olivLaw · US equity research
BrightSpring Health Services, Inc. BTSG
Services-Home Health Care Services · SIC 8082 · Vertical: Services-Home Health Care Services (SIC 8082)
BrightSpring Health Services provides pharmacy and home and community care for patients with complex chronic conditions, especially seniors and patients with specialized needs. The company reported revenue of 12.9 bn USD in fiscal 2025, and second quarter 2026 revenue grew 23.0%, in a context where home-based care is becoming more important for the health system.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 05 Nov 2026, BrightSpring Health Services, Inc. (BTSG) stock was 65.86 USD (−5.64% on the day), with market capitalisation 13.1 bn USD, P/E 35.7 on diluted EPS of 1.84 USD over the last 12 months, beta 1.13, 52-week range 31.36–72.91 USD. Latest reported quarter (Q3 2026): revenue of 4.2 bn USD (+26.4% YoY), net income of 100.1 m USD (+79.3% YoY), diluted EPS 0.45 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 57.9
- strong (55–70)
- Bollinger (20, 2)
- 56.48 – 69.38
- in the upper half of the band · %B 0.73 · band width 20.5%
- SMA 50 / 200
- 60.63 / 55.26
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 1.75 / 1.01
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +3.3% | −1.1% | +4.4 pp | — |
| 3 months | +8.7% | −0.5% | +9.1 pp | — |
| 6 months | +24.4% | +4.4% | +20.0 pp | — |
| Year to date | +75.9% | +12.3% | +63.5 pp | — |
| 1 year | +101.5% | +13.5% | +88.0 pp | +5.5% |
| 3 years | unavailable | +76.4% | unavailable | +5.9% |
| 5 years | unavailable | +63.7% | unavailable | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Sept 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.9 bn | 2.9 bn | 3.1 bn | 3.3 bn | 3.6 bn | 3.6 bn | 3.9 bn | 4.2 bn |
| Gross profit | 338.7 m | 338.4 m | 374.9 m | 392.0 m | 412.5 m | 482.2 m | 492.7 m | 518.5 m |
| SG&A | 283.1 m | 287.6 m | 326.3 m | 304.2 m | 304.4 m | 360.8 m | 362.4 m | 358.1 m |
| Operating income | 55.5 m | 50.7 m | 48.6 m | 87.8 m | 108.1 m | 121.4 m | 130.4 m | 160.5 m |
| Depreciation & amortisation | 54.9 m | 42.2 m | 41.8 m ≈ | 40.8 m ≈ | 39.5 m | 39.1 m | 41.4 m ≈ | 38.4 m ≈ |
| Interest expense | 46.2 m | 41.8 m | 38.8 m | 38.2 m | 38.5 m | 38.6 m | 36.9 m | 31.0 m |
| Pre-tax income | 9.4 m | 9.0 m | 9.8 m | 49.6 m | 69.6 m | 82.8 m | 93.5 m | 129.4 m |
| Income tax | 5.1 m | -240.0 k | 1.2 m | 12.1 m | 20.0 m | 8.6 m | 6.9 m | 28.6 m |
| Net income | 16.0 m | 29.5 m | 28.2 m | 55.8 m | 77.1 m | 148.8 m | 84.3 m | 100.1 m |
| Diluted EPS | 0.08 ≈ | 0.14 | 0.13 | 0.26 | 0.34 ≈ | 0.67 | 0.38 | 0.45 |
| Operating cash flow | 90.6 m | 101.6 m | 49.1 m ≈ | 107.9 m ≈ | 231.6 m | 122.9 m | 43.9 m ≈ | 204.3 m ≈ |
| Capex | 15.3 m | 17.6 m | 24.4 m ≈ | 15.8 m ≈ | 37.7 m | 21.5 m | 29.0 m ≈ | 22.1 m ≈ |
| Share repurchases | 0 | — | — | — | — | 60.0 m | 60.0 m ≈ | 0 ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 29 percentile of its own 7-quarter history (min 30.3, median 42.8, max 76.1; quarters with earnings only).
Fiscal years
| Fiscal year | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue | 7.7 bn | 7.7 bn | 10.1 bn | 12.9 bn |
| Revenue YoY | unavailable | −0.4% | +31.0% | +28.2% |
| Net income | -53.9 m | -154.6 m | -18.1 m | 190.7 m |
| Net income YoY | unavailable | unavailable | unavailable | unavailable |
| Diluted EPS | -0.46 | -1.31 | -0.09 | 0.87 |
| Diluted EPS YoY | unavailable | unavailable | unavailable | unavailable |
| net % | -0.7% | -2.0% | -0.2% | 1.5% |
| Free cash flow | -74.8 m | 137.3 m | -57.1 m | 394.7 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 88.4 m USD
- Financial debt
- 2.5 bn USD
- Net debt
- 2.4 bn USD
- Equity
- 1.9 bn USD
- Total assets
- 6.4 bn USD
- Debt / equity
- 1.34x
- Current ratio
- 1.57x
- ROE
- 10.8%
- ROA
- 3.1%
- FCF margin
- 3.1%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|
| Revenue | 7.7 bn | 7.7 bn | 10.1 bn | 12.9 bn | SEC (XBRL)· 27 Feb 2026verified |
| Gross profit | 1.4 bn | 1.1 bn | 1.3 bn | 1.5 bn | SEC (XBRL)· 27 Feb 2026verified |
| SG&A | 1.1 bn | 1.1 bn | 1.2 bn | 1.2 bn | SEC (XBRL)· 27 Feb 2026verified |
| Operating income | 187.8 m | 58.1 m | 108.0 m | 295.3 m | SEC (XBRL)· 27 Feb 2026verified |
| Depreciation & amortisation | 204.0 m | 202.3 m | 204.5 m | 164.3 m | SEC (XBRL)· 27 Feb 2026verified |
| EBITDA | 391.8 m ≈ | 260.5 m ≈ | 312.4 m ≈ | 459.5 m ≈ | SEC (XBRL)· 27 Feb 2026derived |
| Interest expense | 233.6 m | 271.9 m | 190.5 m | 157.3 m | SEC (XBRL)· 27 Feb 2026verified |
| Pre-tax income | -45.8 m | -213.8 m | -95.3 m | 137.9 m | SEC (XBRL)· 27 Feb 2026verified |
| Income tax | 33.1 m | -31.5 m | -26.4 m | 33.1 m | SEC (XBRL)· 27 Feb 2026verified |
| Net income | -53.9 m | -154.6 m | -18.1 m | 190.7 m | SEC (XBRL)· 27 Feb 2026verified |
| Diluted EPS | -0.46 | -1.31 | -0.09 | 0.87 | SEC (XBRL)· 27 Feb 2026verified |
| Weighted average diluted shares | 117.8 m | 117.9 m | 193.0 m | 219.8 m | SEC (XBRL)· 27 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|
| Cash | — | 13.1 m | 61.0 m | 88.4 m | SEC (XBRL)· 27 Feb 2026verified |
| Receivables | — | 881.6 m | 902.8 m | 989.7 m | SEC (XBRL)· 27 Feb 2026verified |
| Inventories | — | 402.8 m | 636.6 m | 815.2 m | SEC (XBRL)· 27 Feb 2026verified |
| Current assets | — | 1.5 bn | 1.9 bn | 2.9 bn | SEC (XBRL)· 27 Feb 2026verified |
| Property, plant & equipment, net | — | 245.9 m | 180.6 m | 204.7 m | SEC (XBRL)· 27 Feb 2026verified |
| Goodwill | 2.6 bn | 2.3 bn | 2.4 bn | 2.5 bn | SEC (XBRL)· 27 Feb 2026verified |
| Intangibles (excl. goodwill) | — | 881.5 m | 595.2 m | 557.6 m | SEC (XBRL)· 27 Feb 2026verified |
| Total assets | — | 5.5 bn | 5.9 bn | 6.4 bn | SEC (XBRL)· 27 Feb 2026verified |
| Accounts payable | — | 641.6 m | 923.9 m | 1.2 bn | SEC (XBRL)· 27 Feb 2026verified |
| Short-term debt | — | 32.3 m | 48.7 m | 52.3 m | SEC (XBRL)· 27 Feb 2026verified |
| Long-term debt | — | 3.3 bn | 2.6 bn | 2.5 bn | SEC (XBRL)· 27 Feb 2026verified |
| Current liabilities | — | 1.2 bn | 1.4 bn | 1.8 bn | SEC (XBRL)· 27 Feb 2026verified |
| Total liabilities | — | 4.9 bn | 4.3 bn | 4.5 bn | SEC (XBRL)· 27 Feb 2026verified |
| Equity | 754.8 m | 585.4 m | 1.6 bn | 1.9 bn | SEC (XBRL)· 27 Feb 2026verified |
Cash flow · USD
| Line | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|
| Operating cash flow | -4.7 m | 210.8 m | 23.8 m | 490.2 m | SEC (XBRL)· 27 Feb 2026verified |
| Capex | 70.1 m | 73.5 m | 80.9 m | 95.5 m | SEC (XBRL)· 27 Feb 2026verified |
| Free cash flow | -74.8 m ≈ | 137.3 m ≈ | -57.1 m ≈ | 394.7 m ≈ | SEC (XBRL)· 27 Feb 2026derived |
| Investing cash flow | 45.4 m | -134.4 m | -140.2 m | -305.1 m | SEC (XBRL)· 27 Feb 2026verified |
| Financing cash flow | -73.8 m | -76.9 m | 164.6 m | -157.9 m | SEC (XBRL)· 27 Feb 2026verified |
| Share repurchases | — | 650.0 k | 650.0 k | 43.2 m | SEC (XBRL)· 27 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 43 / 100
A scoring methodology on indicators and valuation, not investment advice.
(margin_of_safety <= -0.25 & agreement in ['high', 'medium'])
Closing price
05 Nov 2026Source: olivLaw, closing series
Market cap: 13.1 bn USD
Key indicators
Coverage and freshness
Score by group
- Quality64
- Growth100
- Balance sheet50
- Returns5
- Valuation13
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 34.36 – 80.26 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)47.52 – 80.26 (Mid 59.94)WACC 8.7% · starting FCFF 612.7 m USD · terminal value share of EV 76%The WACC × g sensitivity gives the method's bounds; these are not probabilities.Reverse DCF: starting growth implied by the price (fading linearly to terminal growth, everything else fixed): 19.0%
- Peers: EV/EBITDA40.98 – 45.43 (Mid 42.70)3 companies used · median multiple 14.7x · quartiles 14.2x – 15.5xAVAH, CHE, OPCH
- Peers: P/E34.36 – 43.21 (Mid 40.45)4 companies used · median multiple 21.9x · quartiles 18.6x – 23.4xADUS, AVAH, CHE, OPCH
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Unattractive profile · Score 43/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 11.0% | 69 (on a fixed band) | 12% |
| Net margin · Quality | 2.7% | 20 (vs peers) | 7% |
| FCF conversion · Quality | 120.0% | 100 (on a fixed band) | 7% |
| Revenue CAGR 3Y · Growth | 18.7% | 100 (on a fixed band) | 10% |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | 2.2x | 53 (on a fixed band) | 12% |
| Interest coverage · Balance sheet | 3.6x | 32 (on a fixed band) | 7% |
| Current ratio · Balance sheet | 1.6x | 68 (on a fixed band) | 5% |
| P/E (TTM) · Valuation | 35.7x | 0 (on a fixed band) | 12% |
| EV/EBITDA · Valuation | 21.5x | 0 (on a fixed band) | 12% |
| FCF yield · Valuation | 3.8% | 47 (on a fixed band) | 10% |
| Shareholder yield (distributions) · Returns | 0.3% | 5 (on a fixed band) | 7% |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet50/100 · 3/3 factors with a value
- Growth· partial100/100 · 1/2 factors with a value
- Quality64/100 · 3/3 factors with a value
- Returns· partial5/100 · 1/2 factors with a value
- Valuation13/100 · 3/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
BrightSpring Health Services, Inc. (BTSG). Latest full fiscal year: 2025; data up to 2026-09-30.
Figures computed from the financial statements: revenue 12.9 bn USD in 2025; YoY growth 28.2%; net margin 2.7%; ROE 20.5%; net debt/EBITDA 2.2x.
The estimated value range is 40.98–45.43 USD per share (median of 3 methods, agreement: medium); assumptions are illustrative. Against the central value of 42.70 USD, the price of 65.86 USD leaves a potential of -35.2% (value / price − 1) and a margin of safety of -54.3% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 43/100, methodological classification: unattractive profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: growth, returns. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- FCF conversion: 120.0%
- Revenue CAGR 3Y: 18.7%
What contradicts it
- Net margin: 2.7%
- P/E (TTM): 35.7x
- EV/EBITDA: 21.5x
- Shareholder yield (distributions): 0.3%
- The price is above the estimated value range
Not assessed (insufficient data or a ratio without meaning): EPS CAGR 3Y, Payout ratio (FCF).
Versus the vertical median
Services-Home Health Care Services (SIC 8082) · same industry (4-digit SIC) · compared with 5 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| BTSGBrightSpring Health Services, Inc. | 13.1 bn | 35.7 | 20.5% | 2.7% | +28.2% | +102% / unavailable |
| CHEChemed Corporation | 6.9 bn | 25.5 | 29.1% | 10.6% | +4.1% | +22% / −6% |
| OPCHOption Care Health, Inc. | 4.7 bn | 22.7 | 16.0% | 3.7% | +13.0% | +1% / +6% |
| AVAHAveanna Healthcare Holdings Inc. | 3.0 bn | 11.1 | 199.6% | 10.6% | unavailable | +46% / +401% |
| ADUSAddus HomeCare Corp | 2.4 bn | 21.1 | 10.0% | 7.4% | +23.2% | +5% / +45% |
| AHCOAdaptHealth Corp. | 1.0 bn | — | -28.6% | -11.4% | −0.5% | −23% / −13% |
1- and 3-year price returns: for BTSG from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 48.10 Total return -27% · Per year -27% | 84.65 Total return 29% · Per year 29% | 126.97 Total return 93% · Per year 93% |
| 3 years | 57.05 Total return -13% · Per year -5% | 111.94 Total return 70% · Per year 19% | 182.84 Total return 178% · Per year 41% |
| 5 years | 67.67 Total return 3% · Per year 1% | 148.05 Total return 125% · Per year 18% | 263.28 Total return 300% · Per year 32% |
- Exit P/E± 27.99
- Net margin± 19.59
- Annual revenue growth± 14.61
- Annual dilution± 1.65
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 31 Jul 2026; since then the company filed 8-K (30 Oct 2026 · results), 10-Q (30 Oct 2026).
In brief
BrightSpring Health Services provides pharmacy and home and community care for patients with complex chronic conditions, especially seniors and patients with specialized needs. The company reported revenue of 12.9 bn USD in fiscal 2025 1, and second quarter 2026 revenue grew 23.0% 2, in a context where home-based care is becoming more important for the health system.
SWOT
Strengths
- The integrated platform combines pharmacy with clinical services, which allows better coordination for patients with complex needs 1.
- Geographic coverage across all states and operating scale give advantages in purchasing and negotiations with payors 1.
- The company reports high quality indicators, such as order accuracy and patient outcomes, which support relationships with referral sources 1.
Weaknesses
- A large part of revenue depends on Medicare and Medicaid programs whose payment rules can change 1.
- The pharmacy activity carries low margins relative to revenue volume, which makes profitability sensitive to drug costs 1.
- The company depends on recruiting and retaining clinical and pharmacy staff, an area under constant labor market pressure 1.
Opportunities
- Growth in patients with chronic conditions and expansion of specialty pharmacy services could support higher revenue 1.
- Acquisitions and integrations of care branches, such as those from Amedisys and LHC, could add new contributions to results 3.
- If outcome-based care models expand, the company could benefit from integrating pharmacy and clinical services 1.
Risks
- Dependence on government programshigh
A significant part of revenue comes from Medicare and Medicaid, and changes in rates or eligibility could reduce receipts directly 1.
- Intense competitionmedium
Vertically integrated or larger competitors could reduce market share or pressure prices 1.
- Relationships with drug suppliersmedium
Loss of access to limited distribution drugs or changes in terms with manufacturers could affect activity 1.
- Referral source relationshipsmedium
If referral sources judge services to be low quality or not cost-effective, patient volumes could decline 1.
- Debt and refinancinglow
The company refinanced part of its debt in 2026, and a high level of indebtedness could limit financial flexibility 2.
Investment thesis
What would need to be true (bull case)
- Rapid growth in revenue and adjusted EBITDA in recent quarters suggests the integrated model can support solid expansion 2.
- The 2026 guidance was raised, indicating management confidence in operational execution and the contribution of acquisitions 3.
- An ageing population and growth in patients with chronic conditions could sustain demand for the company's services over the long term 1.
What would break the thesis
- Heavy dependence on government programs means any reduction in rates could quickly affect revenue and margins 1.
- The pharmacy segment has large revenue but relatively thin margins, so profitability depends on cost pressure 1.
- The high pace of growth in 2026 could be hard to sustain if acquisitions fail to deliver the expected contributions or if the market shifts 3.
What to watch
- Delivery against 2026 revenue and adjusted EBITDA guidancenext quarterly release
- Contribution from the Amedisys and LHC branch acquisitions2026
- Changes to Medicare and Medicaid rates and payment rules2027
- Leverage level and debt reduction after refinancingnext 10-Q
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 31 Jul 2026; since then the company filed 8-K (30 Oct 2026 · results), 10-Q (30 Oct 2026).
The business
The business model relies on complementary services: pharmacy provides daily medication management, while provider services include home health, hospice, rehab and home-based primary care 1. According to the company, the link between the two lines allows better care coordination and lower costs 1.
In 2025 the company agreed to divest its Community Living business for 835 million USD, to focus on home health, rehab, primary care and hospice 1. The divestiture was completed on March 30, 2026, according to the results release 3.
Segments
Pharmacy Solutions
The pharmacy segment is the largest part of the business, with 88.7% of revenue in fiscal 2025 1. It includes home and community pharmacy, as well as infusion and specialty pharmacy for oncology and other complex treatments 1.
Market context
The company estimates that the market for high-need, high-cost Senior and Specialty patients exceeds 2.0 trillion USD 1. Patients with five or more chronic conditions account for a large share of health spending, which makes the market appear to be growing 1.
The specialty pharmaceutical market is also broad, and the company points to opportunities linked to newly launched oncology drugs and drugs that will become generic 1. The highly fragmented nature of the market leaves room for consolidation, as payors and government look for more efficient services 1.
Trends
- Ageing populationtailwind
Demand for home-based care and chronic services could grow as the senior population increases, which supports the Provider Services segment 1.
- Shift to coordinated, value-based caretailwind
Outcome-based payment models could favor companies that coordinate patients between pharmacy and clinical services, if this trend strengthens 1.
- Pressure on Medicare and Medicaid ratesheadwind
Changes to tariffs or payment methods in government programs could reduce revenue, affecting a significant part of the company's activity 1.
- Industry consolidation and competitionmixed
If competition intensifies through vertical integration by rivals or the removal of certificate of need rules in some states, margins could be affected 1.
Competitive position
The company says it competes in pharmacy with distributors and national, regional and local pharmacies, and in provider services with local, regional and national providers 1. Some competitors have vertically integrated models with insurers, distributors or retail chains, which may give them a cost advantage 1.
Competition is lower in states without certificate of need or permit requirements, and removing these requirements could increase competition 1. Relationships with pharmaceutical manufacturers and suppliers are also essential to maintaining market position 1.
- National pharmacy and distribution providers
Competitors in pharmacy services, some vertically integrated with insurers or distributors, referred to generically in source 1 without named identification.
- Retail pharmacy chains
Competitors in medication supply that can offer comparable services; source 1 does not name them individually.
- Local and regional home care providers
Competitors in the Provider Services segment, present in each geographic market where the company operates.
- Long-term care facility operators with in-house pharmacy
Facility owners entering the facility-based pharmacy market in areas of their concentration, according to source 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Here’s What Lifted BrightSpring Health Services (BTSG)Yahoo Finance — News · 21 Sept 2026 · EN
The latest news item in our archive is from 21 Sept 2026; the newest SEC filing is from 30 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Quarterly report30 Oct 2026
- Current report30 Oct 2026Results of operations · Financial statements and exhibits
- Quarterly report31 Jul 2026
- Current report31 Jul 2026Results of operations · Financial statements and exhibits
- Current report12 Jun 2026Departure or appointment of officers · Regulation FD disclosure · Financial statements and exhibits
- Current report05 Jun 2026Material agreement · Financial statements and exhibits
- Current report21 May 2026Shareholder vote
- Quarterly report01 May 2026
- Current report01 May 2026Results of operations · Financial statements and exhibits
- Proxy statement10 Apr 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / BrightSpring Health Services, Inc. · 27 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / BrightSpring Health Services, Inc. · 31 Jul 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / BrightSpring Health Services, Inc. · 31 Jul 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.