BrightSpring's fundamentals suggest a business in transition, with revenue growth near mid-teens and recent quarterly revenue reaching $4.2B, while free cash flow swung to $182.2M in the latest quarter from negative $39.0M in 2024Q2.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew to $4.2B with operating margin holding in a narrow 2-4% band and net margin at 2.4% in 2026Q3, suggesting growth is not yet translating into meaningful operating leverage.
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 30, 2026 | $0.54+14.2% vs $0.47 | $4.2B+8.7% vs $3.9B |
Q3 2026 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 |
State of Alaska Department of Revenue cut its stake in BrightSpring Health Services, Inc. (NASDAQ: BTSG) by 60.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 24,826 shares of the company's stock after selling 38,367 shares during the quarter. State of Alaska
BrightSpring's shares surge 67.3% year to date, fueled by strong pharmacy and provider growth, improving profitability and a brighter 2026 outlook.
I believe BrightSpring Health Services' pharmacy and home-care businesses have a few ways to monetize their sizeable revenues into higher EBITDA over time. BTSG's new oncology distribution wins also grow their addressable market, which is why drug adoption is vital going forward. BTSG's recently acquired home-health branches also have interesting potential as their integration progresses.
Healthcare offers investors a potential combination of offense with forward earnings and defense with rising demand amid persistent macro-economic uncertainty. The healthcare sector is positioned for above-average long-term growth, supported by aging demographics, rising medical demand, and increased spending that's expected to outpace the broader economy. Strong forward revenue, EBITDA, and earnings growth demonstrate how select healthcare services and facilities companies can significantly outperform their sector peers.
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 |
|---|---|---|---|---|---|---|---|
| $67.15 | $13.18B | 43.71 | 14.59% | 2.22% | 16.67% | — | |
| $13.77 | $5.34B | 74.92 | 13.85% | 4.29% | 4.82% | — | |
| $37.00 | $3.44B | -3.01 | 5.04% | -33.07% | -51.55% | — | |
| $181.08 | $10.55B | 26.91 | 18.72% | 7.03% | 16.61% | 0.14% | |
| $124.31 | $2.32B | 20.79 | 23.21% | 7.39% | 9.81% | — | |
| $31.65 | $4.97B | 22.13 | 13.03% | 3.74% | 16.36% | — |
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)
Oct 30, 2026·SEC
Jul 31, 2026·SEC
Jun 12, 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 $15.25B in revenue over the trailing twelve months. Revenue was $12.91B in fiscal year 2025. That is 185% more than the $4.53B of fiscal year 2019.
BrightSpring Health Services, Inc. Common Stock (BTSG) grew revenue by 22.9% over the trailing twelve months, compared with the twelve months before.
Yes. BrightSpring Health Services, Inc. Common Stock (BTSG) earned $338.3M in net income over the trailing twelve months (a 2.2% net margin).
BrightSpring Health Services, Inc. Common Stock (BTSG) had a return on equity (ROE) of 16.7% over the trailing twelve months. That is above the market's typical 10-15%.
BrightSpring Health Services, Inc. Common Stock (BTSG) generated $492.4M in free cash flow over the trailing twelve months.
