{"filings":[{"id":1027289,"accession_number":"0001193125-26-269360","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2026-06-12T20:05:16+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"BrightSpring appoints Dr. Nigam H. Shah to Board of Directors, effective June 11, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 7 to 8; Dr. Shah appointed as Class III director and member of Quality and Compliance Committee.","Dr. Shah is Stanford Professor of Medicine, Chief Data Scientist at Stanford Healthcare, and expert in AI for clinical use.","He co-founded three companies, serves on boards of Prealize Health and Atropos Health, and co-founded Coalition for Health AI.","Standard indemnification agreement to be entered; no other arrangements or related-party transactions disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":888207,"accession_number":"0001193125-26-259531","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2026-06-05T20:05:18+00:00","items":["1.01","9.01"],"status":"ready","headline":"BrightSpring sells 15M shares at $58.75 via secondary offering; KKR selling, Company buys 1M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Secondary offering of 14,999,771 shares of common stock at $58.75 per share; closed June 5, 2026.","All shares sold by KKR Phoenix Aggregator L.P. and Management Selling Stockholders; Company received no proceeds.","Company repurchased 1,026,465 shares from Underwriter as part of the offering with no underwriting fees on those shares.","Underwriting agreement with Goldman Sachs & Co. LLC as sole underwriter includes customary representations and indemnities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":582157,"accession_number":"0001193125-26-234435","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2026-05-21T20:15:15+00:00","items":["5.07"],"status":"ready","headline":"BrightSpring Health stockholders elect three Class II directors and ratify KPMG as auditor for FY2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Olivia Kirtley, Max Lin, and Steve Miller elected as Class II directors; each received ~155M to ~139M votes FOR.","Ratification of KPMG LLP as independent auditor: 186,201,223 FOR, 154,899 AGAINST, 100,963 abstain.","Advisory say-on-pay approved with 179,321,575 FOR, 2,338,742 AGAINST, 120,774 abstain (no broker non-votes).","96.53% of common stock voting power represented at the meeting (186,457,085.30 shares)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96385,"accession_number":"0001193125-26-198983","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BrightSpring Q1 revenue up 26% to $3.6B; raises FY 2026 EBITDA guidance to $795M-$825M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $74M vs $9M a year ago; Adjusted EBITDA $190M, up 45% YoY from $131M.","Pharmacy Solutions revenue $3,171M (+25%), Provider Services revenue $442M (+28%).","Community Living divestiture closed March 30; $31.2M gain on sale recorded in discontinued ops.","FY 2026 guidance raised: Revenue $14.7B-$15.2B (14-18% growth), EBITDA $795M-$825M (29-34% growth).","Leverage improved to 2.27x from pro forma 2.60x at year-end 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":3613721000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110249,"accession_number":"0001193125-26-133307","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["2.01","5.02","7.01","9.01"],"status":"ready","headline":"BrightSpring completes $835M sale of ResCare Community Living to Sevita; pays down $425M debt","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed sale of ResCare Community Living to Sevita for $835M cash (subject to working capital adjustments) on March 30, 2026.","Net cash proceeds ~$816.6M; after-tax gain on sale of $31.98M recorded in pro forma.","Repaid $425M of first lien term loan with proceeds, reducing long-term debt by that amount.","Robert Barnes (President, ResCare Community Living) resigned upon closing; no severance, accelerated vesting of 15,540 RSUs and 5,640 options.","BrightSpring to focus on Provider Services (Home Health, Personal Care, Rehab Therapy); entered transition services agreement with Sevita."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110248,"accession_number":"0001865782-26-000008","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2026-03-04T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"BrightSpring enters underwriting agreement for 20M share secondary offering at $41.15; repurchases 1.46M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 20,000,000 shares sold by Selling Stockholders (KKR and management) at $41.15 per share; company received no proceeds except from option exercises.","Company repurchased 1,464,807 shares from the Underwriter as part of the Offering with no underwriting fees on repurchased shares.","Offering closed on March 4, 2026; Underwriter has 30-day option to purchase up to 3,000,000 additional shares for over-allotments.","The Offering was structured as common stock only with no warrant coverage, led by healthcare-dedicated investors and existing shareholders.","Underwriting Agreement contains customary representations, warranties, indemnification, and closing conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110247,"accession_number":"0001193125-26-078998","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BrightSpring Q4 revenue up 29% to $3.55B; net income $49.6M; guides 2026 EBITDA $760-790M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $3,551M (+29.3% YoY); net income $49.6M vs $4.3M; Adjusted EBITDA $184M (+40.7%).","Full-year 2025 revenue $12,911M (+28.2%); net income $104.8M vs loss $68.9M; leverage improved to 2.99x from 4.16x.","2026 guidance: Revenue $14,450M-$15,000M; Adjusted EBITDA $760M-$790M (23-28% growth).","Acquired 107 home health/hospice branches from Amedisys/LHC; Community Living divestiture to Sevita expected close Q1 2026.","Repurchased 1.5M shares for ~$43.2M in connection with secondary offering."],"consensus_eps_estimate":null,"consensus_eps_actual":0.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":12910564000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126834,"accession_number":"0001193125-25-253503","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BrightSpring Q3 revenue up 28% to $3.33B; net income $37.5M; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $3,334M (+28.2% YoY); net income $37.5M vs loss $25.7M in Q3 2024.","Adjusted EBITDA $160M (+37.2% YoY); FY 2025 guidance reiterated at $605-615M.","FY revenue guidance raised to $12.5-12.8B (24-27% growth); Pharmacy segment guidance $11.05-11.3B.","Planned Community Living divestiture to Sevita on track for Q1 2026; 15M-share secondary offering closed Oct 22.","Leverage 3.31x; Pharmacy segment EBITDA $141M (+42%), Provider segment EBITDA $61M (+16%)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":9359933000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126833,"accession_number":"0001193125-25-246752","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"BrightSpring enters underwriting agreement for secondary offering of 15M shares; co. repurchases 1.5M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["15,000,000 shares sold by Selling Stockholders including KKR Phoenix Aggregator L.P. and management selling stockholders.","Company received no proceeds except from cash exercise of stock options by management selling stockholders.","Company repurchased 1,500,000 shares from the underwriter as part of the offering; no underwriting fees on repurchased shares.","Offering closed on October 22, 2025; underwriting agreement filed as Exhibit 1.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126832,"accession_number":"0001193125-25-243598","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2025-10-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BrightSpring Q3 prelim rev up 28% YoY; raises FY 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q3 revenue ~$3,334M (+28.2% YoY); net income $37.5M vs loss $25.7M.","Adj. EBITDA ~$160M (+37.2% YoY); gross profit $392M (+21.3%).","FY 2025 guidance raised: revenue $12.4B-$12.7B (23-26% growth); Adj. EBITDA $605M-$615M.","Pharmacy segment revenue guided to $10.95B-$11.2B; Provider segment $1.45B-$1.5B.","Community Living divestiture to Sevita expected close early Q1 2026; leverage 3.31x."],"consensus_eps_estimate":null,"consensus_eps_actual":0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":9359933000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143619,"accession_number":"0000950170-25-101093","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2025-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BrightSpring Q2 revenue $3.15B (+29% YoY); Adj. EBITDA $143M (+29%); raises FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $3,148M (+29.1% YoY); net income from cont. ops $8.5M (flat YoY).","Adjusted EBITDA $143M (+28.8%); Pharmacy Solutions segment EBITDA $125M (+32%).","Full-year 2025 guidance raised: revenue $12.2-12.6B, Adj. EBITDA $590-605M.","Divestiture of Community Living to Sevita on track for Q4 2025.","CEO cites strong performance across Pharmacy and Provider segments."],"consensus_eps_estimate":null,"consensus_eps_actual":0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":6025827000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161817,"accession_number":"0000950170-25-088587","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2025-06-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"President of Hospice Services Mike McMaude resigns; becomes consultant through Jan 2027","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael McMaude resigned as President of Hospice Services and CEO of Abode Healthcare effective June 20, 2025; no disagreement cited.","McMaude will serve as non-employee consultant through Jan 26, 2027 (up to 20 hrs/month, first 45 days extra 20 hrs/week).","Consulting fee: $2,000 per month plus $12,000 for first 45 days; unvested equity continues vesting during consulting period.","Exercise period for vested stock options extended to original expiration; Rollover Equity can be sold in tranches starting 90 days after effective date.","General release of claims; non-compete for 12 months post-consulting, non-solicitation for 24 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161816,"accession_number":"0000950170-25-085363","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"BrightSpring Health completes 14M share secondary offering at $21.75 by KKR and management","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["14,000,000 shares of common stock sold by KKR Phoenix Aggregator L.P. and management stockholders at $21.75/share.","Company received no proceeds except from cash exercise of management stock options in connection with the offering.","Underwriters have a 30-day option to purchase an additional 2,100,000 shares from the KKR selling stockholder.","Offering closed on June 12, 2025; registration statement filed on Form S-3ASR on June 10."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161815,"accession_number":"0000950170-25-084281","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BrightSpring files 8-K with XBRL financial data; no press release provided","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filing contains XBRL-tagged annual financial data for FY2024.","No press release or narrative summary included in the provided text.","Unable to extract specific financial results or material events from raw XBRL instance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161814,"accession_number":"0000950170-25-081109","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BrightSpring Health Services announces 2025 Annual Meeting results; all proposals approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Johnny Kim and Timothy A. Wicks elected as Class I directors for terms ending in 2028.","KPMG LLP ratified as independent auditor for FY 2025 with 156.5M votes for.","Say-on-pay advisory vote approved with 154.2M votes for (99.6% of votes cast).","Advisory vote on frequency of executive compensation set to 1 year (154.7M votes for).","Approximately 90% of outstanding common stock voted; 156.5M shares represented."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161813,"accession_number":"0000950170-25-062245","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2025-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BrightSpring Q1 revenue $2,878M (+26%), net income $9.2M; raises FY 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $2,878M, up 25.9% YoY; Pharmacy Solutions $2,532M (+28%), Provider Services $346M (+12%).","Net income from continuing ops $9.2M vs net loss of $56.0M in Q1 2024.","Adjusted EBITDA $131M, up 28.2% from $102M; segment: Pharmacy $116M (+31%), Provider $51M (+9%).","Raised FY 2025 guidance: revenue $12,000-$12,500M (19-24% growth); Adj EBITDA $570-$585M (24-27% growth).","Planned divestiture of Community Living to Sevita remains on track for 2025 completion."],"consensus_eps_estimate":null,"consensus_eps_actual":0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":2878129000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161812,"accession_number":"0000950170-25-054320","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K/A","filed_at":"2025-04-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"BrightSpring finalizes CFO Mattingly's severance: salary through Apr 2026, bonus, equity acceleration","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mattingly receives base salary continuation through April 2026, plus 18 months COBRA premiums.","2024 performance bonus paid in 2025; pro-rata 2025 bonus at 100% target paid in 2026.","Unvested time-based stock options and RSUs vest through Jan 2026; performance-based option vesting waived.","Vested stock option exercise period extended to end of original option period.","Severance agreement includes non-disparagement, non-solicitation, and release of claims."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179895,"accession_number":"0000950170-25-034152","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BrightSpring Q4 revenue up 29%; narrows net loss to $15.4M; raises FY25 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $3,053M (+28.6% YoY); net income $15.4M vs loss $7.2M in Q4 2023.","Full year revenue $11,266M (+27.6%); net loss improved to $20.5M from $156.8M in 2023.","Adjusted EBITDA Q4 $167M (+17.4%); FY $588M (+9.3%, +15.9% ex $30M QIP).","Divestiture of Community Living to Sevita for $835M agreed in January 2025.","Raised 2025 guidance: revenue $11.6B-$12.1B; Adj. EBITDA $545M-$560M (ex Community Living)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179894,"accession_number":"0000950170-25-033847","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2025-03-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"BrightSpring promotes Jennifer Phipps to CFO effective March 4, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jennifer Phipps, previously CAO, succeeds Jim Mattingly as CFO; Mattingly's departure not due to disagreement.","Annual base salary increased to $500,000; short-term incentive target set at 100% of base.","Phipps has over 20 years of experience; previously CFO of Home Health and Hospice segment and led IPO accounting.","Terms of Mattingly's departure to be disclosed in a subsequent Form 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179893,"accession_number":"0000950170-25-006965","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2025-01-21T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"BrightSpring sells Community Living unit for $835M to Sevita; issues preliminary 2024 results, 2025 outlook","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Divestiture of ResCare Community Living to Sevita for $835M cash; expected close H2 2025, subject to regulatory approvals.","Net after-tax proceeds ~$715M; primarily used for debt paydown, accelerating deleveraging toward <3.0x target.","Preliminary 2024 revenue $11.2B-$11.3B (26.9%-28.0% YoY) and Adj. EBITDA ~$588M, above prior guidance.","2025 guidance ex-Community Living: revenue $11.5B-$12.0B, Adj. EBITDA $540M-$555M (~17.4%-20.7% growth).","Divested business had ~14,000 clients, 13,500 employees; generated ~$1.2B revenue and ~$128M Adj. EBITDA in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196689,"accession_number":"0000950170-24-135375","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2024-12-11T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"BrightSpring refinances $2.55B Term Loan B at SOFR+250, saving ~$19M annually","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Refinanced $2.55 billion Term Loan B due Feb 2031; no additional debt incurred.","Interest rate reduced 75 bps to SOFR +250 from SOFR +325; estimated annual cash savings ~$19.1M.","Morgan Stanley and KKR Capital Markets acted as lead bookrunners.","Amendment No. 9 to First Lien Credit Agreement entered Dec 11, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196688,"accession_number":"0000950170-24-127696","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2024-11-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BrightSpring director Matthew D’Ambrosio resigns; no disagreement","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matthew D’Ambrosio resigned from BrightSpring board and committees effective Nov 12, 2024.","Resignation is not due to any disagreement with the Company or its operations, policies or practices.","D’Ambrosio served as board designee of Walgreen Co., an affiliate of Walgreens Boots Alliance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196687,"accession_number":"0000950170-24-119790","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2024-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BrightSpring Q3 revenue up 29% to $2.9B; raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $2,907M (+28.8% YoY); net loss narrowed to $9.0M from $130.1M.","Adjusted EBITDA $151M (+15.7%); Pharmacy Solutions revenue +35% to $2,266M.","Provider Services revenue $641M (+10% YoY).","Full-year 2024 guidance raised: Revenue $11.0-11.3B, Adj EBITDA $580-585M.","CEO cites broad-based strength across Pharmacy and Provider Services."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":8213671000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196686,"accession_number":"0000950170-24-114404","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2024-10-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"BrightSpring Chief Legal Officer Steven Reed to retire; stays as Senior Legal Counsel through Mar 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Reed steps down as CLO after 20+ years, incl. 11 as CLO; serves as Senior Legal Counsel until Mar 31, 2025.","Base salary reduced to $20k/month effective Oct 1, 2024; no longer eligible for bonus or new equity.","Retention package includes $181k lump sum, $271k pro-rata bonus, and extended option exercise period.","Company has commenced search for successor; Reed subject to non-compete and non-solicit for 12 months post-employment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212984,"accession_number":"0000950170-24-110168","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2024-09-30T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"BrightSpring Health Services appoints Dr. Steve Miller to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Steve Miller appointed as Class II director on September 27, 2024; board expands from 7 to 8 members.","Miller will serve on Audit Committee and chair Quality & Compliance and Governance Committee.","Former Chief Clinical Officer of Cigna (2018-2022) and CMO of Express Scripts (2005-2018).","No transactions requiring disclosure under Item 404(a) between Miller and the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212983,"accession_number":"0000950170-24-089576","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2024-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BrightSpring Q2 revenue up 26% to $2.73B, raises FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $2.73B (+26% YoY); net income $19.4M vs $2.8M in Q2 2023.","Adj. EBITDA $139M (-6.9% YoY) but excluding $30M 2023 QIP, up 16.7%.","Pharmacy Solutions revenue $2.11B (+32%); Provider Services $616M (+8%).","FY2024 guidance raised: revenue $10.45-10.9B, Adj. EBITDA $570-580M.","CEO cites strong segment growth and operational execution."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":5306848000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":232079,"accession_number":"0000950170-24-076783","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2024-06-24T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"BrightSpring Health acquires Haven Hospice assets for $30M in stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Abode Hospice of Florida, a BTSG subsidiary, signs asset purchase agreement to acquire Haven Hospice (NCF Hospice) and Haven Medical Group.","Partial consideration: $30M in BTSG common stock, with share count based on 15-day VWAP before closing.","Closing expected in Q3 2024, subject to customary conditions; Sellers restricted from trading for 180 days, with volume limits for 4 years.","Post-closing adjustment: additional shares/cash at 2nd, 3rd, 4th anniversaries if net losses exceed gains; final clawback to Buyer for net gains.","Stock issuance exempt from registration under Section 4(a)(2) as a private placement to accredited investors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":232078,"accession_number":"0000950170-24-067369","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2024-05-31T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"BrightSpring Health Services adopts Senior Executive Cash Incentive Bonus Plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Compensation Committee adopted the Bonus Plan on May 29, 2024 for key employees.","Bonuses tied to corporate performance goals (revenue, EBITDA, cash flow, etc.) and individual objectives.","Target bonus opportunities set each performance period; payment requires employment on payment date.","CEO delegated authority to administer plan for non-executive participants; plan may be amended anytime."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":232077,"accession_number":"0000950170-24-051549","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BrightSpring Q1 revenue up 27%, net loss $46M; raises FY 2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue of $2.577B, up 27% YoY; adjusted EBITDA $131M, up 13.2%.","Pharmacy Solutions revenue $1.977B (+35%); Provider Services revenue $600M (+7%).","Net loss of $46M, widened from $22M loss in Q1 2023.","Raised FY 2024 guidance: revenue $10.3-10.8B, Adj. EBITDA $555-570M (excl. QIP).","Appointed Olivia Kirtley and Timothy Wicks (ex-Optum EVP) to Board of Directors."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":2576638000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":232076,"accession_number":"0000950170-24-049246","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BrightSpring Health appoints Timothy A. Wicks to Board and Audit Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 6 to 7 directors; Wicks appointed Class I director effective April 24, 2024.","Wicks joins Audit Committee; committee now comprises Kirtley (Chair), Wicks, and Kim.","All Audit Committee members are independent and qualify as audit committee financial experts.","Wicks will receive standard non-employee director compensation; indemnification agreement to be signed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":250361,"accession_number":"0001193125-24-051727","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2024-02-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BrightSpring Q4 revenue $2.38B (+20.5%), net loss narrows to $7M; guides FY24 revenue $9.35-9.50B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $2,375M (+20.5% YoY); gross profit $369M (15.5% of revenue).","Q4 net loss $7M ($0.06 per share) vs loss $56M ($0.48) in Q4 2022.","Full year 2023 net loss $155M ($1.31 per share) vs loss $54M ($0.46) in 2022.","Full year Adjusted EBITDA I $538M (+2.9%); Q4 Adjusted EBITDA I $143M (+2.5%).","FY2024 guidance: revenue $9,350-9,500M; Adj. EBITDA II $550-564M; excludes future acquisitions."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":8826175000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":250360,"accession_number":"0001193125-24-044694","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2024-02-23T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"BrightSpring closes $2.566B term loan refinancing, extends maturity to 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $2.566B Tranche B-4 Term Loan priced at SOFR+3.25%, matures Feb 21, 2031.","Proceeds used to refinance existing Tranche B-1 and B-3 term loans via cashless settlement or repayment.","Revolving credit facility matures June 30, 2028; covenant applies when revolving usage exceeds 35%.","Term loan margins: SOFR+3.25% or base rate+2.25%; revolving margins tiered by leverage ratio.","Obligations guaranteed by material domestic subsidiaries and secured by first-priority liens on substantially all assets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":250359,"accession_number":"0001193125-24-019479","cik":1865782,"company_name":"BrightSpring Health Services, Inc.","ticker":"BTSG","form_type":"8-K","filed_at":"2024-01-30T23:59:59+00:00","items":["1.01","1.02","3.03","5.03","5.02","8.01","9.01"],"status":"ready","headline":"BrightSpring Health Services (BTSG) IPO: 53.3M shares at $13, 8M Units at $50, net $1.05B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Net proceeds of $1,046.4M from IPO of 53,333,334 shares at $13.00 and 8,000,000 Units at $50.00.","Monitoring agreement with KKR and Walgreens Boots Alliance terminated; $22.7M termination fees payable.","Board elected Olivia Kirtley as new director and Audit Committee chair effective after IPO pricing.","Adopted 2024 Equity Incentive Plan; awarded RSUs and options to named executive officers (CEO Rousseau received 967,884 RSUs and 320,086 Options).","Charter amended to authorize 1.5B shares of common stock and 250M shares of preferred stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":11741758817.852287,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}