Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

BrightSpring Health Services, Inc.
Next earnings Jul 30, 2026 (before open) · consensus $0.40 EPS, $3.74B rev
Last earnings +9.6% on 2026-05-01
Fast-growing home-health & pharmacy roll-up just turned profitable, but 76x earnings, 2.3% margins and 2.41x leverage demand caution.
Sources: SEC EDGAR (CIK 0001865782, latest 10-Q filed 2026-05-01) · EODHD · analysis by claude-code · as of 6/21/2026, 8:45:43 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~51% above fair value) leave little margin of safety — a wait-and-see.
BrightSpring Health Services is scaling rapidly across home health care and pharmacy services. FY2025 revenue grew 28.2% to $12.9B and the company swung to a real profit — net income of $191M (from -$18.1M) and operating income up 173.5% to $295M — after years of losses (-$53.9M in FY2022, -$155M in FY2023). The cash story is even more striking: operating cash flow of $490M, up from a trivial base, finally validates the model's cash conversion after the IPO-era build-out.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|
| Revenue | $7.72B | $7.69B | $10.1B | $12.9B |
| Gross profit | $1.35B | $1.14B | $1.27B | $1.52B |
| Operating income | $188M | $58.1M | $108M | $295M |
| Net income | -$53.9M | -$155M | -$18.1M | $191M |
| Diluted EPS | -$0.46 | -$1.31 | -$0.09 | $0.87 |
| Net margin | -0.7% | -2.0% | -0.2% | 1.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 6 sales
| 2026-06-20 | Greenwell Scott A. President, PharMerica | Tax | 2.49K @ $66.25 | $165K |
| 2026-06-11 | Shah Nigam H. Director | Award | 4.01K | |
| 2026-06-05 | KKR Group Partnership L.P. 10% owner | Sell | 14.7M @ $58.45 | $857M |
| 2026-06-05 | KKR Group Partnership L.P. 10% owner | Disposed (J) | 325K | |
| 2026-06-05 | KKR Group Partnership L.P. 10% owner | Gift | 36.9K | |
| 2026-06-05 | KKR Group Partnership L.P. 10% owner | Gift | 23.3K | |
| 2026-06-05 | KKR Phoenix Aggregator L.P. 10% owner | Sell | 14.7M @ $58.45 | $857M |
| 2026-06-05 | KKR Phoenix Aggregator L.P. 10% owner | Disposed (J) | 325K | |
| 2026-06-05 | KKR Phoenix Aggregator L.P. 10% owner | Gift | 36.9K | |
| 2026-06-05 | KKR Phoenix Aggregator L.P. 10% owner | Gift | 23.3K | |
| 2026-06-05 | ROUSSEAU JON B See Remarks | Exercise | 130K @ $6.37 | $828K |
| 2026-06-05 | ROUSSEAU JON B See Remarks | Sell | 130K @ $58.75 | $7.64M |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.