The strong beat and raised guidance suggest accelerating organic growth and margin expansion. Consider building or adding to long positions; monitor the company's ability to sustain Pharmacy Solutions growth and integrate the Amedysis/LHC acquisition. The reduced leverage (2.27x) and strong cash flow provide financial flexibility.
Price Chart
Executive Summary
BrightSpring Health Services reported Q1 2026 revenue of $3,614M (beat consensus of $3,390M by 6.6%) and GAAP diluted EPS from continuing ops of $0.34 (beat consensus of $0.31 by 9.7%). The company raised full-year 2026 guidance for both revenue and Adjusted EBITDA, signaling strong operational momentum. Net income from continuing ops surged to $74M from $9M a year ago, while Adjusted EBITDA grew 44.8% to $190M.
Key Financial Metrics
Key Facts
- Revenue $3,614M, +25.6% YoY, vs consensus $3.39B
- GAAP diluted EPS from continuing ops $0.34, vs consensus $0.31
- Adjusted EBITDA $190M, +44.8% YoY
- FY2026 guidance raised: revenue $14.725B-$15.225B, Adjusted EBITDA $795M-$825M
- Closed Community Living divestiture, generated $810.9M in proceeds
- Repurchased $60M of common stock in March 2026
Financial Impact
Q1 revenue beat by ~$224M (+6.6% vs consensus); EPS beat by $0.03 (+9.7%); full-year guidance raised by ~$700M at midpoint
Risk Factors
- Integration of Amedysis/LHC acquisition may face challenges
- Leverage remains elevated at 2.27x despite reduction
- Dependence on government reimbursement (Medicare/Medicaid) and pharmacy pricing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3285767 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 6, 2026 8w ago | Institutional Cluster | $60.60 $61.43 | ▲ +1.37% | ▲ +0.77% | $60.25 (−0.58%) |
Jul 31, 2026 9w ago | 8-K | $59.71 $59.13 | ▼ −0.97% | ▼ −3.96% | $60.25 (+0.90%) |
Jul 31, 2026 9w ago | Press Release | $59.71 $59.13 | ▼ −0.97% | ▼ −3.96% | $60.25 (+0.90%) |
Jul 8, 2026 12w ago | Press Release | $71.58 $60.60 | ▼ −15.34% | ▼ −17.58% | $60.25 (−15.83%) |
Jun 11, 2026 16w ago | Institutional Cluster | $63.08 $71.58 | ▲ +13.47% | ▲ +11.58% | $60.25 (−4.49%) |
Jun 5, 2026 16w ago | Insider Cluster | $59.22 $70.56 | ▼ −19.15% | ▼ −17.52% | $60.25 (−1.74%) |
Jun 5, 2026 16w ago | Insider Cluster | $59.22 $70.56 | ▲ +19.15% | ▲ +17.52% | $60.25 (+1.74%) |
Jun 5, 2026 16w ago | Insider Cluster | $59.22 $70.56 | ▼ −19.15% | ▼ −17.52% | $60.25 (−1.74%) |
Jun 4, 2026 17w ago | Press Release | $57.40 $69.03 | ▲ +20.26% | ▲ +21.63% | $60.25 (+4.97%) |
May 1, 2026 22w ago | Press Release | $52.58 $59.98 | ▲ +14.07% | ▲ +8.79% | $60.25 (+14.59%) |
US Market Status
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