BTSG Q3 2026 Total Revenue $4,213 million, Beat Guidance by +$397.4M
BTSG 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).
Published October 30, 2026 at 7:22 AM EDTBrightSpring Health Services, Inc.SEC filing
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Guidance comparison
Total RevenueQ3 2026
$4,213 millionGuide $3,815.6 million (implied quarterly midpoint from full-year guide) | beat | +$397.4M | +10.4%
Adjusted EBITDAQ3 2026
$228 millionGuide $208.1 million (implied quarterly midpoint from full-year guide) | beat | +$19.9M | +9.6%
Guidance updates
Total RevenueFull year 2026
$15,900 million to $16,125 million (midpoint $16,012.5 million)Prior $15,100 million to $15,425 million (midpoint $15,262.5 million) | raised | +$800.0M
Pharmacy Segment RevenueFull year 2026
$14,000 million to $14,200 million (midpoint $14,100 million)Prior $13,200 million to $13,500 million (midpoint $13,350 million) | raised | +$800.0M
Provider Segment RevenueFull year 2026
$1,900 million to $1,925 million (midpoint $1,912.5 million)Prior $1,900 million to $1,925 million (midpoint $1,912.5 million) | maintained | $0.0M
Total Adjusted EBITDAFull year 2026
$850 million to $860 million (midpoint $855 million)Prior $820 million to $845 million (midpoint $832.5 million) | raised | +$30.0M
Forward guidance
Total RevenueFull year 2026
$15,900 million - $16,125 million23.2% to 24.9% growth
Pharmacy Segment RevenueFull year 2026
$14,000 million - $14,200 million22.3% to 24.1% growth
Provider Segment RevenueFull year 2026
$1,900 million - $1,925 million29.7% to 31.4% growth
Total Adjusted EBITDAFull year 2026
$850 million - $860 million37.6% to 39.3% growth
Amedisys and LHC Acquisition Adjusted EBITDA ContributionFull year 2026
~$35 million
Key takeaways
Q3 2026 Total Revenue of $4,213 million beat the implied quarterly guidance midpoint by $397 million (10.4%); Pharmacy Solutions Revenue was $3,732 million (up 26% YoY) and Provider Services Revenue was $481 million (up 31% YoY)
Q3 2026 Adjusted EBITDA of $228 million beat the implied quarterly guidance midpoint by $19.9 million (9.5%); Adjusted EBITDA margin expanded to 5.4% from 4.8% in Q3 2025
Q3 2026 GAAP EPS (diluted) from continuing operations was $0.46 versus $0.17 in Q3 2025; Non-GAAP Adjusted EPS was $0.54 versus $0.30
Full-year 2026 Revenue guidance raised to $15,900-$16,125 million (midpoint $16,012.5 million) from prior midpoint of $15,262.5 million, an increase of $750 million (4.9%)
Full-year 2026 Adjusted EBITDA guidance raised to $850-$860 million (midpoint $855 million) from prior midpoint of $832.5 million, an increase of $22.5 million (2.7%)
Amedisys and LHC branches acquisition expected to contribute approximately $35 million in Adjusted EBITDA in 2026
Home Health Care average daily census of 47,256 increased 58% YoY reflecting growth from acquisitions
Key metrics
Total RevenueQ3 2026
$4,213 million+26.4%
Pharmacy Solutions RevenueQ3 2026
$3,732 million+26%
Provider Services RevenueQ3 2026
$481 million+31%
Adjusted EBITDAQ3 2026
$228 million+42.0%
Net Income from Continuing OperationsQ3 2026
$101 million+166%
GAAP Diluted EPS (Continuing Operations)Q3 2026
$0.46+171%
Adjusted EPS (Non-GAAP)Q3 2026
$0.54+80%
Total RevenueNine Months 2026
$11,700 million+25%
Primary source
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