CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. You should consider whether you understand how CFDs work and can afford the risks. Trading CFDs is high risk and is not suitable for everyone. Refer to our PDS and Target Market Determination. AFSL 513393
Open platformOpen platform

BrightSpring Health Q3 revenue beats; raises 2026 revenue forecast

By Reuters News


Overview

  • US home health provider's Q3 revenue rose 26% yr/yr, beating analyst expectations

  • Adjusted EBITDA for Q3 rose 42% yr/yr

  • Company raised full-year 2026 revenue and adjusted EBITDA guidance


Outlook

  • BrightSpring raises 2026 revenue forecast to $15.9 bln-$16.13 bln

  • Company expects 2026 adjusted EBITDA of $850 mln-$860 mln

  • Amedisys and LHC branches seen adding about $35 mln to 2026 adjusted EBITDA


Result Drivers

  • SEGMENT GROWTH - Co attributed Q3 revenue increase to growth in both Pharmacy Solutions and Provider Services segments

  • HIGHER REVENUE PER SCRIPT - Co said revenue and gross profit per script in Pharmacy Solutions segment increased significantly yr/yr

  • INCREASED HOME HEALTH CENSUS - Co reported higher average daily census in Home Health Care, contributing to Provider Services revenue growth


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$4.21 bln

$3.88 bln (17 Analysts)

Q3 Adjusted EBITDA

$228 mln

Q3 Gross Profit

$519 mln


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 19 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the healthcare facilities & services peer group is "buy"

  • Wall Street's median 12-month price target for Brightspring Health Services Inc is $80.00, about 32.8% above its October 29 closing price of $60.22

  • The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 36 three months ago


Reuters Recommended Reads

  • Oct 27 - Ensign Group Q3 adjusted EPS beats estimates, revenue up on higher occupancy rates

  • Oct 29 - DaVita Q3 revenue beat analyst estimates on increased average reimbursement rates

  • Oct 28 - Community Health Systems Q3 revenue misses estimates


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

Capital.com is an execution-only brokerage platform and the content provided on the Capital.com website is intended for informational purposes only and should not be regarded as an offer to sell or a solicitation of an offer to buy the products or securities to which it applies. No representation or warranty is given as to the accuracy or completeness of the information provided.

The information provided does not constitute investment advice nor take into account the individual financial circumstances or objectives of any investor. Any information that may be provided relating to past performance is not a reliable indicator of future results or performance.

To the extent permitted by law, in no event shall Capital.com (or any affiliate or employee) have any liability for any loss arising from the use of the information provided. Any person acting on the information does so entirely at their own risk.

Any information which could be construed as “investment research” has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such is considered to be a marketing communication.