BrightSpring Health Services (BTSG -4.75%), a leading provider of integrated pharmacy and home-based healthcare services, released its second quarter 2025 results on August 1, 2025. The report showed GAAP revenue of $3,148 million, exceeding analyst estimates of $2,989.69 million. Adjusted earnings per share (EPS) came in at $0.22, surpassing the estimate of $0.19 and marking a significant increase compared to $0.06 in Q2 2024. Adjusted EBITDA (non-GAAP) reached $143 million, up sharply from $111 million in ...

BrightSpring Health Services (BTSG) Q2 2025 Earnings Call August 01, 2025 08:30 AM ET Company ParticipantsDavid Folkner - Regional Vice President - Community LivingJon Rousseau - Chairman, President & CEOJennifer Phipps - EVP & CFOWhit Mayo - Senior Managing DirectorA.J. Rice - Managing DirectorDavid Larsen - Managing DirectorCharles Rhyee - Managing DirectorConference Call ParticipantsJoanna Gajuk - Equity Research AnalystBrian Tanquilut - Senior Analyst - Healthcare Services & HCIT/Digital Health Equity R ...

BrightSpring Health Services (BTSG) Q2 2025 Earnings Call August 01, 2025 08:30 AM ET Speaker0Good day, ladies and gentlemen, and thank you for standing by. Welcome to the BrightSpring Health Services Inc. Second Quarter twenty twenty five Earnings Call. At this time, you are in listen only mode. Later, we will conduct a question and answer session.Please standby. Our conference will begin shortly. I would now like to hand the conference over to the first speaker today. You may begin.Speaker1Good morning. T ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 (Exact Name of Registrant as Specified in its Charter) | Delaware | 82-2956404 | | --- | --- | | (State or other jurisdiction of | (I.R.S. Employer | | incorporation or organization) | Identification No.) | | 805 N. Whittington Parkway | | | Louisville, Kentucky | 40222 | | (Address of ...

业绩总结 - BrightSpring在2025年第二季度的总收入为31.48亿美元，同比增长29.1%[17] - 调整后EBITDA为1.43亿美元，同比增长28.8%[17] - 药房解决方案收入为27.90亿美元，同比增长32.0%[17] - 输液和专业药房收入为22.03亿美元，同比增长38.9%[17] - 家庭和社区收入为5.87亿美元，同比增长11.0%[17] - 提供者服务收入为3.58亿美元，同比增长10.5%[17] - 家庭医疗收入为1.85亿美元，同比增长17.1%[17] - 康复护理收入为7300万美元，同比增长4.6%[17] - 每千个处方的收入为257.11美元，同比增长7.2%[24] - 调整后EBITDA利润率为4.5%[20] 未来展望 - 2025财年药房解决方案收入预计为10,750至11,100百万美元，同比增长约19.1%至24.1%[33] - 2025财年提供者服务收入预计为1,450至1,500百万美元，同比增长约10.0%[33] - 2025财年总收入预计为12,200至12,600百万美元，同比增长约21.1%至25.1%[33] - 2025财年调整后EBITDA预计为590至605百万美元，同比增长约17.3%至18.4%[33] - 预计2025年运营现金流超过3亿美金[35] 用户数据 - 家庭健康护理的平均每日病人数量在2025年第二季度达到30,085，同比增长6.4%[41] - 康复护理服务人数在2025年第二季度为7,119，同比增长5.8%[40] 股本信息 - 截至2024年6月30日，基本加权平均流通股为197,515千股[48] - 截至2024年6月30日，稀释加权平均流通股为208,987千股[48] - 2024年6月30日，初次公开募股的普通股为53,333千股[48] - 2024年6月30日，TEUs的初次公开募股为26,186千股[48] - 2024年6月30日，股票期权对稀释股数的影响为4,764千股[48] - 2024年6月30日，限制性股票单位（RSUs）对稀释股数的影响为2,095千股[48] - 2024年6月30日，TEUs对稀释股数的影响为4,582千股[48] - 2024年6月30日，其他稀释证券对稀释股数的影响为31千股[48] - 在计算稀释每股收益时，净亏损期间不考虑稀释股数[50] - 潜在稀释证券的计算基于市场价值在$13.00至$15.28之间[49]

BrightSpring Health Services, Inc. (BTSG) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +15.79%. A quarter ago, it was expected that this company would post earnings of $0.08 per share when it actually produced earnings of $0.19, delivering a surprise of +137.5%.Over the last four qu ...

BrightSpring Health Services, Inc. Reports Second Quarter 2025 Financial Results and Increases Full Year 2025 Guidance LOUISVILLE, Ky., August 1, 2025 — BrightSpring Health Services, Inc. ("BrightSpring" or the "Company") (NASDAQ: BTSG), a leading provider of home and community-based health services for complex populations, today announced financial results for the second quarter ended June 30, 2025, and increased Revenue and Adjusted EBITDA 1 guidance. Financial Highlights (note: all figures exclude the Co ...

Wall Street expects a year-over-year increase in earnings on higher revenues when BrightSpring Health Services, Inc. (BTSG) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be rel ...

公司表现 - BrightSpring Health Services Inc (BTSG) 年初至今回报率为17.8%，远超医疗行业平均回报率-4.6% [4] - 公司过去三个月全年盈利共识预期上调23.3%，显示分析师情绪改善 [4] - 公司当前Zacks Rank为2（买入评级），属于优选股票 [3] 行业对比 - 医疗行业在Zacks行业排名中位列第8（共16个行业组），包含986家公司 [2] - 公司所属的医疗服务业包含58家企业，行业年初至今平均下跌5.3%，公司表现优于同业 [6] - 同业公司Incyte (INCY) 年初至今回报率0.2%，其全年EPS预期三个月内上调2.5%，同样获Zacks 2评级 [5] 细分领域 - Incyte所属的生物医学与遗传学行业包含494家企业，行业排名第83，年初至今跌幅0.6% [7] - 医疗服务业在Zacks行业排名中位列第91，表现弱于生物医学子行业 [6][7]

公司表现 - BrightSpring Health Services股票在过去四周下跌10.4%，目前处于超卖区域 [1] - 华尔街分析师预计公司未来盈利将好于此前预测 [1] 技术分析 - 相对强弱指数(RSI)是衡量股票超卖状态的技术指标，范围0-100，低于30视为超卖 [2] - BTSG当前RSI读数为23.81，显示抛压可能接近耗尽，股价有望反弹 [5] - RSI指标显示股价可能因过度抛售偏离公允价值，存在反转机会 [3] 基本面因素 - 卖方分析师普遍上调BTSG当年盈利预测，30天内共识EPS预期增长3.2% [7] - 盈利预测上调通常预示短期股价上涨 [7] - BTSG获得Zacks Rank 2(买入)评级，位列4000多只股票前20% [8]