earnings
confidence high
sentiment positive
materiality 0.85
BrightSpring Q2 revenue up 23% to $3.87B, net income $87M; raises FY 2026 guidance
BrightSpring Health Services, Inc.
- Net revenue $3,873M (+23% YoY); net income $87M vs $9M; Adjusted EBITDA $206M (+44%).
- Pharmacy Solutions revenue $3,407M (+22%); Provider Services revenue $466M (+30%).
- Full year 2026 guidance raised: Revenue $15.1B-$15.425B, Adjusted EBITDA $820M-$845M.
- Leverage improved to 2.15x; $300M paydown and refinancing of First Lien Facility.
- Completed secondary offering by KKR affiliates; $60M share repurchase of 1,026,465 shares.