and Community Pharmacy revenue fell 8.0% YoY to $539.6M, attributed to Inflation Reduction Act impacts including mandatory Medicare drug price negotiations, rebates, and statutory price caps.
$77.9M of Provider Services' $108.4M revenue increase (about 72%) came from the Amedisys and LHC Branches acquisition rather than organic growth.
Company leverage improved to 2.15x at June 30, 2026 from 2.99x at December 31, 2025, after a $300.0M debt paydown and refinancing into a new Tranche B-6 term loan at SOFR+2.00%.
Top 10 states of operation represented 53% of total company revenue for the quarter, indicating meaningful geographic concentration.
No single customer represented 10% or more of consolidated revenue during the periods presented.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
