The earnings call highlighted BrightSpring's strong revenue and EBITDA growth, driven by significant performance in Pharmacy Solutions and Provider Services. Increased guidance for 2025 and high patient satisfaction scores were notable achievements. However, challenges included a flat EBITDA margin and modest impact from home health rate inadequacies. Overall, the highlights significantly outweigh the lowlights.

Company Guidance -

Q3 2025

During the BrightSpring Health Services, Inc. second quarter 2025 earnings call, the company announced significant financial achievements and updated guidance. Revenue grew by 29% year-over-year to $3.1 billion, driven primarily by a 32% increase in Pharmacy Solutions revenue, which reached $2.8 billion, and an 11% rise in Provider Services revenue totaling $358 million. Adjusted EBITDA also experienced a 29% growth, reaching $143 million, with a stable EBITDA margin of 4.5%. As a result of this robust performance, BrightSpring raised its full-year 2025 revenue guidance to $12.2 billion to $12.6 billion and adjusted EBITDA guidance to $590 million to $605 million, reflecting a 31.5% growth compared to 2024 at the high end. The company highlighted strong growth across its service lines, including a 39% increase in Infusion and Specialty revenue and a 17% rise in home healthcare revenue. BrightSpring also noted its continued commitment to providing high-quality care and achieving operational efficiencies, with expectations of further momentum and growth in 2026.

Strong Revenue and EBITDA Growth

BrightSpring's revenue and adjusted EBITDA both grew approximately 30% year-over-year, with total company revenue of $3.1 billion, representing 29% growth, and adjusted EBITDA of $143 million, up by 29%.

Pharmacy Solutions Performance

Pharmacy Solutions revenue grew 32% to $2.8 billion, with Specialty and Infusion business revenue up 39% year-over-year. Specialty scripts increased by 38%.

Provider Services Growth

Provider Services revenue grew 11% year-over-year, with home healthcare revenue up 17%, rehab revenue up 9%, and personal care revenue up 4%.

Increased 2025 Guidance

BrightSpring increased its 2025 total revenue guidance to $12.2 billion to $12.6 billion and adjusted EBITDA guidance to $590 million to $605 million.

High Patient Satisfaction Scores

BrightSpring achieved high patient satisfaction scores across various services, with home health locations attaining 4 or more stars and hospice quality index scores well above the national average.

Infusion Business Improvements

The Infusion business saw solid revenue and EBITDA growth, driven by improved profitability, operational initiatives, and new leadership.

BrightSpring Health Services, Inc. (BTSG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BTSG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2025 (Q3)	0.27 / -	0.11	―	―	―
Aug 01, 2025	2025 (Q2)	0.19 / 0.22	0.1	120.00% (+0.12)
May 02, 2025	2025 (Q1)	0.09 / 0.19	0.12	58.33% (+0.07)
Mar 06, 2025	2024 (Q4)	0.21 / 0.22	-0.06	466.67% (+0.28)
Nov 01, 2024	2024 (Q3)	0.15 / 0.11	-0.102	207.84% (+0.21)
Aug 02, 2024	2024 (Q2)	0.14 / 0.10	0.023	334.78% (+0.08)
May 02, 2024	2024 (Q1)	0.04 / 0.12	-0.125	196.00% (+0.24)
Feb 29, 2024	2023 (Q4)	0.10 / -0.06	-0.328	81.71% (+0.27)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BTSG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 01, 2025	$20.65	$19.64	-4.89%
May 02, 2025	$17.90	$20.87	+16.59%
Mar 06, 2025	$18.39	$17.23	-6.31%
Nov 01, 2024	$14.97	$17.25	+15.23%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does BrightSpring Health Services, Inc. (BTSG) report earnings?

BrightSpring Health Services, Inc. (BTSG) is schdueled to report earning on Oct 31, 2025, Before Open (Confirmed).

What is BrightSpring Health Services, Inc. (BTSG) earnings time?

BrightSpring Health Services, Inc. (BTSG) earnings time is at Oct 31, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is BTSG EPS forecast?

BTSG EPS forecast for the fiscal quarter 2025 (Q3) is 0.27.

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