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BTSG

BrightSpring Health Services

BTSG · NASDAQHealthcare
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Drug supplyPharma makers & wholesale…PharmacySpecialty, infusion & LTC…ProviderservicesHome health, hospice, per…PayersMedicare, Medicaid, PBMs…Patients &facilitiesPatients, senior living,…RXDrug manufacturersCORCencoraMCKMcKessonCAHCardinal HealthBTSGBrightSpring Health ServicesPHMPharMericaAMRAmeritaONCOnco360ADOAdoration Home Health & HospiceABOAbode Care PartnersRWWRehab Without WallsPCPersonal CarePBMPBMs & commercial insurersMCRMedicareMCDMedicaidSNFSenior living & skilled nursingBKDBrookdale Senior LivingPATPatients
Company details
Market cap
$11B
P/E ratio
~40×
Div yield
EPS (TTM)
$0.54
Profit margin
0.8%
Rev. growth
+28%
Revenue
$12.9B
Adj. EBITDA
$618M
In plain English
BrightSpring is a home- and community-based health and pharmacy company. Its Pharmacy Solutions arm — PharMerica (long-term-care), Amerita (home infusion) and Onco360 (specialty) — dispensed ~43M prescriptions in 2025 and is ~89% of revenue, while Provider Services delivers home health, hospice, personal care and rehab. KKR and Walgreens took it public in 2024; it runs on razor-thin margins funded largely by Medicare and Medicaid.
In simple terms
What BrightSpring Health Services really sells
BrightSpring is a home- and community-based health and pharmacy company. Its Pharmacy Solutions arm — PharMerica (long-term-care), Amerita (home infusion) and Onco360 (specialty) — dispensed ~43M prescriptions in 2025 and is ~89% of revenue, while Provider Services delivers home health, hospice, personal care and rehab. KKR and Walgreens took it public in 2024; it runs on razor-thin margins funded largely by Medicare and Medicaid.
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