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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
BrightSpring Health Services
BrightSpring Health Services (BTSG) investor relations material
BrightSpring Health Services Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary30 Oct, 2026
Executive summary
Q3 continuing-operations revenue was $4.2132B, up 26.4% YoY; gross profit was $518.5M, up 32.3%, and Adjusted EBITDA was $227.8M, up 42.0%.
Continuing-operations net income was $100.8M vs. $37.5M; diluted EPS was $0.46 vs. $0.17 and Adjusted EPS was $0.54 vs. $0.30.
Both segments grew; specialty and infusion pharmacy volume and the Amedisys and LHC branches acquisition contributed to performance. Pharmacy Solutions represented 88.6% of Q3 revenue.
Financial highlights
Q3 operating income increased 82.7% to $160.5M; cash flow from operations was $204M.
9M revenue was $11.700B, up 25.0%; continuing-operations net income was $261.7M vs. $55.2M and Adjusted EBITDA was $623.0M vs. $434.0M.
9M diluted EPS was $1.18 vs. $0.26; Adjusted EPS was $1.37 vs. $0.69.
Outlook and guidance
FY26 revenue guidance increased to $15.9B–$16.125B, including Pharmacy Solutions of $14.0B–$14.2B and Provider Services of $1.9B–$1.925B.
FY26 Adjusted EBITDA guidance increased to $850M–$860M, implying 37.6%–39.3% growth; includes $35M from the Amedisys and LHC branches acquisition.
FY27 organic Adjusted EBITDA growth expected at least 15%–20% on a higher FY26 base, with growth in each quarter and H2 slightly higher than H1.
FY26 operating cash flow expected above $700M excluding Community Living transaction-related impacts; EBITDA-to-operating-cash conversion expected near 80%.
Selective footprint expansion, de novo locations, integrated care and added value-based care capabilities are planned across pharmacy and provider services.
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Latest events from BrightSpring Health Services
- LDDs, generic conversions and disciplined M&A underpin growth.BTSG
Wells Fargo 21st Annual Healthcare Conference - Integrated care, M&A, and AI-driven efficiency fuel strong growth in specialty pharmacy and home health.BTSGBernstein Insights: Healthcare Leaders and Disruptors – 3rd Annual Healthcare Forum
- 2026 EBITDA guidance raised as specialty pharmacy, LDD wins, and M&A drive strong growth.BTSGMorgan Stanley 24th Annual Global Healthcare Conference
- Double-digit growth, disciplined M&A, and tech innovation drive robust EBITDA outlook.BTSG2026 Jefferies Healthcare Services and Technology Conference
- Q2 2026 revenue up 23% to $3.9B, adjusted EBITDA up 44%, and guidance raised for the year.BTSGQ2 2026
- Strong growth in specialty pharmacy and provider services, with focus on value-based care and efficiency.BTSGLeerink’s Global Healthcare Conference 2025
- Specialty pharmacy and integrated care drive robust growth, with expansion and M&A fueling outlook.BTSGGoldman Sachs 47th Annual Global Healthcare Conference 2026
- Integrated home health platform drives growth through scale, tech, and value-based care expansion.BTSG46th Annual William Blair Growth Stock Conference
- Double-digit growth driven by integrated care, technology, and disciplined M&A strategy.BTSGInvestor Day 2026
Next BrightSpring Health Services earnings date
UBS Global Healthcare Conference10 Nov, 2026
BrightSpring Health Services
Next BrightSpring Health Services earnings date
UBS Global Healthcare Conference10 Nov, 2026
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Frequently asked questions
BrightSpring Health Services Inc. is a provider of diversified home and community-based health services, catering to complex populations that require specialized and chronic care. The company for delivers comprehensive care solutions, including supportive care, and clinical and pharmacy solutions. Their services span home health care, hospice, home care for seniors, long-term specialty care for behavioral and neurorehabilitation populations, and pharmacy therapy management across various settings. The company is headquartered in Louisville, Kentucky, and its shares are listed on the Nasdaq.