Zacks Investment Research·6d ago
BTSG Faces $200M IRA Hit but Efficiency May Protect ProfitabilityBTSG faces a $200M 2026 IRA revenue headwind in Home Pharmacy, but efficiency gains and technology are helping protect profitability.
BrightSpring is executing a successful acquisition-led growth strategy, with revenue accelerating to 23.0% YoY in 2026Q2 and operating income up 197% YoY, signaling early operating leverage. However, the business remains structurally low-margin (12.7% gross ma...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 23.0% YoY in 2026Q2, but gross margin compressed to 12.7% from 13.8% in 2024Q4, reflecting structural cost pressures.
BrightSpring Health Services raised approximately $881.24 million through a follow-on offering, signaling strong investor interest and capital infusion.
The company reported Q1 revenue of $3.61 billion and net income of $148.77 million, demonstrating robust financial performance.
Analysts have a consensus price target of $60.45, indicating institutional confidence despite the current trading price being slightly higher.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 31, 2026 | $0.45+13.6% vs $0.40 | $3.9B+5.8% vs $3.7B |
Q2 2026 May 1, 2026 | $0.39+34.5% vs $0.29 | $3.6B+6.6% vs $3.4B |
Q1 2026 Feb 27, 2026 | $0.33-2.9% vs $0.34 | $3.6B+5.0% vs $3.4B |
Q4 2025 Oct 31, 2025 | $0.30+13.9% vs $0.26 | $3.3B+5.3% vs $3.2B |
BTSG faces a $200M 2026 IRA revenue headwind in Home Pharmacy, but efficiency gains and technology are helping protect profitability.
BrightSpring Health Services, Inc. (BTSG) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
BTSG's specialty pharmacy, infusion and home-based care expansion support growth, while IRA and execution risks may put pressure on near-term margins.
BrightSpring Health Services has surged 54% YTD on specialty pharmacy, infusion and EBITDA growth, but premium valuation and policy headwinds remain.
Benchmark BTSG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for BrightSpring Health Services, Inc. Common Stock (BTSG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $56.55 | $11.1B | 65.00 | 14.59% | 1.48% | 10.78% | — | |
| $12.55 | $4.87B | 627.50 | 13.85% | 3.19% | 3.39% | — | |
| $29.37 | $2.73B | -2.42 | 5.04% | -33.44% | -46.01% | — | |
| $176.32 | $10.28B | 30.19 | 18.72% | 6.9% | 16.51% | — | |
| $114.24 | $2.13B | 21.93 | 23.21% | 7.13% | 9.57% | — | |
| $13.25 | $428.06M | -4.52 | -21.56% | -9.84% | -27.1% | — |
BrightSpring Health Services, Inc. Common Stock (BTSG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
BrightSpring Health Services, Inc. Common Stock (BTSG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 31, 2026·SEC
Jun 12, 2026·SEC
Jun 5, 2026·SEC
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BrightSpring Health Services, Inc. Common Stock (BTSG) stock FAQ — growth, dividends, profitability & financials explained
BrightSpring Health Services, Inc. Common Stock (BTSG) reported $14.37B in revenue for fiscal year 2025. This represents a 218% increase from $4.53B in 2019.
BrightSpring Health Services, Inc. Common Stock (BTSG) grew revenue by 14.6% over the past year. This is steady growth.
Yes, BrightSpring Health Services, Inc. Common Stock (BTSG) is profitable, generating $294.0M in net income for fiscal year 2025 (1.5% net margin).
BrightSpring Health Services, Inc. Common Stock (BTSG) has a return on equity (ROE) of 10.8%. This is reasonable for most industries.
BrightSpring Health Services, Inc. Common Stock (BTSG) generated $402.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
