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BTSG filed its 10-Q; the most relevant disclosure change is added Discontinued operations: Community Living business divested March 30, 2026 for $810.9 million cash proceeds, resulting in pre-tax gain of $101.8 million. Q3 2026 shows loss from discontinued operations of $0.5 million. Nine months 2026 shows income from discontinued operations of $71.
Read source-backed briefBTSG beat prior Q3 2026 Total Revenue guidance by +$397.4M. Total Revenue was raised by +$800.0M to $15,900 million to $16,125 million (midpoint $16,012.5 million).
Read source-backed briefBrightSpring Health Services (BTSG) delivered a robust second quarter, highlighted by a 44% year-over-year increase in Adjusted EBITDA and significant progress in its deleveraging strategy. Management emphasized the strength of the Specialty and Infusion business, which saw 30% revenue growth, effectively counterbalancing the expected $200 million annual revenue headwind from the Inflation Reduction Act (IRA). With leverage now down to 2.15x and recent credit upgrades from both Moody's and S&P, the company is pi...
Read source-backed briefBTSG filed its 10-Q; the most relevant disclosure change is added Debt and credit facility: On May 28, 2026, BrightSpring used $300.0 million of Community Living divestiture proceeds to repay Tranche B-5 and established new Tranche B-6 of $2,214.9 million at SOFR + 2.00% (or ABR + 1.00%), maturing February 21, 2031; Revolver and Swingline rates also. Customer concentration: No single customer disclosed represented 0 (none ≥10%) of revenue.
Read source-backed briefFollowing the strong Q2 2026 print, BrightSpring management used the earnings call to emphasize that the 44% Adjusted EBITDA growth is not a one-time anomaly but a result of their 'Pharmacy-First' integrated model reaching critical scale. While the initial release highlighted the $375 million revenue guidance raise, the call clarified that approximately $100 million of this is driven by organic volume in high-acuity specialty pharmacy, with the remainder coming from the accelerated integration of the Amedisys an...
Read source-backed briefTotal Revenue was raised by +$375.0M to $15,100 million to $15,425 million (midpoint $15,262.5 million). BrightSpring Health Services reported Q2 2026 Net Revenue of $3,873 million (+23.0% YoY) and Adjusted EBITDA of $206 million (+44.2% YoY), with all results reflecting continuing operations following the March 30, 2026 divestiture of the Community Living business. The Amedisys and LHC acquisition contribution to 2026 Adjusted EBITDA was raised to approximately $35 million from approximately $30 million. Bright...
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