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BTSG BrightSpring Health Services, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-07-31, not restated
Healthcare

Scale

Market cap
$12.1bn
Revenue TTM
$14.4bn
Net income TTM
$366m
Free cash flow
$402m
Composite score
51.3
Sector rank
#636

Valuation

P / E
33.0
EV / EBITDA
EV / sales
1.0
FCF yield
3.33%
Earnings yield vs 10-yr
-1.70pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
2.5%
EBITDA margin
ROE
17.9%
ROIC
12.3%
Revenue growth
19.9%

Insider activity, last 90 days

Net open-market
$-1,734.37m
Buyers
0
Sellers
5

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Additionally, our Medicaid payors can be further broken down across each individual state with our top Medicaid states representing 7% and 6% of total Company revenue for the three and six months ended June 30, 2026 and 2025, respectively. For transactions involving the transfer of goods, revenues are primarily recognized when the customer obtains control of the products sold, which is generally upon shipment or delivery, depending on the delivery terms specified in the sales agreement. Revenues Revenues were $3,873.1 million for the three months ended June 30, 2026, as compared with $3,147.7 million for the three months ended June 30, 2025, an increase of $725.4 million or 23.0%. …BrightSpring Health Services, Inc., 10-Q, period ended 2026-06-30, filed 2026-07-31

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