BrightSpring Health Services
Combines specialty and community pharmacy with home-based clinical and personal care.
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Profile
Dispenses specialty, infusion, and long-term-care medications while delivering home health, hospice, primary, rehabilitation, and personal care across the United States and Canada. Pharmacy generates most revenue, with reimbursement led by Medicare, Medicaid, commercial insurers, and pharmacy benefit managers.
Dispenses infused, specialty, and long-term-care medications through Pharmacy Solutions, spanning Infusion and Specialty Pharmacy and Home and Community Pharmacy. Its local network combines dispensing, delivery, medication management, and clinical support for medically complex patients across the United States and Canada.
Provider Services delivers Home Health Care, including hospice and home-based primary care, alongside Rehab Care and Personal Care. Shared clinical teams and medication-management programs coordinate pharmacy and care in home and community settings. ResCare Community Living is no longer part of the portfolio.
Pharmacy generates most revenue, while Medicare, Medicaid, commercial insurers, pharmacy benefit managers, and care-facility customers fund the business. Reimbursement rules, drug purchasing economics, referrals, and access to pharmacists, nurses, therapists, and caregivers shape operations.
Company facts
Key statistics
Year to date +54.0% · Average volume (30d) 2.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 3, 2026 | Deutsche Bank | Reiterate | Buy | $60 | $70 |
| Jul 14, 2026 | Morgan Stanley | Reiterate | Overweight | $71 | $80 |
| Jul 14, 2026 | KeyBanc | Reiterate | Overweight | $60 | $80 |
| Jul 13, 2026 | Wells Fargo | Reiterate | Overweight | $61 | $78 |
| Jul 13, 2026 | Guggenheim | Initiate | Buy | $81 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 31, 2026Q2 FY26 | $0.40 | $0.45 | +13.6% | $3.66B | $3.87B | +5.8% | −18.07% |
| May 1, 2026Q1 FY26 | $0.29 | $0.39 | +34.5% | $3.39B | $3.61B | +6.6% | +1.83% |
| Feb 27, 2026Q4 FY25 | $0.34 | $0.33 | −2.9% | $3.38B | $3.55B | +5.0% | +0.36% |
| Oct 31, 2025Q3 FY25 | $0.26 | $0.30 | +13.9% | $3.17B | $3.33B | +5.3% | +1.33% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.88B | $3.15B | $3.33B | $3.55B | $3.61B | $3.87B | |
| Gross profit | $338.4M | $374.9M | $392.0M | $412.5M | $482.2M | $492.7M | |
| Operating income | $50.7M | $48.6M | $87.8M | $108.1M | $137.6M | $144.6M | |
| Net income | $29.5M | $28.2M | $55.8M | $77.1M | $74.4M | $86.7M | |
| Diluted EPS | $0.14 | $0.13 | $0.26 | $0.35 | $0.34 | $0.39 | |
| Gross margin | 11.8% | 11.9% | 11.8% | 11.6% | 13.3% | 12.7% | |
| Operating margin | 1.8% | 1.5% | 2.6% | 3.0% | 3.8% | 3.7% |
Fiscal years (4-quarter sums)FY21 $6.70B · FY22 $7.72B · FY23 $8.83B · FY24 $10.68B · FY25 $12.91B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $550.4M · Total debt $2.39B · Total assets $5.99B · Shareholders' equity $2.05B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 196.26M · Float 150.84M · 76.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Henry R. Kravis | 26.92M | 13.70% | 13D | Jun 5, 2026 |
| Kohlberg Kravis Roberts & Co. L.P. | 26.83M | 13.67% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 24.03M | 12.24% | 13F | Aug 7, 2026 |
| Walgreen Boots Alliance, Inc. | 23.24M | 13.40% | 13G | Nov 14, 2024 |
| FMR LLC | 13.39M | 6.82% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 5, 2026 | Jennifer A. Phipps | officer: Chief Financial Officer | −35,000 | $58.75 |
| Jun 5, 2026 | Lisa A. Nalley | officer: See Remarks | −35,000 | $58.75 |
| Jun 5, 2026 | Jon B. Rousseau | director, officer: See Remarks | −260,000 | $58.75 |
| Jun 5, 2026 | Phoenix Aggregator L.P. KKR | 10 percent owner | −14,669,771 | $58.45 |
| Jun 5, 2026 | KKR Group Partnership L.P. | 10 percent owner | −14,669,771 | $58.45 |
Peers
- CVS Health
Omnicare division is the #1 LTC/institutional pharmacy rival to PharMerica.
- Option Care Health
Nation's largest independent home infusion rival to BrightSpring's Amerita unit.
- The Pennant Group
Home-health & hospice co-acquirer of Amedisys/LHC branches in shared markets.
- Addus HomeCare
Personal care, hospice, and home health peer named in BrightSpring's 10-K.
- Chemed
VITAS subsidiary — largest US hospice provider, vs BrightSpring's hospice line.
- Aveanna Healthcare
Home health, hospice, and private-duty peer named in BrightSpring's 10-K.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BrightSpring Health Services | $60.31 | +2.01% | $11.60B | 44.1 | 28.9 | 0.8 | +23.0% |
| CVS Health | $93.07 | +0.02% | $118.74B | 24.6 | 11.5 | 0.3 | +7.3% |
| Option Care Health | $23.90 | 0.00% | $3.58B | 18.0 | 12.2 | 0.6 | +1.9% |
| The Pennant Group | $37.08 | +0.05% | $1.29B | 41.2 | 25.6 | 1.2 | +35.8% |
| Addus HomeCare | $115.55 | +0.02% | $2.16B | 20.3 | 16.1 | 1.5 | +8.0% |
| Chemed | $523.38 | +0.06% | $6.84B | 26.3 | 20.2 | 2.6 | +8.8% |
| Aveanna Healthcare | $13.67 | +2.70% | $2.90B | 10.5 | 16.2 | 1.1 | +13.7% |
| Median | 22.4 | 16.2 | 1.1 | +8.4% |